CM

Columbus Macro, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$936.2M

Reporting period: 2026-03-31 · Number of holdings: 200

Columbus Macro, LLC disclosed 200 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $936.2M and a quarterly turnover rate of 15.5%.

Personality snowflake

Concentration
4.09
Portfolio Stability
15.47
Momentum/Contrarian
100
Sector conviction
70.71
Diversification
100
Sizing Uniformity
89.76

Recent moves

  • Trim HYDW

    -19.8%　-$4.8M

  • Add AM

    +4.3%　$4.4M

  • Add BCD

    +24.9%　$4.2M

  • Add OKE

    +4.1%　$3.9M

  • Add KMI

    +4.5%　$3.6M

  • Add BNL

    +23.2%　$3.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IDEVIshares Core Msci Dev MktsETF-Other2.14%—-0.15%
2ENBEnbridge INCStock-Energy1.98%+0.24%+3.62%
3HYDWXtrs Low Beta Hi Yield ETFETF-Other1.94%-0.58%-19.83%
4OKEOneok INCStock-Energy1.91%+0.38%+4.10%
5AMAntero Midstream CORPStock-Energy1.87%+0.43%+4.31%
6VWOBVanguard Emerg Mkts Gov BndETF-Other1.86%+0.23%+20.43%
7PFFDGlobal X US Preferred ETFETF-Other1.81%+0.25%+22.34%
8IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.79%-0.16%-1.25%
9KMIKinder Morgan INCStock-Energy1.78%+0.35%+4.45%
10JEPIJpmorgan Equity Premium IncoETF-Other1.78%—+5.10%
11TLTWIshares 20+ Bond BuywriteETF-Other1.63%+0.11%+10.13%
12BNLBroadstone Net Lease INCStock-Real Estate1.63%+0.34%+23.18%
13IEMGIshares Core Msci EmergingETF-Emerging Markets1.59%—+1.71%
14SCHZSchwab US Aggregate Bond ETFETF-Other1.53%—+2.95%
15BCDAbrdn Bloomberg All CommoditETF-Other1.45%+0.42%+24.91%
16HDEFXtrackers Msci Eafe High DivETF-Other1.40%—+0.48%
17WMBWilliams Cos INCStock-Energy1.28%—-14.67%
18PHParker Hannifin CORPStock-Industrials1.25%—+3.16%
19NLYAnnaly Capital Management InStock-Real Estate1.23%+0.21%+30.37%
20VSSVanguard Ftse All Wo X-us ScETF-Other1.21%+0.20%+20.00%
21BARGraniteshares Gold TrustETF-Commodities1.21%—-6.86%
22STWDStarwood Property Trust INCStock-Real Estate1.20%+0.22%+30.69%
23CMICummins INCStock-Industrials1.15%+0.08%+3.89%
24ARCCAres Capital CORPStock-Financials1.12%—+4.48%
25OHIOmega Healthcare InvestorsStock-Real Estate1.10%—+3.94%
26SCHJSchwab 1-5 Yr CORP Bnd ETFETF-Other1.09%-0.13%-7.70%
27TSLXSixth Street Specialty LendiStock-Other1.08%-0.22%+0.37%
28STIPIshares 0-5 Year Tips Bond EETF-Other1.06%—+4.21%
29CLColgate-palmolive CoStock-Consumer Staples1.05%+0.15%+10.56%
30LHXL3harris Technologies INCStock-Industrials1.03%+0.16%+3.37%
31SYYSysco CORPStock-Consumer Staples1.02%—+3.52%
32KLACKla CORPStock-Tech1.02%+0.12%-4.18%
33RITMRithm Capital CORPStock-Real Estate1.00%+0.15%+37.99%
34MLPAGlobal X Mlp ETFETF-Other0.99%+0.11%+4.20%
35AVGOBroadcom INCStock-Tech0.97%-0.21%-6.23%
36AAPLApple INCStock-Tech0.96%—+2.81%
37FDUSFidus Investment CORPStock-Other0.94%—+4.07%
38PSAPublic StorageStock-Real Estate0.94%—-11.67%
39MAAMid-america Apartment CommStock-Real Estate0.93%-0.20%-4.00%
40JNJJohnson & JohnsonStock-Healthcare0.93%+0.14%+2.09%
41VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.92%—+0.24%
42AGGIshares Core U.s. AggregateETF-Other0.92%—+4.79%
43LMTLockheed Martin CORPStock-Industrials0.91%+0.19%+3.45%
44CAHCardinal Health INCStock-Healthcare0.88%—+0.02%
45RYNRayonier INCStock-Real Estate0.86%+0.86%NEW
46WMTWalmart INCStock-Consumer Staples0.85%+0.09%+2.91%
47NUENucor CORPStock-Materials0.85%—+2.78%
48QCOMQualcomm INCStock-Tech0.85%-0.26%+4.02%
49CSWCCapital Southwest CORPStock-Other0.85%—+3.55%
50MDTMedtronic plcStock-Healthcare0.84%—+5.26%
1–50 of 200

Holding changes this quarter

Columbus Macro, LLC's most significant position changes for 2026-03-31: Sold out: Potlatchdeltic CORP (PCH); New buy: Rayonier INC (RYN); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Paychex INC (PAYX).

