President and Chief Compliance Officer

0001681490-22-000003.txt : 20220811 0001681490-22-000003.hdr.sgml : 20220811 20220811171317 ACCESSION NUMBER: 0001681490-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cascade Investment Advisors, Inc. CENTRAL INDEX KEY: 0001681490 IRS NUMBER: 911815841 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17496 FILM NUMBER: 221156908 BUSINESS ADDRESS: STREET 1: 503 HIGH STREET CITY: OREGON CITY STATE: OR ZIP: 97045 BUSINESS PHONE: 503-417-1950 MAIL ADDRESS: STREET 1: 503 HIGH STREET CITY: OREGON CITY STATE: OR ZIP: 97045 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001681490 XXXXXXXX 06-30-2022 06-30-2022 Cascade Investment Advisors, Inc.

503 HIGH STREET OREGON CITY OR 97045

13F HOLDINGS REPORT 028-17496 N Michelle Rand President and Chief Compliance Officer 503-417-1950 Michelle Rand Oregon City OR 08-11-2022 0 238 127304199 false INFORMATION TABLE 2 13F_q22022edgar.xml 3M Company COM 88579Y101 26140 202 SH SOLE 0 0 0 A T & T Inc. COM 00206R102 1297004 61880 SH SOLE 0 0 0 A10 Networks Inc COM 002121101 565924 39355 SH SOLE 0 0 0 Abbott Laboratories COM 002824100 276749 2547 SH SOLE 0 0 0 AbbVie Inc. COM 00287Y109 62182 406 SH SOLE 0 0 0 Adobe Systems Inc COM 00724F101 3660 10 SH SOLE 0 0 0 Allstate Corporation COM 020002101 1697548 13395 SH SOLE 0 0 0 Alphabet, Inc. Class A Class A 02079K305 141651 65 SH SOLE 0 0 0 Alphabet, Inc. Class C CAP STK CL C 02079K107 15312 7 SH SOLE 0 0 0 Altra Industrial Motion Corp. COM 02208R106 809586 22967 SH SOLE 0 0 0 Amazon Com Inc COM 023135106 1410999 13285 SH SOLE 0 0 0 Amdocs Ltd. SHS G02602103 1260480 15130 SH SOLE 0 0 0 AMERCO COM 023586100 14346 30 SH SOLE 0 0 0 Ameriprise Financial Inc COM 03076C106 5942 25 SH SOLE 0 0 0 AmerisourceBergen Corp. COM 03073E105 28296 200 SH SOLE 0 0 0 Amgen, Inc. COM 031162100 2017686 8293 SH SOLE 0 0 0 AppFolio Inc. COM CL A 03783C100 26738 295 SH SOLE 0 0 0 Apple Hospitality REIT COM 03784Y200 736111 50178 SH SOLE 0 0 0 Apple, Inc. COM 037833100 3771694 27587 SH SOLE 0 0 0 Applied Materials Inc COM 038222105 1568495 17240 SH SOLE 0 0 0 AstraZeneca PLC Sponsored ADR 046353108 33035 500 SH SOLE 0 0 0 Audiocodes Ltd. ORD M15342104 723573 32830 SH SOLE 0 0 0 Ball Corporation COM 058498106 36104 525 SH SOLE 0 0 0 Banner Corporation New COM NEW 06652V208 915660 16290 SH SOLE 0 0 0 Berkshire Hathaway Cl B Class B New 084670702 710125 2601 SH SOLE 0 0 0 Blackrock Credit Allocation Income COM 092508100 32593 2993 SH SOLE 0 0 0 Boeing Co COM 097023105 112110 820 SH SOLE 0 0 0 Bristol-Myers Squibb Co COM 110122108 1749055 22715 SH SOLE 0 0 0 British American Tobacco PLC Sponsored ADR 110448107 6436 150 SH SOLE 0 0 0 Broadcom, Inc. COM 