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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $1.0B AUM 207 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 109 Added 50 Reduced 10 Exited
Page 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DGS WISDOMTREE TR 9,218.0 $597K 0.06% +213.0 +2.4% $64.71 -3.1%
102 USMV ISHARES TR 4,886.0 $471K 0.05% +180.0 +3.8% $96.47 +4.2%
103 IFRA ISHARES TR 7,396.0 $466K 0.04% +924.0 +14.3% $63.04 -3.0%
104 SIL GLOBAL X FDS 6,006.0 $465K 0.04% +441.0 +7.9% $77.46 +13.0%
105 HYLB DBX ETF TR 10,909.0 $398K 0.04% +574.0 +5.5% $36.52 -0.6%
106 VCSH VANGUARD SCOTTSDALE FDS 4,198.0 $332K 0.03% +57.0 +1.4% $79.03 -0.5%
107 ROBO EXCHANGE TRADED CONCEPTS TRU 3,586.0 $307K 0.03% +485.0 +15.6% $85.66 -4.5%
108 SCZ ISHARES TR 3,528.0 $290K 0.03% +173.0 +5.2% $82.27 +4.1%
109 MUB ISHARES TR 2,025.0 $218K 0.02% +72.0 +3.7% $107.62 -2.1%
Page 6 of 6  ·  109 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 17.3%
Industrials 14.4%
Technology 14.0%
Real Estate 13.6%
Healthcare 9.1%
Consumer Defensive 5.7%
Basic Materials 2.7%
Consumer Cyclical 2.0%
Utilities 0.4%