President and Chief Compliance Officer

0001681490-22-000001.txt : 20220210 0001681490-22-000001.hdr.sgml : 20220210 20220210164749 ACCESSION NUMBER: 0001681490-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 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: 22614836 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 12-31-2021 12-31-2021 Cascade Investment Advisors, Inc.

503 HIGH STREET OREGON CITY OR 97045

13F HOLDINGS REPORT 028-17496 N Michelle Rand President and Chief Compliance Officer 503-703-3622 Michelle Rand Oregon City OR 02-10-2022 0 264 170678 false INFORMATION TABLE 2 13f_filerQ421.xml 3M Company COM 88579Y101 35881 202 SH SOLE 0 0 0 A10 Networks Inc COM 002121101 545564 32905 SH SOLE 0 0 0 Abbott Laboratories COM 002824100 379598 2697 SH SOLE 0 0 0 AbbVie Inc. COM 00287Y109 21122 156 SH SOLE 0 0 0 Adobe Systems Inc COM 00724F101 5670 10 SH SOLE 0 0 0 Alaska Air Group Inc D COM 011659109 6095 117 SH SOLE 0 0 0 Albany Intl Corp. Class A 012348108 1253424 14171 SH SOLE 0 0 0 Allstate Corporation COM 020002101 1613569 13715 SH SOLE 0 0 0 Alphabet, Inc. Class A Class A 02079K305 188307 65 SH SOLE 0 0 0 Altra Industrial Motio COM 02208R106 1160943 22512 SH SOLE 0 0 0 Altria Group Inc COM 02209S103 1326 28 SH SOLE 0 0 0 Amazon Com Inc COM 023135106 2073959 622 SH SOLE 0 0 0 Amdocs Ltd. SHS G02602103 1128587 15080 SH SOLE 0 0 0 AMERCO COM 023586100 18155 25 SH SOLE 0 0 0 AmerisourceBergen Corp COM 03073E105 26578 200 SH SOLE 0 0 0 Amgen, Inc. COM 031162100 2043402 9083 SH SOLE 0 0 0 AppFolio Inc. COM CL A 03783C100 42976 355 SH SOLE 0 0 0 Apple Hospitality REIT COM 03784Y200 854625 52918 SH SOLE 0 0 0 Apple, Inc. COM 037833100 5485670 30893 SH SOLE 0 0 0 Applied Materials Inc COM 038222105 2760094 17540 SH SOLE 0 0 0 AstraZeneca PLC Sponsored ADR 046353108 29125 500 SH SOLE 0 0 0 Atlantica Sustainable SHS G0751N103 2145 60 SH SOLE 0 0 0 Audiocodes Ltd. ORD M15342104 1242128 35755 SH SOLE 0 0 0 Ball Corporation COM 058498106 50541 525 SH SOLE 0 0 0 Bank Of America Corp COM 060505105 84531 1900 SH SOLE 0 0 0 Banner Corporation New COM NEW 06652V208 996201 16420 SH SOLE 0 0 0 Berkshire Hathaway Cl Class B 084670702 607269 2031 SH SOLE 0 0 0 Berkshire Hathaway Cla Class A 084990175 450662 100 SH SOLE 0 0 0 Blackrock Credit Alloc COM 092508100 82669 5493 SH SOLE 0 0 0 Boeing Co COM 097023105 161056 800 SH SOLE 0 0 0 Borg Warner Inc COM 099724106 1256641 27882 SH SOLE 0 0 0 Bristol-Myers Squibb C COM 110122108 1745800 28000 SH SOLE 0 0 0 British American Tobac Sponsored ADR 110448107 5611 150 SH SOLE 0 0 0 Broadcom, Inc. COM 11135F101 16635 25 SH SOLE 0 0 0 C H Robinson Worldwide COM 12541W209 1457887 