Cascade Investment Advisors
Cascade Investment Advisors reported 114 stocks worth $179M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (3.0%), MSFT (2.9%) and VTI (2.9%). Compared with Q2 2026, the fund opened new positions in NKE, YUM and XOM, added to VTI, PFE and CVCO, trimmed AAPL, MSFT and AMZN and sold out of XOM, ECG and COST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $5.5M | 3.0% | 16K | −634 (−4%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $5.2M | 2.9% | 10K | −269 (−3%) | 8 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $5.1M | 2.9% | 14K | +516 (+4%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $4.1M | 2.3% | 16K | −351 (−2%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $3.9M | 2.2% | 11K | −351 (−3%) | 8 of 8 | |
| 6 |  AMAT Applied Matls Inc | $3.7M | 2.1% | 7,205 | −987 (−12%) | 8 of 8 | |
| 7 |  USB US Bancorp Del | $3.7M | 2.1% | 64K | −1,470 (−2%) | 8 of 8 | |
| 8 |  SCHW Schwab Charles Corp | $3.2M | 1.8% | 33K | −1,435 (−4%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $3M | 1.7% | 28K | −3,629 (−11%) | 8 of 8 | |
| 10 |  JBL Jabil Inc | $2.9M | 1.6% | 10K | −550 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cascade Investment Advisors 13F FAQ
What does Cascade Investment Advisors own?
Cascade Investment Advisors reported 114 stocks worth $179M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (3.0%), MSFT (2.9%) and VTI (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Cascade Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 28 added to, 62 trimmed and 3 sold out. New positions include NKE, YUM and XOM. It sold all of XOM, ECG and COST.
When will Cascade Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cascade Investment Advisors's portfolio worth?
The Q3 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.