Columbus Macro, LLC
SEC Form 13F institutional filer · CIK 0001727269
13F-HR · 76 reported holdings · 2026-03-31
Reported long-US-equity value
$0.50B
Top-10 concentration
48.8%
Columbus Macro, LLC — $495M AUM allocation strategy
Columbus Macro, LLC files SEC Form 13F and reports $495M of long US equity value across 76 reported holdings for 2026-03-31.
Its largest sector bet is Energy 9.4%, followed by Financials 8.4% and Industrials 8.2%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Columbus Macro, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$495M
total across 76 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KMI +21.2K sh · +$3.59M+$CL +11K sh · +$1.59M+$VICI +8.02K sh · +$80.6K
Biggest trims (shares)
−$SCHW −74.4K sh · −$1.93M−$IVV −72.5K sh · −$3.98M−$WMB −28.3K sh · +$384K
Exited to nil (held last quarter, gone now)
$T ($2.09M last qtr)$XLK ($1.26M last qtr)$XLF ($893K last qtr)$HUM ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Storage & Transportation9.4%—
- Investment Banking & Brokerage8.4%—
- Aerospace & Defense3.7%—
- Industrial Machinery & Supplies & Components2.3%—
- Construction Machinery & Heavy Transportation Equipment2.1%—
- Household Products2.0%—
- Food Distributors1.9%—
- Semiconductor Materials & Equipment1.9%—
- Other holdings68.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.5M | $41.6M | -74.4K | 8.4% |
| $OKE | ONEOK Inc | 198K | $17.9M | +7.79K | 3.6% |
| $KMI | Kinder Morgan Inc | 498K | $16.7M | +21.2K | 3.4% |
| $WMB | Williams Companies Inc | 165K | $12M | -28.3K | 2.4% |
| $PH | Parker-Hannifin Corporation | 13.1K | $11.7M | +401 | 2.4% |
| $CMI | Cummins Inc | 20K | $10.7M | +747 | 2.2% |
| $CL | Colgate-Palmolive Company | 115K | $9.84M | +11K | 2.0% |
…and 69 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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