Cascade Investment Advisors, Inc. has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $178.9 million as of September 30, 2026. This filing is crucial as it provides insight into the company’s investment strategy and its positions within the financial sector.

The filing, submitted on November 2, 2026, indicates that Cascade Investment Advisors continues to maintain a diverse portfolio, with significant stakes in prominent companies such as Apple Inc., Amazon.com Inc., and Adobe Inc. This strategic allocation reflects the firm’s focus on technology and consumer sectors, which have shown resilience and growth potential.

Background

Cascade Investment Advisors, Inc., based in Oregon City, Oregon, operates as an investment advisory firm. The company is registered under the Central Index Key (CIK) number 0001681490. It primarily engages in managing assets for clients, focusing on investment strategies that align with client goals. The firm has been active in filing various forms with the SEC, including its most recent 13F-HR filing.

What the Filing Says

The recent filing indicates that Cascade Investment Advisors holds a total of 114 positions, with a cumulative value of $178,949,667. Notably, the filing includes significant investments in:

"Apple Inc., Amazon.com Inc., and Adobe Inc."

This information reflects the firm’s commitment to investing in established companies with strong market positions.

Impact

This filing may impact various stakeholders, including clients, investors, and competitors within the investment advisory industry. Clients will gain insights into the firm’s investment strategies and asset allocations, which may influence their investment decisions. Competitors may analyze Cascade’s holdings to benchmark their own strategies and identify market trends.

What's Next

The filing does not specify what happens next for Cascade Investment Advisors, Inc. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.