11135F101 12145 25 SH SOLE 0 0 0 Brunswick Corp COM 117043109 16345 250 SH SOLE 0 0 0 C H Robinson Worldwide New COM NEW 12541W209 1374577 13560 SH SOLE 0 0 0 Calamos Strategic Total Return Fd Com SH BEN INT 128125101 10920 833 SH SOLE 0 0 0 Canadian Pacific Railway COM 13645T100 2095 30 SH SOLE 0 0 0 Carrier Global Corp. COM 14448C104 14727 413 SH SOLE 0 0 0 Carters Inc. COM 146229109 847169 12020 SH SOLE 0 0 0 Caterpillar Inc COM 149123101 1443487 8075 SH SOLE 0 0 0 Centerpoint Energy COM 15189T107 38454 1300 SH SOLE 0 0 0 ChevronTexaco Corp COM 166764100 814532 5626 SH SOLE 0 0 0 Cisco Systems Inc COM 17275R102 1357828 31844 SH SOLE 0 0 0 Citizens Financial Group Inc. COM 174610105 1215066 34045 SH SOLE 0 0 0 CME Group Class A COM 12572Q105 28658 140 SH SOLE 0 0 0 Coca Cola Company COM 191216100 240100 3816 SH SOLE 0 0 0 Cognizant Tech Sol Cl A Class A 192446102 1367482 20262 SH SOLE 0 0 0 Cohen Steers Total Return Realty Fu COM 19247R103 6956 525 SH SOLE 0 0 0 Colgate-Palmolive Co. COM 194162103 96168 1200 SH SOLE 0 0 0 Comerica Incorporated COM 200340107 11520 157 SH SOLE 0 0 0 Commercial Metals Company COM 201723103 1183656 35760 SH SOLE 0 0 0 ConocoPhillips COM 20825C104 1629692 18146 SH SOLE 0 0 0 Costco Whsl Corp New NEW COM 22160K105 162955 340 SH SOLE 0 0 0 Coterra Energy Inc. COM 127097103 1281247 49680 SH SOLE 0 0 0 CSX Corp COM 126408103 1217933 41911 SH SOLE 0 0 0 Cummins Inc. COM 231021106 1278265 6605 SH SOLE 0 0 0 D T E Energy Company COM 233331107 25350 200 SH SOLE 0 0 0 Diageo PLC New ADR Sponsored ADR NEW 25243Q205 17412 100 SH SOLE 0 0 0 Diamond Offshore Drilling xxxx COM 25271C201 13440 2282 SH SOLE 0 0 0 Digital Realty TRUST REIT COM 253868103 232785 1793 SH SOLE 0 0 0 Discover Financial Svcs COM 254709108 11727 124 SH SOLE 0 0 0 Duke Energy Corporation COM NEW 26441C204 57357 535 SH SOLE 0 0 0 Eaton Corporation PLC SHS G29183103 1176494 9338 SH SOLE 0 0 0 Ecolab Inc. COM 278865100 36133 235 SH SOLE 0 0 0 Emerson Electric Co COM 291011104 1398154 17578 SH SOLE 0 0 0 Enterprise Products Partners LP COM 293792107 574547 23576 SH SOLE 0 0 0 Eversource Energy COM 30040W108 25341 300 SH SOLE 0 0 0 Exxon Mobil Corporation COM 30231G102 233369 2725 SH SOLE 0 0 0 F5 Networks Inc COM 315616102 61216 400 SH SOLE 0 0 0 Facebook/META Platforms, Inc. Class Class A 30303M102 1050866 6517 SH SOLE 0 0 0 FedEx Corporation COM 31428X106 1684908 7432 SH SOLE 0 0 0 Fidelity MSCI Information Technolog MSCI INFO TECH I 316092808 9360 97 SH SOLE 0 0 0 First Trust Dow Jones Internet Inde DJ Internt IDX 33733E302 12703 100 SH SOLE 0 0 0 First Trust US Equity Opportunities US EQTY OPPT ETF 336920103 484109 5893 SH SOLE 0 0 0 Flaherty & Crumrine Total Return Fu COM 