Columbia Bank holds a diversified book of 165 reported positions worth $446.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Ishares Inc Ishares Esg Awar and trimmed Lam Research Corp. Their largest long position is Ishares Msci Emr MRK Ex Chna at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +33% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Columbia Bank files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Columbia Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Columbia Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 49 / 80 | $1.0B |
| Trans-Canada Capital Inc. | 11 / 80 | $1.6B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Emerald Advisors, LLC | 31 / 80 | $664.4M |
| Outlook Capital Management, LLC | 16 / 80 | $257.9M |
| Integrated Financial Solutions, Inc. | 15 / 80 | $152.9M |
| Hoey Investments, Inc | 57 / 80 | $634.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Columbia Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Inc MSCI EMRG CHN | $24.7M | 241.1K | 5.5% | ▲+5.9% Added · +13K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $23.9M | 241.2K | 5.4% | ▲+319% Added · +184K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $21.8M | 225.7K | 4.9% | ▲+29% Added · +51K sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $20.8M | 251.3K | 4.7% | ▲+7.8% Added · +18K sh | |
| 5 | Microsoft Corp COM | $17.6M | 47.2K | 4.0% | ▲+12% Added · +5K sh | |
| 6 | Apple Inc COM | $17.3M | 59.7K | 3.9% | ▲+3.9% Added · +2K sh | |
| 7 | Alphabet Inc CAP STK CL A | $16.2M | 45.3K | 3.6% | ▲+5.0% Added · +2K sh | |
| 8 | Lam Research Corp COM NEW | $14.9M | 34.4K | 3.3% | ▼−7.3% Reduced · −3K sh | |
| 9 | Nvidia Corporation COM | $14.1M | 70.4K | 3.2% | ▲+3.3% Added · +2K sh | |
| 10 | Ishares TR 7-10 YR TRSY BD | $13.4M | 141.8K | 3.0% | ▲+113% Added · +75K sh | |
| 11 | Ishares TR CORE S&P500 ETF | $12.8M | 17.1K | 2.9% | ▲+6.6% Added · +1K sh | |
| 12 | Amazon Com Inc COM | $10.9M | 45.7K | 2.4% | ▲+3.5% Added · +2K sh | |
| 13 | JPMorgan Chase & Co COM | $7.1M | 21.7K | 1.6% | ▲+2.5% Added · +528 sh | |
| 14 | ASML Hldg NV N Y REGISTRY SHS | $6.6M | 3.3K | 1.5% | ▲+1.6% Added · +52 sh | |
| 15 | Caterpillar Inc COM | $6.5M | 6.1K | 1.5% | ▼−2.0% Reduced · −127 sh | |
| 16 | Ishares TR 3 7 YR TREAS BD | $5.7M | 48.4K | 1.3% | ▼−39% Reduced · −32K sh | |
| 17 | Ishares TR ESG MSCI KLD ETF | $5.7M | 39.9K | 1.3% | ▲+12% Added · +4K sh | |
| 18 | Johnson & Johnson COM | $5.2M | 20.3K | 1.2% | ▲+3.1% Added · +614 sh | |
| 19 | Ishares TR CALIF MUN BD ETF | $4.6M | 80.4K | 1.0% | ▼−1.2% Reduced · −1K sh | |
| 20 | Parker-Hannifin Corp COM | $4.5M | 4.6K | 1.0% | ▼−0.5% Reduced · −22 sh | |
| 21 | Bank Of Amer Corp COM | $4.4M | 76.9K | 1.0% | ▲+6.4% Added · +5K sh | |
| 22 | Eli Lilly & Co COM | $4.3M | 3.6K | 1.0% | ▼−24% Reduced · −1K sh | |
| 23 | Palo Alto Networks Inc COM | $4.2M | 12.4K | 1.0% | ▲+3.6% Added · +433 sh | |
