Cascade Investment Advisors, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Understanding the changes in fund holdings can provide valuable insights into investment strategies and market trends. In this article, we will analyze the Q3 2023 and Q4 2023 13F Holdings of Cascade Investment Advisors, Inc. We will explore the key changes in holdings and the potential implications for investors.

Apple Inc (AAPL) experienced a slight decrease in holdings, with 25,266 shares in Q3 2023 compared to 22,238 shares in Q4 2023. The value also dropped from $4,325,000 to $4,281,000. Although the change is minimal, it still raises questions about the investor sentiment towards the tech giant.

Meanwhile, Microsoft Corp (MSFT) saw a small decrease in holdings, with 11,329 shares in Q3 2023 compared to 11,111 shares in Q4 2023. However, the value increased from $3,577,000 to $4,178,000, indicating the investor's continued confidence in the company's performance.

US Bancorp Del (USB) experienced a slight increase in holdings, with 67,012 shares in Q3 2023 compared to 67,117 shares in Q4 2023. The value also rose from $2,215,000 to $2,904,000. This increase suggests that Cascade Investment Advisors, Inc. has faith in the banking industry's future prospects.

Applied Matls Inc (AMAT) saw a modest increase in holdings, with 16,893 shares in Q3 2023 compared to 17,073 shares in Q4 2023. The value also rose from $2,338,000 to $2,767,000. This increase reflects the investor's optimistic outlook on the semiconductor industry's growth.

Amazon Com Inc (AMZN) experienced a negligible decrease in holdings, with 17,415 shares in Q3 2023 compared to 17,385 shares in Q4 2023. The value saw a slight decrease from $2,213,000 to $2,641,000. This minor change indicates that Cascade Investment Advisors, Inc. maintains confidence in the e-commerce giant.

Jabil Inc (JBL) witnessed a more substantial decrease in holdings, with 21,523 shares in Q3 2023 compared to 19,935 shares in Q4 2023. The value dropped from $2,731,000 to $2,539,000. This downward trend suggests a shift in investment strategy or a change in sentiment toward the company.

Alphabet Inc (GOOGL) saw minimal changes in holdings, with 17,740 shares in Q3 2023 and 17,760 shares in Q4 2023. The value increased slightly from $2,321,000 to $2,480,000. This stability demonstrates the investor's confidence in the long-term prospects of the tech giant.

Novartis AG (NVS) witnessed marginal changes in holdings, with 22,280 shares in Q3 2023 compared to 22,250 shares in Q4 2023. The value also saw a slight decrease from $2,269,000 to $2,246,000. This stability suggests that Cascade Investment Advisors, Inc. sees consistent value in the pharmaceutical company.

Eaton Corp PLC (ETN) experienced a slight decrease in holdings, with 9,303 shares in Q3 2023 compared to 9,261 shares in Q4 2023. The value increased from $1,984,000 to $2,230,000. This change indicates that Cascade Investment Advisors, Inc. remains optimistic about the company's prospects.

In conclusion, analyzing the Q3 2023 and Q4 2023 13F Holdings of Cascade Investment Advisors, Inc. reveals interesting trends and shifts in investment strategies. While some holdings remained stable, others experienced slight fluctuations. These changes reflect the ever-evolving dynamics of the market and the investor's outlook on various industries. It is crucial for investors to monitor such changes and adapt their strategies accordingly.