338479108 48411 2700 SH SOLE 0 0 0 Fomento Economico Mexicano SAB SPONSORED ADR UNITES 344419106 13498 200 SH SOLE 0 0 0 Fresenius Medical Care AG & Co. Sponsored ADR 358029106 718646 28815 SH SOLE 0 0 0 Garmin Ltd. SHS H2906T109 1104428 11241 SH SOLE 0 0 0 General Mills Inc COM 370334104 41497 550 SH SOLE 0 0 0 General Motors COM 37045V100 95280 3000 SH SOLE 0 0 0 Gilat Satellite Network Ltd. SHS NEW M51474118 6040 1000 SH SOLE 0 0 0 Gilead Sciences Inc. COM 375558103 1527757 24717 SH SOLE 0 0 0 Hannon Armstrong Sustainable REIT COM 41068X100 6322 167 SH SOLE 0 0 0 Home Depot Inc COM 437076102 957202 3490 SH SOLE 0 0 0 Honeywell Int'l. COM 438516106 245072 1410 SH SOLE 0 0 0 Host Hotels & Resorts REIT COM 44107P104 2508 160 SH SOLE 0 0 0 Hostess Brands Inc CLASS A 44109J106 11665 550 SH SOLE 0 0 0 I T T Inc. COM 45073V108 6724 100 SH SOLE 0 0 0 Illinois Tool Works Inc COM 452308109 36450 200 SH SOLE 0 0 0 Insight Enterprises COM 45765U103 1201449 13925 SH SOLE 0 0 0 Intel Corp. COM 458140100 1035882 27690 SH SOLE 0 0 0 Intercontinental Exchange, Inc. COM 45866F104 1257314 13370 SH SOLE 0 0 0 International Paper Co. COM 460146103 426666 10200 SH SOLE 0 0 0 Intl Business Machines Corp. COM 459200101 162368 1150 SH SOLE 0 0 0 Invesco Defensive Equity ETF DEFENSIVE EQTY 46138J775 446383 7012 SH SOLE 0 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 24664 88 SH SOLE 0 0 0 Ishares Core S&P Small Cap CORES S&P SCP ETF 464287804 34284 371 SH SOLE 0 0 0 Ishares Core S&P US Value ETF CORE S&P US VLU 464287663 60192 900 SH SOLE 0 0 0 Ishares DJ Select Dividend Fd ETF SELECT DIVID ETF 464287168 38242 325 SH SOLE 0 0 0 Ishares Edge MSCI USA Momentum ETF MSCI USA MMENTM 46432F396 38865 285 SH SOLE 0 0 0 Ishares MSCI USA Min Vol Factor ETF MSCI USA MIN VOL 46429B697 57221 815 SH SOLE 0 0 0 Ishares Total US Stock ETF CORE S&P TTL STK 464287150 1675 20 SH SOLE 0 0 0 Ishares Trust Barclays Short Bond E 1 3 YR TREAS BD 464287457 198696 2400 SH SOLE 0 0 0 Ishares Trust Russell 2000 ETF RUSSELL 2000 ETF 464287655 132485 782 SH SOLE 0 0 0 Ishares US Medical Devices ETF U.S. MED DVC ETF 464288810 21184 420 SH SOLE 0 0 0 J M Smucker Co New COM NEW 832696405 1312230 10251 SH SOLE 0 0 0 Jabil Inc. COM 466313103 1628631 31803 SH SOLE 0 0 0 John Bean Technologies Corp. COM 477839104 1070853 9698 SH SOLE 0 0 0 Johnson & Johnson COM 478160104 1325644 7468 SH SOLE 0 0 0 Jones Lang LaSalle COM 48020Q107 1315296 7522 SH SOLE 0 0 0 JP Morgan Chase & Co. COM 46625H100 384374 3413 SH SOLE 0 0 0 Kimberly-Clark Corp COM 494368103 80414 595 SH SOLE 0 0 0 Kimco Realty Corp REIT COM 49446R109 1066196 53930 SH SOLE 0 0 0 Laboratory Corp Of Amer New COM NEW 50540R409 11718 50 SH SOLE 0 0 0 