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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TPR TAPESTRY INC Consumer Cyclical 4,452.0 $628K 0.18% -146.0 -3.2% $141.11 +3.5%
62 IWM ISHARES TR 2,456.0 $609K 0.17% -593.0 -19.4% $248.00 +20.5%
63 AEP AMERICAN ELEC PWR CO INC Utilities 4,051.0 $531K 0.15% -306.0 -7.0% $131.08 +4.5%
64 CSCO CISCO SYS INC Technology 6,802.0 $528K 0.15% -2K -25.8% $77.59 +53.3%
65 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,566.0 $521K 0.15% -975.0 -27.5% $203.18 +6.5%
66 VST VISTRA CORP Utilities 3,288.0 $494K 0.14% -87.0 -2.6% $150.33 +11.6%
67 JCI JOHNSON CONTROLS INTERNATION Industrials 3,770.0 $494K 0.14% -25.0 -0.7% $130.95 +11.1%
68 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,919.0 $378K 0.11% -182.0 -4.4% $96.47 +12.1%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 2,165.0 $358K 0.10% -118.0 -5.2% $165.34 +8.2%
70 IWB ISHARES TR 913.0 $326K 0.09% -84.0 -8.4% $356.56 +12.6%
71 NUE NUCOR CORP Basic Materials 1,874.0 $317K 0.09% -88.0 -4.5% $169.10 +47.2%
72 BMI BADGER METER INC Technology 1,949.0 $297K 0.09% -400.0 -17.0% $152.35 -7.5%
73 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $286K 0.08% -5.0 -6.8% $4210.32 -95.8%
74 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,555.0 $233K 0.07% -300.0 -16.2% $150.00 -3.7%
75 PFE PFIZER INC Healthcare 8,068.0 $227K 0.07% -670.0 -7.7% $28.08 -15.7%
Page 4 of 4  ·  75 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%