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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 7 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COLB COLUMBIA BKG SYS INC Financial Services 15,000.0 $411K 0.12% $27.43 +16.9%
122 GS GOLDMAN SACHS GROUP INC Financial Services 461.0 $390K 0.11% +5.0 +1.1% $845.99 +25.9%
123 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,919.0 $378K 0.11% -182.0 -4.4% $96.47 +12.1%
124 VO VANGUARD INDEX FDS 1,303.0 $374K 0.11% +33.0 +2.6% $287.18 -71.9%
125 BWA BORGWARNER INC Consumer Cyclical 6,800.0 $369K 0.10% $54.26 +28.0%
126 PM PHILIP MORRIS INTL INC Consumer Defensive 2,165.0 $358K 0.10% -118.0 -5.2% $165.34 +8.2%
127 IWB ISHARES TR 913.0 $326K 0.09% -84.0 -8.4% $356.56 +12.6%
128 VUG VANGUARD INDEX FDS 745.0 $325K 0.09% +110.0 +17.3% $436.79 -81.0%
129 EOG EOG RES INC Energy 2,224.0 $322K 0.09% +14.0 +0.6% $144.57 -7.6%
130 MDB MONGODB INC Technology 1,311.0 $321K 0.09% +327.0 +33.2% $244.77 +20.2%
131 NUE NUCOR CORP Basic Materials 1,874.0 $317K 0.09% -88.0 -4.5% $169.10 +47.2%
132 VTV VANGUARD INDEX FDS 1,595.0 $313K 0.09% +156.0 +10.8% $196.20 +12.4%
133 SCHG SCHWAB STRATEGIC TR 10,740.0 $313K 0.09% $29.13 +12.0%
134 SHY ISHARES TR 3,714.0 $307K 0.09% +488.0 +15.1% $82.57 -0.6%
135 TDY TELEDYNE TECHNOLOGIES INC Technology 502.0 $304K 0.09% +4.0 +0.8% $605.01 +3.7%
136 MRSH MARSH & MCLENNAN COS INC Financial Services 1,736.0 $301K 0.09% +85.0 +5.2% $173.45 -6.5%
137 BMI BADGER METER INC Technology 1,949.0 $297K 0.09% -400.0 -17.0% $152.35 -7.5%
138 VEA VANGUARD TAX-MANAGED FDS 4,567.0 $293K 0.08% +186.0 +4.2% $64.08 +11.0%
139 VOO VANGUARD INDEX FDS 483.0 $289K 0.08% NEW $597.55 +13.2%
140 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $286K 0.08% -5.0 -6.8% $4210.32 -95.8%
Page 7 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%