13545 SH SOLE 0 0 0 Calamos Strategic Tota Com SH BEN INT 128125101 16068 833 SH SOLE 0 0 0 Canadian Pacific Railw COM 13645T100 2158 30 SH SOLE 0 0 0 Carrier Global Corp. COM 14448C104 22401 413 SH SOLE 0 0 0 Carters Inc. COM 146229109 978797 9670 SH SOLE 0 0 0 Caterpillar Inc COM 149123101 1593551 7708 SH SOLE 0 0 0 Centerpoint Energy COM 15189T107 36283 1300 SH SOLE 0 0 0 Check Point Software T COM M22465104 1162103 9970 SH SOLE 0 0 0 ChevronTexaco Corp COM 166764100 1364311 11626 SH SOLE 0 0 0 Cisco Systems Inc COM 17275R102 2001161 31579 SH SOLE 0 0 0 CitiGroup, Inc. COM 172967226 1247476 20657 SH SOLE 0 0 0 Citizens Financial Gro COM 174610105 1424587 30150 SH SOLE 0 0 0 Citrix Systems Inc COM 177376100 1433984 15160 SH SOLE 0 0 0 CME Group Class A Class A 12572Q105 28557 125 SH SOLE 0 0 0 Coca Cola Company COM 191216100 225978 3816 SH SOLE 0 0 0 Cognizant Tech Sol Cl Class A 192446102 1164627 13127 SH SOLE 0 0 0 Cohen Steers Total Ret COM 19247R103 9009 525 SH SOLE 0 0 0 Colgate-Palmolive Co. COM 194162103 102408 1200 SH SOLE 0 0 0 Comerica Incorporated COM 200340107 13659 157 SH SOLE 0 0 0 ConocoPhillips COM 20825C104 1755995 24328 SH SOLE 0 0 0 Costco Whsl Corp New COM 22160K105 193018 340 SH SOLE 0 0 0 Coterra Energy Inc. COM 127097103 61750 3250 SH SOLE 0 0 0 CSX Corp COM 126408103 1523213 40511 SH SOLE 0 0 0 D T E Energy Company COM 233331107 23908 200 SH SOLE 0 0 0 Daimler AG COM D1668R123 50115 650 SH SOLE 0 0 0 Diageo PLC New ADR Sponsored ADR 25243Q205 16510 75 SH SOLE 0 0 0 Digital Realty TRUST R COM 253868103 320665 1813 SH SOLE 0 0 0 Dollar Tree Inc. COM 256746108 1530965 10895 SH SOLE 0 0 0 DOW, Inc. COM 260543103 38683 682 SH SOLE 0 0 0 DT Midstream Inc. COMMON STOCK 23345M107 4798 100 SH SOLE 0 0 0 Du Pont E I De Nemours COM 263534109 55091 682 SH SOLE 0 0 0 Duke Energy Corporatio COM 26441C204 56121 535 SH SOLE 0 0 0 Eaton Corporation PLC COM G29183103 1624162 9398 SH SOLE 0 0 0 Ecolab Inc. COM 278865100 55128 235 SH SOLE 0 0 0 Emerson Electric Co COM 291011104 1657077 17823 SH SOLE 0 0 0 Enterprise Products Pa COM 293792107 540435 24610 SH SOLE 0 0 0 Eversource Energy COM 30040W108 27294 300 SH SOLE 0 0 0 Exxon Mobil Corporatio COM 30231G102 166742 2725 SH SOLE 0 0 0 F5 Networks Inc COM 315616102 2434864 9950 SH SOLE 0 0 0 Facebook/META Platform Class A 30303M102 2116314 6292 SH SOLE 0 0 0 FedEx Corporation COM 31428X106 1920919 7427 SH SOLE 0 0 0 Fidelity MSCI Informat MSCI INFO TECH I 316092808 13133 97 SH SOLE 0 0 0 Fidelity Natl Finl Inc FNF Group Com 31620R303 1304 25 SH SOLE 0 0 0 First Trust Dow Jones DJ Internt IDX 33733E302 22613 100 SH SOLE 0 0 0 First Trust US Equity US EQTY