Cascade Investment Advisors, Inc.
CIK: 1681490SEC EDGAR →
Portfolio Value
$65.3B
Holdings
116
As of
Q1 2026
New Positions
116
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | US BANCORP DEL | 65,981 | $3.4B | 5.26% |
| 2 | SCHWAB CHARLES CORP | 33,900 | $3.2B | 4.88% |
| 3 | CISCO SYS INC | 35,929 | $2.8B | 4.27% |
| 4 | MEDTRONIC PLC | 23,384 | $2.0B | 3.10% |
| 5 | KINDER MORGAN INC DEL | 58,586 | $2.0B | 3.01% |
| 6 | COTERRA ENERGY INC | 55,780 | $2.0B | 3.00% |
| 7 | SANOFI SA | 37,773 | $1.8B | 2.79% |
| 8 | VOYA FINANCIAL INC | 26,415 | $1.8B | 2.76% |
| 9 | PFIZER INC | 63,549 | $1.8B | 2.73% |
| 10 | MICROCHIP TECHNOLOGY INC. | 26,040 | $1.7B | 2.58% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $15.7B | 24.0% |
| Technology | 16 | $9.8B | 15.1% |
| Industrials | 21 | $8.9B | 13.7% |
| Healthcare | 9 | $6.9B | 10.6% |
| Basic Materials | 7 | $6.0B | 9.2% |
| Energy | 7 | $5.1B | 7.8% |
| Real Estate | 8 | $3.5B | 5.3% |
| Consumer Defensive | 4 | $2.9B | 4.5% |
| Communication Services | 4 | $2.6B | 4.1% |
| Consumer Cyclical | 9 | $2.1B | 3.2% |
| Unknown | 7 | $1.7B | 2.6% |