Fund HoldingsCascade Investment Advisors, Inc.

Total Portfolio Value
$157.14M
Total Bought
$16.40M
Total Sold
$12.66M
Net Transaction
+$3.74M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
OSI SYSTEMS INC(OSIS)010,245+10,24501,5550.99%+1,555
ASSURANT INC(AIZ)07,419+7,41901,4750.94%+1,475
VOYA FINANCIAL INC(VOYA)015,580+15,58001,2340.79%+1,234
AIRBNB INC09,700+9,70001,2300.78%+1,230
JONES LANG LASALLE INC(JLL)7,8927,89201,6202,1291.36%+509
PAYPAL HLDGS INC(PYPL)23,15023,670+5201,3431,8471.18%+504
STARBUCKS CORP(SBUX)18,68019,790+1,1101,4541,9291.23%+475
US BANCORP DEL(USB)067,317+67,31703,0781.96%+3,078
EPLUS INC(PLUS)15,69915,729+301,1571,5470.98%+390
APPLE INC(AAPL)19,86819,603-2654,1854,5672.91%+383
ORACLE CORP(ORCL)15,69215,247-4452,2162,5981.65%+382
CATERPILLAR INC(CAT)06,415+6,41502,5091.60%+2,509
C H ROBINSON WORLDWIDE INC(CHRW)15,89015,882-81,4001,7531.12%+353
CUMMINS INC(CMI)7,1397,164+251,9772,3201.48%+343
SANOFI(SNY)35,15935,319+1601,7062,0351.30%+330
INTERCONTINENTAL EXCHANGE IN(ICE)13,52713,562+351,8522,1791.39%+327
MEDTRONIC PLC(MDT)21,04421,884+8401,6561,9701.25%+314
CARRIER GLOBAL CORPORATION(CARR)17,12817,243+1151,0801,3880.88%+307
META PLATFORMS INC(META)4,6904,635-552,3652,6531.69%+288
PAYCOM SOFTWARE INC(PAYC)6,5907,354+7649431,2250.78%+282
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)4,3574,387+301,3461,6251.03%+279
EMERSON ELEC CO(EMR)10,63313,153+2,5201,1711,4390.92%+267
METLIFE INC(MET)20,28020,355+751,4231,6791.07%+255
JABIL INC(JBL)019,273+19,27302,3091.47%+2,309
CISCO SYS INC(CSCO)40,01340,248+2351,9012,1421.36%+241
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,314+1,31402350.15%+235
GILEAD SCIENCES INC(GILD)02,760+2,76002310.15%+231
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)24,75224,782+301,6831,9131.22%+230
REALTY INCOME CORP(O)22,07621,986-901,1661,3940.89%+228
BOYD GAMING CORP(BYD)20,55620,951+3951,1331,3540.86%+222
BANNER CORP(BANR)22,95522,805-1501,1391,3580.86%+219
KIMCO RLTY CORP(KIM)57,04557,170+1251,1101,3270.84%+217
DIAGEO PLC(DEO)7,8738,613+7409931,2090.77%+216
BAXTER INTL INC039,350+39,35001,4940.95%+1,494
INTERNATIONAL BUSINESS MACHS(IBM)0950+95002100.13%+210
ALLSTATE CORP(ALL)01,095+1,09502080.13%+208
KNIFE RIVER CORP(KNF)16,89215,555-1,3371,1851,3900.88%+206
GIBRALTAR INDS INC(ROCK)17,34519,925+2,5801,1891,3930.89%+204
HOME DEPOT INC(HD)3,3223,32201,1441,3460.86%+203
LOWES COS INC(LOW)3,9453,957+128701,0720.68%+202
JOHNSON & JOHNSON(JNJ)9,6329,907+2751,4081,6061.02%+198
UFP INDUSTRIES INC(UFPI)10,01410,01401,1221,3140.84%+192
MONDELEZ INTL INC(MDLZ)17,37517,925+5501,1371,3210.84%+184
SIMON PPTY GROUP INC NEW(SPG)11,40311,253-1501,7311,9021.21%+171
SONOCO PRODS CO(SON)25,82226,967+1,1451,3101,4730.94%+164
SUN CMNTYS INC(SUI)10,21810,288+701,2301,3900.88%+161
NOVARTIS AG(NVS)22,61022,310-3002,4072,5661.63%+159
