Columbia Bank
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Columbia Bank reported 165 stock positions worth $446.0 million. Its top holding was iShares MSCI Emr MRK Ex Chna (EMXC) at 5.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 5.4%) and iShares Core MSCI Eafe ETF (IEFA, 4.9%). Compared with Q1 2026, it opened 11 new positions, sold out of 2, added to 101 and reduced 37. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +319%) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Oswego, OR
- CIK
- 0002017259
- Portfolio Value
- $446.0M (Q2 2026)
- SEC Filing
- 0002017259-26-000007 ↗ filed Jul 24, 2026
Holdings Value
Holdings 165 stocks · $446.0M
| EMXC iShares MSCI Emr MRK Ex Chna | 5.53% | 241,082 | $24.7M | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 5.35% | 241,181 | $23.9M | Add +319.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.89% | 225,679 | $21.8M | Add +29.1% |
| IEMG iShares Core MSCI Emerging | 4.67% | 251,305 | $20.8M | Add +7.8% |
| MSFT Microsoft Corp. | 3.95% | 47,249 | $17.6M | Add +12.2% |
| AAPL Apple Inc. | 3.88% | 59,743 | $17.3M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 3.63% | 45,327 | $16.2M | Add +5.0% |
| LRCX Lam Research Corp. | 3.34% | 34,378 | $14.9M | Reduce -7.3% |
| NVDA Nvidia Corp. | 3.16% | 70,373 | $14.1M | Add +3.3% |
| IEF iShares 7-10 Year Treasury B | 3.01% | 141,822 | $13.4M | Add +112.7% |
| IVV iShares Core S&P 500 ETF | 2.87% | 17,080 | $12.8M | Add +6.6% |
| AMZN Amazon.com Inc. | 2.44% | 45,748 | $10.9M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 1.59% | 21,731 | $7.1M | Add +2.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.47% | 3,301 | $6.6M | Add +1.6% |
| CAT Caterpillar Inc. | 1.46% | 6,115 | $6.5M | Reduce -2.0% |
| IEI iShares 3-7 Year Treasury Bo | 1.28% | 48,433 | $5.7M | Reduce -39.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.27% | 39,864 | $5.7M | Add +12.5% |
| JNJ Johnson & Johnson | 1.16% | 20,290 | $5.2M | Add +3.1% |
| CMF iShares California Muni Bond | 1.04% | 80,426 | $4.6M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 1.00% | 4,551 | $4.5M | Reduce -0.5% |
| BAC Bank of America Corp. | 0.98% | 76,897 | $4.4M | Add +6.4% |
| LLY Eli Lilly & Co. | 0.97% | 3,594 | $4.3M | Reduce -24.1% |
| PANW Palo Alto Networks Inc. | 0.95% | 12,429 | $4.2M | Add +3.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.93% | 28,042 | $4.1M | Add +31.3% |
| COST Costco Wholesale Corp. | 0.91% | 4,342 | $4.1M | Add +4.7% |
| CVX Chevron Corp. | 0.89% | 23,964 | $4.0M | Add +4.8% |
| BLK BlackRock Inc. | 0.88% | 4,085 | $3.9M | Add +14.0% |
| URI United Rentals Inc. | 0.87% | 3,413 | $3.9M | Add +2.5% |
| V Visa Inc. Class A | 0.86% | 11,139 | $3.8M | Add +8.7% |
| PNC PNC Financial Services Group | 0.79% | 14,223 | $3.5M | Add +5.7% |
| META Meta Platforms Inc. Class A | 0.77% | 6,082 | $3.4M | Add +13.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.75% | 24,581 | $3.4M | Add +6.0% |
| DE Deere & Co. | 0.73% | 5,166 | $3.3M | Add +3.6% |
| CMI Cummins Inc. | 0.71% | 4,434 | $3.2M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.69% | 6,174 | $3.1M | Add +12.4% |
| EFA iShares MSCI Eafe ETF | 0.69% | 29,766 | $3.1M | Add +11.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.68% | 3,961 | $3.0M | Add +1.8% |
| DDOG Datadog Inc. Class A | 0.67% | 11,466 | $3.0M | Add +1.8% |
