Cascade Investment Advisors, Inc. - Portfolio overview

Cascade Investment Advisors, Inc. has 124 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 2.50%
2. VTI - VANGUARD INDEX FDS, 2.24%
3. MSFT - MICROSOFT CORP, 2.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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