CASCADE INVESTMENT ADVISORS INC
Q2 2025 Form 13-F
OREGON CITY, OREGON
CIK 0001681490
· CRD 117294
· SEC-registered investment adviser
$155.7M Reported Value Total
CASCADE INVESTMENT ADVISORS, INC. reports 489 total accounts under management (AUM). There are 468 discretionary accounts valued at $309,000,000, and 21 non-discretionary accounts valued at $22,000,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-20
Reported value
$155.7M
Quarter over quarter
+7.6%
Holdings
110
Top-10 concentration
22.1%
Key People
Form ADV owners & control persons
Michelle H Rand
CHIEF COMPLIANCE OFFICER
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 25, 2025 |
| Form | 13F-HR |
| Reported value | $155.7M |
| Positions | 110 |
| Change in reported value | +5.2% |
| New positions | 5 |
| Exited positions | 8 |
| Position turnover | 11.0% |
| Top-10 concentration | 22.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
114 | $178.9M |
|
Q2 2026 13F
Filed Jul 15, 2026
|
113 | $183.3M |
|
Q1 2026 13F
Filed Apr 13, 2026
|
116 | $168.9M |
|
Q4 2025 13F
Filed Jan 14, 2026
|
113 | $170.0M |
|
Q3 2025 13F
Filed Oct 9, 2025
|
115 | $165.1M |
|
Q2 2025 13F
Filed Jul 25, 2025
|
110 | $155.7M |
|
Q1 2025 13F
Filed Apr 8, 2025
|
113 | $148.0M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
113 | $155.9M |
|
Q3 2024 13F
Filed Oct 2, 2024
|
111 | $157.1M |
|
Q2 2024 13F
Filed Jul 8, 2024
|
111 | $148.2M |
|
Q1 2024 13F
Filed Apr 25, 2024
|
115 | $153.5M |
|
Q4 2023 13F
Filed Jan 11, 2024
|
109 | $140.5M |
|
Q3 2023 13F
Filed Oct 30, 2023
|
105 | $126.4M |
|
Q2 2023 13F
Filed Jul 21, 2023
|
110 | $133.9M |
|
Q1 2023 13F
Filed May 10, 2023
|
235 | $126.3M |
|
Q4 2022 13F
Filed Jan 26, 2023
|
109 | $120.1M |
|
Q3 2022 13F
Filed Nov 15, 2022
|
106 | $116.4M |
|
Q2 2022 13F
Filed Aug 11, 2022
|
237 | $127.3M |
|
Q1 2022 13F
Filed Apr 11, 2022
|
253 | $164.2M |
|
Q4 2021 13F
Filed Feb 10, 2022
|
263 | $170.7M |
21 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $5.2M | 3.31% |
| 2 | AMZN AMAZON COM INC | $3.8M | 2.44% |
| 3 | AAPL APPLE INC | $3.8M | 2.43% |
| 4 | JBL JABIL INC | $3.8M | 2.43% |
| 5 | SCHW SCHWAB CHARLES CORP | $3.3M | 2.11% |
| 6 | VTI VANGUARD INDEX FDS | $3.3M | 2.1% |
| 7 | USB US BANCORP DEL | $3.1M | 1.98% |
| 8 | ORCL ORACLE CORP | $3.0M | 1.94% |
| 9 | NVS NOVARTIS AG | $2.6M | 1.69% |
| 10 | CSCO CISCO SYS INC | $2.6M | 1.68% |
| 11 | GOOGL ALPHABET INC | $2.6M | 1.67% |
| 12 | AMAT APPLIED MATLS INC | $2.6M | 1.67% |
| 13 | ICE INTERCONTINENTAL EXCHANGE IN | $2.5M | 1.61% |
| 14 | META META PLATFORMS INC | $2.4M | 1.52% |
| 15 | HLT HILTON WORLDWIDE HLDGS INC | $2.4M | 1.52% |
| 16 | CMI CUMMINS INC | $2.3M | 1.45% |
| 17 | CAT CATERPILLAR INC | $2.2M | 1.39% |
| 18 | OSIS OSI SYSTEMS INC | $2.2M | 1.38% |
| 19 | WSM WILLIAMS SONOMA INC | $2.0M | 1.27% |
| 20 | JLL JONES LANG LASALLE INC | $2.0M | 1.26% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.