Columbia Bank
SEC Form 13F institutional filer · CIK 0002017259
13F-HR · 118 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
48.4%
Columbia Bank — $291M AUM allocation strategy
Columbia Bank files SEC Form 13F and reports $291M of long US equity value across 118 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.2%, followed by Financials 8.8% and Health Care 4.3%.
The top 10 holdings account for 48% 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.
Columbia Bank — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$291M
total across 118 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +14.4K sh · +$1.28M+$SPGI +2.61K sh · +$534K+$BLK +1.57K sh · −$210K
Biggest trims (shares)
−$GOOG −2.77K sh · −$1.97M−$LRCX −2.45K sh · +$1.16M−$CSCO −2.37K sh · −$178K
Exited to nil (held last quarter, gone now)
$DHR ($318K last qtr)$XLK ($284K last qtr)$NKE ($248K 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)
- Systems Software5.4%—
- Technology Hardware, Storage & Peripherals5.0%—
- Interactive Media & Services4.2%—
- Semiconductors4.1%—
- Diversified Banks3.4%—
- Broadline Retail3.2%—
- Pharmaceuticals3.1%—
- Semiconductor Materials & Equipment2.7%—
- Other holdings68.9%—
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
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 42.1K | $15.6M | +650 | 5.4% |
| $AAPL | Apple Inc | 57.5K | $14.6M | -1.3K | 5.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 43.2K | $12.4M | -2.77K | 4.3% |
| $NVDA | NVIDIA Corporation | 68.1K | $11.9M | -830 | 4.1% |
| $AMZN | Amazon.com Inc | 44.2K | $9.2M | +123 | 3.2% |
| $LRCX | Lam Research Corporation | 37.1K | $7.92M | -2.45K | 2.7% |
| $SPGI | S&P Global Inc | 52.3K | $6.57M | +2.61K | 2.3% |
| $JPM | JP Morgan Chase & Co | 21.2K | $6.24M | -1.34K | 2.1% |
| $BLK | BlackRock Inc | 26.8K | $6.19M | +1.57K | 2.1% |
…and 109 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
← All 13F filers·← QuantOrb.pro
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.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.