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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $936M AUM 200 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 90 Added 68 Reduced 12 Exited
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARB ALTSHARES TRUST 32,505.0 $953K 0.10% +3K +10.7% $29.32 +1.0%
82 TLH ISHARES TR 7,703.0 $776K 0.08% +189.0 +2.5% $100.72 -0.9%
83 QQQ INVESCO QQQ TR Financial Services 1,310.0 $756K 0.08% +162.0 +14.1% $577.19 +27.5%
84 QTUM ETF SER SOLUTIONS 5,916.0 $635K 0.07% +760.0 +14.7% $107.30 +48.6%
85 ARTY ISHARES TR 9,500.0 $442K 0.05% +1K +13.9% $46.53 +57.2%
86 HYLB DBX ETF TR 10,335.0 $374K 0.04% +1K +15.2% $36.16 +1.3%
87 SMHX VANECK ETF TRUST 10,001.0 $372K 0.04% +1K +13.5% $37.22 +69.4%
88 VCSH VANGUARD SCOTTSDALE FDS 4,141.0 $328K 0.04% +99.0 +2.5% $79.27 -0.2%
89 GRID FIRST TR EXCHANGE-TRADED FD 1,928.0 $315K 0.03% +232.0 +13.7% $163.58 +18.9%
90 ITA ISHARES TR 1,217.0 $266K 0.03% +151.0 +14.2% $218.75 +7.5%
Page 5 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.4%
Energy 18.2%
Real Estate 16.0%
Industrials 14.1%
Technology 10.9%
Healthcare 10.4%
Consumer Defensive 5.8%
Basic Materials 2.3%
Consumer Cyclical 1.3%
Utilities 0.5%