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  Name: Cascade Investment Advisors Inc.
  City: OREGON CITY
  State: OR
  Zip: 97045
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $153,499,000
  Total Value Change : $13,015,000
  Securities Held Change : 6
   
All Securities Held : 115
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 45
  Unchanged Positions : 17
  Decreased Positions : 44

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BYD)1 Year Chart         BYD Boyd Gaming Corp 63 New $53.25 $1,220,000 18,121 0.79% 1,220,000 18,121 0.016    Gambling/Resorts
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 66 New $63.81 $1,190,000 17,770 0.78% 1,190,000 17,770 0.002    N/A
   (SSTK)1 Year Chart         SSTK Shutterstock, Inc. 75 New $38.66 $1,084,000 23,655 0.71% 1,084,000 23,655 0.102    Business Services
   (DLTR)1 Year Chart         DLTR Dollar Tree Stores Inc 86 New $119.57 $840,000 6,310 0.55% 840,000 6,310 0.003    Discount, Variety Stores
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 98 New $73.98 $349,000 4,594 0.23% 349,000 4,594 0.004    Closed - End Fund - Debt
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 101 New $47.78 $318,000 6,466 0.21% 318,000 6,466 0    Closed - End Fund - Debt
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 105 New $342.82 $263,000 764 0.17% 263,000 764 0    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 113 New $165.07 $209,000 1,286 0.14% 209,000 1,286 0    Cleaning Products
   (SHEL)1 Year Chart         SHEL Shell plc 115 New $72.63 $201,000 3,000 0.13% 201,000 3,000 0    Integrated Oil & Gas

      9 Records Found
  1    
Page 1 of 1
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