Columbia Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Columbia Bank reported 155 stock positions worth $289.2 million. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 5.0%) and Apple (AAPL, 4.8%). Compared with Q4 2024, it opened 8 new positions, sold out of 5, added to 92 and reduced 44. The biggest buy was iShares 3-7 Year Treasury Bo (IEI, shares +16%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Oswego, OR
- CIK
- 0002017259
- Portfolio Value
- $289.2M (Q1 2025)
- SEC Filing
- 0002017259-25-000008 ↗ filed May 13, 2025
Holdings Value
Holdings 155 stocks · $289.2M
| MSFT Microsoft Corp. | 5.11% | 39,340 | $14.8M | Add +2.4% |
| IEI iShares 3-7 Year Treasury Bo | 5.00% | 122,307 | $14.4M | Add +15.6% |
| AAPL Apple Inc. | 4.82% | 62,808 | $14.0M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 4.70% | 24,206 | $13.6M | Add +5.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.82% | 200,714 | $11.1M | Add +10.2% |
| IEMG iShares Core MSCI Emerging | 3.75% | 200,669 | $10.8M | Add +9.8% |
| NVDA Nvidia Corp. | 2.89% | 77,051 | $8.4M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.59% | 98,820 | $7.5M | Reduce -11.8% |
| GOOGL Alphabet Inc. Class A | 2.54% | 47,529 | $7.3M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.39% | 36,309 | $6.9M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.05% | 24,219 | $5.9M | Reduce -2.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.51% | 42,541 | $4.4M | Add +0.3% |
| COST Costco Wholesale Corp. | 1.41% | 4,305 | $4.1M | Reduce -4.5% |
| LLY Eli Lilly & Co. | 1.34% | 4,686 | $3.9M | Add +7.0% |
| CVX Chevron Corp. | 1.26% | 21,788 | $3.6M | Add +0.6% |
| JNJ Johnson & Johnson | 1.25% | 21,751 | $3.6M | Add +5.8% |
| AGG iShares Core U.S. Aggregate | 1.22% | 35,547 | $3.5M | Add +18.1% |
| BLK BlackRock Inc. | 1.20% | 3,664 | $3.5M | Add +2.7% |
| V Visa Inc. Class A | 1.20% | 9,872 | $3.5M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.15% | 6,376 | $3.3M | Add +8.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.13% | 78,359 | $3.3M | Add +5.9% |
| PG The Procter & Gamble Co. | 1.10% | 18,678 | $3.2M | Reduce -1.7% |
| LRCX Lam Research Corp. | 1.09% | 43,310 | $3.1M | Reduce -0.4% |
| PH Parker Hannifin Corp. | 1.08% | 5,142 | $3.1M | Reduce -7.5% |
| GIS General Mills Inc. | 1.01% | 49,072 | $2.9M | No change |
| VZ Verizon Communications Inc. | 1.00% | 63,527 | $2.9M | Add +7.1% |
| MCD McDonald's Corp. | 0.98% | 9,033 | $2.8M | Add +2.9% |
| TMO Thermo Fisher Scientific Inc. | 0.92% | 5,321 | $2.6M | Add +8.7% |
| PEP Pepsico Inc. | 0.89% | 17,224 | $2.6M | Add +8.1% |
| HCA HCA Healthcare Inc. | 0.87% | 7,280 | $2.5M | Add +5.3% |
| CAT Caterpillar Inc. | 0.82% | 7,202 | $2.4M | Reduce -1.0% |
| DE Deere & Co. | 0.81% | 5,014 | $2.4M | Reduce -0.7% |
| HD Home Depot Inc. | 0.80% | 6,323 | $2.3M | Add +2.4% |
| APD Air Products & Chemicals Inc. | 0.80% | 7,826 | $2.3M | Add +2.5% |
| PNC PNC Financial Services Group | 0.78% | 12,770 | $2.2M | Add +8.5% |
| NOW ServiceNow Inc. | 0.76% | 2,752 | $2.2M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.75% | 3,765 | $2.2M | Add +15.3% |
| SYK Stryker Corp. | 0.75% | 5,810 | $2.2M | Add +5.3% |
| PANW Palo Alto Networks Inc. | 0.74% | 12,518 | $2.1M | Reduce -6.6% |
| URI United Rentals Inc. | 0.74% | 3,398 | $2.1M | Reduce -4.6% |
