Columbia Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Columbia Bank reported 164 stock positions worth $328.3 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by iShares 3-7 Year Treasury Bo (IEI, 4.4%) and iShares MSCI Emr MRK Ex Chna (EMXC, 4.2%). Compared with Q1 2025, it opened 14 new positions, sold out of 5, added to 86 and reduced 51. The biggest buy was Microsoft (MSFT, shares +5%) and the biggest sale Unitedhealth (UNH, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Oswego, OR
- CIK
- 0002017259
- Portfolio Value
- $328.3M (Q2 2025)
- SEC Filing
- 0002017259-25-000014 ↗ filed Aug 12, 2025
Holdings Value
Holdings 164 stocks · $328.3M
| MSFT Microsoft Corp. | 6.27% | 41,461 | $20.6M | Add +5.4% |
| IEI iShares 3-7 Year Treasury Bo | 4.41% | 122,731 | $14.5M | Add +0.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.18% | 216,449 | $13.7M | Add +7.8% |
| AAPL Apple Inc. | 4.03% | 62,950 | $13.2M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 4.01% | 218,863 | $13.1M | Add +9.1% |
| IVV iShares Core S&P 500 ETF | 3.81% | 20,055 | $12.5M | Reduce -17.1% |
| NVDA Nvidia Corp. | 3.71% | 76,014 | $12.2M | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.50% | 137,979 | $11.5M | Add +39.6% |
| AMZN Amazon.com Inc. | 2.81% | 42,009 | $9.2M | Add +15.7% |
| GOOGL Alphabet Inc. Class A | 2.63% | 49,560 | $8.6M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 1.99% | 23,109 | $6.5M | Reduce -4.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.36% | 38,261 | $4.5M | Reduce -10.1% |
| LRCX Lam Research Corp. | 1.36% | 44,600 | $4.5M | Add +3.0% |
| COST Costco Wholesale Corp. | 1.24% | 4,129 | $4.1M | Reduce -4.1% |
| BLK BlackRock Inc. | 1.22% | 3,740 | $4.0M | Add +2.1% |
| LLY Eli Lilly & Co. | 1.17% | 4,939 | $3.8M | Add +5.4% |
| PH Parker Hannifin Corp. | 1.12% | 5,203 | $3.7M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.10% | 5,018 | $3.6M | Add +33.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.10% | 76,662 | $3.6M | Reduce -2.2% |
| CVX Chevron Corp. | 1.09% | 23,357 | $3.6M | Add +7.2% |
| JNJ Johnson & Johnson | 1.08% | 22,727 | $3.5M | Add +4.5% |
| V Visa Inc. Class A | 1.05% | 9,757 | $3.5M | Reduce -1.2% |
| CMF iShares California Muni Bond | 1.03% | 61,051 | $3.4M | Add +67.5% |
| PG The Procter & Gamble Co. | 0.89% | 18,491 | $2.9M | Reduce -1.0% |
| HCA HCA Healthcare Inc. | 0.87% | 7,602 | $2.9M | Add +4.4% |
| CAT Caterpillar Inc. | 0.85% | 7,072 | $2.8M | Reduce -1.8% |
| URI United Rentals Inc. | 0.83% | 3,445 | $2.7M | Add +1.4% |
| PNC PNC Financial Services Group | 0.82% | 13,572 | $2.7M | Add +6.3% |
| MCD McDonald's Corp. | 0.81% | 9,166 | $2.7M | Add +1.5% |
| AGG iShares Core U.S. Aggregate | 0.81% | 27,217 | $2.7M | Reduce -23.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.80% | 3,322 | $2.6M | Add +9.1% |
| NOW ServiceNow Inc. | 0.79% | 2,544 | $2.6M | Reduce -7.6% |
| TMO Thermo Fisher Scientific Inc. | 0.78% | 5,979 | $2.5M | Add +12.4% |
| GIS General Mills Inc. | 0.78% | 49,072 | $2.5M | No change |
| DE Deere & Co. | 0.77% | 4,965 | $2.5M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 0.75% | 57,512 | $2.5M | Reduce -9.5% |
| PEP Pepsico Inc. | 0.75% | 18,279 | $2.5M | Add +6.1% |
| PANW Palo Alto Networks Inc. | 0.75% | 12,004 | $2.4M | Reduce -4.1% |
| EFA iShares MSCI Eafe ETF | 0.74% | 27,306 | $2.4M | Add +6.4% |
