Portfolio (Quarterly) Guide ↗

Cascade Investment Advisors, Inc.

· CIK 0001681490

13F Portfolio $169M AUM 116 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 37 Added 44 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TXRH	TEXAS ROADHOUSE INC	Consumer Cyclical	10,081	$1.7M	0.98%	SOLD
2	TTMI	TTM TECHNOLOGIES INC	Technology	18,615	$1.3M	0.76%	SOLD
3	GO	GROCERY OUTLET HLDG CORP	Consumer Defensive	87,565	$884K	0.52%	SOLD
4	SBUX	STARBUCKS CORP	Consumer Cyclical	4,690	$395K	0.23%	SOLD
5	BSV	VANGUARD BD INDEX FDS	—	3,880	$306K	0.18%	SOLD

Sector Allocation

Technology 22.9%

Industrials 20.8%

Financial Services 12.3%

Consumer Cyclical 9.9%

Healthcare 9.5%

Real Estate 6.0%

Energy 5.9%

Basic Materials 5.6%

Communication Services 5.0%

Consumer Defensive 2.0%