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CIK: 0001727269
Total reported value
$1.0B
$1.0B
204 檔
7.6%
As reported in its official Q4 2024 Form 13F filing, Columbus Macro, LLC's tracked investment portfolio stood at $1.0B with 204 total positions.
In Q4 2024, Columbus Macro, LLC displayed an active expansion posture, initiating 17 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including HYDW, IVV, IDEV) accounted for 7.6% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-Other | 2.57% | -0.09% | +492.59% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.08% | +30.38% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 2.24% | -0.04% | +368.83% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.84% | -0.12% | +126.52% | |
| 5 | MLPA | Global X Mlp ETF | ETF-Other | 1.71% | -0.38% | — | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 1.62% | -0.08% | +532.68% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.57% | -0.05% | +73.03% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.55% | -0.06% | +408.09% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.50% | +0.02% | +162.11% | |
| 10 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 1.48% | -0.09% | +127.88% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.47% | -0.06% | +1554.62% | |
| 12 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 1.41% | -0.14% | +66.68% | |
| 13 | ARCC | Ares Capital CORP | Stock-Financials | 1.23% | -0.14% | — | |
| 14 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.22% | -0.14% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.06% | +214.31% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.13% | +482.78% | |
| 17 | OKE | Oneok Inc | Stock-Energy | 1.09% | -0.14% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.05% | +5.52% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.07% | — | +92.73% | |
| 20 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 1.06% | -1.08% | EXIT | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | +0.05% | +221.04% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.28% | +253.01% | |
| 23 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.04% | -0.25% | +173.35% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.03% | — | +392.61% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.13% | +397.28% | |
| 26 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.00% | -0.01% | +107.66% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.00% | -0.99% | +261.53% | |
| 28 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.97% | -1.20% | EXIT | |
| 29 | WMB | Williams Cos Inc | Stock-Energy | 0.97% | -0.03% | — | |
| 30 | PFFD | Global X US Preferred ETF | ETF-Other | 0.97% | +0.23% | +219.84% | |
| 31 | AM | Antero Midstream CORP | Stock-Energy | 0.97% | -0.21% | — | |
| 32 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.97% | +0.08% | +441.24% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.96% | -0.02% | +126.02% | |
| 34 | PH | Parker Hannifin CORP | Stock-Industrials | 0.95% | -0.15% | +485.25% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.93% | — | +176.78% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.92% | +0.01% | +1151.84% | |
| 37 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.92% | — | +234.32% | |
| 38 | PSA | Public Storage | Stock-Real Estate | 0.89% | +0.11% | +419.51% | |
| 39 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.87% | +0.01% | — | |
| 40 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.87% | -0.03% | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | +0.01% | +467.52% | |
| 42 | GWW | Ww Grainger Inc | Stock-Industrials | 0.85% | +0.13% | +484.17% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.04% | +328.61% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.82% | -0.07% | +141.79% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.80% | — | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | +0.04% | +483.12% | |