Position changes disclosed by Columbus Macro, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AMAntero Midstream CORP+0.4%+4.31%Add
2BCDAbrdn Bloomberg All Commodit+0.4%+24.91%Add
3OKEOneok INC+0.4%+4.10%Add
4KMIKinder Morgan INC+0.4%+4.45%Add
5BNLBroadstone Net Lease INC+0.3%+23.18%Add
6PFFDGlobal X US Preferred ETF+0.3%+22.34%Add
7ENBEnbridge INC+0.2%+3.62%Add
8VWOBVanguard Emerg Mkts Gov Bnd+0.2%+20.43%Add
9STWDStarwood Property Trust INC+0.2%+30.69%Add
10NLYAnnaly Capital Management In+0.2%+30.37%Add
11VSSVanguard Ftse All Wo X-us Sc+0.2%+20.00%Add
12LMTLockheed Martin CORP+0.2%+3.45%Add
13LHXL3harris Technologies INC+0.2%+3.37%Add
14CLColgate-palmolive Co+0.2%+10.56%Add
15RITMRithm Capital CORP+0.2%+37.99%Add
16JNJJohnson & Johnson+0.1%+2.09%Add
17KLACKla CORP+0.1%-4.18%Trim
18TLTWIshares 20+ Bond Buywrite+0.1%+10.13%Add
19MLPAGlobal X Mlp ETF+0.1%+4.20%Add
20✓ Totalenergies Se+0.1%-0.79%Trim
21XOMExxon Mobil CORP+0.1%-1.13%Trim
22WMTWalmart INC+0.1%+2.91%Add
23CMICummins INC+0.1%+3.89%Add
24IGOVIshares International Treasu-0.1%-31.02%Trim
25SCHPSchwab U.s. Tips ETF-0.1%-15.29%Trim
26SPGIS&p Global INC-0.1%+3.83%Add
27SCHJSchwab 1-5 Yr CORP Bnd ETF-0.1%-7.70%Trim
28MBBIshares Mbs ETF-0.2%-22.16%Trim
29IVVIshares Core S&p 500 ETF-0.2%-1.25%Trim
30SCHRSchwab Intermediate-term US-0.2%-41.37%Trim
31IAGGIshares Intl Aggregate Bond-0.2%-40.18%Trim
32MSFTMicrosoft CORP-0.2%+2.68%Add
33MAAMid-america Apartment Comm-0.2%-4.00%Trim
34AVGOBroadcom INC-0.2%-6.23%Trim
35USIGIshares Broad Usd Investment-0.2%-32.68%Trim
36TSLXSixth Street Specialty Lendi-0.2%+0.37%Add
37ADPAutomatic Data Processing-0.2%-3.77%Trim
38QCOMQualcomm INC-0.3%+4.02%Add
39IBBIshares Biotechnology ETF-0.3%-79.59%Trim
40HYDWXtrs Low Beta Hi Yield ETF-0.6%-19.83%Trim
41PCHPotlatchdeltic CORP—EXITSold out
42RYNRayonier INC—NEWNew buy
43AZNAstraZeneca PLC—NEWNew buy
44AZNNAstrazeneca Plc-spons Adr—EXITSold out
45PAYXPaychex INC—NEWNew buy
46TAt&t INC—EXITSold out
47PSCTInvesco S&p Smallcap Informa—NEWNew buy
48XLKSs Technology Select Sector—EXITSold out
49XLBSs Materials Select Sector—NEWNew buy
50XLFSs Financial Select Sector—EXITSold out

FAQ

What is Columbus Macro, LLC and what type of investor is it?
Columbus Macro, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $936.2M, spread across 200 disclosed positions.
What are Columbus Macro, LLC's largest equity positions?
Based on the latest 13F filing, Columbus Macro, LLC's top holdings by market value are: 1. Ishares Core Msci Dev Mkts (IDEV) — $20.0M (2.1%) 2. Enbridge INC (ENB) — $18.6M (2.0%) 3. Xtrs Low Beta Hi Yield ETF (HYDW) — $18.2M (1.9%) 4. Oneok INC (OKE) — $17.9M (1.9%) 5. Antero Midstream CORP (AM) — $17.5M (1.9%)
What changes did Columbus Macro, LLC make in its most recent portfolio filing?
In the latest reported quarter, Columbus Macro, LLC made 50 notable position adjustments: 5 new positions were initiated, 24 existing holdings were added to, 16 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Potlatchdeltic CORP (PCH); New buy: Rayonier INC (RYN); New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Paychex INC (PAYX)
What sectors does Columbus Macro, LLC focus on?
Columbus Macro, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.6% • Health Care: 31.3% • Financials: 9.3% • Industrials: 7.9% • Consumer Staples: 7.6% • Consumer Discretionary: 5.4%