OPPT ETF 336920103 701982 5730 SH SOLE 0 0 0 Flaherty & Crumrine To COM 338479108 61533 2700 SH SOLE 0 0 0 Flexshares Quality Div Qualt Div IDX 33939L860 3067 50 SH SOLE 0 0 0 Fomento Economico Mexi Sponsored ADR 344419106 15542 200 SH SOLE 0 0 0 Fresenius Medical Care Sponsored ADR 358029106 1023626 31535 SH SOLE 0 0 0 Garmin Ltd. SHS H2906T109 1661410 12201 SH SOLE 0 0 0 General Mills Inc COM 370334104 37059 550 SH SOLE 0 0 0 General Motors COM 37045V100 152438 2600 SH SOLE 0 0 0 Gentex Corp. COM 371901109 973186 27925 SH SOLE 0 0 0 Gilat Satellite Networ SHS NEW M51474118 7070 1000 SH SOLE 0 0 0 Gilead Sciences Inc. COM 375558103 1799421 24782 SH SOLE 0 0 0 Goldman Sachs Innovate Innovat EQ ETF 38149W820 607 10 SH SOLE 0 0 0 Hannon Armstrong Susta COM 41068X100 8871 167 SH SOLE 0 0 0 Hilton Worldwide Holdi COM 43300A104 1635399 10484 SH SOLE 0 0 0 Home Depot Inc COM 437076102 1628914 3925 SH SOLE 0 0 0 Honeywell Int'l. COM 438516106 315892 1515 SH SOLE 0 0 0 Host Hotels & Resorts COM 44107P104 3304 190 SH SOLE 0 0 0 Hostess Brands Inc COM 44109J106 16336 800 SH SOLE 0 0 0 HP, Inc. COM 40434L105 376 10 SH SOLE 0 0 0 I T T Inc. COM 45073V108 10219 100 SH SOLE 0 0 0 Illinois Tool Works In COM 452308109 49360 200 SH SOLE 0 0 0 Infosys Ltd Sponsored COM 456788108 977598 38625 SH SOLE 0 0 0 Insight Enterprises COM 45765U103 1505725 14125 SH SOLE 0 0 0 Intel Corp. COM 458140100 2567990 49863 SH SOLE 0 0 0 Intl Business Machines COM 459200101 153709 1150 SH SOLE 0 0 0 Invesco Defensive Equi DEFENSIVE EQTY 46138J775 479692 6562 SH SOLE 0 0 0 Invesco DWA Momentum E DWA Momentum 46137V837 19376 205 SH SOLE 0 0 0 Invesco DWA Smallcap M DWA SMLCP MENT 46138E842 19802 220 SH SOLE 0 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 35010 88 SH SOLE 0 0 0 Ishares Core S&P US Va CORE S&P US VLU 464287663 68706 900 SH SOLE 0 0 0 Ishares DJ Select Divi SELECT DIVID ETF 464287168 39841 325 SH SOLE 0 0 0 Ishares Edge MSCI USA Moment MSCI USA MMENTM 46432F396 51818 285 SH SOLE 0 0 0 Ishares MSCI USA Min Vol Fac MSCI USA MIN VOL 46429B697 86158 1065 SH SOLE 0 0 0 Ishares S&P 500 Growth S&P 500 GRWT ETF 464287309 100404 1200 SH SOLE 0 0 0 Ishares Total US Stock CORE S&P TTL STK 464287150 2139 20 SH SOLE 0 0 0 Ishares Trust Barclays 1 3 YR TREAS BD 464287457 59878 700 SH SOLE 0 0 0 Ishares Trust Russell RUSSELL 2000 ETF 464287655 174016 782 SH SOLE 0 0 0 Ishares US Consumer Se U.S. CNSM SV ETF 464287580 58800 700 SH SOLE 0 0 0 Ishares US Medical Dev U.S. MED DVC ETF 464288810 27657 420 SH SOLE 0 0 0 J M Smucker Co New COM NEW 832696405 1500267 11046 SH SOLE 0 0 0 Jabil Inc. COM 466313103 2229954 31698 SH SOLE 0 0 0 John Bean Technologies COM 477839104 1188707 7741 SH SOLE 0 0 0 Johnson & Johnson COM 478160104 1391370 8133 SH SOLE 0 0 0 Jones Lang LaSalle COM 48020Q107 2163608 8033 SH SOLE 0 0 0 JP Morgan Chase & Co. 