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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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISRG INTUITIVE SURGICAL INC Healthcare 3,162.0 $1.3M 0.28% +256.0 +8.8% $397.68 -6.5%
62 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,323.0 $1.3M 0.28% +246.0 +6.0% $290.59 -9.8%
63 DLR DIGITAL RLTY TR INC Real Estate 6,701.0 $1.2M 0.27% +534.0 +8.7% $179.58 +7.1%
64 PPG PPG INDS INC Basic Materials 9,645.0 $1.2M 0.26% +750.0 +8.4% $121.29 -6.3%
65 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,408.0 $1.2M 0.26% +1K +15.3% $123.11 +31.4%
66 UNP UNION PAC CORP Industrials 3,796.0 $1.0M 0.23% +87.0 +2.4% $272.00 +13.8%
67 ADSK AUTODESK INC Technology 5,296.0 $1.0M 0.23% +549.0 +11.6% $194.42 +29.2%
68 C CITIGROUP INC Financial Services 7,317.0 $1.0M 0.23% +604.0 +9.0% $139.96 -4.8%
69 PLD PROLOGIS INC. Real Estate 6,819.0 $924K 0.21% +139.0 +2.1% $135.47 +5.8%
70 IWM ISHARES TR 3,061.0 $920K 0.21% +605.0 +24.6% $300.45 -0.4%
71 AXP AMERICAN EXPRESS CO Financial Services 2,635.0 $891K 0.20% +22.0 +0.8% $338.25 -0.7%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 3,116.0 $876K 0.20% +36.0 +1.2% $281.21 -16.7%
73 CSCO CISCO SYS INC Technology 6,837.0 $803K 0.18% +35.0 +0.5% $117.46 -5.4%
74 VEA VANGUARD TAX-MANAGED FDS 10,952.0 $780K 0.17% +6K +139.8% $71.25 +3.6%
75 ETN EATON CORP PLC Industrials 1,695.0 $722K 0.16% +60.0 +3.7% $426.12 -4.0%
76 MDLZ MONDELEZ INTL INC Consumer Defensive 11,562.0 $669K 0.15% +776.0 +7.2% $57.84 +8.9%
77 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,802.0 $628K 0.14% +236.0 +9.2% $223.95 +26.3%
78 RSG REPUBLIC SVCS INC Industrials 2,743.0 $584K 0.13% +292.0 +11.9% $213.08 +3.7%
79 MCK MCKESSON CORP Healthcare 765.0 $578K 0.13% +13.0 +1.7% $755.60 +19.8%
80 ABBV ABBVIE INC Healthcare 2,291.0 $577K 0.13% +82.0 +3.7% $251.64 +5.6%
Page 4 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%