| 24 | Ishares TR S&P MC 400VL ETF | $4.1M | 28.0K | 0.9% | ▲+31% Added · +7K sh | |
| 25 | Costco Wholesale Corporation COM | $4.1M | 4.3K | 0.9% | ▲+4.7% Added · +193 sh | |
| 26 | Chevron Corporation COM | $4.0M | 24.0K | 0.9% | ▲+4.8% Added · +1K sh | |
| 27 | BlackRock Inc COM | $3.9M | 4.1K | 0.9% | ▲+14% Added · +503 sh | |
| 28 | United Rentals Inc COM | $3.9M | 3.4K | 0.9% | ▲+2.5% Added · +82 sh | |
| 29 | Visa Inc COM CL A | $3.8M | 11.1K | 0.9% | ▲+8.7% Added · +888 sh | |
| 30 | PNC Finl Svcs Group Inc COM | $3.5M | 14.2K | 0.8% | ▲+5.7% Added · +766 sh | |
| 31 | Meta Platforms Inc CL A | $3.4M | 6.1K | 0.8% | ▲+14% Added · +724 sh | |
| 32 | Ishares TR SP SMCP600VL ETF | $3.4M | 24.6K | 0.8% | ▲+6.0% Added · +1K sh | |
| 33 | Deere & Co COM | $3.3M | 5.2K | 0.7% | ▲+3.6% Added · +181 sh | |
| 34 | Cummins Inc COM | $3.2M | 4.4K | 0.7% | ▲+0.5% Added · +23 sh | |
| 35 | Thermo Fisher Scientific Inc COM | $3.1M | 6.2K | 0.7% | ▲+12% Added · +681 sh | |
| 36 | Ishares TR MSCI EAFE ETF | $3.1M | 29.8K | 0.7% | ▲+12% Added · +3K sh | |
| 37 | Crowdstrike Hldgs Inc CL A | $3.0M | 4.0K | 0.7% | ▲+1.8% Added · +69 sh | |
| 38 | Datadog Inc CL A COM | $3.0M | 11.5K | 0.7% | ▲+1.8% Added · +202 sh | |
| 39 | Advanced Micro Devices Inc COM | $3.0M | 5.1K | 0.7% | ▼−1.8% Reduced · −92 sh | |
| 40 | Morgan Stanley COM NEW | $2.9M | 14.0K | 0.7% | ▲+1.1% Added · +158 sh | |
| 41 | Procter & Gamble Co COM | $2.8M | 19.4K | 0.6% | ▲+5.0% Added · +933 sh | |
| 42 | McDonalds Corp COM | $2.7M | 10.1K | 0.6% | ▲+9.3% Added · +861 sh | |
| 43 | Broadcom Inc COM | $2.7M | 7.1K | 0.6% | ▲+19% Added · +1K sh | |
| 44 | Ishares TR CORE S&P SCP ETF | $2.6M | 17.3K | 0.6% | ▲+46% Added · +5K sh | |
| 45 | Ishares TR S&P SML 600 GWT | $2.4M | 13.6K | 0.5% | ▼−4.2% Reduced · −592 sh | |
| 46 | Public Storage COM | $2.4M | 7.6K | 0.5% | ▲+7.6% Added · +537 sh | |
| 47 | Stryker Corporation COM | $2.4M | 7.5K | 0.5% | ▲+15% Added · +965 sh | |
| 48 | Pepsico Inc COM | $2.3M | 17.1K | 0.5% | ▲+1.8% Added · +310 sh | |
| 49 | Air Products And Chemicals I COM | $2.3M | 7.9K | 0.5% | ▼−4.7% Reduced · −384 sh | |
| 50 | Allstate Corp COM | $2.3M | 9.5K | 0.5% | ▲+5.3% Added · +482 sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2017259/holdings"
Use Arkolith to show Columbia Bank's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 270 | $446.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 261 | $350.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 281 | $360.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 283 | $357.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 290 | $328.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 278 | $289.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 277 | $289.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 30d | 276 | $273.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.