| APD Air Products & Chemicals Inc. | 0.72% | 8,114 | $2.4M | Add +3.7% |
| SYK Stryker Corp. | 0.71% | 5,987 | $2.3M | Add +3.0% |
| HD Home Depot Inc. | 0.70% | 6,236 | $2.3M | Reduce -1.4% |
| CRM Salesforce Inc. | 0.69% | 8,312 | $2.3M | Add +8.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.69% | 17,838 | $2.3M | Add +36.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.68% | 4,367 | $2.2M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.67% | 1,712 | $2.2M | Reduce -0.8% |
| MS Morgan Stanley | 0.62% | 14,441 | $2.0M | Add +4.2% |
| MUB iShares National Muni Bond E | 0.60% | 19,044 | $2.0M | Add +4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 3,122 | $1.9M | Add +253.6% |
| ABT Abbott Laboratories | 0.57% | 14,038 | $1.9M | Add +14.4% |
| PSA Public Storage | 0.57% | 6,394 | $1.9M | Add +11.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.56% | 17,900 | $1.8M | Add +60.9% |
| ALL Allstate Corp. | 0.55% | 9,277 | $1.8M | Add +3.5% |
| DDOG Datadog Inc. Class A | 0.51% | 11,571 | $1.7M | Add +10.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 13,857 | $1.7M | Reduce -6.0% |
| CMI Cummins Inc. | 0.49% | 4,886 | $1.6M | Add +2.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.49% | 17,489 | $1.6M | Reduce -16.1% |
| ADSK Autodesk Inc. | 0.47% | 4,896 | $1.5M | Reduce -4.9% |
| ADBE Adobe Inc. | 0.46% | 3,959 | $1.5M | Add +14.6% |
| ISRG Intuitive Surgical Inc. | 0.45% | 2,818 | $1.5M | Reduce -0.1% |
| PSX Phillips 66 | 0.44% | 11,177 | $1.5M | Add +1.8% |
| NSC Norfolk Southern Corp. | 0.44% | 5,520 | $1.4M | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.44% | 10,680 | $1.4M | Add +26.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 3,011 | $1.4M | Reduce -22.3% |
| PCAR Paccar Inc. | 0.44% | 14,475 | $1.4M | No change |
| IWF iShares Russell 1000 Growth | 0.41% | 3,171 | $1.3M | Add +0.5% |
| ACN Accenture PLC Class A | 0.41% | 4,403 | $1.3M | Add +2.9% |
| PPG PPG Industries Inc. | 0.39% | 10,845 | $1.3M | Add +5.9% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 11,287 | $1.3M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.38% | 4,617 | $1.3M | Add +150.4% |
| VEEV Veeva Systems Inc. Class A | 0.38% | 4,466 | $1.3M | Add +4.5% |
| MRK Merck & Co. Inc. | 0.38% | 15,311 | $1.2M | Reduce -3.3% |
| CB Chubb Ltd. | 0.37% | 4,382 | $1.2M | Add +14.7% |
| NEE Nextera Energy Inc. | 0.36% | 16,433 | $1.2M | Reduce -1.6% |
| REGN Regeneron Pharmaceuticals | 0.36% | 2,145 | $1.2M | Add +17.1% |
| ADP Automatic Data Processing | 0.34% | 3,649 | $1.1M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.34% | 9,698 | $1.1M | Reduce -2.9% |
| ICE Intercontinental Exchange Inc. | 0.33% | 5,996 | $1.1M | New |
| LHX L3HARRIS Technologies Inc. | 0.33% | 4,217 | $1.1M | Add +1.5% |
| WMT Walmart Inc. | 0.31% | 10,406 | $1.0M | Add +15.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.30% | 20,430 | $999K | No change |
| IWD iShares Russell 1000 Value E | 0.28% | 4,718 | $923K | Reduce -3.0% |
| UNP Union Pacific Corp. | 0.28% | 3,876 | $917K | Add +5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 3,149 | $915K | Add +17.1% |
| AXP American Express Co. | 0.25% | 2,619 | $830K | Add +12.9% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 11,958 | $815K | Add +10.9% |
| LMT Lockheed Martin Corp. | 0.24% | 1,731 | $801K | Add +6.3% |
