Cascade Investment Advisors, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2016-06-30 to 2026-06-30, Cascade Investment Advisors, Inc. opened 50 positions, added to 397, reduced 395 and sold out of 55.
- Q2 2026: Stock CTRA; Country of operation United States; Class COM; Shares before 55,780.
- Q2 2026: Stock TEX; Country of operation United States; Class COM; Shares before 27,835.
- Q2 2026: Stock BYD; Country of operation United States; Class COM; Shares before 17,506.
- Q2 2026: Stock ROCK; Country of operation United States; Class COM; Shares before 22,045.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1681490), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-06-30. Not compared, as a quarter between them is not held here yet: 2016-06-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | CTRA
COTERRA ENERGY INC | United States | COM | 55,780 | 0 | -55,780 | $1,960,109 | $0 | -$1,960,109 | 2026-07-15 |
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| Q2 2026 | TEX
TEREX CORP NEW | United States | COM | 27,835 | 0 | -27,835 | $1,645,049 | $0 | -$1,645,049 | 2026-07-15 |
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| Q2 2026 | BYD
BOYD GAMING CORP | United States | COM | 17,506 | 0 | -17,506 | $1,438,643 | $0 | -$1,438,643 | 2026-07-15 |
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| Q2 2026 | ROCK
GIBRALTAR INDS INC | United States | COM | 22,045 | 0 | -22,045 | $878,934 | $0 | -$878,934 | 2026-07-15 |
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| Q2 2026 | APLE
APPLE HOSPITALITY REIT INC | United States | COM NEW | 66,888 | 0 | -66,888 | $769,881 | $0 | -$769,881 | 2026-07-15 |
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| Q2 2026 | ARE
ALEXANDRIA REAL ESTATE EQ IN | United States | COM | 14,017 | 0 | -14,017 | $650,669 | $0 | -$650,669 | 2026-07-15 |
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| Q2 2026 | PSA
PUBLIC STORAGE OPER CO | United States | COM | 1,125 | 0 | -1,125 | $304,740 | $0 | -$304,740 | 2026-07-15 |
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| Q2 2026 | HONZZZZ
HONEYWELL INTL INC | | COM | 960 | 0 | -960 | $216,989 | $0 | -$216,989 | 2026-07-15 |
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| Q1 2026 | TXRH
TEXAS ROADHOUSE INC | United States | COM | 10,081 | 0 | -10,081 | $1,673,446 | $0 | -$1,673,446 | 2026-04-13 |
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| Q1 2026 | TTMI
TTM TECHNOLOGIES INC | United States | COM | 18,615 | 0 | -18,615 | $1,284,435 | $0 | -$1,284,435 | 2026-04-13 |
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| Q1 2026 | GO
GROCERY OUTLET HLDG CORP | United States | COM | 87,565 | 0 | -87,565 | $884,407 | $0 | -$884,407 | 2026-04-13 |
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| Q1 2026 | SBUX
STARBUCKS CORP | United States | COM | 4,690 | 0 | -4,690 | $394,945 | $0 | -$394,945 | 2026-04-13 |
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| Q4 2025 | MET
METLIFE INC | United States | COM | 19,730 | 0 | -19,730 | $1,625,160 | $0 | -$1,625,160 | 2026-01-14 |
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| Q4 2025 | WGO
WINNEBAGO INDS INC | United States | COM | 33,206 | 0 | -33,206 | $1,110,409 | $0 | -$1,110,409 | 2026-01-14 |
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| Q4 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 240 | 0 | -240 | $222,151 | $0 | -$222,151 | 2026-01-14 |
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| Q4 2025 | HONZZZZ
HONEYWELL INTL INC | | COM | 960 | 0 | -960 | $202,080 | $0 | -$202,080 | 2026-01-14 |
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| Q4 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,313 | 0 | -1,313 | $201,742 | $0 | -$201,742 | 2026-01-14 |
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| Q3 2025 | GTLS
CHART INDS INC | United States | COM | 8,715 | 0 | -8,715 | $1,434,925 | $0 | -$1,434,925 | 2025-10-09 |
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| Q3 2025 | BAX
BAXTER INTL INC | United States | COM | 38,005 | 0 | -38,005 | $1,150,791 | $0 | -$1,150,791 | 2025-10-09 |
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| Q3 2025 | PK
PARK HOTELS & RESORTS INC | United States | COM | 71,512 | 0 | -71,512 | $731,568 | $0 | -$731,568 | 2025-10-09 |
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| Q2 2025 | SKX
SKECHERS U S A INC | United States | CL A | 25,925 | 0 | -25,925 | $1,472,022 | $0 | -$1,472,022 | 2025-07-25 |
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| Q2 2025 | PLUS
EPLUS INC | United States | COM | 16,264 | 0 | -16,264 | $992,592 | $0 | -$992,592 | 2025-07-25 |
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| Q2 2025 | VSH
VISHAY INTERTECHNOLOGY INC | United States | COM | 57,650 | 0 | -57,650 | $916,635 | $0 | -$916,635 | 2025-07-25 |
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| Q2 2025 | PEP
PEPSICO INC | United States | COM | 1,997 | 0 | -1,997 | $299,467 | $0 | -$299,467 | 2025-07-25 |
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| Q2 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 950 | 0 | -950 | $236,227 | $0 | -$236,227 | 2025-07-25 |
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| Q2 2025 | MCK
