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Portfolio (Quarterly) Guide ↗

Columbia Bank

· CIK 0002017259
13F Portfolio $446M AUM 270 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 99 Added 33 Reduced 2 Exited
Page 3 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALL ALLSTATE CORP Financial Services 9,477.0 $2.3M 0.51% +482.0 +5.4% $237.94 +8.3%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 53,068.0 $2.2M 0.50% +3K +5.7% $42.34 +18.7%
43 IWD ISHARES TR 8,751.0 $2.1M 0.48% +1K +14.1% $242.43 +6.5%
44 IWF ISHARES TR 16,538.0 $2.1M 0.46% +13K +353.7% $124.17 -1.9%
45 PSX PHILLIPS 66 Energy 11,651.0 $2.0M 0.44% +475.0 +4.2% $169.05 +40.1%
46 MRK MERCK & CO INC Healthcare 14,852.0 $1.9M 0.43% +149.0 +1.0% $128.50 +21.7%
47 NSC NORFOLK SOUTHN CORP Industrials 6,061.0 $1.9M 0.43% +364.0 +6.4% $314.59 +11.7%
48 JEPI J P MORGAN EXCHANGE TRADED F 33,724.0 $1.9M 0.43% +2K +5.0% $56.48 +2.9%
49 CB CHUBB LIMITED Financial Services 5,089.0 $1.7M 0.39% +311.0 +6.5% $340.74 +0.7%
50 BERKSHIRE HATHAWAY INC DEL 3,401.0 $1.7M 0.38% +166.0 +5.1% $500.39
51 NOW SERVICENOW INC Technology 17,058.0 $1.7M 0.38% +2K +16.7% $99.28 +27.9%
52 NEE NEXTERA ENERGY INC Utilities 17,865.0 $1.6M 0.35% +1K +6.0% $87.77 -4.0%
53 VOO VANGUARD INDEX FDS 2,151.0 $1.5M 0.33% +2K +345.3% $686.81 +2.5%
54 CRM SALESFORCE INC Technology 9,182.0 $1.4M 0.32% +948.0 +11.5% $156.66 +31.3%
55 REGN REGENERON PHARMACEUTICALS Healthcare 2,271.0 $1.4M 0.32% +205.0 +9.9% $623.54 +33.7%
56 SHYG ISHARES TR 33,144.0 $1.4M 0.32% +27K +406.9% $42.41 -0.1%
57 WMT WALMART INC Consumer Defensive 12,058.0 $1.4M 0.31% +2K +20.5% $113.26 -7.0%
58 DIS DISNEY WALT CO Communication Services 13,995.0 $1.3M 0.30% +648.0 +4.9% $96.25 +15.6%
59 NFLX NETFLIX INC. Communication Services 18,476.0 $1.3M 0.30% +1K +8.1% $71.40 +15.2%
60 ABT ABBOTT LABORATORIES Healthcare 14,502.0 $1.3M 0.29% +324.0 +2.3% $90.74 +28.0%
Page 3 of 5  ·  99 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 35.9%
Financial Services 13.7%
Industrials 11.7%
Healthcare 9.7%
Communication Services 9.1%
Consumer Cyclical 6.9%
Consumer Defensive 5.3%
Energy 3.3%
Real Estate 1.8%
Basic Materials 1.5%