Leggett & Platt Inc COM 524660107 1118490 32345 SH SOLE 0 0 0 Lilly Eli & Company COM 532457108 137797 425 SH SOLE 0 0 0 Linde PLC SHS G5494J103 18689 65 SH SOLE 0 0 0 Lockheed Martin Corp COM 539830109 32247 75 SH SOLE 0 0 0 Lowes Companies Inc COM 548661107 642785 3680 SH SOLE 0 0 0 Lululemon Athletica Inc COM 550021109 14993 55 SH SOLE 0 0 0 M D U Resources Group COM 552690109 1340755 49676 SH SOLE 0 0 0 Magellan Midstream Partners COM UNIT RP LP 559080106 13134 275 SH SOLE 0 0 0 Magna Intl Inc COM 559222401 959597 17479 SH SOLE 0 0 0 Marten Transport Ltd. COM 573075108 12615 750 SH SOLE 0 0 0 McDonalds Corp. COM 580135101 50116 203 SH SOLE 0 0 0 McKesson Corp. COM 58155Q103 146794 450 SH SOLE 0 0 0 Medtronic PLC SHS G5960L103 1279117 14252 SH SOLE 0 0 0 Merck & Co Inc COM 58933Y105 168294 1845 SH SOLE 0 0 0 MetLife Inc COM 59156R108 1301636 20730 SH SOLE 0 0 0 Microchip Technology Inc. COM 595017104 1301282 22405 SH SOLE 0 0 0 Micron Technology Inc COM 595112103 27640 500 SH SOLE 0 0 0 Microsoft Corp COM 594918104 2829752 11018 SH SOLE 0 0 0 Mid Amer Apt Cmntys Inc COM 59522J103 17467 100 SH SOLE 0 0 0 Mid Cap S P D R TRUST UTSER1 S&PDCRP 78467Y107 136451 330 SH SOLE 0 0 0 Miller Industries, Inc. COM NEW 600551204 556752 24559 SH SOLE 0 0 0 Mondelez Intl Inc Cl A Class A 609207105 1420619 22880 SH SOLE 0 0 0 Moodys Corp COM 615369105 95189 350 SH SOLE 0 0 0 Motorola Solutions Inc COM NEW 620076307 8384 40 SH SOLE 0 0 0 Mueller Water Products, Inc. COM SER A 624758108 762450 65000 SH SOLE 0 0 0 Nextera Energy Inc. COM 65339F101 52672 680 SH SOLE 0 0 0 Nike Inc Class B Class B 654106103 62853 615 SH SOLE 0 0 0 Nordstrom Inc. COM 655664100 23243 1100 SH SOLE 0 0 0 Northern Trust Corp. COM 665859104 1328626 13771 SH SOLE 0 0 0 Northrop Grumman Company COM 666807102 402955 842 SH SOLE 0 0 0 Novartis AG ADR Sponsored ADR 66987V109 1937850 22925 SH SOLE 0 0 0 Novo Nordisk A/S ADR ADR 670100205 24514 220 SH SOLE 0 0 0 Nucor Corp. COM 670346105 1068949 10238 SH SOLE 0 0 0 Nutrien Ltd COM 67077M108 1714849 21519 SH SOLE 0 0 0 nVent Electric PLC SHS G6700G107 15665 500 SH SOLE 0 0 0 Oracle Corporation COM 68389X105 1153204 16505 SH SOLE 0 0 0 PACCAR Inc COM 693718108 1452477 17640 SH SOLE 0 0 0 Paramount Global Class B CL B COM 92556H206 1022862 41445 SH SOLE 0 0 0 Park Hotels & Resort REIT COM 700517105 606199 44672 SH SOLE 0 0 0 Pentair PLC SHS G7S00T104 22885 500 SH SOLE 0 0 0 PepsiCo Inc. COM 713448108 381651 2290 SH SOLE 0 0 0 Pfizer Incorporated COM 717081103 278875 5319 SH SOLE 0 0 0 PIMCO Enhanced Short Maturity Activ ENHAN SHRT MA AC 72201R833 576820 5820 SH SOLE 0 0 0 Portland General Electric Company COM NEW 736508847 35135 727 SH SOLE 0 0 0 Procter & Gamble