MCKESSON CORP | United States | COM | 345 | 0 | -345 | $232,182 | $0 | -$232,182 | 2025-07-25 |
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| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,249 | 0 | -1,249 | $212,855 | $0 | -$212,855 | 2025-07-25 |
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| Q1 2025 | CSX
CSX CORP | United States | COM | 44,521 | 0 | -44,521 | $1,436,693 | $0 | -$1,436,693 | 2025-04-08 |
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| Q1 2025 | TGT
TARGET CORP | United States | COM | 9,344 | 0 | -9,344 | $1,263,122 | $0 | -$1,263,122 | 2025-04-08 |
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| Q1 2025 | CMCO
COLUMBUS MCKINNON CORP N Y | United States | COM | 33,110 | 0 | -33,110 | $1,233,016 | $0 | -$1,233,016 | 2025-04-08 |
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| Q1 2025 | O
REALTY INCOME CORP | United States | COM | 21,986 | 0 | -21,986 | $1,174,272 | $0 | -$1,174,272 | 2025-04-08 |
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| Q1 2025 | GIS
GENERAL MLS INC | United States | COM | 3,197 | 0 | -3,197 | $203,859 | $0 | -$203,859 | 2025-04-08 |
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| Q4 2024 | JBTM
JOHN BEAN TECHNOLOGIES CORP | United States | COM | 13,003 | 0 | -13,003 | $1,280,926 | $0 | -$1,280,926 | 2025-01-22 |
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| Q4 2024 | AGCO
AGCO CORP | United States | COM | 11,917 | 0 | -11,917 | $1,166,198 | $0 | -$1,166,198 | 2025-01-22 |
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| Q4 2024 | SSTK
SHUTTERSTOCK INC | United States | COM | 27,430 | 0 | -27,430 | $970,199 | $0 | -$970,199 | 2025-01-22 |
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| Q4 2024 | RCI
ROGERS COMMUNICATIONS INC | | CL B | 12,740 | 0 | -12,740 | $512,275 | $0 | -$512,275 | 2025-01-22 |
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| Q4 2024 | DLTR
DOLLAR TREE INC | United States | COM | 4,375 | 0 | -4,375 | $307,650 | $0 | -$307,650 | 2025-01-22 |
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| Q4 2024 | MRK
MERCK & CO INC | United States | COM | 1,893 | 0 | -1,893 | $214,962 | $0 | -$214,962 | 2025-01-22 |
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| Q3 2024 | COLM
COLUMBIA SPORTSWEAR CO | United States | COM | 19,190 | 0 | -19,190 | $1,517,545 | $0 | -$1,517,545 | 2024-10-02 |
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| Q3 2024 | CVCO
CAVCO INDS INC DEL | United States | COM | 3,893 | 0 | -3,893 | $1,347,640 | $0 | -$1,347,640 | 2024-10-02 |
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| Q3 2024 | T
AT&T INC | United States | COM | 61,265 | 0 | -61,265 | $1,170,768 | $0 | -$1,170,768 | 2024-10-02 |
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| Q3 2024 | TSLA
TESLA INC | United States | COM | 5,320 | 0 | -5,320 | $1,052,722 | $0 | -$1,052,722 | 2024-10-02 |
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| Q3 2024 | IART
INTEGRA LIFESCIENCES HLDGS C | United States | COM NEW | 34,425 | 0 | -34,425 | $1,003,145 | $0 | -$1,003,145 | 2024-10-02 |
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| Q3 2024 | LLY
ELI LILLY & CO | United States | COM | 325 | 0 | -325 | $294,249 | $0 | -$294,249 | 2024-10-02 |
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| Q3 2024 | MCK
MCKESSON CORP | United States | COM | 460 | 0 | -460 | $268,658 | $0 | -$268,658 | 2024-10-02 |
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| Q2 2024 | BALL
BALL CORP | United States | COM | 21,357 | 0 | -21,357 | $1,438,608 | $0 | -$1,438,608 | 2024-07-08 |
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| Q2 2024 | TROW
PRICE T ROWE GROUP INC | United States | COM | 10,298 | 0 | -10,298 | $1,255,532 | $0 | -$1,255,532 | 2024-07-08 |
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| Q2 2024 | IP
INTERNATIONAL PAPER CO | United States | COM | 25,890 | 0 | -25,890 | $1,010,228 | $0 | -$1,010,228 | 2024-07-08 |
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| Q2 2024 | SEDG
SOLAREDGE TECHNOLOGIES INC | | COM | 11,753 | 0 | -11,753 | $834,228 | $0 | -$834,228 | 2024-07-08 |
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| Q2 2024 | VFC
V F CORP | United States | COM | 45,005 | 0 | -45,005 | $690,377 | $0 | -$690,377 | 2024-07-08 |
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| Q2 2024 | INTC
INTEL CORP | United States | COM | 6,035 | 0 | -6,035 | $266,559 | $0 | -$266,559 | 2024-07-08 |
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| Q2 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 2,760 | 0 | -2,760 | $202,170 | $0 | -$202,170 | 2024-07-08 |
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| Q1 2024 | PHM
PULTE GROUP INC | United States | COM | 8,165 | 0 | -8,165 | $842,791 | $0 | -$842,791 | 2024-04-25 |
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| Q1 2024 | STAG
STAG INDL INC | United States | COM | 14,930 | 0 | -14,930 | $586,152 | $0 | -$586,152 | 2024-04-25 |
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| Q1 2024 | WELL
WELLTOWER INC | United States | COM | 2,815 | 0 | -2,815 | $253,829 | $0 | -$253,829 | 2024-04-25 |
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