Columbia Bank
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Columbia Bank reported 156 stock positions worth $350.4 million. Its top holding was iShares MSCI Emr MRK Ex Chna (EMXC) at 5.1% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 4.6%) and iShares Core MSCI Eafe ETF (IEFA, 4.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 56 and reduced 80. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Oswego, OR
- CIK
- 0002017259
- Portfolio Value
- $350.4M (Q1 2026)
- SEC Filing
- 0002017259-26-000005 ↗ filed Apr 28, 2026
Holdings Value
Holdings 156 stocks · $350.4M
| EMXC iShares MSCI Emr MRK Ex Chna | 5.11% | 227,709 | $17.9M | Reduce -1.6% |
| IEMG iShares Core MSCI Emerging | 4.64% | 233,136 | $16.3M | Reduce -2.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.52% | 174,781 | $15.8M | Add +10.5% |
| MSFT Microsoft Corp. | 4.45% | 42,122 | $15.6M | Add +1.6% |
| AAPL Apple Inc. | 4.16% | 57,494 | $14.6M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 3.54% | 43,174 | $12.4M | Reduce -6.0% |
| NVDA Nvidia Corp. | 3.39% | 68,142 | $11.9M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 2.99% | 16,018 | $10.5M | Reduce -5.0% |
| IEI iShares 3-7 Year Treasury Bo | 2.71% | 80,024 | $9.5M | Reduce -41.2% |
| AMZN Amazon.com Inc. | 2.63% | 44,183 | $9.2M | Add +0.3% |
| LRCX Lam Research Corp. | 2.26% | 37,073 | $7.9M | Reduce -6.2% |
| IEF iShares 7-10 Year Treasury B | 1.82% | 66,693 | $6.4M | New |
| JPM JPMorgan Chase & Co. | 1.78% | 21,203 | $6.2M | Reduce -5.9% |
| AGG iShares Core U.S. Aggregate | 1.63% | 57,565 | $5.7M | Add +10.4% |
| JNJ Johnson & Johnson | 1.37% | 19,676 | $4.8M | Reduce -3.3% |
| CVX Chevron Corp. | 1.35% | 22,859 | $4.7M | Reduce -3.8% |
| CMF iShares California Muni Bond | 1.32% | 81,426 | $4.6M | Add +0.7% |
| CAT Caterpillar Inc. | 1.26% | 6,242 | $4.4M | Reduce -5.8% |
| LLY Eli Lilly & Co. | 1.24% | 4,736 | $4.4M | Reduce -2.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.23% | 35,440 | $4.3M | Add +1.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.22% | 3,249 | $4.3M | Reduce -6.5% |
| COST Costco Wholesale Corp. | 1.18% | 4,149 | $4.1M | Reduce -1.1% |
| PH Parker Hannifin Corp. | 1.17% | 4,573 | $4.1M | Reduce -6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 72,255 | $3.5M | Reduce -1.0% |
| BLK BlackRock Inc. | 0.98% | 3,582 | $3.4M | Reduce -2.6% |
| HCA HCA Healthcare Inc. | 0.97% | 7,155 | $3.4M | Reduce -4.3% |
| V Visa Inc. Class A | 0.88% | 10,251 | $3.1M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.87% | 5,358 | $3.1M | Add +2.5% |
| MCD McDonald's Corp. | 0.82% | 9,267 | $2.9M | Reduce -1.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.81% | 21,360 | $2.8M | Add +7.8% |
| DE Deere & Co. | 0.80% | 4,985 | $2.8M | Reduce -4.5% |
| PNC PNC Financial Services Group | 0.80% | 13,457 | $2.8M | Reduce -2.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.78% | 23,198 | $2.7M | Add +16.6% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 5,493 | $2.7M | Reduce -2.7% |
| PG The Procter & Gamble Co. | 0.76% | 18,442 | $2.7M | Reduce -2.8% |
| PEP Pepsico Inc. | 0.74% | 16,770 | $2.6M | Reduce -4.8% |
| EFA iShares MSCI Eafe ETF | 0.74% | 26,686 | $2.6M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 0.72% | 50,204 | $2.5M | Reduce -2.7% |
| URI United Rentals Inc. | 0.69% | 3,331 | $2.4M | Reduce -1.5% |
| APD Air Products & Chemicals Inc. | 0.68% | 8,248 | $2.4M | Reduce -0.4% |
| CMI Cummins Inc. | 0.68% | 4,411 | $2.4M | Reduce -5.2% |
| MS Morgan Stanley | 0.65% | 13,816 | $2.3M | Reduce -3.2% |
| SYK Stryker Corp. | 0.61% | 6,505 | $2.1M | Add +1.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.59% | 14,179 | $2.1M | Add +17.8% |
| PSX Phillips 66 | 0.58% | 11,176 | $2.0M | Reduce -4.5% |