| AMD Advanced Micro Devices | 0.66% | 5,096 | $3.0M | Reduce -1.8% |
| MS Morgan Stanley | 0.66% | 13,974 | $2.9M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.64% | 19,375 | $2.8M | Add +5.1% |
| MCD McDonald's Corp. | 0.61% | 10,128 | $2.7M | Add +9.3% |
| AVGO Broadcom Inc. | 0.60% | 7,104 | $2.7M | Add +19.0% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 17,254 | $2.6M | Add +46.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.54% | 13,587 | $2.4M | Reduce -4.2% |
| PSA Public Storage | 0.54% | 7,619 | $2.4M | Add +7.6% |
| SYK Stryker Corp. | 0.53% | 7,470 | $2.4M | Add +14.8% |
| PEP Pepsico Inc. | 0.52% | 17,080 | $2.3M | Add +1.9% |
| APD Air Products & Chemicals Inc. | 0.52% | 7,864 | $2.3M | Reduce -4.7% |
| ALL Allstate Corp. | 0.51% | 9,477 | $2.3M | Add +5.4% |
| HCA HCA Healthcare Inc. | 0.50% | 5,772 | $2.3M | Reduce -19.3% |
| VZ Verizon Communications Inc. | 0.50% | 53,068 | $2.2M | Add +5.7% |
| IWD iShares Russell 1000 Value E | 0.48% | 8,751 | $2.1M | Add +14.1% |
| MU Micron Technology Inc. | 0.47% | 1,815 | $2.1M | Reduce -12.7% |
| IWF iShares Russell 1000 Growth | 0.46% | 16,538 | $2.1M | Add +13.4% |
| PSX Phillips 66 | 0.44% | 11,651 | $2.0M | Add +4.3% |
| MRK Merck & Co. Inc. | 0.43% | 14,852 | $1.9M | Add +1.0% |
| NSC Norfolk Southern Corp. | 0.43% | 6,061 | $1.9M | Add +6.4% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 33,724 | $1.9M | Add +5.0% |
| HD Home Depot Inc. | 0.42% | 5,341 | $1.9M | Reduce -10.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.42% | 15,868 | $1.9M | Reduce -5.5% |
| CB Chubb Ltd. | 0.39% | 5,089 | $1.7M | Add +6.5% |
| PCAR Paccar Inc. | 0.39% | 14,412 | $1.7M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 2,287 | $1.7M | No change |
| GIS General Mills Inc. | 0.38% | 49,072 | $1.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 3,401 | $1.7M | Add +5.1% |
| NOW ServiceNow Inc. | 0.38% | 17,058 | $1.7M | Add +16.7% |
| NEE Nextera Energy Inc. | 0.35% | 17,865 | $1.6M | Add +6.0% |
| MUB iShares National Muni Bond E | 0.33% | 13,759 | $1.5M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.33% | 2,151 | $1.5M | Add +345.3% |
| CRM Salesforce Inc. | 0.32% | 9,182 | $1.4M | Add +11.5% |
| REGN Regeneron Pharmaceuticals | 0.32% | 2,271 | $1.4M | Add +9.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.32% | 33,144 | $1.4M | Add +406.9% |
| WMT Walmart Inc. | 0.31% | 12,058 | $1.4M | Add +20.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 13,995 | $1.3M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.30% | 9,735 | $1.3M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.30% | 18,476 | $1.3M | Add +8.1% |
| ABT Abbott Laboratories | 0.30% | 14,502 | $1.3M | Add +2.3% |
| ISRG Intuitive Surgical Inc. | 0.28% | 3,162 | $1.3M | Add +8.8% |
| LHX L3HARRIS Technologies Inc. | 0.28% | 4,323 | $1.3M | Add +6.0% |
| DLR Digital Realty Trust Inc. | 0.27% | 6,701 | $1.2M | Add +8.7% |
| PPG PPG Industries Inc. | 0.26% | 9,645 | $1.2M | Add +8.4% |
| ICE Intercontinental Exchange Inc. | 0.26% | 9,408 | $1.2M | Add +15.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.25% | 20,210 | $1.1M | New |
| UNP Union Pacific Corp. | 0.23% | 3,796 | $1.0M | Add +2.4% |
| ADSK Autodesk Inc. | 0.23% | 5,296 | $1.0M | Add +11.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 20,330 | $1.0M | No change |