| 47 | SBRA | Sabra Health Care Reit Inc | Stock-Real Estate | 0.79% | — | — | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.79% | -0.03% | +489.51% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.79% | -0.19% | +493.85% | |
| 50 | FDUS | Fidus Investment CORP | Stock-Other | 0.78% | -0.94% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MLPA | Global X Mlp ETF | +1.7% | NEW | New buy |
| 2 | HYDW | Xtrs Low Beta Hi Yield ETF | +1.4% | +492.59% | Add |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +1.2% | +1554.62% | Add |
| 4 | ARCC | Ares Capital CORP | +1.2% | NEW | New buy |
| 5 | KMI | Kinder Morgan, Inc. | +1.2% | NEW | New buy |
| 6 | OKE | Oneok Inc | +1.1% | NEW | New buy |
| 7 | TSLX | Sixth Street Specialty Lendi | +1.1% | NEW | New buy |
| 8 | ENB | Enbridge Inc | +1% | +532.68% | Add |
| 9 | STWD | Starwood Property Trust Inc | +1% | NEW | New buy |
| 10 | WMB | Williams Cos Inc | +1% | NEW | New buy |
| 11 | AM | Antero Midstream CORP | +1% | NEW | New buy |
| 12 | NLY | Annaly Capital Management In | +0.9% | NEW | New buy |
| 13 | BNL | Broadstone Net Lease Inc | +0.9% | NEW | New buy |
| 14 | IDEV | Ishares Core Msci Dev Mkts | +0.9% | +368.83% | Add |
| 15 | FLOT | Ishares Floating Rate Bond E | +0.8% | NEW | New buy |
| 16 | SBRA | Sabra Health Care Reit Inc | +0.8% | NEW | New buy |
| 17 | FDUS | Fidus Investment CORP | +0.8% | NEW | New buy |
| 18 | BCSF | Bain Capital Specialty Finan | +0.8% | NEW | New buy |
| 19 | AVGO | Broadcom Inc | +0.7% | +482.78% | Add |
| 20 | BLK | Blackrock Inc | +0.7% | NEW | New buy |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.7% | +408.09% | Add |
| 22 | TLTW | Ishares 20+ Bond Buywrite | +0.7% | NEW | New buy |
| 23 | BXSL | Blackstone Secured Lending F | +0.6% | NEW | New buy |
| 24 | WMT | Walmart Inc | +0.6% | +397.28% | Add |
| 25 | PH | Parker Hannifin CORP | +0.5% | +485.25% | Add |
| 26 | MAA | Mid-america Apartment Comm | +0.5% | +441.24% | Add |
| 27 | ADP | Automatic Data Processing | +0.5% | +467.52% | Add |
| 28 | GWW | Ww Grainger Inc | +0.5% | +484.17% | Add |
| 29 | CMI | Cummins Inc | +0.5% | +489.51% | Add |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +630.56% | Add |
| 31 | AFL | Aflac Inc | +0.4% | +392.61% | Add |
| 32 | HD | Home Depot Inc | +0.4% | +483.12% | Add |
| 33 | SYK | Stryker CORP | +0.4% | +474.25% | Add |
| 34 | SPGI | S&p Global Inc | +0.4% | +490.13% | Add |
| 35 | LMT | Lockheed Martin CORP | +0.4% | +493.85% | Add |
| 36 | CTAS | Cintas CORP | +0.4% | +486.59% | Add |
| 37 | PSA | Public Storage | +0.4% | +419.51% | Add |
| 38 | SCHV | Schwab US Large-cap Value | +0.3% | +1151.84% | Add |
| 39 | MSFT | Microsoft CORP | +0.3% | +328.61% | Add |
| 40 | AAPL | Apple Inc | +0.3% | +214.31% | Add |
| 41 | SYY | Sysco CORP | +0.3% | +261.53% | Add |
| 42 | QCOM | Qualcomm Inc | +0.2% | +253.01% | Add |
| 43 | KMB | Kimberly-clark CORP | +0.1% | +234.32% | Add |
| 44 | PFFD | Global X US Preferred ETF | +0.1% | +219.84% | Add |
| 45 | ABBV | Abbvie Inc | +0.1% | +221.04% | Add |
| 46 | BAR | Graniteshares Gold Trust | 0% | +173.35% | Add |
| 47 | USMV | Ishares Msci USA Min Vol Fac | 0% | +176.78% | Add |
| 48 | IEMG | Ishares Core Msci Emerging | -0.2% | +162.11% | Add |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | -0.8% | +73.03% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -2.4% | +30.38% | Add |
According to official SEC Form 13F filings, Columbus Macro, LLC reported a total U.S. public equity portfolio value of $1.0B across 204 disclosed positions in Q4 2024.
During Q4 2024, Columbus Macro, LLC's top holdings by market value included HYDW (2.6%)、IVV (2.5%)、IDEV (2.2%). The largest single position, HYDW, represented 2.6% of total portfolio value.
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Top New Position Initiated
MLPA
市值: $12.4M
In Q4 2024, Columbus Macro, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 33 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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