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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 8 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VTEB VANGUARD MUN BD FDS 28,515.0 $1.4M 0.14% $50.58 -2.1%
142 SCMB SCHWAB STRATEGIC TR 53,282.0 $1.4M 0.13% +6K +11.8% $25.82 -2.1%
143 OEF ISHARES TR 3,715.0 $1.4M 0.13% $365.89 +3.5%
144 XLB SELECT SECTOR SPDR TR 22,458.0 $1.1M 0.11% $50.83 +1.9%
145 URA GLOBAL X FDS 25,981.0 $1.1M 0.11% +2K +7.3% $43.70 -0.2%
146 QTUM ETF SER SOLUTIONS 6,830.0 $1.1M 0.11% +914.0 +15.4% $165.39 -8.0%
147 QQQ INVESCO QQQ TR Financial Services 1,510.0 $1.1M 0.11% +200.0 +15.3% $736.41 -2.6%
148 ACWI ISHARES TR 7,026.0 $1.1M 0.11% -199.0 -2.8% $156.97 +2.0%
149 ARB ALTSHARES TRUST 36,671.0 $1.1M 0.11% +4K +12.8% $29.63 +0.4%
150 IEFA ISHARES TR 10,862.0 $1.0M 0.10% +319.0 +3.0% $96.58 +3.4%
151 COMT ISHARES U S ETF TR 32,763.0 $995K 0.10% $30.37 +12.7%
152 SIVR ABRDN SILVER ETF TRUST Financial Services 17,109.0 $962K 0.09% +338.0 +2.0% $56.22 +7.4%
153 GOOGL ALPHABET INC Communication Services 2,685.0 $959K 0.09% -92.0 -3.3% $357.31 -3.7%
154 ISTB ISHARES TR 19,481.0 $940K 0.09% +136.0 +0.7% $48.25 -0.4%
155 EWA ISHARES INC 30,660.0 $863K 0.08% +1K +4.3% $28.16 +5.1%
156 ARTY ISHARES TR 10,953.0 $834K 0.08% +1K +15.3% $76.16 -3.4%
157 GRID FIRST TR EXCHANGE-TRADED FD 4,207.0 $807K 0.08% +2K +118.2% $191.75 -4.2%
158 TLH ISHARES TR 7,971.0 $800K 0.08% +268.0 +3.5% $100.34 -4.0%
159 CIBR FIRST TR EXCHANGE-TRADED FD 8,621.0 $775K 0.07% NEW $89.85 +8.4%
160 EMLC VANECK ETF TRUST 29,275.0 $748K 0.07% -544.0 -1.8% $25.56 +0.1%
Page 8 of 11  ·  207 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%