Cascade Investment Advisors, Inc.
All 13F Filings
- Location
- Oregon City, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 178,950
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 114 | 178,950 | 13F-HR | Cascade Investment Advisors, Inc. |
| Q2 2026 | 7/15/2026 | 113 | 183,298 | 13F-HR | Cascade Investment Advisors, Inc. |
| Q1 2026 | 4/13/2026 | 116 | 168,911 | 13F-HR | Cascade Investment Advisors, Inc. |
| Q4 2025 | 1/14/2026 | 113 | 170,037 | 13F-HR | Cascade Investment Advisors, Inc. |
| Q3 2025 | 10/9/2025 | 115 | 165,064 | 13F-HR | Cascade Investment Advisors, Inc. |
| Q2 2025 | 7/25/2025 | 110 | 155,718 | 13F-HR | Cascade Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 166.3 K | 92.9% | 0 | 4.88 K | -4.88 K |
| ETFs | 12.69 K | 7.1% | 531 | 0 | 531 |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
178,950
Holdings
114
QoQ value change ($000)
-4,348
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.