BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SMHX VANECK ETF TRUST 11,524.0 $736K 0.07% +2K +15.2% $63.89 -11.5%
162 IEI ISHARES TR 6,239.0 $733K 0.07% -168.0 -2.6% $117.45 -0.8%
163 IXUS ISHARES TR 7,578.0 $723K 0.07% -496.0 -6.1% $95.44 +1.2%
164 GDX VANECK ETF TRUST 9,221.0 $696K 0.07% $75.45 +18.4%
165 IAUM ISHARES GOLD TRUST MICRO Financial Services 17,143.0 $686K 0.07% NEW $40.01 +8.5%
166 VXUS VANGUARD STAR FDS 7,819.0 $668K 0.07% -330.0 -4.0% $85.49 +1.2%
167 AIQ GLOBAL X FDS 10,025.0 $658K 0.06% +1K +15.2% $65.61 -4.5%
168 AMAT APPLIED MATLS INC Technology 878.0 $635K 0.06% -179.0 -16.9% $723.00 -30.1%
169 DGS WISDOMTREE TR 9,218.0 $597K 0.06% +213.0 +2.4% $64.71 -2.3%
170 XME SPDR SERIES TRUST 5,460.0 $584K 0.06% $106.93 +5.9%
171 VT VANGUARD INTL EQUITY INDEX F 3,561.0 $559K 0.05% $156.95 +2.1%
172 GOOG ALPHABET INC Communication Services 1,573.0 $556K 0.05% $353.36 -3.6%
173 JPM JPMORGAN CHASE & CO Financial Services 1,673.0 $548K 0.05% -56.0 -3.2% $327.38 +10.1%
174 FFIV F5 INC Technology 1,150.0 $478K 0.05% -74.0 -6.0% $415.96 -5.5%
175 USMV ISHARES TR 4,886.0 $471K 0.05% +180.0 +3.8% $96.47 +4.5%
176 IFRA ISHARES TR 7,396.0 $466K 0.04% +924.0 +14.3% $63.04 -2.4%
177 SIL GLOBAL X FDS 6,006.0 $465K 0.04% +441.0 +7.9% $77.46 +13.2%
178 PHO INVESCO EXCHANGE TRADED FD T 6,719.0 $464K 0.04% $69.08 +3.0%
179 FORTINET INC 2,926.0 $449K 0.04% -234.0 -7.4% $153.62
180 CMBS ISHARES TR 8,819.0 $429K 0.04% -328.0 -3.6% $48.65 -0.5%
Page 9 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%