Columbia Bank
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Columbia Bank reported 156 stock positions worth $360.0 million. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by iShares MSCI Emr MRK Ex Chna (EMXC, 4.7%) and iShares 3-7 Year Treasury Bo (IEI, 4.5%). Compared with Q3 2025, it opened 6 new positions, sold out of 5, added to 35 and reduced 90. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +4%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Oswego, OR
- CIK
- 0002017259
- Portfolio Value
- $360.0M (Q4 2025)
- SEC Filing
- 0002017259-26-000003 ↗ filed Feb 13, 2026
Holdings Value
Holdings 156 stocks · $360.0M
| MSFT Microsoft Corp. | 5.57% | 41,472 | $20.1M | Reduce -1.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.67% | 231,470 | $16.8M | Add +0.3% |
| IEI iShares 3-7 Year Treasury Bo | 4.51% | 136,010 | $16.2M | Add +3.4% |
| IEMG iShares Core MSCI Emerging | 4.49% | 240,185 | $16.1M | Add +3.0% |
| AAPL Apple Inc. | 4.44% | 58,791 | $16.0M | Reduce -6.1% |
| GOOGL Alphabet Inc. Class A | 4.00% | 45,948 | $14.4M | Reduce -9.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.93% | 158,157 | $14.1M | Add +3.6% |
| NVDA Nvidia Corp. | 3.57% | 68,972 | $12.9M | Reduce -8.9% |
| IVV iShares Core S&P 500 ETF | 3.21% | 16,870 | $11.6M | Reduce -7.2% |
| AMZN Amazon.com Inc. | 2.83% | 44,060 | $10.2M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 2.02% | 22,540 | $7.3M | Reduce -2.5% |
| LRCX Lam Research Corp. | 1.88% | 39,520 | $6.8M | Reduce -11.9% |
| AGG iShares Core U.S. Aggregate | 1.45% | 52,131 | $5.2M | Reduce -8.0% |
| LLY Eli Lilly & Co. | 1.44% | 4,834 | $5.2M | Reduce -7.3% |
| CMF iShares California Muni Bond | 1.29% | 80,826 | $4.6M | Add +16.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.25% | 34,840 | $4.5M | Reduce -4.9% |
| PH Parker Hannifin Corp. | 1.20% | 4,901 | $4.3M | Reduce -5.7% |
| JNJ Johnson & Johnson | 1.17% | 20,345 | $4.2M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.12% | 73,006 | $4.0M | Reduce -3.3% |
| BLK BlackRock Inc. | 1.09% | 3,679 | $3.9M | Reduce -0.7% |
| CAT Caterpillar Inc. | 1.05% | 6,629 | $3.8M | Reduce -8.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.03% | 3,474 | $3.7M | Reduce -3.8% |
| CVX Chevron Corp. | 1.01% | 23,753 | $3.6M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 1.00% | 4,195 | $3.6M | Add +1.2% |
| HCA HCA Healthcare Inc. | 0.97% | 7,480 | $3.5M | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 0.96% | 5,228 | $3.5M | Reduce -4.6% |
| V Visa Inc. Class A | 0.94% | 9,646 | $3.4M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 5,645 | $3.3M | Reduce -8.0% |
| PNC PNC Financial Services Group | 0.80% | 13,812 | $2.9M | No change |
| MCD McDonald's Corp. | 0.80% | 9,379 | $2.9M | Reduce -0.3% |
| URI United Rentals Inc. | 0.76% | 3,383 | $2.7M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.76% | 18,964 | $2.7M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.73% | 27,306 | $2.6M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.72% | 19,816 | $2.6M | Add +4.4% |
| MS Morgan Stanley | 0.70% | 14,270 | $2.5M | Reduce -4.2% |
| PEP Pepsico Inc. | 0.70% | 17,610 | $2.5M | Reduce -2.9% |
| DE Deere & Co. | 0.68% | 5,221 | $2.4M | Add +2.9% |
