Cascade-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NTR",
  "AKAM",
  "NSIT",
  "ABNB",
  "ABT",
  "JLL",
  "ALL",
  "GOOGL",
  "PLUS",
  "CAT",
  "LOW",
  "ROCK",
  "BYD",
  "CMI",
  "ECG",
  null,
  "GILD",
  "HLT",
  "HON",
  "HD",
  "QCOM",
  null,
  "AMAT",
  "EMR",
  "ICE",
  "META",
  "PK",
  "SWK",
  "KMI",
  "MDT",
  "MSFT",
  "MDLZ",
  "FLS",
  "NVS",
  "PCAR",
  "ORCL",
  "NOC",
  "PYPL",
  "PEP",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "SPG",
  "SHEL",
  "IBM",
  "SBUX",
  "TXRH",
  "UPS",
  "MET",
  "SCHW",
  "BANR",
  "MDU",
  "OSIS",
  "JBL",
  "APLE",
  "SKX",
  "WY",
  "WGO",
  "SNY",
  "VYM",
  "VOYA",
  "ARE",
  "TEX",
  "AIZ",
  "KNF",
  "AMZN",
  null,
  "HII",
  "USB",
  "ESGV",
  "VUG",
  "BSV",
  "VSH",
  "WFC",
  "WSM",
  "ZBRA",
  "SCHA",
  "KIM",
  "UFPI",
  "SON",
  "TTMI",
  "SUI",
  "MCK",
  null,
  "SPYV",
  "PSA",
  "NUE",
  "PAYC",
  "FDX",
  "BRK-A",
  "BRK-B",
  "BAX",
  "CHRW",
  "CARR",
  "CVX",
  "GTLS",
  "CSCO",
  "KO",
  "CTSH",
  "CMC",
  "COP",
  "CTRA",
  "COST",
  "RSP",
  "EPD",
  "ETN",
  "XOM",
  "JNJ",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 113
Total Value: 147972425
Accession Number: 0001941040-25-000191
Form Type: 13F-HR
CIK: cascade-investment-advisors
Manager Name: Cascade-Investment-Advisors

Data Enrichment

96% identified

109 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $148.0M total value

113 positions • $148.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Coterra Energy Inc.

Shares:51.8K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.0M)

SKECHERS USA INC

Shares:25.9K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.0M)

BANNER CORP

Shares:22.9K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.0M)

FEDEX CORP

Shares:5.9K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.0M)

Airbnb, Inc.

Shares:11.9K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.0M)

MDU RESOURCES GROUP INC

Shares:83.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.0M)

Public Storage

Shares:4.7K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.0M)

CHEVRON CORP

Shares:8.3K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$148.0M)

INSIGHT ENTERPRISES INC

Shares:9.3K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$148.0M)

Knife River Corp

Shares:15.4K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$148.0M)

BOYD GAMING CORP

Shares:20.8K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$148.0M)

SUN COMMUNITIES INC

Shares:10.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

COMMERCIAL METALS Co

Shares:28.7K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

SONOCO PRODUCTS CO

Shares:27.9K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

MICROCHIP TECHNOLOGY INC

Shares:26.6K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

ZEBRA TECHNOLOGIES CORP

Shares:4.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

BAXTER INTERNATIONAL INC

Shares:37.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

NUCOR CORP

Shares:10.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

Mondelez International, Inc.