| C Citigroup Inc. | 0.23% | 7,317 | $1.0M | Add +9.0% |
| PLD Prologis Inc. | 0.21% | 6,819 | $924K | Add +2.1% |
| IWM iShares Russell 2000 ETF | 0.21% | 3,061 | $920K | Add +24.6% |
| AXP American Express Co. | 0.20% | 2,635 | $891K | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 3,116 | $876K | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 11,287 | $870K | Reduce -2.4% |
| LMT Lockheed Martin Corp. | 0.20% | 1,707 | $870K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.18% | 3,200 | $807K | No change |
| CSCO Cisco Systems Inc. | 0.18% | 6,837 | $803K | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 10,952 | $780K | Add +139.8% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,189 | $773K | Reduce -2.7% |
| PEG Public Service Enterprise GP | 0.17% | 9,480 | $769K | Reduce -3.1% |
| AMGN Amgen Inc. | 0.17% | 2,106 | $763K | Reduce -0.5% |
Portfolio Sells Q1 2026 → Q2 2026
| IEI iShares 3-7 Year Treasury Bo | Reduce -39.5% | 1.28% | −1.43 |
| HCA HCA Healthcare Inc. | Reduce -19.3% | 0.50% | −0.46 |
| CMF iShares California Muni Bond | Reduce -1.2% | 1.04% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -24.1% | 0.97% | −0.28 |
| ACN Accenture PLC Class A | Reduce -41.2% | 0.07% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.30% | −0.18 |
| PH Parker Hannifin Corp. | Reduce -0.5% | 1.00% | −0.17 |
| APD Air Products & Chemicals Inc. | Reduce -4.7% | 0.52% | −0.17 |
| HD Home Depot Inc. | Reduce -10.8% | 0.42% | −0.14 |
| ADBE Adobe Inc. | Reduce -28.4% | 0.10% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -3.5% | 0.33% | −0.10 |
| VEEV Veeva Systems Inc. Class A | Reduce -23.9% | 0.15% | −0.10 |
| PCAR Paccar Inc. | Reduce -1.0% | 0.39% | −0.09 |
| APO Apollo Global Management Inc. | Reduce -48.6% | 0.06% | −0.08 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -5.5% | 0.42% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| FDX FedEx Corp. | Reduce -1.2% | 0.13% | −0.06 |
| CCJ Cameco Corp. | Reduce -1.2% | 0.17% | −0.06 |
| PEG Public Service Enterprise GP | Reduce -3.1% | 0.17% | −0.05 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.14% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.17% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -4.2% | 0.54% | −0.04 |
| TJX TJX Companies Inc. | Reduce -1.7% | 0.10% | −0.04 |
| TPR Tapestry Inc. | Reduce -1.5% | 0.14% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -23.8% | 0.07% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -2.6% | 0.12% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -11.9% | 0.06% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.4% | 0.20% | −0.03 |
| MMM 3M Co. | Reduce -4.4% | 0.12% | −0.02 |
| PHM Pultegroup Inc. | Reduce -8.3% | 0.11% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.7% | 0.09% | −0.02 |
| EQIX Equinix Inc. | Reduce -6.4% | 0.05% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 0.17% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.09% | −0.01 |
| CAT Caterpillar Inc. | Reduce -2.0% | 1.46% | +0.20 |
| MU Micron Technology Inc. | Reduce -12.7% | 0.47% | +0.27 |
| AMD Advanced Micro Devices | Reduce -1.8% | 0.66% | +0.36 |
| LRCX Lam Research Corp. | Reduce -7.3% | 3.34% | +1.08 |
Portfolio Buys Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Add +319.0% | 5.35% | +3.72 |
| IEF iShares 7-10 Year Treasury B | Add +112.7% | 3.01% | +1.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +5.9% | 5.53% | +0.42 |
