Cascade Investment Advisors, Inc.
RIA/Wealth
Cascade Investment Advisors, Inc. is a RIA/Wealth based in Oregon City, OR led by Michelle H Rand, reporting $331.0M in AUM as of Q3 2025 with MSFT as the largest holding (3% allocation).
CCOMichelle H Rand
- Portfolio Value
- $165.1M
- Positions
- 115
- Top Holding
- MSFT at 3.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cascade Investment Advisors, Inc.'s portfolio (22.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $5.2M | 3.17% | -$138.3K Sold | 0.00% 10.1K shares | |
Consumer Electronics Technology | $4.7M | 2.85% | +$8.1K Bought | 0.00% 18.5K shares | |
Specialty Retail Consumer Cyclical | $3.8M | 2.30% | -$14.3K Sold | 0.00% 17.3K shares | |
ETF ETF | $3.6M | 2.19% | +$98.1K Bought | — 11.0K shares | |
Hardware, Equipment & Parts Technology | $3.5M | 2.12% | -$263.9K Sold | 0.02% 16.1K shares | |
Financial - Capital Markets Financial Services | $3.4M | 2.06% | -$34.8K Sold | 0.00% 35.6K shares | |
Banks - Regional Financial Services | $3.3M | 1.98% | -$21.0K Sold | 0.00% 67.7K shares | |
Internet Content & Information Communication Services | $3.2M | 1.96% | -$353.7K Sold | 0.00% 13.3K shares | |
Software - Infrastructure Technology | $3.1M | 1.85% | -$824.9K Sold | 0.00% 10.9K shares | |
Semiconductors Technology | $3.0M | 1.81% | +$75.8K Bought | 0.00% 14.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cascade Investment Advisors, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+35.34% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-74.62% | |
-49.13% |
Analytics
Portfolio insights and performance metrics for Cascade Investment Advisors, Inc.
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