COM 742718109 179593 1249 SH SOLE 0 0 0 Public Storage REIT COM 74460D109 1760644 5631 SH SOLE 0 0 0 Qualcomm Inc COM 747525103 1257089 9841 SH SOLE 0 0 0 Ralph Lauren Corp CLASS A 751212101 891748 9947 SH SOLE 0 0 0 Raymond James Financial COM 754730109 1579338 17664 SH SOLE 0 0 0 Raytheon Technologies Co. COM 75513E101 51226 533 SH SOLE 0 0 0 Realty Income Corp COM 756109104 1403493 20561 SH SOLE 0 0 0 Regeneron Pharmaceuticals, Inc COM 75886F107 1674080 2832 SH SOLE 0 0 0 Rogers Communication, Inc. Class B Class B 775109200 1091162 22780 SH SOLE 0 0 0 S P D R TRUST Unit SR TR UNIT 78462F103 200459 531 SH SOLE 0 0 0 Sabre Corporation COM 78573M104 516188 88540 SH SOLE 0 0 0 Schwab Interm-term US Treasury ETF INTRM TRM TRES 808524854 12900 250 SH SOLE 0 0 0 Schwab US Aggregate Bond US AGGREGATE B 808524839 14361 300 SH SOLE 0 0 0 Schwab US Large Cap Value ETF US LCAP VA ETF 808524409 44443 712 SH SOLE 0 0 0 Sensata Technologies Holding PLC COM G8060N102 1195924 28950 SH SOLE 0 0 0 Service Corp Intl. COM 817565104 3456 50 SH SOLE 0 0 0 Shell PLC ADR, 1 ADR Reps 2 ORD Sha SPON ADS 780259305 177786 3400 SH SOLE 0 0 0 Simon Property Group, Inc. REIT NEW COM 828806109 985554 10383 SH SOLE 0 0 0 Snap Inc CLASS A 83304A106 43197 3290 SH SOLE 0 0 0 Snap On Inc COM 833034101 1028693 5221 SH SOLE 0 0 0 SolarEdge Technologies, Inc. COM 83417M104 1307369 4777 SH SOLE 0 0 0 Sonoco Products Co COM 835495102 57040 1000 SH SOLE 0 0 0 SPDR Gold Trust ETF GOLD SHS 78463V107 44641 265 SH SOLE 0 0 0 SPDR S&P 600 Small Cap Value ETF S&P 600 SMCP VAL 78464A300 57928 800 SH SOLE 0 0 0 STAG Industrial Inc. REIT COM 85254J102 971176 31450 SH SOLE 0 0 0 Starbucks Corp COM 855244109 80591 1055 SH SOLE 0 0 0 Stryker Corp COM 863667101 23871 120 SH SOLE 0 0 0 T J X Cos Inc COM 872540109 58642 1050 SH SOLE 0 0 0 T Rowe Price Blue Chip Growth ETF PRICE BLUE SHIP 87283Q107 77444 3525 SH SOLE 0 0 0 T Rowe Price Group Inc COM 74144T108 897291 7898 SH SOLE 0 0 0 Target Corporation COM 87612E106 1121083 7938 SH SOLE 0 0 0 Texas Roadhouse, Inc. COM 882681109 1200480 16400 SH SOLE 0 0 0 The Charles Schwab Corp. COM 808513105 763214 12080 SH SOLE 0 0 0 The Greenbrier Cos. COM 393657101 1022655 28415 SH SOLE 0 0 0 The Southern Company COM 842587107 42786 600 SH SOLE 0 0 0 The Toronto Dominion Bank COM NEW 891160509 19674 300 SH SOLE 0 0 0 Thermo Fisher Scientific COM 883556102 10865 20 SH SOLE 0 0 0 Truist Financial Corp. COM 89832Q109 13138 277 SH SOLE 0 0 0 Tyson Foods Inc. CL A 902494103 1205958 14013 SH SOLE 0 0 0 U S Bancorp Del New COM NEW 902973304 2759221 59957 SH SOLE 0 0 0 Umpqua Holdings Corp COM 904214103 50310 3000 SH SOLE 0 0 0 Unilever PLC ADR New SPON ADR NEW 904767704 17186 375 