Columbia Bank

Bank

CIK

2017259

Location

Lake Oswego, OR

Portfolio Value

Small $229,221,747

Diversification

Diversified

Filing Date

Global Rank

#3,897 / 8,603 ▲ 34 · as of Mar 2026

Top Industry

Software - Infrastructure 8.3%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

9 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.7%

SPY

+44.1%

Annualised alpha

-2.1%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−1.5 pts

Top 5

27.8%

−2.6 pts

Top 10

40.1%

−1.9 pts

HHI

247

Diversified−27

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.0%	$71,003,442	24
Financial Services	14.0%	$31,980,183	19
Healthcare	11.7%	$26,747,058	16
Industrials	11.3%	$25,903,249	17
Communication Services	9.1%	$20,930,028	5
Consumer Cyclical	7.3%	$16,751,356	10
Consumer Defensive	6.2%	$14,310,311	10
Energy	3.8%	$8,648,708	5
Real Estate	1.8%	$4,142,062	4
Basic Materials	1.6%	$3,663,550	3
Utilities	1.5%	$3,383,117	4
Unclassified	0.8%	$1,758,683	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+1,311	14,622	$1,528,730
ORLY	O Reilly Automotive Inc	+883	5,008	$462,288
MSFT	Microsoft Corp	+650	42,122	$15,592,300
APO	Apollo Global Management, Inc.	+629	4,149	$462,281
V	Visa Inc.	+605	10,251	$3,098,261
MDLZ	Mondelez International, Inc.	+510	10,786	$621,704
ACN	Accenture plc	+478	4,571	$906,382
ICE	Intercontinental Exchange, Inc.	+337	8,160	$1,283,404
PANW	Palo Alto Networks Inc	+329	11,996	$1,923,198
MDB	MongoDB, Inc.	+327	1,311	$320,893
VEEV	Veeva Systems Inc	+326	4,847	$851,423
PEG	Public Service Enterprise Group Inc	+243	9,788	$792,337
SPY	Spdr S&P 500 ETF Trust	+240	2,287	$1,487,327
TJX	Tjx Companies Inc /De/	+212	2,990	$477,503
AVGO	Broadcom Inc.	+190	5,972	$1,848,393
ABBV	AbbVie Inc.	+141	2,209	$480,435
META	Meta Platforms, Inc.	+130	5,358	$3,065,472
AMZN	Amazon Com Inc	+123	44,183	$9,201,993
SYK	Stryker Corp	+120	6,505	$2,137,477
REGN	Regeneron Pharmaceuticals, Inc.	+108	2,066	$1,596,273
PLD	Prologis, Inc.	+88	6,680	$882,961
MRSH	Marsh & Mclennan Companies, Inc.	+85	1,736	$301,108
QCOM	Qualcomm Inc/De	+70	2,087	$268,763
DDOG	Datadog, Inc.	+56	11,264	$1,329,715
RSG	Republic Services, Inc.	+55	2,451	$536,817
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−2,774	43,174	$12,415,115
LRCX	Lam Research Corp	−2,447	37,073	$7,921,016
CSCO	Cisco Systems, Inc.	−2,365	6,802	$527,766
VZ	Verizon Communications Inc	−1,375	50,204	$2,520,240
JPM	Jpmorgan Chase & Co	−1,337	21,203	$6,237,074
AAPL	Apple Inc.	−1,297	57,494	$14,591,401
ADP	Automatic Data Processing Inc	−975	2,566	$521,359
CVX	Chevron Corp	−894	22,859	$4,729,526
ABT	Abbott Laboratories	−892	14,178	$1,455,654
PEP	Pepsico Inc	−840	16,770	$2,604,212
NVDA	Nvidia Corp	−830	68,142	$11,883,964
BAC	Bank Of America Corp /De/	−751	72,255	$3,522,430
PFE	Pfizer Inc	−670	8,068	$226,549
JNJ	Johnson & Johnson	−669	19,676	$4,809,601
DIS	Walt Disney Co	−615	13,347	$1,286,383
PSX	Phillips 66	−533	11,176	$2,036,043
PG	PROCTER & GAMBLE Co	−522	18,442	$2,663,761
MS	Morgan Stanley	−454	13,816	$2,273,698
BMI	Badger Meter Inc	−400	1,949	$296,930
NEE	Nextera Energy Inc	−396	16,855	$1,565,492
CAT	Caterpillar Inc	−387	6,242	$4,422,207
PNC	Pnc Financial Services Group, Inc.	−355	13,457	$2,800,266
PH	Parker-Hannifin Corp	−328	4,573	$4,093,932
HCA	HCA Healthcare, Inc.	−325	7,155	$3,386,031
GIS	General Mills Inc	−310	49,072	$1,826,459
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	3,078	$271,356
HON	Honeywell International Inc	990	$234,682
EQIX	Equinix Inc	234	$229,376
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	1,389	$317,969
NKE	NIKE, Inc.	3,892	$247,959
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 positions · $229,221,747 total · as of Mar 31, 2026

