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Michelle Rand

Cascade Investment Advisors, Inc.

Assets Managed
$183.298M
Holdings
113
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.52%(2Q avg: 3.93%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cascade Investment Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Cascade Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 183.298M in assets, with a quarterly growth rate of 8.52% and a 2-quarter average growth rate of 3.93%. The portfolio is managed by Michelle Rand, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -25.33%
3.24%
$5.923M
8,192 shares@ $723.0 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.03%
2.69%
$4.928M
17,032 shares@ $289.37 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.06%
2.68%
$4.894M
13,226 shares@ $370.04 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.75%
2.27%
$4.15M
11,614 shares@ $357.37 avg price
JBL
Jabil Inc
Recent Activity
Decreased -13.93%
2.26%
$4.131M
10,716 shares@ $385.49 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.97%
2.17%
$3.977M
16,687 shares@ $238.35 avg price
USB
Us Bancorp
Recent Activity
Decreased -1.25%
2.15%
$3.935M
65,150 shares@ $60.4 avg price
CMI
Cummins Inc
Recent Activity
Decreased -8.33%
2.12%
$3.883M
5,444 shares@ $713.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.35%
2.1%
$3.849M
10,319 shares@ $373.02 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -16.16%
2.09%
$3.828M
3,595 shares@ $1064.91 avg price

1-10 of 113