| EFA iShares MSCI Eafe ETF | 0.73% | 25,663 | $2.1M | Add +7.5% |
| CRM Salesforce Inc. | 0.71% | 7,697 | $2.1M | Add +4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 3,877 | $2.1M | Add +3.7% |
| CMF iShares California Muni Bond | 0.71% | 36,451 | $2.1M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.70% | 3,044 | $2.0M | Add +13.4% |
| MUB iShares National Muni Bond E | 0.66% | 18,169 | $1.9M | Reduce -0.6% |
| ALL Allstate Corp. | 0.64% | 8,961 | $1.9M | Add +1.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.60% | 20,855 | $1.7M | Reduce -9.5% |
| PSA Public Storage | 0.59% | 5,739 | $1.7M | Add +12.9% |
| ABT Abbott Laboratories | 0.56% | 12,271 | $1.6M | Add +12.4% |
| MS Morgan Stanley | 0.56% | 13,853 | $1.6M | Add +1.4% |
| TLH iShares 10-20 Year Treasury | 0.56% | 15,534 | $1.6M | Reduce -33.7% |
| NFLX Netflix Inc. | 0.56% | 1,726 | $1.6M | Reduce -2.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.54% | 13,074 | $1.6M | Reduce -6.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.53% | 4,370 | $1.5M | Reduce -7.1% |
| CMI Cummins Inc. | 0.52% | 4,780 | $1.5M | Add +3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 14,735 | $1.5M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.49% | 15,837 | $1.4M | Reduce -8.4% |
| PCAR Paccar Inc. | 0.49% | 14,475 | $1.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.48% | 2,822 | $1.4M | Reduce -2.3% |
| PSX Phillips 66 | 0.47% | 10,975 | $1.4M | Add +3.5% |
| ADSK Autodesk Inc. | 0.47% | 5,146 | $1.3M | Add +2.6% |
| ACN Accenture PLC Class A | 0.46% | 4,278 | $1.3M | Add +4.4% |
| ADBE Adobe Inc. | 0.46% | 3,455 | $1.3M | Add +7.4% |
| NSC Norfolk Southern Corp. | 0.45% | 5,516 | $1.3M | Add +7.1% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 11,456 | $1.2M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.41% | 9,988 | $1.2M | Reduce -2.9% |
| NEE Nextera Energy Inc. | 0.41% | 16,697 | $1.2M | Add +8.7% |
| REGN Regeneron Pharmaceuticals | 0.40% | 1,831 | $1.2M | Add +19.4% |
| CB Chubb Ltd. | 0.40% | 3,819 | $1.2M | Add +18.2% |
| NKE Nike Inc. Class B | 0.39% | 17,948 | $1.1M | Add +13.5% |
| IWF iShares Russell 1000 Growth | 0.39% | 3,154 | $1.1M | Add +27.9% |
| ADP Automatic Data Processing | 0.39% | 3,693 | $1.1M | Add +6.0% |
| PPG PPG Industries Inc. | 0.39% | 10,245 | $1.1M | Add +7.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.38% | 11,127 | $1.1M | Reduce -5.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.36% | 8,427 | $1.0M | Add +1.9% |
| DDOG Datadog Inc. Class A | 0.36% | 10,491 | $1.0M | Add +5.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 20,430 | $1.0M | No change |
| VEEV Veeva Systems Inc. Class A | 0.34% | 4,274 | $990K | Add +10.8% |
| IWD iShares Russell 1000 Value E | 0.32% | 4,864 | $915K | Add +19.4% |
| UNP Union Pacific Corp. | 0.30% | 3,683 | $870K | Add +3.0% |
| LHX L3HARRIS Technologies Inc. | 0.30% | 4,153 | $869K | Add +17.6% |
| DOW Dow Inc. | 0.28% | 22,990 | $803K | Add +16.4% |
| C Citigroup Inc. | 0.28% | 11,253 | $799K | Reduce -6.7% |
| WMT Walmart Inc. | 0.27% | 9,018 | $792K | Reduce -1.3% |
| COP Conocophillips | 0.27% | 7,454 | $783K | Add +0.9% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 10,787 | $732K | Add +15.5% |
| CCI Crown Castle Inc. | 0.25% | 7,014 | $731K | Add +12.6% |