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COM 573075108 12870 750 SH SOLE 0 0 0 McDonalds Corp. COM 580135101 31900 119 SH SOLE 0 0 0 McKesson Corp. COM 58155Q103 1649510 6636 SH SOLE 0 0 0 Medtronic PLC COM G5960L103 1293849 12507 SH SOLE 0 0 0 Merck & Co Inc COM 58933Y105 138407 1805 SH SOLE 0 0 0 MetLife Inc COM 59156R108 1799712 28800 SH SOLE 0 0 0 Microchip Technology I COM 595017104 1912272 21965 SH SOLE 0 0 0 Micron Technology Inc COM 595112103 46575 500 SH SOLE 0 0 0 Microsoft Corp COM 594918104 3883823 11548 SH SOLE 0 0 0 Mid Amer Apt Cmntys In COM 59522J103 22944 100 SH SOLE 0 0 0 Mid Cap S P D R TRUST UTSER1 S&PDCRP 78467Y107 103536 200 SH SOLE 0 0 0 Miller Industries, Inc COM NEW 600551204 850497 25464 SH SOLE 0 0 0 Mondelez Intl Inc Cl A Class A 609207105 1487001 22425 SH SOLE 0 0 0 Moodys Corp COM 615369105 136703 350 SH SOLE 0 0 0 Motorola Solutions Inc COM NEW 620076307 10868 40 SH SOLE 0 0 0 Mueller Water Products COM SER A 624758108 935280 64950 SH SOLE 0 0 0 National Storage Affil COM SHS BEN IN 637870106 1384 20 SH SOLE 0 0 0 Nextera Energy Inc. COM 65339F101 63484 680 SH SOLE 0 0 0 Nike Inc Class B Class B 654106103 119169 715 SH SOLE 0 0 0 Nordstrom Inc. COM 655664100 24882 1100 SH SOLE 0 0 0 Northern Trust Corp. COM 665859104 1847496 15446 SH SOLE 0 0 0 Northrop Grumman Compa COM 666807102 325912 842 SH SOLE 0 0 0 Northwest Natural Hold COM 667655104 1268036 25995 SH SOLE 0 0 0 Novartis AG ADR Sponsored ADR 66987V109 2050296 23440 SH SOLE 0 0 0 Novo Nordisk A/S ADR ADR 670100205 24640 220 SH SOLE 0 0 0 Nucor Corp. COM 670346105 1564425 13705 SH SOLE 0 0 0 Nutrien Ltd COM 67077M108 2523336 33555 SH SOLE 0 0 0 nVent Electric PLC COM G6700G107 19000 500 SH SOLE 0 0 0 Oracle Corporation COM 68389X105 1452918 16660 SH SOLE 0 0 0 Orion Office REIT Inc. COM 68629Y103 1493 80 SH SOLE 0 0 0 PACCAR Inc COM 693718108 1486739 16845 SH SOLE 0 0 0 Park Hotels & Resort R COM 700517105 843464 44675 SH SOLE 0 0 0 Pentair PLC COM G7S00T104 36515 500 SH SOLE 0 0 0 PepsiCo Inc. COM 713448108 390847 2250 SH SOLE 0 0 0 Pfizer Incorporated COM 717081103 314086 5319 SH SOLE 0 0 0 Philip Morris Intl Inc COM 718172109 4940 52 SH SOLE 0 0 0 PIMCO Enhanced Short M ENHAN SHRT MA AC 72201R833 435184 4285 SH SOLE 0 0 0 Portland General Elect COM 736508847 38472 727 SH SOLE 0 0 0 Procter & Gamble COM 742718109 204311 1249 SH SOLE 0 0 0 Public Storage REIT COM 74460D109 2323395 6203 SH SOLE 0 0 0 Putnam Dynamic Asset A COM 746444306 