Columbia Bank

CIK

2017259

Location

Lake Oswego, OR

Portfolio Value

Small $442,999,097

Diversification

Diversified

Filing Date

Global Rank

#4,141 / 8,827 ▲ 408 · as of Jun 2026

Top Industry

Software - Infrastructure 12.5%

Period ended 38 days ago

Filed Oct 29, 2026 · 9d

11 quarters · since Mar 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 60.3% of the book (60%+)

Turnover

Low turnover

10.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 58.1%; sector active share 26.0% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

170 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.1%

−4.9 pts

Top 5

46.2%

−2.2 pts

Top 10

58.2%

−2.2 pts

HHI

843

Diversified−250

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.0%	$150,574,223	47
Technology	25.6%	$113,432,658	26
Financial Services	8.6%	$37,949,470	18
Healthcare	6.6%	$29,174,617	18
Industrials	6.4%	$28,518,526	18
Communication Services	6.4%	$28,359,982	7
Consumer Cyclical	4.2%	$18,763,302	10
Consumer Defensive	3.4%	$14,974,880	10
Energy	2.2%	$9,659,671	5
Real Estate	1.0%	$4,642,477	4
Basic Materials	0.9%	$3,916,366	3
Utilities	0.7%	$3,032,925	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEFA	iShares Core MSCI EAFE ETF	+26,372	252,051	$24,418,700
IEF	iShares 7-10 Year Treasury Bond ETF	+24,237	166,059	$14,830,729
IEMG	iShares Trust	+13,030	264,335	$0
CRWD	CrowdStrike Holdings, Inc.	+11,874	15,835	$4,192,316
EMXC	iShares MSCI Emerging Markets ex China ETF	+10,609	251,691	$24,937,543
VZ	Verizon Communications Inc	+4,819	57,887	$2,655,275
NVDA	Nvidia Corp	+3,933	74,306	$16,970,003
JEPI	JPMorgan Equity Premium Income ETF	+3,839	37,563	$2,111,791
MSFT	Microsoft Corp	+3,403	50,652	$25,979,410
NFLX	Netflix Inc	+3,320	21,796	$1,516,565
GOOGL	Alphabet Inc.	+2,743	48,070	$16,539,925
AVGO	Broadcom Inc.	+2,311	9,415	$3,306,453
AMZN	Amazon Com Inc	+2,189	47,937	$11,943,502
ABT	Abbott Laboratories	+2,168	16,670	$1,647,495
AAPL	Apple Inc.	+2,163	61,906	$20,615,935
IJJ	iShares S&P Mid-Cap 400 Value ETF	+1,931	29,973	$4,127,581
PEP	Pepsico Inc	+1,782	18,862	$2,390,192
KMB	Kimberly Clark Corp	+1,648	4,635	$451,588
NOW	ServiceNow, Inc.	+1,612	18,670	$2,501,966
IJR	iShares Core S&P Small-Cap ETF	+1,570	18,824	$2,560,816
PFE	Pfizer Inc	+1,503	10,071	$287,224
MDLZ	Mondelez International, Inc.	+1,500	13,062	$755,244
WMT	Walmart Inc.	+1,426	13,484	$1,401,256
BAC	Bank Of America Corp	+1,325	78,222	$4,257,622
ICE	Intercontinental Exchange, Inc.	+1,144	10,552	$1,604,220
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEI	iShares 3-7 Year Treasury Bond ETF	−18,731	29,702	$3,369,394
AGG	iShares Core U.S. Aggregate Bond ETF	−5,272	235,909	$22,302,836
DSI	iShares ESG MSCI KLD 400 ETF	−3,481	36,383	$5,318,466
VEEV	Veeva Systems Inc	−2,142	1,546	$441,304
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	−1,926	31,218	$1,287,742
HCA	HCA Healthcare, Inc.	−1,899	3,873	$1,652,763
PHM	Pultegroup Inc	−1,429	2,290	$265,776
ACN	Accenture plc	−1,207	1,481	$271,570
LRCX	Lam Research Corp	−1,131	33,247	$10,921,971
TJX	Tjx Companies Inc	−1,085	1,854	$245,302
ADBE	Adobe Inc.	−915	1,262	$302,804
VOO	VANGUARD 500 INDEX FUND	−675	1,476	$1,034,469
SHY	iShares 1-3 Year Treasury Bond ETF	−572	4,237	$344,044
AMD	Advanced Micro Devices Inc	−431	4,665	$2,853,859
IWR	iShares Russell Mid-Cap ETF	−350	5,488	$585,624
JCI	Johnson Controls International plc	−318	3,552	$528,004
PANW	Palo Alto Networks Inc	−250	12,179	$4,838,837
IJS	iShares S&P Small-Cap 600 Value ETF	−210	24,371	$3,121,924
IYW	iShares, Inc.	−200	3,000	$0
CAT	Caterpillar Inc	−181	5,934	$4,811,227
IJT	iShares S&P Small-Cap 600 Growth ETF	−163	13,424	$2,152,269
IJK	iShares S&P Mid-Cap 400 Growth ETF	−147	15,721	$1,723,178
ALL	Allstate Corp	−142	9,335	$2,071,062
PSX	Phillips 66	−133	11,518	$2,940,660
URI	United Rentals, Inc.	−129	3,284	$3,286,561
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	833	$311,741
VRSK	Verisk Analytics, Inc.	1,701	$285,512
SNPS	Synopsys Inc	640	$278,361
EFX	Equifax Inc	1,797	$246,620
CME	Cme Group Inc.	912	$238,925
DHR	Danaher Corp	1,050	$232,627
ACWI	iShares MSCI ACWI ETF	1,337	$212,275
QQQ	Invesco Qqq Trust, Series 1	279	$206,395
RSP	Victory Portfolios II	1,079	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	9,735	$1,330,969
APO	Apollo Global Management, Inc.	2,133	$252,354
STZ	Constellation Brands, Inc.	1,655	$230,193
MDY	Spdr S&P Midcap 400 ETF Trust	314	$220,848
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