| ORCL Oracle Corp. | 0.24% | 3,412 | $800K | Add +13.1% |
| IWM iShares Russell 2000 ETF | 0.24% | 3,561 | $788K | Reduce -1.6% |
| C Citigroup Inc. | 0.24% | 9,135 | $782K | Reduce -18.8% |
| DLR Digital Realty Trust Inc. | 0.24% | 4,565 | $780K | Add +226.5% |
| AMD Advanced Micro Devices | 0.24% | 5,606 | $773K | Add +43.0% |
| PEG Public Service Enterprise GP | 0.23% | 9,437 | $770K | Add +22.1% |
| PLD Prologis Inc. | 0.22% | 6,776 | $724K | Add +17.8% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 11,240 | $713K | Reduce -9.1% |
| VST Vistra Corp. | 0.21% | 3,706 | $705K | Add +12.6% |
| CSCO Cisco Systems Inc. | 0.21% | 9,822 | $674K | Add +7.2% |
| ETN Eaton Corp. PLC | 0.20% | 1,828 | $653K | Reduce -13.7% |
| MA Mastercard Inc. Class A | 0.19% | 1,135 | $638K | Add +21.9% |
| AMGN Amgen Inc. | 0.19% | 2,109 | $626K | Reduce -3.9% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -84.2% | 0.09% | −1.06 |
| IVV iShares Core S&P 500 ETF | Reduce -17.1% | 3.81% | −0.90 |
| TLH iShares 10-20 Year Treasury | Reduce -71.6% | 0.13% | −0.42 |
| AGG iShares Core U.S. Aggregate | Reduce -23.4% | 0.81% | −0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.3% | 0.44% | −0.28 |
| VZ Verizon Communications Inc. | Reduce -9.5% | 0.75% | −0.24 |
| NKE Nike Inc. Class B | Reduce -57.8% | 0.17% | −0.22 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.89% | −0.21 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.21 |
| DOW Dow Inc. | Reduce -61.6% | 0.08% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 1.24% | −0.17 |
| CCI Crown Castle Inc. | Reduce -57.9% | 0.09% | −0.16 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -10.1% | 1.36% | −0.15 |
| V Visa Inc. Class A | Reduce -1.2% | 1.05% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 0.38% | −0.11 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -16.1% | 0.49% | −0.11 |
| HD Home Depot Inc. | Reduce -1.4% | 0.70% | −0.10 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.10 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.09 |
| COP Conocophillips | Reduce -14.9% | 0.18% | −0.09 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.34% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 1.99% | −0.06 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.34% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.36% | −0.05 |
| AMGN Amgen Inc. | Reduce -3.9% | 0.19% | −0.05 |
| FDX FedEx Corp. | Reduce -8.3% | 0.17% | −0.04 |
| DE Deere & Co. | Reduce -1.0% | 0.77% | −0.04 |
| C Citigroup Inc. | Reduce -18.8% | 0.24% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -3.0% | 0.28% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.1% | 0.22% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.45% | −0.03 |
| BAC Bank of America Corp. | Reduce -2.2% | 1.10% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.5% | 0.39% | −0.03 |
| COLB Columbia Banking System Inc. | Reduce -4.7% | 0.11% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.1% | 0.07% | −0.02 |
| DHR Danaher Corp. | Reduce -4.6% | 0.08% | −0.02 |
| CME Cme Group Inc. | Reduce -11.2% | 0.08% | −0.02 |
| MDT Medtronic PLC | Reduce -2.3% | 0.08% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.07% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 0.24% | −0.01 |
| RTX RTX Corp. | Reduce -7.3% | 0.07% | −0.01 |
| JCI Johnson Controls Internation | Reduce -18.1% | 0.14% | −0.01 |