| CMI Cummins Inc. | 0.66% | 4,654 | $2.4M | Reduce -4.9% |
| GIS General Mills Inc. | 0.64% | 49,382 | $2.3M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.63% | 19,895 | $2.3M | Add +3.4% |
| SYK Stryker Corp. | 0.62% | 6,385 | $2.2M | Add +2.5% |
| CRM Salesforce Inc. | 0.62% | 8,416 | $2.2M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.60% | 11,667 | $2.1M | Reduce -2.9% |
| VZ Verizon Communications Inc. | 0.58% | 51,579 | $2.1M | Reduce -5.3% |
| HD Home Depot Inc. | 0.57% | 5,978 | $2.1M | Reduce -6.1% |
| APD Air Products & Chemicals Inc. | 0.57% | 8,282 | $2.0M | Add +2.0% |
| NOW ServiceNow Inc. | 0.57% | 13,311 | $2.0M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.56% | 5,782 | $2.0M | Add +5.1% |
| ALL Allstate Corp. | 0.53% | 9,244 | $1.9M | Reduce -2.0% |
| ABT Abbott Laboratories | 0.52% | 15,070 | $1.9M | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.52% | 4,027 | $1.9M | Reduce -4.2% |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 32,515 | $1.9M | Add +41.9% |
| PSA Public Storage | 0.52% | 7,163 | $1.9M | Add +1.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.48% | 17,870 | $1.7M | Reduce -0.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.47% | 12,037 | $1.7M | Add +3.7% |
| ISRG Intuitive Surgical Inc. | 0.47% | 2,999 | $1.7M | Reduce -0.4% |
| NSC Norfolk Southern Corp. | 0.47% | 5,849 | $1.7M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 3,263 | $1.6M | Add +8.7% |
| NFLX Netflix Inc. | 0.45% | 17,385 | $1.6M | Reduce -0.6% |
| PCAR Paccar Inc. | 0.44% | 14,562 | $1.6M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 13,962 | $1.6M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.43% | 14,699 | $1.5M | Reduce -3.3% |
| DDOG Datadog Inc. Class A | 0.42% | 11,208 | $1.5M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.42% | 3,216 | $1.5M | Add +4.0% |
| CB Chubb Ltd. | 0.42% | 4,849 | $1.5M | Add +0.6% |
| REGN Regeneron Pharmaceuticals | 0.42% | 1,958 | $1.5M | Reduce -11.8% |
| PSX Phillips 66 | 0.42% | 11,709 | $1.5M | Add +1.4% |
| ADSK Autodesk Inc. | 0.40% | 4,833 | $1.4M | Reduce -3.5% |
| MUB iShares National Muni Bond E | 0.40% | 13,349 | $1.4M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 11,894 | $1.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 2,047 | $1.4M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.38% | 17,251 | $1.4M | Add +0.8% |
| ICE Intercontinental Exchange Inc. | 0.35% | 7,823 | $1.3M | Add +11.6% |
| IWD iShares Russell 1000 Value E | 0.35% | 5,954 | $1.3M | Add +24.2% |
| LHX L3HARRIS Technologies Inc. | 0.35% | 4,259 | $1.3M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 0.33% | 9,851 | $1.2M | No change |
| WMT Walmart Inc. | 0.31% | 10,024 | $1.1M | Reduce -7.5% |
| AMD Advanced Micro Devices | 0.31% | 5,154 | $1.1M | Reduce -6.4% |
| ACN Accenture PLC Class A | 0.31% | 4,093 | $1.1M | Reduce -8.4% |
| ADBE Adobe Inc. | 0.30% | 3,065 | $1.1M | Reduce -22.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.28% | 20,330 | $1.0M | No change |
| VEEV Veeva Systems Inc. Class A | 0.28% | 4,521 | $1.0M | Reduce -1.9% |
| AXP American Express Co. | 0.27% | 2,619 | $969K | Reduce -0.6% |
| DLR Digital Realty Trust Inc. | 0.26% | 6,114 | $946K | Add +2.3% |
