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Holdings (Monthly) Guide ↗

Columbia Intrinsic Value Fund

· Columbia Funds Series Trust II
Monthly Holdings $3.5B AUM 37 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 10 New 37 Added 6 Reduced 19 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Salesforce Inc 79466L302 Feb 2026 535,072 +312,740 $102.3M +136.1% 2.96% EC
2 Centene Corp 15135B101 Feb 2026 1,701,126 +1,046,726 $101.4M +245.2% 2.93% EC
3 Broadcom Inc 11135F101 Feb 2026 226,457 +128,857 $101.2M +224.4% 2.93% EC
4 COLUMBIA SHORT TERM CASH FUND 19766H239 Feb 2026 91,336,105 +4,670,527 $91.3M +5.4% 2.64% STIV
5 Boeing Co/The 097023105 Feb 2026 376,471 +139,871 $87.0M +61.6% 2.52% EC
6 Morgan Stanley 617446448 Feb 2026 386,991 +135,391 $80.5M +92.1% 2.33% EC
7 EPAM Systems Inc 29414B104 Feb 2026 772,983 +382,150 $79.2M +43.7% 2.29% EC
8 Freeport-McMoRan Inc 35671D857 Feb 2026 1,091,577 +729,758 $71.7M +191.2% 2.07% EC
9 Philip Morris International Inc 718172109 Feb 2026 393,862 +26,362 $69.9M +1.8% 2.02% EC
10 Bank of New York Mellon Corp/The 064058100 Feb 2026 499,595 +61,395 $69.7M +33.5% 2.01% EC
11 Citigroup Inc 172967424 Feb 2026 548,734 +67,434 $69.1M +30.3% 2.00% EC
12 nVent Electric PLC 000000000 Feb 2026 412,583 +311,783 $68.9M +34.5% 1.99% EC
13 Berkshire Hathaway Inc 084670702 Feb 2026 144,224 +17,724 $68.4M +7.1% 1.98% EC
14 Goldman Sachs Group Inc/The 38141G104 Feb 2026 62,022 +7,622 $63.6M +36.0% 1.84% EC
15 Cigna Group/The 125523100 Feb 2026 228,212 +102,512 $63.3M +73.8% 1.83% EC
16 Valero Energy Corp 91913Y100 Feb 2026 257,094 +31,594 $62.9M +36.4% 1.82% EC
17 Entergy Corp 29364G103 Feb 2026 543,033 +66,733 $59.2M +16.1% 1.71% EC
18 Constellation Brands Inc 21036P108 Feb 2026 420,681 +324,596 $58.4M +285.0% 1.69% EC
19 Xcel Energy Inc 98389B100 Feb 2026 714,242 +172,042 $56.8M +25.6% 1.64% EC
20 Northrop Grumman Corp 666807102 Feb 2026 98,957 +33,457 $55.8M +17.6% 1.61% EC
21 Merck & Co Inc 58933Y105 Feb 2026 425,488 +52,288 $50.5M +9.3% 1.46% EC
22 Cummins Inc 231021106 Feb 2026 78,097 +9,597 $50.5M +26.3% 1.46% EC
23 Bristol-Myers Squibb Co 110122108 Feb 2026 831,025 +102,125 $47.5M +4.5% 1.37% EC
24 CVS Health Corp 126650100 Feb 2026 508,146 +327,988 $46.2M +221.2% 1.34% EC
25 Vertex Pharmaceuticals Inc 92532F100 Feb 2026 101,584 +12,484 $45.5M +2.7% 1.31% EC
26 Ameren Corp 023608102 Feb 2026 405,764 +49,864 $43.8M +8.7% 1.27% EC
27 Stanley Black & Decker Inc 854502101 Feb 2026 548,740 +85,940 $43.6M +8.9% 1.26% EC
28 UnitedHealth Group Inc 91324P102 Feb 2026 110,362 +13,562 $42.0M +47.8% 1.21% EC
29 Microsoft Corp 594918104 Feb 2026 92,577 +11,377 $41.7M +30.7% 1.21% EC
30 Norfolk Southern Corp 655844108 Feb 2026 129,516 +15,916 $39.5M +10.5% 1.14% EC
31 Tenet Healthcare Corp 88033G407 Feb 2026 215,974 +107,878 $37.9M +46.3% 1.10% EC
32 EOG Resources Inc 26875P101 Feb 2026 278,186 +34,186 $37.1M +22.6% 1.07% EC
33 Ingersoll Rand Inc 45687V106 Feb 2026 455,017 +55,917 $32.6M -13.2% 0.94% EC
34 Capital One Financial Corp 14040H105 Feb 2026 167,100 +93,545 $31.4M +118.2% 0.91% EC
35 EQT Corp 26884L109 Feb 2026 558,539 +68,639 $30.7M +2.0% 0.89% EC
36 Marsh & McLennan Cos Inc 571748102 Feb 2026 167,824 +20,624 $26.8M -2.3% 0.78% EC
37 Mastercard Inc 57636Q104 Feb 2026 49,595 +6,095 $24.5M +8.9% 0.71% EC