170 tracked positions · $442,999,097 total · filing declares 271 positions · $466,566,381 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 170 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	50,652	+3,403	$25,979,410	+47.4%	5.86%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	251,691	+10,609	$24,937,543	+1.1%	5.63%
IEFA	iShares Core MSCI EAFE ETF	Added	252,051	+26,372	$24,418,700	+12.0%	5.51%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	235,909	-5,272	$22,302,836	−6.6%	5.03%
AAPL	Apple Inc. Technology	Added	61,906	+2,163	$20,615,935	+19.3%	4.65%
NVDA	Nvidia Corp Technology	Added	74,306	+3,933	$16,970,003	+20.5%	3.83%
GOOGL	Alphabet Inc. Communication Services	Added	48,070	+2,743	$16,539,925	+2.1%	3.73%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	166,059	+24,237	$14,830,729	+10.6%	3.35%
IVV	iShares Core S&P 500 ETF	Added	17,191	+111	$13,165,726	+2.9%	2.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	47,937	+2,189	$11,943,502	+9.5%	2.70%
LRCX	Lam Research Corp Technology	Reduced	33,247	-1,131	$10,921,971	−26.7%	2.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	22,311	+580	$7,381,147	+3.8%	1.67%
ASML	Asml Holding NV Technology	Reduced	3,285	-16	$5,951,335	−9.4%	1.34%
JNJ	Johnson & Johnson Healthcare	Added	20,630	+340	$5,461,585	+6.0%	1.23%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	36,383	-3,481	$5,318,466	−6.3%	1.20%
CVX	Chevron Corp Energy	Added	24,527	+563	$5,008,658	+26.1%	1.13%
META	Meta Platforms, Inc. Communication Services	Added	6,902	+820	$5,005,191	+46.1%	1.13%
PANW	Palo Alto Networks Inc Technology	Reduced	12,179	-250	$4,838,837	+14.2%	1.09%
CAT	Caterpillar Inc Industrials	Reduced	5,934	-181	$4,811,227	−26.1%	1.09%
BLK	BlackRock, Inc. Financial Services	Added	4,275	+190	$4,524,189	+15.2%	1.02%
COST	Costco Wholesale Corp Consumer Defensive	Added	4,952	+610	$4,508,003	+11.0%	1.02%
CMF	iShares California Muni Bond ETF	Added	80,661	+235	$4,365,373	−5.8%	0.99%
PH	Parker-Hannifin Corp Industrials	Reduced	4,543	-8	$4,340,473	−2.5%	0.98%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	6,401	+227	$4,320,994	+39.6%	0.98%
V	Visa Inc. Financial Services	Added	12,007	+868	$4,314,475	+12.9%	0.97%
BAC	Bank Of America Corp Financial Services	Added	78,222	+1,325	$4,257,622	−2.8%	0.96%
LLY	ELI LILLY & Co Healthcare	Added	3,674	+80	$4,251,111	−1.4%	0.96%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	15,835	+11,874	$4,192,316	+38.7%	0.95%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Added	29,973	+1,931	$4,127,581	−0.4%	0.93%
DE	Deere & Co Industrials	Added	5,216	+50	$3,502,804	+6.9%	0.79%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	29,702	-18,731	$3,369,394	−40.8%	0.76%
AVGO	Broadcom Inc. Technology	Added	9,415	+2,311	$3,306,453	+23.2%	0.75%
URI	United Rentals, Inc. Industrials	Reduced	3,284	-129	$3,286,561	−15.0%	0.74%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	14,408	+185	$3,202,321	−8.6%	0.72%
EFA	iShares MSCI EAFE ETF	Added	30,199	+433	$3,137,374	+1.5%	0.71%
DDOG	Datadog, Inc. Technology	Reduced	11,445	-21	$3,134,213	+5.0%	0.71%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	24,371	-210	$3,121,924	−7.1%	0.70%
MU	Micron Technology Inc Technology	Added	2,845	+1,030	$3,030,237	+44.6%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,264	+889	$2,943,953	+3.6%	0.66%
PSX	Phillips 66 Energy	Reduced	11,518	-133	$2,940,660	+49.3%	0.66%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,665	-431	$2,853,859	−3.6%	0.64%
VZ	Verizon Communications Inc Communication Services	Added	57,887	+4,819	$2,655,275	+18.2%	0.60%
MS	Morgan Stanley Financial Services	Added	14,020	+46	$2,636,881	−9.7%	0.60%
IJR	iShares Core S&P Small-Cap ETF	Added	18,824	+1,570	$2,560,816	+0.1%	0.58%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,917	+789	$2,521,171	−7.9%	0.57%
NOW	ServiceNow, Inc. Technology	Added	18,670	+1,612	$2,501,966	+47.7%	0.56%
PEP	Pepsico Inc Consumer Defensive	Added	18,862	+1,782	$2,390,192	+3.4%	0.54%
SYK	Stryker Corp Healthcare	Added	8,576	+1,106	$2,361,744	+0.4%	0.53%
CMI	Cummins Inc Industrials	Added	4,526	+92	$2,337,994	−26.1%	0.53%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,374	+510	$2,329,897	+1.1%	0.53%

Showing the top 50 of 170 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.