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CIK: 0002017259
Total reported value
$446.0M
$446.0M
149 檔
14.3%
In Q2 2024, Columbia Bank's U.S. equity holdings reached a combined market value of $446.0M, distributed across 149 disclosed stock positions.
During Q2 2024, Columbia Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 14.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.99% | -0.50% | +2.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.22% | -0.28% | +2.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.02% | -0.23% | +916.13% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 4.49% | — | +19.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.96% | -0.12% | +16.46% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.71% | +0.42% | +6.34% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.60% | +0.03% | +3.91% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.15% | +0.09% | +2.66% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | +0.37% | -2.24% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | -0.19% | +5.08% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.18% | +2.83% | |
| 12 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.72% | — | +2.43% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.58% | +0.04% | -2.70% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.27% | +2.31% | |
| 15 | GIS | General Mills Inc | Stock-Consumer Staples | 1.20% | -0.14% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.20% | -0.46% | +5.75% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.15% | -0.03% | +3.47% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 1.14% | -0.17% | +0.21% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.12% | +4.12% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | +0.06% | NEW | |
| 21 | BLKCHF | Blackrock Inc | Stock-Other | 1.06% | — | +5.23% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.21% | +2.12% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 0.98% | +0.18% | +0.08% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.98% | +0.40% | +4.64% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | +0.20% | +1.06% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.02% | +4.91% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.95% | -0.08% | +7.63% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.87% | -0.06% | +3.94% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.22% | +5.85% | |
| 30 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.85% | — | +6.53% | |
| 31 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.82% | -0.47% | +3.79% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.22% | +4.22% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.12% | +2.59% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.07% | +0.28% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | -0.05% | -0.33% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | +0.25% | +2.02% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.70% | -0.08% | +4.51% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.70% | -0.07% | +3.84% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.21% | +5.48% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.14% | +4.11% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.65% | -0.01% | +5.65% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.07% | -5.09% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.64% | -0.16% | +3.09% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.11% | +13.78% | |
| 45 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.59% | — | -47.28% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.06% | -1.81% | |
| 47 | PCAR | Paccar Inc | Stock-Industrials | 0.58% | -0.09% | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.10% | +10.79% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.57% | -0.14% | +6.25% | |
| 50 | CMF | Ishares California Muni Bond | ETF-Other | 0.56% | -0.28% | — |
According to official SEC Form 13F filings, Columbia Bank reported a total U.S. public equity portfolio value of $446.0M across 149 disclosed positions in Q2 2024.
During Q2 2024, Columbia Bank's top holdings by market value included MSFT (6.0%)、AAPL (5.2%)、NVDA (5.0%). The largest single position, MSFT, represented 6.0% of total portfolio value.
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In Q2 2024, Columbia Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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