SH SOLE 0 0 0 Union Pacific Corp COM 907818108 77847 365 SH SOLE 0 0 0 United Parcel Service B CLASS B 911312106 64801 355 SH SOLE 0 0 0 UnitedHealth Group Inc COM 91324P102 30817 60 SH SOLE 0 0 0 Valero Energy Corp New COM 91913Y100 15942 150 SH SOLE 0 0 0 Vanguard Dividend Appreciation DIV APP ETF 921908844 25107 175 SH SOLE 0 0 0 Vanguard ESG US Stock ETF ESG US STK ETF 921910733 717120 10800 SH SOLE 0 0 0 Vanguard Extended Mkt EXTEND MKT ETF 922908652 23991 183 SH SOLE 0 0 0 Vanguard FTSE Develop Markets ETF FTSE DEV MKT ETF 921943858 36720 900 SH SOLE 0 0 0 Vanguard High Dividend Yield ETF HIGH DIV YLD 921946406 86445 850 SH SOLE 0 0 0 Vanguard Information Technology ETF INF TECH ETF 92204A702 63677 195 SH SOLE 0 0 0 Vanguard Mid Cap Growth ETF MCAP GR IDXVIP 922908538 16310 93 SH SOLE 0 0 0 Vanguard Mid-Cap ETF MID CAP ETF 922908629 50366 255 SH SOLE 0 0 0 Vanguard REIT ETF REAL ESTATE ETF 922908553 45463 499 SH SOLE 0 0 0 Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363 69376 200 SH SOLE 0 0 0 Vanguard S/T Bond Index Fund ETF SHORT TRM BOND 921937827 816277 10630 SH SOLE 0 0 0 Vanguard Small Cap Growth ETF SML CP GRW ETF 922908595 10245 52 SH SOLE 0 0 0 Vanguard Small Cap Index Fund ETF SMALL CP ETF 922908751 26064 148 SH SOLE 0 0 0 Vanguard Small Cap Value SM CP VAL ETF 922908611 1498 10 SH SOLE 0 0 0 Vanguard Total Stock Mkt ETF TOTAL STK MKT 922908769 1148318 6088 SH SOLE 0 0 0 Vanguard Utilities ETF UTILITIES ETF 92204A876 30470 200 SH SOLE 0 0 0 Vanguard Value ETF VALUE ETF 922908744 5407 41 SH SOLE 0 0 0 Veeva Systems Inc CL A COM 922475108 14853 75 SH SOLE 0 0 0 Veritone Inc. COM 92347M100 2612 400 SH SOLE 0 0 0 Verizon Communications COM 92343V104 42177 831 SH SOLE 0 0 0 VISA Inc Class A Class A 92826C839 111242 565 SH SOLE 0 0 0 Walgreens Boots Alliance, Inc. COM 931427108 1151288 30377 SH SOLE 0 0 0 Walt Disney Company COM 254687106 983459 10418 SH SOLE 0 0 0 Waste Management Inc Del COM 94106L109 61192 400 SH SOLE 0 0 0 Waters Corp COM 941848103 33098 100 SH SOLE 0 0 0 Wells Fargo & Company NEW COM 949746101 654139 16700 SH SOLE 0 0 0 Welltower, Inc. REIT COM 95040Q104 1312247 15935 SH SOLE 0 0 0 Weyerhaeuser Co. COM NEW 962166104 1569225 47380 SH SOLE 0 0 0 Williams-Sonoma, Inc. COM 969904101 1089196 9817 SH SOLE 0 0 0 Winnebago Industries Inc COM 974637100 1067008 21973 SH SOLE 0 0 0 Xylem Inc. COM 98419M100 70362 900 SH SOLE 0 0 0 YUM Brands, Inc. COM 988498101 136212 1200 SH SOLE 0 0 0 YUM China Holdings, Inc. COM 98850P109 43650 900 SH SOLE 0 0 0 Zebra Technologies Corp. Class A CLASS A 989207105 797780 2714 SH SOLE 0 0 0 Zions Bancorp, NA COM 989701107 1360048 26720 SH SOLE 0 0 0 Zoetis Inc. CL A 98978V103 6016 35 SH SOLE 0 0 0