Columbia River Financial Group, LLC
Top Portfolio Positions
11 positions ·
$11,922,042 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
5,197 | $2,999,604 | 25.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,557 | $1,990,436 | 16.70% | |
| UNP |
Union Pacific Corp
Industrials
|
6,442 | $1,562,958 | 13.11% | |
| MSFT |
Microsoft Corp
Technology
|
3,960 | $1,465,873 | 12.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,920 | $1,004,387 | 8.42% | |
| KO |
Coca Cola Co
Consumer Defensive
|
11,441 | $870,088 | 7.30% | |
| AAPL |
Apple Inc.
Technology
|
2,920 | $741,066 | 6.22% | |
| LNT |
Alliant Energy Corp
Utilities
|
7,720 | $553,987 | 4.65% | |
| ALRS |
Alerus Financial Corp
Financial Services
|
11,239 | $266,476 | 2.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
267 | $245,578 | 2.06% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ALRS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,476 | 11,239 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||