Back to funds
View filing
Cascade Investment Advisors, Inc.
Updated 3 days agoManaged by Cascade Investment Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$178.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $170M |
| Q1 2026 | $168.9M |
| Q2 2026 | $183.3M |
| Q3 2026 | $178.9M |
Top holdings
114 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $5.5M | 16.4K | 3.05% | — | |
| 2 | $5.2M | 10.1K | 2.88% | — | |
| 3 | $5.1M | 13.7K | 2.87% | — | |
| 4 | $4.1M | 16.3K | 2.27% | — | |
| 5 | $3.9M | 11.3K | 2.17% | — | |
| 6 | $3.7M | 7.2K | 2.06% | — | |
| 7 | $3.7M | 63.7K | 2.06% | — | |
| 8 | $3.2M | 33.0K | 1.80% | — | |
| 9 | $3M | 28.0K | 1.69% | — | |
| 10 | $2.9M | 10.2K | 1.63% | — | |
| 11 | $2.8M | 7.6K | 1.58% | — | |
| 12 | $2.8M | 19.6K | 1.56% | — | |
| 13 | $2.7M | 3.4K | 1.53% | — | |
| 14 | $2.7M | 14.6K | 1.52% | — | |
| 15 | $2.7M | 5.2K | 1.51% | — | |
| 16 | $2.7M | 11.7K | 1.49% | — | |
| 17 | $2.5M | 8.0K | 1.42% | — | |
| 18 | $2.4M | 9.1K | 1.34% | — | |
| 19 | $2.3M | 15.3K | 1.30% | — | |
| 20 | $2.3M | 20.9K | 1.28% | — |