47574 2828 SH SOLE 0 0 0 Qualcomm Inc COM 747525103 1947748 10651 SH SOLE 0 0 0 Quest Diagnostics Inc. COM 74834L100 1652245 9550 SH SOLE 0 0 0 Raymond James Financia COM 754730109 1963020 19552 SH SOLE 0 0 0 Raytheon Technologies COM 75513E101 41566 483 SH SOLE 0 0 0 Realty Income Corp COM 756109104 1420775 19846 SH SOLE 0 0 0 Regeneron Pharmaceutic COM 75886F107 1785307 2827 SH SOLE 0 0 0 Rogers Communication, Class B 775109200 1085011 22780 SH SOLE 0 0 0 Royal Dutch Shell A AD Class A 780259206 143220 3300 SH SOLE 0 0 0 Ryder System Inc. COM 783549108 48633 590 SH SOLE 0 0 0 S P D R TRUST Unit SR TR UNIT 78462F103 252379 531 SH SOLE 0 0 0 Sabre Corporation COM 78573M104 35047 4080 SH SOLE 0 0 0 Schwab Interm-term US INTRM TRM TRES 808524854 19649 350 SH SOLE 0 0 0 Schwab US Aggregate Bo US AGGREGATE B 808524839 16170 300 SH SOLE 0 0 0 Schwab US Large Cap Va US LCAP VA ETF 808524409 44664 610 SH SOLE 0 0 0 Schwab US Small-Cap ET US SML CAP ETF 808524607 23552 230 SH SOLE 0 0 0 Sensata Technologies H COM G8060N102 1796104 29115 SH SOLE 0 0 0 Service Corp Intl. COM 817565104 7099 100 SH SOLE 0 0 0 Simon Property Group, COM 828806109 1550248 9703 SH SOLE 0 0 0 Snap Inc COM 83304A106 149085 3170 SH SOLE 0 0 0 Snap On Inc COM 833034101 1123422 5216 SH SOLE 0 0 0 SolarEdge Technologies COM 83417M104 1414633 5042 SH SOLE 0 0 0 Sonoco Products Co COM 835495102 57890 1000 SH SOLE 0 0 0 SPDR Gold TRUST GOLD SHS 78463V107 45304 265 SH SOLE 0 0 0 SPDR S&P 600 Small Cap S&P 600 SMCP VAL 78464A300 67776 800 SH SOLE 0 0 0 SS&C Technologs Holdin COM 78467J100 1369066 16700 SH SOLE 0 0 0 STAG Industrial Inc. R COM 85254J102 1499949 31275 SH SOLE 0 0 0 Starbucks Corp COM 855244109 1791395 15315 SH SOLE 0 0 0 Stericycle Inc. COM 858912108 335475 5625 SH SOLE 0 0 0 Stryker Corp COM 863667101 32090 120 SH SOLE 0 0 0 T J X Cos Inc COM 872540109 75920 1000 SH SOLE 0 0 0 T Rowe Price Blue Chip PRICE BLUE SHIP 87283Q107 112236 3385 SH SOLE 0 0 0 T Rowe Price Group Inc COM 74144T108 1291531 6568 SH SOLE 0 0 0 Target Corporation COM 87612E106 2009698 8683 SH SOLE 0 0 0 The Charles Schwab Cor COM 808513105 1098346 13060 SH SOLE 0 0 0 The Greenbrier Cos. COM 393657101 1298687 28300 SH SOLE 0 0 0 The Southern Company COM 842587107 41148 600 SH SOLE 0 0 0 The Toronto Dominion B COM NEW 891160509 23004 300 SH SOLE 0 0 0 Truist Financial Corp. COM 89832Q109 16218 277 SH SOLE 0 0 0 Tyson Foods Inc. CL A 902494103 1472829 16898 SH SOLE 0 0 0 U S Bancorp Del New COM 902973304 1997058 35553 SH SOLE 0 0 0 Unilever PLC ADR New SPON ADR NEW 904767704 20171 375 SH SOLE 0 0 0 Union Pacific Corp COM 907818108 81877 325 SH SOLE 0 0 0 United Parcel Service