13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002017259
Total reported value
$446.0M
$446.0M
155 檔
15.2%
At the close of Q1 2025, Columbia Bank disclosed equity holdings valued at approximately $446.0M, spread across 155 reported holdings.
In Q1 2025, Columbia Bank displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IEI, AAPL) accounted for 15.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.11% | -0.50% | +2.39% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 5.00% | -1.43% | +15.60% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.28% | -0.61% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.70% | -0.12% | +5.60% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.82% | +0.42% | +10.16% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.75% | +0.03% | +9.82% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.89% | -0.23% | -1.11% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.59% | +0.37% | -11.76% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.09% | +1.25% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.19% | -0.66% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | -0.18% | -2.70% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.51% | +0.04% | +0.25% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.41% | -0.27% | -4.48% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | -0.27% | +7.04% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.26% | -0.46% | +0.55% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.21% | +5.82% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | +3.72% | +18.07% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.20% | -0.10% | +2.69% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | -0.02% | -0.33% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.15% | +0.06% | NEW | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.13% | -0.03% | +5.92% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.12% | -1.70% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 1.09% | +1.08% | -0.41% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.08% | -0.17% | -7.50% | |
| 25 | GIS | General Mills Inc | Stock-Consumer Staples | 1.01% | -0.14% | — | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -0.22% | +7.14% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.21% | +2.93% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | -0.08% | +8.70% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.22% | +8.14% | |
| 30 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.87% | -0.47% | +5.34% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.20% | -0.99% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.81% | -0.07% | -0.69% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.14% | +2.43% | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.80% | -0.16% | +2.53% | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.78% | -0.01% | +8.51% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.76% | -0.06% | +0.84% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.10% | +15.31% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.08% | +5.33% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | +0.40% | -6.64% | |
| 40 | URI | United Rentals Inc | Stock-Industrials | 0.74% | +0.18% | -4.63% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.05% | +7.51% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.12% | +3.97% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.06% | +3.66% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.71% | -0.28% | +0.62% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | +0.25% | +13.41% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.10% | -0.55% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.64% | -0.02% | +1.13% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.60% | -0.06% | -9.48% | |
| 49 | PSA | Public Storage | Stock-Real Estate | 0.59% | -0.01% | +12.91% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.12% | +12.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +0.8% | +15.60% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.5% | +9.82% | Add |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +10.16% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +5.82% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +18.07% | Add |
| 6 | VZ | Verizon Communications Inc | +0.2% | +7.14% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | +7.04% | Add |
| 8 | HCA | Hca Healthcare Inc | +0.1% | +5.34% | Add |
| 9 | V | Visa Inc-class A Shares | +0.1% | -0.33% | Trim |
| 10 | COLB | Columbia Banking System Inc | +0.1% | NEW | New buy |
| 11 | ABT | Abbott Laboratories | +0.1% | +12.36% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.66% | Add |
| 13 | MCD | Mcdonald's CORP | +0.1% | +2.93% | Add |
| 14 | KMB | Kimberly-clark CORP | +0.1% | NEW | New buy |
| 15 | PHM | Pultegroup Inc | +0.1% | NEW | New buy |
| 16 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +7.51% | Add |
| 18 | CB | Chubb Limited | +0.1% | +18.20% | Add |
| 19 | PEP | Pepsico Inc | +0.1% | +8.14% | Add |
| 20 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 21 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 22 | CVX | Chevron CORP | +0.1% | +0.55% | Add |
| 23 | PSA | Public Storage | +0.1% | +12.91% | Add |
| 24 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +15.31% | Add |
| 26 | TD | Toronto-dominion Bank | +0.1% | NEW | New buy |
| 27 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 28 | VST | Vistra CORP | -0.1% | -9.37% | Trim |
| 29 | DVY | Ishares Select Dividend ETF | -0.1% | EXIT | Sold out |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -2.70% | Trim |
| 31 | VNQ | Vanguard Real Estate ETF | -0.1% | EXIT | Sold out |
| 32 | GOVT | Ishares US Treasury Bond ETF | -0.1% | EXIT | Sold out |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | +0.25% | Add |
| 34 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.1% | -52.50% | Trim |
| 35 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -11.76% | Trim |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -8.44% | Trim |
| 37 | DDOG | Datadog Inc - Class A | -0.1% | +5.64% | Add |
| 38 | CRM | Salesforce Inc | -0.1% | +3.97% | Add |
| 39 | CAT | Caterpillar Inc | -0.1% | -0.99% | Trim |
| 40 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -9.48% | Trim |
| 42 | PH | Parker Hannifin CORP | -0.2% | -7.50% | Trim |
| 43 | URI | United Rentals Inc | -0.2% | -4.63% | Trim |
| 44 | NOW | Servicenow Inc | -0.2% | +0.84% | Add |
| 45 | TLH | Ishares 10-20 Year Treasury | -0.2% | -33.70% | Trim |
| 46 | AAPL | Apple Inc | -0.3% | -0.61% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.4% | -0.66% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | +2.39% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.25% | Add |
| 50 | NVDA | Nvidia CORP | -0.7% | -1.11% | Trim |
According to official SEC Form 13F filings, Columbia Bank reported a total U.S. public equity portfolio value of $446.0M across 155 disclosed positions in Q1 2025.
During Q1 2025, Columbia Bank's top holdings by market value included MSFT (5.1%)、IEI (5.0%)、AAPL (4.8%). The largest single position, MSFT, represented 5.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
COLB
市值: $392.6K
Top Position Liquidated / Trimmed
TGT
前期市值: $398.5K
In Q1 2025, Columbia Bank made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.