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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 19,375.0 $2.8M 0.64% +933.0 +5.1% $146.64 -1.0%
42 MCD MCDONALDS CORP Consumer Cyclical 10,128.0 $2.7M 0.61% +861.0 +9.3% $270.31 -0.6%
43 AVGO BROADCOM INC Technology 7,104.0 $2.7M 0.60% +1K +19.0% $377.75 -5.8%
44 IJR ISHARES TR 17,254.0 $2.6M 0.57% +5K +46.3% $148.31 -1.2%
45 IJT ISHARES TR 13,587.0 $2.4M 0.54% -592.0 -4.2% $178.60 -3.1%
46 PSA PUBLIC STORAGE Real Estate 7,619.0 $2.4M 0.54% +537.0 +7.6% $318.31 +0.9%
47 SYK STRYKER CORPORATION Healthcare 7,470.0 $2.4M 0.53% +965.0 +14.8% $314.84 +5.0%
48 PEP PEPSICO INC Consumer Defensive 17,080.0 $2.3M 0.52% +310.0 +1.9% $135.40 +5.0%
49 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,864.0 $2.3M 0.52% -384.0 -4.7% $293.18 +4.0%
50 ALL ALLSTATE CORP Financial Services 9,477.0 $2.3M 0.51% +482.0 +5.4% $237.94 +8.7%
51 HCA HCA HEALTHCARE INC Healthcare 5,772.0 $2.3M 0.51% -1K -19.3% $389.89 +9.5%
52 VZ VERIZON COMMUNICATIONS INC Communication Services 53,068.0 $2.2M 0.50% +3K +5.7% $42.34 +18.6%
53 IWD ISHARES TR 8,751.0 $2.1M 0.48% +1K +14.1% $242.43 +6.5%
54 MU MICRON TECHNOLOGY INC Technology 1,815.0 $2.1M 0.47% -263.0 -12.7% $1154.29 -19.7%
55 IWF ISHARES TR 16,538.0 $2.1M 0.46% +13K +353.7% $124.17 -2.0%
56 PSX PHILLIPS 66 Energy 11,651.0 $2.0M 0.44% +475.0 +4.2% $169.05 +40.8%
57 MRK MERCK & CO INC Healthcare 14,852.0 $1.9M 0.43% +149.0 +1.0% $128.50 +21.7%
58 NSC NORFOLK SOUTHN CORP Industrials 6,061.0 $1.9M 0.43% +364.0 +6.4% $314.59 +12.0%
59 JEPI J P MORGAN EXCHANGE TRADED F 33,724.0 $1.9M 0.43% +2K +5.0% $56.48 +3.0%
60 HD HOME DEPOT INC Consumer Cyclical 5,341.0 $1.9M 0.42% -648.0 -10.8% $352.68 -4.3%
Page 3 of 9  ·  165 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%