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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 5 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 1,705.0 $1.0M 0.29% -12.0 -0.7% $604.39 -16.0%
82 VTEB VANGUARD MUN BD FDS 20,330.0 $1.0M 0.29% $49.89 +1.3%
83 PPG PPG INDS INC Basic Materials 8,895.0 $951K 0.27% -230.0 -2.5% $106.88 +15.3%
84 ACN ACCENTURE PLC IRELAND Technology 4,571.0 $906K 0.26% +478.0 +11.7% $198.29 -35.0%
85 UNP UNION PAC CORP Industrials 3,709.0 $900K 0.26% -164.0 -4.2% $242.62 +10.6%
86 PLD PROLOGIS INC. Real Estate 6,680.0 $883K 0.25% +88.0 +1.3% $132.18 +5.9%
87 VEEV VEEVA SYS INC Healthcare 4,847.0 $851K 0.24% +326.0 +7.2% $175.66 -2.4%
88 CCJ CAMECO CORP Energy 7,334.0 $797K 0.23% -101.0 -1.4% $108.61 -3.8%
89 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,788.0 $792K 0.23% +243.0 +2.5% $80.95 +3.2%
90 AXP AMERICAN EXPRESS CO Financial Services 2,613.0 $790K 0.23% $302.48 +12.5%
91 IJH ISHARES TR 11,564.0 $781K 0.22% +324.0 +2.9% $67.53 +12.8%
92 COP CONOCOPHILLIPS Energy 5,796.0 $765K 0.22% $132.00 -19.7%
93 C CITIGROUP INC Financial Services 6,713.0 $761K 0.22% -82.0 -1.2% $113.41 +24.9%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 3,080.0 $747K 0.21% +50.0 +1.6% $242.39 +12.1%
95 AMGN AMGEN INC Healthcare 2,116.0 $745K 0.21% -23.0 -1.1% $351.85 +1.8%
96 ADBE ADOBE INC Technology 3,040.0 $739K 0.21% -25.0 -0.8% $243.08 -16.6%
97 MU MICRON TECHNOLOGY INC Technology 2,078.0 $702K 0.20% -78.0 -3.6% $337.84 +235.2%
98 FDX FEDEX CORP Industrials 1,930.0 $687K 0.20% $356.18 -10.6%
99 ORCL ORACLE CORP Technology 4,427.0 $651K 0.19% -98.0 -2.2% $147.11 +1.1%
100 MCK MCKESSON CORP Healthcare 752.0 $651K 0.19% -37.0 -4.7% $865.36 -11.8%
Page 5 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%