| PPG PPG Industries Inc. | 0.26% | 9,125 | $935K | Reduce -16.7% |
| ADP Automatic Data Processing | 0.25% | 3,541 | $911K | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 3,030 | $898K | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.25% | 3,873 | $896K | Reduce -2.6% |
| ORCL Oracle Corp. | 0.24% | 4,525 | $882K | Add +36.3% |
| PLD Prologis Inc. | 0.23% | 6,592 | $842K | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 0.23% | 1,717 | $830K | Reduce -0.8% |
| C Citigroup Inc. | 0.22% | 6,795 | $793K | Reduce -11.2% |
| PEG Public Service Enterprise GP | 0.21% | 9,545 | $766K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.21% | 3,049 | $751K | No change |
| GOOG Alphabet Inc. Class C | 0.21% | 2,379 | $747K | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 11,240 | $742K | No change |
| CSCO Cisco Systems Inc. | 0.20% | 9,167 | $706K | Reduce -6.6% |
| AMGN Amgen Inc. | 0.19% | 2,139 | $700K | No change |
| CCJ Cameco Corp. | 0.19% | 7,435 | $680K | Reduce -4.2% |
| MCK McKesson Corp. | 0.18% | 789 | $647K | Add +2.1% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -1.3% | 5.57% | −0.46 |
| URI United Rentals Inc. | Reduce -3.3% | 0.76% | −0.24 |
| NVDA Nvidia Corp. | Reduce -8.9% | 3.57% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 3.21% | −0.18 |
| BLK BlackRock Inc. | Reduce -0.7% | 1.09% | −0.15 |
| AGG iShares Core U.S. Aggregate | Reduce -8.0% | 1.45% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -4.6% | 0.96% | −0.14 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.45% | −0.14 |
| NOW ServiceNow Inc. | Reduce -2.4% | 0.57% | −0.12 |
| HD Home Depot Inc. | Reduce -6.1% | 0.57% | −0.12 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.10 |
| PANW Palo Alto Networks Inc. | Reduce -2.9% | 0.60% | −0.10 |
| VEEV Veeva Systems Inc. Class A | Reduce -1.9% | 0.28% | −0.09 |
| DDOG Datadog Inc. Class A | Reduce -0.8% | 0.42% | −0.08 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.08 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.08 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.08 |
| RTX RTX Corp. | Sold out | 0.00% | −0.07 |
| ADBE Adobe Inc. | Reduce -22.4% | 0.30% | −0.07 |
| VST Vistra Corp. | Reduce -8.7% | 0.15% | −0.07 |
| PEP Pepsico Inc. | Reduce -2.9% | 0.70% | −0.06 |
| AMD Advanced Micro Devices | Reduce -6.4% | 0.31% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.2% | 0.52% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -9.8% | 0.14% | −0.05 |
| NKE Nike Inc. Class B | Reduce -35.7% | 0.07% | −0.05 |
| PPG PPG Industries Inc. | Reduce -16.7% | 0.26% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.9% | 1.25% | −0.04 |
| ADP Automatic Data Processing | Reduce -2.4% | 0.25% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -5.3% | 0.58% | −0.03 |
| ADSK Autodesk Inc. | Reduce -3.5% | 0.40% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -12.3% | 0.10% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.6% | 0.15% | −0.03 |
| ABBV Abbvie Inc. | Reduce -16.6% | 0.13% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -4.8% | 0.40% | −0.02 |
| CAT Caterpillar Inc. | Reduce -8.0% | 1.05% | −0.02 |
| WMT Walmart Inc. | Reduce -7.5% | 0.31% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -10.2% | 0.16% | −0.02 |