| BMI Badger Meter Inc. | Reduce -12.5% | 0.18% | −0.01 |
| XLK SS Technology Select Sector | Reduce -9.2% | 0.09% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -13.7% | 0.20% | −0.00 |
| ADSK Autodesk Inc. | Reduce -4.9% | 0.47% | +0.00 |
| PANW Palo Alto Networks Inc. | Reduce -4.1% | 0.75% | +0.01 |
| BKNG Booking Holdings Inc. | Reduce -1.3% | 0.13% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +5.4% | 6.27% | +1.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +39.6% | 3.50% | +0.92 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +253.6% | 0.59% | +0.42 |
| AMZN Amazon.com Inc. | Add +15.7% | 2.81% | +0.42 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.8% | 4.18% | +0.36 |
| META Meta Platforms Inc. Class A | Add +33.3% | 1.10% | +0.35 |
| ICE Intercontinental Exchange Inc. | New | 0.33% | +0.33 |
| CMF iShares California Muni Bond | Add +67.5% | 1.03% | +0.32 |
| AVGO Broadcom Inc. | Add +150.4% | 0.38% | +0.28 |
| LRCX Lam Research Corp. | Add +3.0% | 1.36% | +0.27 |
| IEMG iShares Core MSCI Emerging | Add +9.1% | 4.01% | +0.26 |
| IJS iShares S&P Small-Cap 600 Va | Add +60.9% | 0.56% | +0.19 |
| EPD Enterprise Products Partners | New | 0.17% | +0.17 |
| DLR Digital Realty Trust Inc. | Add +226.5% | 0.24% | +0.17 |
| DDOG Datadog Inc. Class A | Add +10.3% | 0.51% | +0.15 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +36.4% | 0.69% | +0.15 |
| MDY State Street SPDR S&P Midcap | New | 0.13% | +0.13 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.11% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.1% | 0.80% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | Add +13.1% | 0.24% | +0.10 |
| AMD Advanced Micro Devices | Add +43.0% | 0.24% | +0.10 |
| URI United Rentals Inc. | Add +1.4% | 0.83% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 2.63% | +0.09 |
| CCJ Cameco Corp. | Add +35.0% | 0.17% | +0.09 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| VST Vistra Corp. | Add +12.6% | 0.21% | +0.08 |
| IJT iShares S&P Small-Cap 600 GR | Add +26.7% | 0.44% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| CMG Chipotle Mexican Grill Inc. | New | 0.08% | +0.08 |
| XLE SS Energy Select Sector | New | 0.08% | +0.08 |
| BWA Borgwarner Inc. | New | 0.07% | +0.07 |
| VRSK Verisk Analytics Inc. | New | 0.07% | +0.07 |
| MCK McKesson Corp. | Add +87.7% | 0.15% | +0.07 |
| ESGD iShares Trust iShares ESG Aw | New | 0.07% | +0.07 |
| DVY iShares Select Dividend ETF | New | 0.07% | +0.07 |
| MO Altria Group Inc. | New | 0.06% | +0.06 |
| MS Morgan Stanley | Add +4.2% | 0.62% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +53.0% | 0.16% | +0.05 |
| IBM Intl Business Machines Corp. | Add +17.1% | 0.28% | +0.05 |
| PNC PNC Financial Services Group | Add +6.3% | 0.82% | +0.04 |
| PH Parker Hannifin Corp. | Add +1.2% | 1.12% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Add +4.5% | 0.38% | +0.04 |
| TPR Tapestry Inc. | Add +16.8% | 0.15% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +35.8% | 0.11% | +0.04 |
| AXP American Express Co. | Add +12.9% | 0.25% | +0.04 |
| WMT Walmart Inc. | Add +15.4% | 0.31% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +1.5% | 0.33% | +0.03 |
| APO Apollo Global Management Inc. | Add +31.4% | 0.16% | +0.03 |
| MTB M & T Bank Corp. | Add +26.6% | 0.14% | +0.03 |
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 |