| LMT Lockheed Martin Corp. | 0.25% | 1,628 | $727K | Add +2.8% |
| IWM iShares Russell 2000 ETF | 0.25% | 3,619 | $722K | Add +5.0% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 12,365 | $721K | Add +0.6% |
| AMGN Amgen Inc. | 0.24% | 2,194 | $684K | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 2,688 | $668K | Add +7.9% |
| PLD Prologis Inc. | 0.22% | 5,750 | $643K | Add +3.1% |
| PEG Public Service Enterprise GP | 0.22% | 7,726 | $636K | Add +4.7% |
| ENPH Enphase Energy Inc. | 0.22% | 10,114 | $628K | Add +18.8% |
| AXP American Express Co. | 0.22% | 2,319 | $624K | Add +1.5% |
| FDX FedEx Corp. | 0.21% | 2,542 | $620K | Add +11.4% |
| LULU Lululemon Athletica Inc. | 0.21% | 2,115 | $599K | Add +6.8% |
| ETN Eaton Corp. PLC | 0.20% | 2,118 | $576K | Reduce -3.3% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.1% | 2.89% | −0.66 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 2.39% | −0.36 |
| AAPL Apple Inc. | Reduce -0.6% | 4.82% | −0.27 |
| TLH iShares 10-20 Year Treasury | Reduce -33.7% | 0.56% | −0.23 |
| PH Parker Hannifin Corp. | Reduce -7.5% | 1.08% | −0.16 |
| URI United Rentals Inc. | Reduce -4.6% | 0.74% | −0.16 |
| TGT Target Corp. | Sold out | 0.00% | −0.14 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -9.5% | 0.60% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.8% | 2.59% | −0.12 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.82% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -8.4% | 0.49% | −0.10 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.10 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -52.5% | 0.09% | −0.10 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.09 |
| VST Vistra Corp. | Reduce -9.4% | 0.13% | −0.08 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 2.05% | −0.08 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.2% | 0.54% | −0.07 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -5.6% | 0.38% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -3.3% | 0.20% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.8% | 0.41% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -2.3% | 0.48% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -6.6% | 0.74% | −0.05 |
| LRCX Lam Research Corp. | Reduce -0.4% | 1.09% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -7.1% | 0.53% | −0.03 |
| C Citigroup Inc. | Reduce -6.7% | 0.28% | −0.03 |
| DLR Digital Realty Trust Inc. | Reduce -14.5% | 0.07% | −0.03 |
| ORCL Oracle Corp. | Reduce -2.9% | 0.15% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.5% | 1.41% | −0.02 |
| XLK SS Technology Select Sector | Reduce -6.5% | 0.09% | −0.02 |
| WMT Walmart Inc. | Reduce -1.3% | 0.27% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -1.1% | 0.18% | −0.01 |
| HON Honeywell International Inc. | Reduce -8.0% | 0.09% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.7% | 0.08% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -11.7% | 0.10% | −0.01 |
| RTX RTX Corp. | Reduce -14.2% | 0.08% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -0.6% | 0.66% | −0.00 |
| MDT Medtronic PLC | Reduce -7.3% | 0.10% | −0.00 |
| SBUX Starbucks Corp. | Reduce -7.8% | 0.08% | −0.00 |
| TPR Tapestry Inc. | Reduce -0.3% | 0.11% | +0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -0.8% | 0.12% | +0.02 |
