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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $913M AUM 204 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New
Page 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XME SPDR SERIES TRUST 5,460.0 $566K 0.06% NEW $103.61 +21.6%
162 QTUM ETF SER SOLUTIONS 5,156.0 $565K 0.06% NEW $109.65 +45.5%
163 VT VANGUARD INTL EQUITY INDEX F 3,562.0 $502K 0.06% NEW $141.06 +11.9%
164 GOOG ALPHABET INC Communication Services 1,573.0 $494K 0.05% NEW $313.83 +22.9%
165 PHO INVESCO EXCHANGE TRADED FD T 6,697.0 $471K 0.05% NEW $70.40 -6.5%
166 USMV ISHARES TR 4,889.0 $460K 0.05% NEW $94.17 +2.5%
167 ARTY ISHARES TR 8,339.0 $402K 0.04% NEW $48.18 +51.6%
168 BK BANK NEW YORK MELLON CORP Financial Services 3,423.0 $397K 0.04% NEW $116.08 +20.0%
169 EBAY EBAY INC. Consumer Cyclical 4,016.0 $350K 0.04% NEW $87.10 +27.1%
170 ORCL ORACLE CORP Technology 1,795.0 $350K 0.04% NEW $194.86 +4.4%
171 IEUR ISHARES TR 4,722.0 $335K 0.04% NEW $70.98 +7.2%
172 SMHX VANECK ETF TRUST 8,811.0 $335K 0.04% NEW $38.03 +65.6%
173 HYLB DBX ETF TR 8,974.0 $331K 0.04% NEW $36.83 -0.5%
174 STLD STEEL DYNAMICS INC Basic Materials 1,944.0 $329K 0.04% NEW $169.45 +52.3%
175 LLY ELI LILLY & CO Healthcare 300.0 $322K 0.04% NEW $1074.68 +4.9%
176 VCSH VANGUARD SCOTTSDALE FDS 4,042.0 $322K 0.04% NEW $79.73 -0.7%
177 FFIV F5 INC Technology 1,251.0 $319K 0.04% NEW $255.26 +54.3%
178 IVW ISHARES TR 2,412.0 $297K 0.03% NEW $123.26 +13.2%
179 AMAT APPLIED MATLS INC Technology 1,153.0 $296K 0.03% NEW $256.99 +77.7%
180 SPMB SPDR SERIES TRUST 13,201.0 $296K 0.03% NEW $22.41 -0.5%
Page 9 of 11  ·  204 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 22.9%
Energy 15.9%
Real Estate 14.2%
Industrials 13.9%
Technology 12.5%
Healthcare 10.0%
Consumer Defensive 5.6%
Basic Materials 2.3%
Consumer Cyclical 1.4%
Communication Services 0.8%