| PANW Palo Alto Networks Inc. | Add +3.6% | 0.95% | +0.40 |
| IEFA iShares Core MSCI Eafe ETF | Add +29.1% | 4.89% | +0.37 |
| DDOG Datadog Inc. Class A | Add +1.8% | 0.67% | +0.29 |
| VOO Vanguard S&P 500 ETF | Add +345.3% | 0.33% | +0.25 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.25% | +0.25 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.6% | 1.47% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.8% | 0.68% | +0.24 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +406.9% | 0.32% | +0.24 |
| URI United Rentals Inc. | Add +2.5% | 0.87% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Add +46.3% | 0.57% | +0.16 |
| IWR iShares Russell Mid-Cap ETF | New | 0.14% | +0.14 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +31.3% | 0.93% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +139.8% | 0.17% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +5.0% | 3.63% | +0.09 |
| AVGO Broadcom Inc. | Add +19.0% | 0.60% | +0.07 |
| SPOT Spotify Technology SA | New | 0.06% | +0.06 |
| TXN Texas Instruments Inc. | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| MDY State Street SPDR S&P Midcap | New | 0.05% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | New | 0.05% | +0.05 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | New | 0.05% | +0.05 |
| GSLC Goldman Activebeta US LC ETF | New | 0.05% | +0.05 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +12.5% | 1.27% | +0.05 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +24.6% | 0.21% | +0.03 |
| CMI Cummins Inc. | Add +0.5% | 0.71% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.18% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +7.8% | 4.67% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +13.4% | 0.46% | +0.02 |
| NUE Nucor Corp. | Add +14.4% | 0.11% | +0.02 |
| MDB Mongodb Inc. | Add +5.9% | 0.10% | +0.01 |
| C Citigroup Inc. | Add +9.0% | 0.23% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.09% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +14.1% | 0.48% | +0.01 |
| MS Morgan Stanley | Add +1.1% | 0.66% | +0.01 |
| TDY Teledyne Technologies Inc. | Add +22.9% | 0.09% | +0.01 |
| PM Philip Morris International | Add +17.7% | 0.10% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +29.5% | 0.09% | +0.00 |
| BKNG Booking Holdings Inc. | Add +17.6% | 0.08% | −0.00 |
| BWA Borgwarner Inc. | Add +1.5% | 0.10% | −0.00 |
| PSA Public Storage | Add +7.6% | 0.54% | −0.00 |
| ETN Eaton Corp. PLC | Add +3.7% | 0.16% | −0.00 |
| IAU iShares Gold Trust | Add +37.4% | 0.07% | −0.01 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.10% | −0.01 |
| TSLA Tesla Inc. | Add +2.7% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Add +3.7% | 0.13% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 165 | $446.0M | EMXC, AGG, IEFA, IEMG, MSFT |
| Q1 2026 | 156 | $350.4M | EMXC, IEMG, IEFA, MSFT, AAPL |
| Q4 2025 | 156 | $360.0M | MSFT, EMXC, IEI, IEMG, AAPL |
| Q3 2025 | 155 | $357.7M | MSFT, EMXC, IEI, AAPL, IEMG |
| Q2 2025 | 164 | $328.3M | MSFT, IEI, EMXC, AAPL, IEMG |
| Q1 2025 | 155 | $289.2M | MSFT, IEI, AAPL, IVV, EMXC |
| Q4 2024 | 152 | $289.1M | MSFT, AAPL, IVV, IEI, NVDA |
| Q3 2024 | 153 | $273.3M | MSFT, AAPL, IVV, EMXC, IEMG |
| Q2 2024 | 149 | $258.4M | MSFT, AAPL, NVDA, TLH, IVV |
| Q1 2024 | 145 | $243.8M | MSFT, AAPL, TLH, NVDA, EMXC |