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CIK: 0002017259
Total reported value
$446.0M
$446.0M
156 檔
18.0%
As reported in its official Q1 2026 Form 13F filing, Columbia Bank's tracked investment portfolio stood at $446.0M with 156 total positions.
In Q1 2026, Columbia Bank adopted a defensive or profit-taking posture, trimming 80 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including EMXC, IEMG, IEFA) accounted for 18.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 5.11% | +0.42% | -1.62% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.64% | +0.03% | -2.93% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.52% | +0.37% | +10.51% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | -0.50% | +1.57% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.16% | -0.28% | -2.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.54% | +0.09% | -6.04% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.39% | -0.23% | -1.20% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.99% | -0.12% | -5.05% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.71% | -1.43% | -41.16% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | -0.19% | +0.28% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 2.26% | +1.08% | -6.19% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.82% | +1.19% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | -0.18% | -5.93% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.63% | +3.72% | +10.42% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.21% | -3.29% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.46% | -3.76% | |
| 17 | CMF | Ishares California Muni Bond | ETF-Other | 1.32% | -0.28% | +0.74% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.26% | +0.20% | -5.84% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | -0.27% | -2.03% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.23% | +0.04% | +1.72% | |
| 21 | ASML | ASML Holding N.V. | Stock-Tech | 1.22% | +0.25% | -6.48% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.27% | -1.10% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.17% | -0.17% | -6.69% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | -0.03% | -1.03% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.98% | -0.10% | -2.64% | |
| 26 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.97% | -0.47% | -4.34% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.02% | +6.27% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.10% | +2.49% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.21% | -1.19% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.81% | +0.12% | +7.79% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.80% | -0.07% | -4.52% | |
| 32 | PNC | Pnc Financial Services Group | Stock-Financials | 0.80% | -0.01% | -2.57% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.78% | -0.03% | +16.60% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.08% | -2.69% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.12% | -2.75% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.22% | -4.77% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | -0.05% | -2.27% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.22% | -2.67% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.69% | +0.18% | -1.54% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.68% | -0.16% | -0.41% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.68% | +0.03% | -5.22% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.65% | +0.01% | -3.18% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.08% | +1.88% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.59% | -0.05% | +17.80% | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.58% | -0.14% | -4.55% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.14% | +0.18% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.55% | +0.40% | +2.82% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.55% | -0.01% | -1.13% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.53% | -0.02% | -2.69% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.07% | +3.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +10.51% | Add |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | -1.62% | Trim |
| 3 | LRCX | Lam Research CORP | +0.4% | -6.19% | Trim |
| 4 | CVX | Chevron CORP | +0.3% | -3.76% | Trim |
| 5 | CAT | Caterpillar Inc | +0.2% | -5.84% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -3.29% | Trim |
| 7 | ASML | ASML Holding N.V. | +0.2% | -6.48% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.2% | -1.10% | Trim |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.2% | +10.42% | Add |
| 10 | PSX | Phillips 66 | +0.2% | -4.55% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +0.09% | Add |
| 12 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +16.60% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.2% | -2.93% | Trim |
| 14 | VZ | Verizon Communications Inc | +0.1% | -2.67% | Trim |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | +28.79% | Add |
| 16 | DE | Deere & Co | +0.1% | -4.52% | Trim |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +17.80% | Add |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | -0.41% | Trim |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +7.79% | Add |
| 20 | COP | Conocophillips | +0.1% | -0.03% | Trim |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +0.03% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | -2.30% | Trim |
| 23 | LMT | Lockheed Martin CORP | +0.1% | -0.70% | Trim |
| 24 | DLR | Digital Realty Trust Inc | +0.1% | +0.87% | Add |
| 25 | LHX | L3harris Technologies Inc | +0.1% | -4.27% | Trim |
| 26 | FDX | Fedex CORP | 0% | -0.10% | Trim |
| 27 | WMT | Walmart Inc | 0% | -0.18% | Trim |
| 28 | CCJ | Cameco CORP | 0% | -1.36% | Trim |
| 29 | PCAR | Paccar Inc | 0% | — | Unchanged |
| 30 | REGN | Regeneron Pharmaceuticals | 0% | +5.52% | Add |
| 31 | PEP | Pepsico Inc | 0% | -4.77% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.72% | Add |
| 33 | EOG | Eog Resources Inc | 0% | +0.63% | Add |
| 34 | MU | Micron Technology Inc | 0% | -3.62% | Trim |
| 35 | ORLY | O'reilly Automotive Inc | 0% | +21.41% | Add |
| 36 | MUB | Ishares National Muni Bond E | 0% | +6.85% | Add |
| 37 | MDLZ | Mondelez International Inc-a | 0% | +4.96% | Add |
| 38 | BWA | Borgwarner Inc | 0% | +0.49% | Add |
| 39 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 40 | PSA | Public Storage | 0% | -1.13% | Trim |
| 41 | CMF | Ishares California Muni Bond | 0% | +0.74% | Add |
| 42 | TJX | Tjx Companies Inc | 0% | +7.63% | Add |
| 43 | TDY | Teledyne Technologies Inc | 0% | +0.80% | Add |
| 44 | AMGN | Amgen Inc | 0% | -1.08% | Trim |
| 45 | CB | Chubb Limited | 0% | -1.46% | Trim |
| 46 | PLD | Prologis Inc | 0% | +1.33% | Add |
| 47 | TPR | Tapestry Inc | 0% | -3.18% | Trim |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +15.13% | Add |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | -0.82% | Trim |
| 50 | IWF | Ishares Russell 1000 Growth | 0% | +13.34% | Add |
According to official SEC Form 13F filings, Columbia Bank reported a total U.S. public equity portfolio value of $446.0M across 156 disclosed positions in Q1 2026.
During Q1 2026, Columbia Bank's top holdings by market value included EMXC (5.1%)、IEMG (4.6%)、IEFA (4.5%). The largest single position, EMXC, represented 5.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
IEF
市值: $6.4M
Top Position Liquidated / Trimmed
DHR
前期市值: $318.0K
In Q1 2026, Columbia Bank made 148 total portfolio adjustments, initiating 6 new buys, adding to 56 positions, trimming 80 holdings, and fully liquidating 6 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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