Comparison of Cascade Investment Advisors, Inc. Q1 2023 vs. Q2 2023 13F Holdings

Introduction:

Investing in the stock market requires making informed decisions based on a variety of factors. One important tool that many investors rely on is the 13F filing, which provides valuable insights into the holdings of institutional investors. In this article, we will examine the changes in holdings of Cascade Investment Advisors, Inc. between Q1 2023 and Q2 2023. By analyzing these changes, we can gain a better understanding of the investment strategy employed by Cascade Investment Advisors, Inc.

Cascade Investment Advisors, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Cascade Investment Advisors, Inc. is a renowned investment firm with a strong track record of success. Their Q1 2023 13F filing reveals their holdings as of the end of the first quarter, while the Q2 2023 filing provides insights into their holdings at the end of the second quarter. Let's delve into the comparison between these two filings.

1. Apple Inc. (AAPL):

Cascade Investment Advisors, Inc. held 27,344 shares of Apple Inc. in Q1 2023, with a value of $4,509,000. However, their holdings increased slightly in Q2 2023, with 27,449 shares and a value of $5,324,000. This indicates a significant increase of 18.1% in their holdings.

2. Microsoft Corp. (MSFT):

In Q1 2023, Cascade Investment Advisors, Inc. held 11,642 shares of Microsoft Corp., valued at $3,356,000. However, their holdings decreased to 11,356 shares in Q2 2023, with a value of $3,867,000. Despite the decrease in the number of shares, the value of their holdings increased by 15.2%.

3. Applied Matls Inc. (AMAT):

Cascade Investment Advisors, Inc. had 17,237 shares of Applied Matls Inc. in Q1 2023, worth $2,117,000. Their holdings increased to 17,396 shares in Q2 2023, with a value of $2,514,000. This represents a growth of 18.8% in their holdings.

4. Jabil Inc. (JBL):

In Q1 2023, Cascade Investment Advisors, Inc. held 23,568 shares of Jabil Inc., valued at $2,077,000. However, their holdings decreased to 21,883 shares in Q2 2023, with a value of $2,361,000. This indicates a decrease of 13.7% in their holdings.

5. Amazon Com Inc. (AMZN):

Cascade Investment Advisors, Inc. had 17,260 shares of Amazon Com Inc. in Q1 2023, with a value of $1,782,000. Their holdings slightly increased to 17,455 shares in Q2 2023, valued at $2,275,000. This represents a growth of 27.6% in their holdings.

6. Novartis AG (NVS):

In Q1 2023, Cascade Investment Advisors, Inc. held 23,150 shares of Novartis AG, valued at $2,129,000. However, their holdings decreased to 22,472 shares in Q2 2023, with a value of $2,267,000. This indicates a slight decrease of 6.5% in their holdings.

7. US Bancorp Del (USB):

Cascade Investment Advisors, Inc. had 63,007 shares of US Bancorp Del in Q1 2023, worth $2,271,000. However, their holdings increased to 65,214 shares in Q2 2023, valued at $2,154,000. This represents a decrease of 5.1% in their holdings.

8. Microchip Technology Inc. (MCHP):

In Q1 2023, Cascade Investment Advisors, Inc. held 23,655 shares of Microchip Technology Inc., valued at $1,981,000. Their holdings increased to 23,890 shares in Q2 2023, with a value of $2,140,000. This indicates a growth of 8% in their holdings.

9. PACCAR Inc. (PCAR):

Cascade Investment Advisors, Inc. had 25,268 shares of PACCAR Inc. in Q1 2023, with a value of $1,849,000. However, their holdings increased to 25,550 shares in Q2 2023, valued at $2,137,000. This represents a growth of 15.6% in their holdings.

Conclusion:

In conclusion, the comparison of Cascade Investment Advisors, Inc.'s Q1 2023 and Q2 2023 13F filings reveals interesting changes in their holdings. While some holdings experienced significant growth, others saw a decrease in the number of shares held. These changes indicate that Cascade Investment Advisors, Inc. actively manages their portfolio to optimize their investments. Understanding these changes can provide valuable insights to investors looking to make informed decisions in the stock market.