Shares:18.3K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coterra Energy Inc.(CTRAcusip127097103)	51.8K	QoQ -0.38% (-200) YoY -0.82% (-430)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.0M)	QoQ +12.72% (-$169.1K) YoY +2.80% (-$40.9K)
SKECHERS USA INC(SKXcusip830566105)	25.9K	QoQ +4.11% (-1.0K) YoY +23.45% (+4.9K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.0M)	QoQ -12.08% (-$202.3K) YoY +14.42% (+$185.6K)
BANNER CORP(BANRcusip06652V208)	22.9K	QoQ +0.37% (-85) YoY +7.22% (+1.5K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.0M)	QoQ -4.13% (-$63.1K) YoY +42.45% (+$435.8K)
FEDEX CORP(FDXcusip31428X106)	5.9K	QoQ -21.23% (-1.6K) YoY -14.41% (-993)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.0M)	QoQ -31.75% (-$668.7K) YoY -27.99% (-$558.7K)
Airbnb, Inc.(ABNBcusip009066101)	11.9K	QoQ +3.87% (-445) YoY NEW(+11.9K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.0M)	QoQ -5.56% (-$84.0K) YoY NEW(+$1.4M)
MDU RESOURCES GROUP INC(MDUcusip552690109)	83.5K	QoQ +2.27% (-1.9K) YoY +24.94% (-16.7K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.0M)	QoQ -4.02% (-$59.2K) YoY -16.16% (-$272.1K)
Public Storage(PSAcusip74460D109)	4.7K	QoQ -0.10% (-5) YoY -19.19% (-1.1K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.0M)	QoQ -0.15% (-$2.2K) YoY -16.62% (-$281.4K)
CHEVRON CORP(CVXcusip166764100)	8.3K	QoQ +1.71% (+140) YoY +16.03% (+1.1K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$148.0M)	QoQ +17.47% (+$207.1K) YoY +23.05% (+$260.9K)
INSIGHT ENTERPRISES INC(NSITcusip45765U103)	9.3K	QoQ -0.37% (-35) YoY -2.52% (-240)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$148.0M)	QoQ -1.75% (-$24.9K) YoY -21.19% (-$374.1K)
Knife River Corp(KNFcusip498894104)	15.4K	QoQ +0.52% (-81) YoY -4.71% (-761)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$148.0M)	QoQ -10.77% (-$167.7K) YoY +6.02% (-$78.9K)
BOYD GAMING CORP(BYDcusip103304101)	20.8K	QoQ -0.69% (-145) YoY +14.98% (+2.7K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$148.0M)	QoQ -9.87% (-$150.3K) YoY +12.43% (+$151.7K)
SUN COMMUNITIES INC(SUIcusip866674104)	10.5K	QoQ +0.96% (+100) YoY +26.82% (+2.2K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ +5.61% (+$71.7K) YoY +26.88% (+$285.4K)
COMMERCIAL METALS Co(CMCcusip201723103)	28.7K	QoQ -1.20% (-350) YoY -8.69% (-2.7K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ -8.35% (-$120.4K) YoY -28.52% (-$527.1K)
SONOCO PRODUCTS CO(SONcusip835495102)	27.9K	QoQ +0.45% (-125) YoY +5.88% (-1.6K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ -2.86% (-$38.8K) YoY -13.51% (-$205.8K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	26.6K	QoQ +4.20% (-1.1K) YoY +11.78% (-2.8K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ -12.03% (-$176.4K) YoY -39.67% (-$847.9K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	4.5K	QoQ +3.03% (-134) YoY +5.42% (-234)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ -24.61% (-$419.5K) YoY -1.17% (-$15.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.4K	QoQ -3.40% (-85) YoY -7.48% (-195)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ +13.49% (-$152.6K) YoY +17.16% (-$188.1K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	37.4K	QoQ -7.37% (-3.0K) YoY +5.55% (-2.0K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ +8.72% (-$102.6K) YoY -15.46% (-$233.9K)
NUCOR CORP(NUEcusip670346105)	10.5K	QoQ +0.66% (+70) YoY +8.57% (-832)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ +3.79% (+$46.4K) YoY -33.97% (-$652.4K)
Mondelez International, Inc.(MDLZcusip609207105)	18.3K	QoQ +0.54% (+100) YoY +5.31% (+925)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.0M)	QoQ +14.21% (+$154.8K) YoY +2.08% (+$25.4K)