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Home > Institutional Investor > Cascade Investment Advisors, Inc. > Profile

Instuitional Investor - Cascade Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Cascade Investment Advisors, Inc.
Portfolio Value $155,923,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,425 $4,864,409 3.11%
2.
Microsoft Corp
 MSFT 10,531 $4,438,817 2.84%
3.
Amazon Com Inc
 AMZN 17,753 $3,894,831 2.49%
4.
Alphabet Inc.
 GOOGL 17,563 $3,324,676 2.13%
5.
Us Bancorp
 USB 65,550 $3,135,257 2.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)