COM 911312106 76090 355 SH SOLE 0 0 0 UnitedHealth Group Inc COM 91324P102 15064 30 SH SOLE 0 0 0 Valero Energy Corp New COM 91913Y100 15022 200 SH SOLE 0 0 0 Vanguard Dividend Appr DIV APP ETF 921908844 30056 175 SH SOLE 0 0 0 Vanguard Extended Mkt EXTEND MKT ETF 922908652 33463 183 SH SOLE 0 0 0 Vanguard FTSE Develop FTSE DEV MKT ETF 921943858 45954 900 SH SOLE 0 0 0 Vanguard High Dividend HIGH DIV YLD 921946406 95293 850 SH SOLE 0 0 0 Vanguard Information T INF TECH ETF 92204A702 100797 220 SH SOLE 0 0 0 Vanguard Mid Cap Growt MCAP GR IDXVIP 922908538 23679 93 SH SOLE 0 0 0 Vanguard Mid-Cap ETF MID CAP ETF 922908629 74062 290 SH SOLE 0 0 0 Vanguard REIT REAL ESTATE ETF 922908553 81090 699 SH SOLE 0 0 0 Vanguard S&P 500 ETF S&P 500 ETF SHS 922908363 87314 200 SH SOLE 0 0 0 Vanguard S/T Bond Inde SHORT TRM BOND 921937827 733936 9080 SH SOLE 0 0 0 Vanguard Small Cap Gro SML CP GRW ETF 922908595 14653 52 SH SOLE 0 0 0 Vanguard Small Cap Ind SMALL CP ETF 922908751 32319 143 SH SOLE 0 0 0 Vanguard Small Cap Val SM CP VAL ETF 922908611 1788 10 SH SOLE 0 0 0 Vanguard Total Stock M TOTAL STK MKT 922908769 1439465 5962 SH SOLE 0 0 0 Vanguard Total World S TT WRLD ST ETF 922042742 1611 15 SH SOLE 0 0 0 Vanguard Utilities ETF UTILITIES ETF 92204A876 31280 200 SH SOLE 0 0 0 Veeva Systems Inc CL A COM 922475108 19161 75 SH SOLE 0 0 0 Veritone Inc. COM 92347M100 8992 400 SH SOLE 0 0 0 Verizon Communications COM 92343V104 43183 831 SH SOLE 0 0 0 ViacomCBS Inc. CL B 92556H206 1223195 40530 SH SOLE 0 0 0 VISA Inc Class A Class A 92826C839 144112 665 SH SOLE 0 0 0 VMware Inc. CL A COM 928563402 695 6 SH SOLE 0 0 0 Walgreens Boots Allian COM 931427108 1516134 29067 SH SOLE 0 0 0 Wal-Mart Stores Inc COM 931142103 1012 7 SH SOLE 0 0 0 Walt Disney Company COM 254687106 1364580 8810 SH SOLE 0 0 0 Waste Management Inc D COM 94106L109 66760 400 SH SOLE 0 0 0 Waters Corp COM 941848103 37260 100 SH SOLE 0 0 0 Watts Water Tech Inc A CL A 942749102 1941 10 SH SOLE 0 0 0 Wells Fargo & Company COM 949746101 14394 300 SH SOLE 0 0 0 Welltower, Inc. REIT COM 95040Q104 1483466 17295 SH SOLE 0 0 0 Weyerhaeuser Co. COM 962166104 1948289 47311 SH SOLE 0 0 0 Williams-Sonoma, Inc. COM 969904101 1664577 9842 SH SOLE 0 0 0 Winnebago Industries I COM 974637100 1590776 21233 SH SOLE 0 0 0 Wisdomtree Floating Ra FLOATING RAT TREA 97717X628 130217 5190 SH SOLE 0 0 0 Xylem Inc. COM 98419M100 107928 900 SH SOLE 0 0 0 YUM Brands, Inc. COM 988498101 138860 1000 SH SOLE 0 0 0 YUM China Holdings, In COM 98850P109 44856 900 SH SOLE 0 0 0 Zebra Technologies Cor CLASS A 989207105 1704652 2864 SH SOLE 0 0 0 Zions Bancorp, NA COM 989701107 1803849 28560 SH SOLE 0 0 0