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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 $147,972,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,075 $4,237,130 2.86%
2.
Microsoft Corp
 MSFT 10,415 $3,909,687 2.64%
3.
Amazon Com Inc
 AMZN 17,508 $3,331,072 2.25%
4.
Schwab Charles Corp
 SCHW 37,385 $2,926,498 1.98%
5.
Us Bancorp
 USB 67,400 $2,845,628 1.92%
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)