MDU RES GROUP INC(MDU)67,16667,266+1001,6861,8441.17%+158
AGCO CORP10,42711,917+1,4901,0211,1660.74%+146
COLUMBUS MCKINNON CORP N Y032,520+32,52001,1710.75%+1,171
KINDER MORGAN INC DEL(KMI)63,15062,761-3891,2551,3860.88%+132
INSIGHT ENTERPRISES INC(NSIT)9,5159,325-1901,8872,0091.28%+121
HILTON WORLDWIDE HLDGS INC(HLT)9,7889,776-122,1362,2531.43%+118
BERKSHIRE HATHAWAY INC DEL2,5552,510-451,0391,1550.74%+116
PUBLIC STORAGE OPER CO(PSA)5,6494,719-9301,6251,7171.09%+92
SCHWAB CHARLES CORP(SCHW)31,52537,255+5,7302,3232,4141.54%+91
SKECHERS U S A INC21,10023,105+2,0051,4581,5460.98%+88
JOHN BEAN TECHNOLOGIES CORP(JBTM)12,60813,003+3951,1971,2810.82%+84
WINNEBAGO INDS INC(WGO)022,518+22,51801,3090.83%+1,309
VANGUARD INDEX FDS8,6138,420-1932,3042,3841.52%+80
NORTHROP GRUMMAN CORP(NOC)84284203674450.28%+78
TARGET CORP(TGT)9,5199,534+151,4091,4860.95%+77
FIRST TR EXCHANGE-TRADED FD6,0666,06606036680.43%+66
TTM TECHNOLOGIES INC(TTMI)23,50028,600+5,1004575220.33%+65
PFIZER INC(PFE)59,99459,909-851,6791,7341.10%+55
CSX CORP(CSX)43,62143,721+1001,4591,5100.96%+51
VANGUARD BD INDEX FDS3,2323,783+5512482980.19%+50
TEXAS ROADHOUSE INC(TXRH)12,11512,055-602,0802,1291.35%+49
SCHWAB STRATEGIC TR4,6414,838+1973443890.25%+45
CHEVRON CORP NEW(CVX)7,4028,157+7551,1581,2010.76%+43
EATON CORP PLC(ETN)2,0802,08006526890.44%+37
SPDR SER TR
ST STR P500VAL
7,3807,480+1003603950.25%+36
VANGUARD WORLD FD6,9506,95006727060.45%+35
GENERAL MLS INC(GIS)3,1973,19702022360.15%+34
ALEXANDRIA REAL ESTATE EQ IN9,94510,075+1301,1631,1960.76%+33
COCA COLA CO(KO)3,7203,72002372670.17%+31
JPMORGAN CHASE & CO.(JPM)3,4783,47807047330.47%+30
SPDR S&P 500 ETF TR(SPY)631647+163443710.24%+28
ABBOTT LABS2,3862,38602482720.17%+24
WEYERHAEUSER CO MTN BE(WY)046,600+46,60001,5781.00%+1,578
SCHWAB STRATEGIC TR6,4666,266-2003073230.21%+16
APPLE HOSPITALITY REIT INC(APLE)53,03852,938-1007717860.50%+15
COSTCO WHSL CORP NEW(COST)35135102983110.20%+13
PROCTER AND GAMBLE CO(PG)1,2861,28602122230.14%+11
WISDOMTREE TR(WT)9,4819,708+2274774880.31%+11
PEPSICO INC(PEP)1,9971,99703293400.22%+10
VANGUARD INDEX FDS76476402862930.19%+8
EXXON MOBIL CORP2,9462,931-153393440.22%+4
ENTERPRISE PRODS PARTNERS L(EPD)22,62622,62606566590.42%+3
HONEYWELL INTL INC(HON)1,0601,06002262190.14%-7
PARK HOTELS & RESORTS INC(PK)69,22272,572+3,3501,0371,0230.65%-14
MERCK & CO INC(MRK)1,8931,89302342150.14%-19
NUTRIEN LTD(NTR)32,71934,184+1,4651,6661,6431.05%-23
FEDEX CORP(FDX)6,9347,501+5672,0792,0531.31%-26
NUCOR CORP(NUE)010,385+10,38501,5610.99%+1,561
WELLS FARGO CO NEW(WFC)15,30015,100-2009098530.54%-56
SHUTTERSTOCK INC27,11527,430+3151,0499700.62%-79
PACCAR INC(PCAR)022,184+22,18402,1891.39%+2,189
AMAZON COM INC(AMZN)17,61517,711+963,4043,3002.10%-104
WILLIAMS SONOMA INC(WSM)014,923+14,92302,3121.47%+2,312
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