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Portfolio (Quarterly) Guide ↗

Columbia Bank

· CIK 0002017259
13F Portfolio $350M AUM 261 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 47 Added 75 Reduced 6 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DLR DIGITAL RLTY TR INC Real Estate 6,167.0 $1.1M 0.32% +53.0 +0.9% $180.21 +6.8%
22 AMD ADVANCED MICRO DEVICES INC Technology 5,188.0 $1.1M 0.30% +34.0 +0.7% $203.43 +161.8%
23 ACN ACCENTURE PLC IRELAND Technology 4,571.0 $906K 0.26% +478.0 +11.7% $198.29 -36.5%
24 PLD PROLOGIS INC. Real Estate 6,680.0 $883K 0.25% +88.0 +1.3% $132.18 +6.3%
25 VEEV VEEVA SYS INC Healthcare 4,847.0 $851K 0.24% +326.0 +7.2% $175.66 -10.0%
26 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,788.0 $792K 0.23% +243.0 +2.5% $80.95 +2.1%
27 IJH ISHARES TR 11,564.0 $781K 0.22% +324.0 +2.9% $67.53 +13.2%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 3,080.0 $747K 0.21% +50.0 +1.6% $242.39 +6.6%
29 MDLZ MONDELEZ INTL INC Consumer Defensive 10,786.0 $622K 0.18% +510.0 +5.0% $57.64 +6.2%
30 RSG REPUBLIC SVCS INC Industrials 2,451.0 $537K 0.15% +55.0 +2.3% $219.02 -2.5%
31 MA MASTERCARD INCORPORATED Financial Services 1,068.0 $534K 0.15% +40.0 +3.9% $499.66 -2.1%
32 ABBV ABBVIE INC Healthcare 2,209.0 $480K 0.14% +141.0 +6.8% $217.49 +11.8%
33 TJX TJX COS INC NEW Consumer Cyclical 2,990.0 $478K 0.14% +212.0 +7.6% $159.70 -2.7%
34 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,008.0 $462K 0.13% +883.0 +21.4% $92.31 -5.9%
35 APOS APOLLO GLOBAL MGMT INC Financial Services 4,149.0 $462K 0.13% +629.0 +17.9% $111.42 -77.2%
36 GS GOLDMAN SACHS GROUP INC Financial Services 461.0 $390K 0.11% +5.0 +1.1% $845.99 +25.9%
37 VO VANGUARD INDEX FDS 1,303.0 $374K 0.11% +33.0 +2.6% $287.18 -71.9%
38 VUG VANGUARD INDEX FDS 745.0 $325K 0.09% +110.0 +17.3% $436.79 -81.0%
39 EOG EOG RES INC Energy 2,224.0 $322K 0.09% +14.0 +0.6% $144.57 -7.6%
40 MDB MONGODB INC Technology 1,311.0 $321K 0.09% +327.0 +33.2% $244.77 +20.2%
Page 2 of 3  ·  47 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
Technology 31.0%
Financial Services 13.9%
Healthcare 11.6%
Industrials 11.4%
Communication Services 9.3%
Consumer Cyclical 7.4%
Consumer Defensive 6.2%
Energy 4.5%
Real Estate 1.8%
Basic Materials 1.6%