| CCJ Cameco Corp. | Reduce -4.2% | 0.19% | −0.01 |
| JCI Johnson Controls Internation | Reduce -15.2% | 0.13% | −0.01 |
| AEP American Electric Power | Reduce -4.6% | 0.14% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -2.8% | 0.09% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.23% | −0.01 |
| CVX Chevron Corp. | Reduce -0.6% | 1.01% | −0.01 |
| RSG Republic Services Inc. | Reduce -1.1% | 0.14% | −0.01 |
| TPR Tapestry Inc. | Reduce -12.3% | 0.16% | −0.01 |
| TJX TJX Companies Inc. | Reduce -10.4% | 0.12% | −0.01 |
| XLK SS Technology Select Sector | Reduce -8.9% | 0.08% | −0.01 |
| PFE Pfizer Inc. | Reduce -11.3% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.80% | −0.01 |
| EOG EOG Resources Inc. | Reduce -5.0% | 0.06% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IEFA iShares Core MSCI Eafe ETF | Add +3.6% | 3.93% | +0.19 |
| AMZN Amazon.com Inc. | Add +0.8% | 2.83% | +0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.3% | 4.67% | +0.18 |
| CMF iShares California Muni Bond | Add +16.0% | 1.29% | +0.17 |
| JEPI JPMorgan Equity Premium Inco | Add +41.9% | 0.52% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +3.0% | 4.49% | +0.14 |
| MDB Mongodb Inc. | New | 0.11% | +0.11 |
| PM Philip Morris International | New | 0.10% | +0.10 |
| IEI iShares 3-7 Year Treasury Bo | Add +3.4% | 4.51% | +0.10 |
| IWD iShares Russell 1000 Value E | Add +24.2% | 0.35% | +0.07 |
| VNQ Vanguard Real Estate ETF | New | 0.06% | +0.06 |
| GSLC Goldman Activebeta US LC ETF | New | 0.06% | +0.06 |
| DTD Wisdomtree US Total Dividend | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| CB Chubb Ltd. | Add +0.6% | 0.42% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +11.6% | 0.35% | +0.04 |
| DE Deere & Co. | Add +2.9% | 0.68% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.7% | 0.46% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +4.4% | 0.72% | +0.04 |
| IJS iShares S&P Small-Cap 600 Va | Add +3.4% | 0.63% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +4.0% | 0.42% | +0.02 |
| AVGO Broadcom Inc. | Add +5.1% | 0.56% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +3.7% | 0.47% | +0.01 |
| MCK McKesson Corp. | Add +2.1% | 0.18% | +0.01 |
| DIS The Walt Disney Co. | Add +0.6% | 0.44% | +0.01 |
| NSC Norfolk Southern Corp. | Add +2.2% | 0.47% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.10% | +0.00 |
| PSX Phillips 66 | Add +1.4% | 0.42% | +0.00 |
| TDY Teledyne Technologies Inc. | Add +7.6% | 0.07% | −0.00 |
| PHM Pultegroup Inc. | Add +1.6% | 0.13% | −0.01 |
| PEG Public Service Enterprise GP | Add +0.3% | 0.21% | −0.01 |
| APD Air Products & Chemicals Inc. | Add +2.0% | 0.57% | −0.02 |
| KMB Kimberly-Clark Corp. | Add +4.0% | 0.11% | −0.02 |
| ABT Abbott Laboratories | Add +0.3% | 0.52% | −0.02 |
| SYK Stryker Corp. | Add +2.5% | 0.62% | −0.02 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.38% | −0.03 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.76% | −0.03 |
| DLR Digital Realty Trust Inc. | Add +2.3% | 0.26% | −0.03 |
| ORCL Oracle Corp. | Add +36.3% | 0.24% | −0.04 |
| PSA Public Storage | Add +1.9% | 0.52% | −0.08 |
| COST Costco Wholesale Corp. | Add +1.2% | 1.00% | −0.10 |
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 |