Columbia River Financial Group, LLC

CIK

2057074

Location

VANCOUVER, WA

Portfolio Value

Micro $870,088

Diversification

Diversified

Filing Date

Global Rank

#8,017 / 8,578 ▲ 153

Top Industry

Internet Retail 22.3%

3Y Alpha vs SPY

-3.8%

Period ended 3 months ago

Filed May 12, 2026 · 35d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+20.5%

SPY

+25.8%

Annualised alpha

-3.8%

Max drawdown

−19.1%

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

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

Top Position

25.2%

−3.6 pts

Top 5

75.7%

−11.9 pts

Top 10

98.1%

−1.9 pts

HHI

1,432

Diversified−420

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.2%	$2,999,604	1
Technology	18.5%	$2,206,939	2
Consumer Cyclical	16.7%	$1,990,436	1
Industrials	13.1%	$1,562,958	1
Energy	10.3%	$1,225,976	2
Consumer Defensive	7.3%	$870,088	1
Utilities	4.6%	$553,987	1
Financial Services	2.2%	$266,476	1
Healthcare	2.1%	$245,578	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+966	2,920	$741,066
AMZN	Amazon Com Inc	+380	9,557	$1,990,436
QQQ	Invesco Qqq Trust, Series 1	+204	5,197	$2,999,604
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MSFT	Microsoft Corp	−52	3,960	$1,465,873
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
KO	Coca Cola Co	11,441	$870,088
ALRS	Alerus Financial Corp	11,239	$266,476
CVX	Chevron Corp	1,071	$221,589
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $870,088 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
KO	Coca Cola Co Consumer Defensive	NEW	11,441	NEW	$870,088	NEW	100.00%