| ABBV Abbvie Inc. | Reduce -5.9% | 0.18% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.41% | +0.02 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.24% | +0.03 |
| NFLX Netflix Inc. | Reduce -2.6% | 0.56% | +0.05 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 1.10% | +0.05 |
| DE Deere & Co. | Reduce -0.7% | 0.81% | +0.06 |
| V Visa Inc. Class A | Reduce -0.3% | 1.20% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| IEI iShares 3-7 Year Treasury Bo | Add +15.6% | 5.00% | +0.80 |
| IEMG iShares Core MSCI Emerging | Add +9.8% | 3.75% | +0.50 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +10.2% | 3.82% | +0.34 |
| JNJ Johnson & Johnson | Add +5.8% | 1.25% | +0.22 |
| AGG iShares Core U.S. Aggregate | Add +18.1% | 1.22% | +0.22 |
| VZ Verizon Communications Inc. | Add +7.1% | 1.00% | +0.21 |
| LLY Eli Lilly & Co. | Add +7.0% | 1.34% | +0.21 |
| HCA HCA Healthcare Inc. | Add +5.3% | 0.87% | +0.14 |
| ABT Abbott Laboratories | Add +12.4% | 0.56% | +0.14 |
| COLB Columbia Banking System Inc. | New | 0.14% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.7% | 0.71% | +0.13 |
| KMB Kimberly-Clark Corp. | New | 0.12% | +0.12 |
| MCD McDonald's Corp. | Add +2.9% | 0.98% | +0.12 |
| PHM Pultegroup Inc. | New | 0.11% | +0.11 |
| IWB iShares Russell 1000 ETF | New | 0.11% | +0.11 |
| EFA iShares MSCI Eafe ETF | Add +7.5% | 0.73% | +0.10 |
| CB Chubb Ltd. | Add +18.2% | 0.40% | +0.10 |
| PEP Pepsico Inc. | Add +8.1% | 0.89% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.09% | +0.09 |
| MCK McKesson Corp. | New | 0.09% | +0.09 |
| CVX Chevron Corp. | Add +0.6% | 1.26% | +0.08 |
| PSA Public Storage | Add +12.9% | 0.59% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +15.3% | 0.75% | +0.08 |
| TD Toronto-Dominion Bank | New | 0.08% | +0.08 |
| ALL Allstate Corp. | Add +1.1% | 0.64% | +0.07 |
| MDLZ Mondelez International Inc. Class A | Add +15.5% | 0.25% | +0.07 |
| CCI Crown Castle Inc. | Add +12.6% | 0.25% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +5.6% | 4.70% | +0.07 |
| VEEV Veeva Systems Inc. Class A | Add +10.8% | 0.34% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +27.9% | 0.39% | +0.06 |
| SYK Stryker Corp. | Add +5.3% | 0.75% | +0.06 |
| IWD iShares Russell 1000 Value E | Add +19.4% | 0.32% | +0.05 |
| NEE Nextera Energy Inc. | Add +8.7% | 0.41% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +8.0% | 1.15% | +0.04 |
| IBM Intl Business Machines Corp. | Add +7.9% | 0.23% | +0.04 |
| ADP Automatic Data Processing | Add +6.0% | 0.39% | +0.04 |
| PSX Phillips 66 | Add +3.5% | 0.47% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +17.6% | 0.30% | +0.04 |
| REGN Regeneron Pharmaceuticals | Add +19.4% | 0.40% | +0.04 |
| RSG Republic Services Inc. | Add +6.4% | 0.16% | +0.03 |
| AMD Advanced Micro Devices | Add +45.3% | 0.14% | +0.03 |
| NSC Norfolk Southern Corp. | Add +7.1% | 0.45% | +0.03 |
| ENPH Enphase Energy Inc. | Add +18.8% | 0.22% | +0.02 |
| AEP American Electric Power | Add +4.8% | 0.13% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +5.5% | 0.13% | +0.02 |
| KVUE Kenvue Inc. | Add +7.4% | 0.11% | +0.02 |
| UNP Union Pacific Corp. | Add +3.0% | 0.30% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.9% | 0.18% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +13.4% | 0.70% | +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 |