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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 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML HLDG NV Technology 3,249.0 $4.3M 1.23% -225.0 -6.5% $1320.83 +35.7%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,149.0 $4.1M 1.18% -46.0 -1.1% $996.43 -4.1%
23 PH PARKER-HANNIFIN CORP Industrials 4,573.0 $4.1M 1.17% -328.0 -6.7% $895.24 +8.6%
24 BAC BANK AMERICA CORP Financial Services 72,255.0 $3.5M 1.00% -751.0 -1.0% $48.75 +18.5%
25 BLK BLACKROCK INC Financial Services 3,582.0 $3.4M 0.98% -97.0 -2.6% $961.71 +1.3%
26 HCA HCA HEALTHCARE INC Healthcare 7,155.0 $3.4M 0.97% -325.0 -4.3% $473.24 -17.7%
27 V VISA INC Financial Services 10,251.0 $3.1M 0.88% +605.0 +6.3% $302.24 +10.9%
28 META META PLATFORMS INC Communication Services 5,358.0 $3.1M 0.88% +130.0 +2.5% $572.13 -5.2%
29 MCD MCDONALDS CORP Consumer Cyclical 9,267.0 $2.9M 0.82% -112.0 -1.2% $310.79 -14.5%
30 IJJ ISHARES TR 21,360.0 $2.8M 0.81% +2K +7.8% $132.50 +10.8%
31 DE DEERE & CO Industrials 4,985.0 $2.8M 0.80% -236.0 -4.5% $563.30 +10.5%
32 PNC PNC FINL SVCS GROUP INC Financial Services 13,457.0 $2.8M 0.80% -355.0 -2.6% $208.09 +17.5%
33 IJS ISHARES TR 23,198.0 $2.7M 0.78% +3K +16.6% $118.45 +14.6%
34 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,493.0 $2.7M 0.77% -152.0 -2.7% $491.53 +4.0%
35 PG PROCTER & GAMBLE CO Consumer Defensive 18,442.0 $2.7M 0.76% -522.0 -2.8% $144.44 +3.9%
36 PEP PEPSICO INC Consumer Defensive 16,770.0 $2.6M 0.74% -840.0 -4.8% $155.29 -8.9%
37 EFA ISHARES TR 26,686.0 $2.6M 0.74% -620.0 -2.3% $97.13 +5.7%
38 VZ VERIZON COMMUNICATIONS INC Communication Services 50,204.0 $2.5M 0.72% -1K -2.7% $50.20 -7.8%
39 URI UNITED RENTALS INC Industrials 3,331.0 $2.4M 0.69% -52.0 -1.5% $728.56 +55.2%
40 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8,248.0 $2.4M 0.68% $290.49 -3.2%
Page 2 of 8  ·  156 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%