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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 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IAU ISHARES GOLD TR Financial Services 4,230.0 $319K 0.07% +1K +37.4% $75.51 +16.2%
142 TSLA TESLA INC Consumer Cyclical 757.0 $318K 0.07% +20.0 +2.7% $420.60 -16.7%
143 EOG EOG RES INC Energy 2,273.0 $295K 0.07% +49.0 +2.2% $129.73 +13.2%
144 BMI BADGER METER INC Technology 1,949.0 $289K 0.07% $148.38 -8.1%
145 SPOT SPOTIFY TECHNOLOGY S A Communication Services 599.0 $275K 0.06% NEW $459.13 +20.4%
146 CL COLGATE PALMOLIVE CO Consumer Defensive 2,900.0 $266K 0.06% $91.68 -0.4%
147 MRSH MARSH & MCLENNAN COS INC Financial Services 1,529.0 $255K 0.06% -207.0 -11.9% $166.67 +16.0%
148 ESGD ISHARES TR 2,469.0 $254K 0.06% $102.81 +4.8%
149 APOS APOLLO GLOBAL MGMT INC 2,133.0 $252K 0.06% -2K -48.6% $118.31
150 CANADIAN PACIFIC KANSAS CITY 2,884.0 $250K 0.06% $86.65
151 TXN TEXAS INSTRS INC Technology 838.0 $250K 0.06% NEW $298.07 -12.8%
152 UNH UNITEDHEALTH GROUP INC Healthcare 600.0 $249K 0.06% NEW $415.63 -4.6%
153 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,655.0 $230K 0.05% +100.0 +6.4% $139.09 -2.9%
154 EQIX EQUINIX INC Real Estate 219.0 $228K 0.05% -15.0 -6.4% $1042.39 +3.0%
155 IVW ISHARES TR 1,639.0 $225K 0.05% NEW $137.53 +0.9%
156 DTD WISDOMTREE TR 2,400.0 $224K 0.05% $93.25 +4.5%
157 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 314.0 $221K 0.05% NEW $703.34 -1.3%
158 VIG VANGUARD SPECIALIZED FUNDS 925.0 $219K 0.05% NEW $236.62 +3.2%
159 MDT MEDTRONIC PLC Healthcare 2,770.0 $217K 0.05% +125.0 +4.7% $78.23 +16.5%
160 PRFZ INVESCO EXCHANGE TRADED FD T 3,849.0 $215K 0.05% NEW $55.77 -0.3%
Page 8 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%