Cascade Investment Advisors, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted by President and Chief Compliance Officer Michelle Rand, lists a total of 114 holdings across various sectors.
The portfolio is managed from an office in Oregon City, Oregon. According to the information table provided in the filing, the firm holds positions in a mix of large-cap technology companies, consumer staples, healthcare firms, and financial institutions. Notable positions include Apple Inc., with 16,398 shares; Microsoft Corporation, with 10,050 shares; and Amazon.com Inc., with 16,336 shares.
The filing indicates that Cascade Investment holds 1,112,649 shares of Berkshire Hathaway Inc. Class A, alongside 1,075,572 shares of the Class B. Other significant holdings include Visa Inc. (27,974 shares), JPMorgan Chase & Co. (2,631 shares), and United Parcel Service Inc. Class B (13,271 shares).
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs). These include the Invesco QQQ Trust, the SPDR S&P 500 ETF Trust, and the Vanguard Total Stock Market ETF, among others. The filing details specific share counts for each security, with the total number of holdings reported as 114.
