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CIK: 0002017259
Total reported value
$446.0M
$446.0M
164 檔
16.9%
According to the latest 13F quarterly dataset, Columbia Bank managed an equity portfolio of $446.0M at the end of Q2 2025, spanning 164 distinct U.S. exchange-listed positions.
In Q2 2025, Columbia Bank displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.27% | -0.50% | +5.39% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.41% | -1.43% | +0.35% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.18% | +0.42% | +7.84% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.28% | +0.23% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.01% | +0.03% | +9.07% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.81% | -0.12% | -17.15% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | -0.23% | -1.35% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.50% | +0.37% | +39.63% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.19% | +15.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.09% | +4.27% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.18% | -4.58% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.36% | +0.04% | -10.06% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.36% | +1.08% | +2.98% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.27% | -4.09% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.22% | -0.10% | +2.07% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | -0.27% | +5.40% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.12% | -0.17% | +1.19% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.10% | +33.28% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | -0.03% | -2.17% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.46% | +7.20% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.21% | +4.49% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | -0.02% | -1.16% | |
| 23 | CMF | Ishares California Muni Bond | ETF-Other | 1.03% | -0.28% | +67.49% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.12% | -1.00% | |
| 25 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.87% | -0.47% | +4.42% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.20% | -1.81% | |
| 27 | URI | United Rentals Inc | Stock-Industrials | 0.83% | +0.18% | +1.38% | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 0.82% | -0.01% | +6.28% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.21% | +1.47% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | +3.72% | -23.43% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.80% | +0.25% | +9.13% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.79% | -0.06% | -7.56% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.08% | +12.37% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 0.77% | -0.14% | — | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.77% | -0.07% | -0.98% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.22% | -9.47% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.22% | +6.13% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.40% | -4.11% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | -0.05% | +6.40% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.72% | -0.16% | +3.68% | |
| 41 | SYK | Stryker CORP | Stock-Healthcare | 0.71% | -0.08% | +3.05% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.14% | -1.38% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.12% | +7.99% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.69% | +0.12% | +36.44% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.68% | +0.25% | -0.07% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.17% | -0.81% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.62% | +0.01% | +4.24% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | -0.10% | +4.82% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.04% | +253.57% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.12% | +14.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +5.39% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +39.63% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | -1.35% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.4% | +15.70% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +253.57% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +7.84% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +33.28% | Add |
| 8 | ICE | Intercontinental Exchange In | +0.3% | NEW | New buy |
| 9 | CMF | Ishares California Muni Bond | +0.3% | +67.49% | Add |
| 10 | LRCX | Lam Research CORP | +0.3% | +2.98% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | +150.38% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.3% | +9.07% | Add |
| 13 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +60.87% | Add |
| 14 | DLR | Digital Realty Trust Inc | +0.2% | +226.54% | Add |
| 15 | EPD | Enterprise Products Partners | +0.2% | NEW | New buy |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.2% | +36.44% | Add |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -0.07% | Trim |
| 18 | DDOG | Datadog Inc - Class A | +0.2% | +10.29% | Add |
| 19 | MDY | State Street Spdr S&p Midcap | +0.1% | NEW | New buy |
| 20 | NFLX | Netflix Inc | +0.1% | -0.81% | Trim |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | NEW | New buy |
| 22 | ASML | ASML Holding N.V. | +0.1% | +9.13% | Add |
| 23 | AMD | Advanced Micro Devices | +0.1% | +42.97% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.27% | Add |
| 25 | URI | United Rentals Inc | +0.1% | +1.38% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +13.05% | Add |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +26.74% | Add |
| 28 | MS | Morgan Stanley | +0.1% | +4.24% | Add |
| 29 | PH | Parker Hannifin CORP | 0% | +1.19% | Add |
| 30 | PNC | Pnc Financial Services Group | 0% | +6.28% | Add |
| 31 | CAT | Caterpillar Inc | 0% | -1.81% | Trim |
| 32 | NOW | Servicenow Inc | 0% | -7.56% | Trim |
| 33 | BLK | Blackrock Inc | 0% | +2.07% | Add |
| 34 | EFA | Ishares Msci Eafe ETF | 0% | +6.40% | Add |
| 35 | HCA | Hca Healthcare Inc | — | +4.42% | Add |
| 36 | BAC | Bank Of America CORP | 0% | -2.17% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | -0.1% | -4.58% | Trim |
| 38 | CCI | Crown Castle Inc | -0.2% | -57.90% | Trim |
| 39 | DOW | Dow Inc | -0.2% | -61.58% | Trim |
| 40 | LULU | Lululemon Athletica Inc | -0.2% | EXIT | Sold out |
| 41 | ENPH | Enphase Energy Inc | -0.2% | EXIT | Sold out |
| 42 | NKE | Nike Inc -cl B | -0.2% | -57.80% | Trim |
| 43 | GIS | General Mills Inc | -0.2% | — | Unchanged |
| 44 | VZ | Verizon Communications Inc | -0.3% | -9.47% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -22.34% | Trim |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.4% | -23.43% | Trim |
| 47 | TLH | Ishares 10-20 Year Treasury | -0.4% | -71.57% | Trim |
| 48 | AAPL | Apple Inc | -0.8% | +0.23% | Add |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.9% | -17.15% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -1.1% | -84.24% | Trim |
According to official SEC Form 13F filings, Columbia Bank reported a total U.S. public equity portfolio value of $446.0M across 164 disclosed positions in Q2 2025.
During Q2 2025, Columbia Bank's top holdings by market value included MSFT (6.3%)、IEI (4.4%)、EMXC (4.2%). The largest single position, MSFT, represented 6.3% 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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IEI, EMXC) accounted for 16.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
ICE
市值: $1.1M
Top Position Liquidated / Trimmed
ENPH
前期市值: $627.6K
In Q2 2025, Columbia Bank made 49 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 16 holdings, and fully liquidating 2 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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