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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 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJK ISHARES TR 15,868.0 $1.9M 0.42% -928.0 -5.5% $117.50 -2.6%
62 CB CHUBB LIMITED Financial Services 5,089.0 $1.7M 0.39% +311.0 +6.5% $340.74 +0.7%
63 PCAR PACCAR INC Industrials 14,412.0 $1.7M 0.39% -150.0 -1.0% $120.12 +7.6%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,287.0 $1.7M 0.38% $746.77 +2.6%
65 GIS GENERAL MILLS INC Consumer Defensive 49,072.0 $1.7M 0.38% $34.80 +14.3%
66 BERKSHIRE HATHAWAY INC DEL 3,401.0 $1.7M 0.38% +166.0 +5.1% $500.39
67 NOW SERVICENOW INC Technology 17,058.0 $1.7M 0.38% +2K +16.7% $99.28 +27.9%
68 NEE NEXTERA ENERGY INC Utilities 17,865.0 $1.6M 0.35% +1K +6.0% $87.77 -4.0%
69 MUB ISHARES TR 13,759.0 $1.5M 0.33% -505.0 -3.5% $107.62 -1.9%
70 VOO VANGUARD INDEX FDS 2,151.0 $1.5M 0.33% +2K +345.3% $686.81 +2.5%
71 CRM SALESFORCE INC Technology 9,182.0 $1.4M 0.32% +948.0 +11.5% $156.66 +31.3%
72 REGN REGENERON PHARMACEUTICALS Healthcare 2,271.0 $1.4M 0.32% +205.0 +9.9% $623.54 +33.7%
73 SHYG ISHARES TR 33,144.0 $1.4M 0.32% +27K +406.9% $42.41 -0.1%
74 WMT WALMART INC Consumer Defensive 12,058.0 $1.4M 0.31% +2K +20.5% $113.26 -7.0%
75 DIS DISNEY WALT CO Communication Services 13,995.0 $1.3M 0.30% +648.0 +4.9% $96.25 +15.6%
76 XOM EXXON MOBIL CORP Energy 9,735.0 $1.3M 0.30% -125.0 -1.3% $136.72 +17.5%
77 NFLX NETFLIX INC. Communication Services 18,476.0 $1.3M 0.30% +1K +8.1% $71.40 +15.2%
78 ABT ABBOTT LABORATORIES Healthcare 14,502.0 $1.3M 0.29% +324.0 +2.3% $90.74 +28.0%
79 ISRG INTUITIVE SURGICAL INC Healthcare 3,162.0 $1.3M 0.28% +256.0 +8.8% $397.68 -6.5%
80 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,323.0 $1.3M 0.28% +246.0 +6.0% $290.59 -9.8%
Page 4 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%