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

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	42,122	+650	$15,592,300	−22.3%	6.80%
AAPL	Apple Inc. Technology	Reduced	57,494	-1,297	$14,591,401	−8.7%	6.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	43,174	-2,774	$12,415,115	−13.7%	5.42%
NVDA	Nvidia Corp Technology	Reduced	68,142	-830	$11,883,964	−7.6%	5.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	44,183	+123	$9,201,993	−9.5%	4.01%
LRCX	Lam Research Corp Technology	Reduced	37,073	-2,447	$7,921,016	+17.1%	3.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,203	-1,337	$6,237,074	−14.1%	2.72%
JNJ	Johnson & Johnson Healthcare	Reduced	19,676	-669	$4,809,601	+14.2%	2.10%
CVX	Chevron Corp Energy	Reduced	22,859	-894	$4,729,526	+30.6%	2.06%
CAT	Caterpillar Inc Industrials	Reduced	6,242	-387	$4,422,207	+16.4%	1.93%
LLY	ELI LILLY & Co Healthcare	Reduced	4,736	-98	$4,356,030	−16.1%	1.90%
ASML	Asml Holding NV Technology	Reduced	3,249	-225	$4,291,376	+15.5%	1.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,149	-46	$4,134,187	+14.3%	1.80%
PH	Parker-Hannifin Corp Industrials	Reduced	4,573	-328	$4,093,932	−5.0%	1.79%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	72,255	-751	$3,522,430	−12.3%	1.54%
BLK	BlackRock, Inc. Financial Services	Reduced	3,582	-97	$3,444,844	−12.5%	1.50%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	7,155	-325	$3,386,031	−3.0%	1.48%
V	Visa Inc. Financial Services	Added	10,251	+605	$3,098,261	−8.4%	1.35%
META	Meta Platforms, Inc. Communication Services	Added	5,358	+130	$3,065,472	−11.2%	1.34%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,267	-112	$2,880,090	+0.5%	1.26%
DE	Deere & Co Industrials	Reduced	4,985	-236	$2,808,049	+15.5%	1.23%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	13,457	-355	$2,800,266	−2.9%	1.22%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	5,493	-152	$2,699,973	−17.5%	1.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,442	-522	$2,663,761	−2.0%	1.16%
PEP	Pepsico Inc Consumer Defensive	Reduced	16,770	-840	$2,604,212	+3.0%	1.14%
VZ	Verizon Communications Inc Communication Services	Reduced	50,204	-1,375	$2,520,240	+20.0%	1.10%
URI	United Rentals, Inc. Industrials	Reduced	3,331	-52	$2,426,833	−11.4%	1.06%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	8,248	-34	$2,395,961	+17.1%	1.05%
CMI	Cummins Inc Industrials	Reduced	4,411	-243	$2,373,205	−0.1%	1.04%
MS	Morgan Stanley Financial Services	Reduced	13,816	-454	$2,273,698	−10.2%	0.99%
SYK	Stryker Corp Healthcare	Added	6,505	+120	$2,137,477	−4.8%	0.93%
PSX	Phillips 66 Energy	Reduced	11,176	-533	$2,036,043	+34.8%	0.89%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,989	+11	$1,969,721	−4.2%	0.86%
PANW	Palo Alto Networks Inc Technology	Added	11,996	+329	$1,923,198	−10.5%	0.84%
PSA	Public Storage Real Estate	Reduced	7,082	-81	$1,918,371	+3.2%	0.84%
ALL	Allstate Corp Financial Services	Reduced	8,995	-249	$1,865,022	−3.1%	0.81%
AVGO	Broadcom Inc. Technology	Added	5,972	+190	$1,848,393	−7.6%	0.81%
GIS	General Mills Inc Consumer Defensive	Reduced	49,072	-310	$1,826,459	−20.5%	0.80%
MRK	Merck & Co., Inc. Healthcare	Added	14,703	+4	$1,768,623	+14.3%	0.77%
PCAR	Paccar Inc Industrials	Held	14,562	0	$1,681,911	+5.5%	0.73%
NFLX	Netflix Inc Communication Services	Reduced	17,086	-299	$1,642,818	+0.8%	0.72%
NSC	Norfolk Southern Corp Industrials	Reduced	5,697	-152	$1,635,039	−3.2%	0.71%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	2,066	+108	$1,596,273	+5.6%	0.70%
NEE	Nextera Energy Inc Utilities	Reduced	16,855	-396	$1,565,492	+13.0%	0.68%
CB	Chubb Ltd Financial Services	Reduced	4,778	-71	$1,557,293	+2.9%	0.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,235	-28	$1,550,212	−5.5%	0.68%
CRM	Salesforce, Inc. Technology	Reduced	8,234	-182	$1,537,040	−31.1%	0.67%
NOW	ServiceNow, Inc. Technology	Added	14,622	+1,311	$1,528,730	−25.0%	0.67%
SPY	Spdr S&P 500 ETF Trust	Added	2,287	+240	$1,487,327	+6.6%	0.65%
ABT	Abbott Laboratories Healthcare	Reduced	14,178	-892	$1,455,654	−22.9%	0.64%