| HD Home Depot Inc. | 0.56% | 5,989 | $2.0M | Add +0.2% |
| PANW Palo Alto Networks Inc. | 0.55% | 11,996 | $1.9M | Add +2.8% |
| PSA Public Storage | 0.55% | 7,082 | $1.9M | Reduce -1.1% |
| ALL Allstate Corp. | 0.53% | 8,995 | $1.9M | Reduce -2.7% |
| AVGO Broadcom Inc. | 0.53% | 5,972 | $1.8M | Add +3.3% |
| GIS General Mills Inc. | 0.52% | 49,072 | $1.8M | Reduce -0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 32,124 | $1.8M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.50% | 14,703 | $1.8M | Add +0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.48% | 16,796 | $1.7M | Reduce -6.0% |
| PCAR Paccar Inc. | 0.48% | 14,562 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.48% | 9,860 | $1.7M | Add +0.1% |
| NFLX Netflix Inc. | 0.47% | 17,086 | $1.6M | Reduce -1.7% |
| IWD iShares Russell 1000 Value E | 0.47% | 7,668 | $1.6M | Add +28.8% |
| NSC Norfolk Southern Corp. | 0.47% | 5,697 | $1.6M | Reduce -2.6% |
| REGN Regeneron Pharmaceuticals | 0.46% | 2,066 | $1.6M | Add +5.5% |
| NEE Nextera Energy Inc. | 0.45% | 16,855 | $1.6M | Reduce -2.3% |
| CB Chubb Ltd. | 0.44% | 4,778 | $1.6M | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 0.44% | 3,645 | $1.6M | Add +13.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 3,235 | $1.6M | Reduce -0.9% |
| CRM Salesforce Inc. | 0.44% | 8,234 | $1.5M | Reduce -2.2% |
| NOW ServiceNow Inc. | 0.44% | 14,622 | $1.5M | Add +9.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.43% | 3,892 | $1.5M | Reduce -3.4% |
| MUB iShares National Muni Bond E | 0.43% | 14,264 | $1.5M | Add +6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 2,287 | $1.5M | Add +11.7% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 11,796 | $1.5M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.42% | 14,178 | $1.5M | Reduce -5.9% |
| LHX L3HARRIS Technologies Inc. | 0.40% | 4,077 | $1.4M | Reduce -4.3% |
| ISRG Intuitive Surgical Inc. | 0.38% | 2,906 | $1.3M | Reduce -3.1% |
| DDOG Datadog Inc. Class A | 0.38% | 11,264 | $1.3M | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 13,347 | $1.3M | Reduce -4.4% |
| ICE Intercontinental Exchange Inc. | 0.37% | 8,160 | $1.3M | Add +4.3% |
| WMT Walmart Inc. | 0.35% | 10,006 | $1.2M | Reduce -0.2% |
| ADSK Autodesk Inc. | 0.32% | 4,747 | $1.1M | Reduce -1.8% |
| DLR Digital Realty Trust Inc. | 0.32% | 6,167 | $1.1M | Add +0.9% |
| AMD Advanced Micro Devices | 0.30% | 5,188 | $1.1M | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.29% | 1,705 | $1.0M | Reduce -0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 20,330 | $1.0M | No change |
| PPG PPG Industries Inc. | 0.27% | 8,895 | $951K | Reduce -2.5% |
| ACN Accenture PLC Class A | 0.26% | 4,571 | $906K | Add +11.7% |
| UNP Union Pacific Corp. | 0.26% | 3,709 | $900K | Reduce -4.2% |
| PLD Prologis Inc. | 0.25% | 6,680 | $883K | Add +1.3% |
| VEEV Veeva Systems Inc. Class A | 0.24% | 4,847 | $851K | Add +7.2% |
| CCJ Cameco Corp. | 0.23% | 7,334 | $797K | Reduce -1.4% |
| PEG Public Service Enterprise GP | 0.23% | 9,788 | $792K | Add +2.5% |
| AXP American Express Co. | 0.23% | 2,613 | $790K | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 11,564 | $781K | Add +2.9% |
| COP Conocophillips | 0.22% | 5,796 | $765K | Reduce -0.0% |
| C Citigroup Inc. | 0.22% | 6,713 | $761K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 3,080 | $747K | Add +1.6% |
| AMGN Amgen Inc. | 0.21% | 2,116 | $745K | Reduce -1.1% |
| ADBE Adobe Inc. | 0.21% | 3,040 | $739K | Reduce -0.8% |
| MU Micron Technology Inc. | 0.20% | 2,078 | $702K | Reduce -3.6% |
| FDX FedEx Corp. | 0.20% | 1,930 | $687K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.19% | 4,427 | $651K | Reduce -2.2% |
| MCK McKesson Corp. | 0.19% | 752 | $651K | Reduce -4.7% |
Portfolio Sells Q4 2025 → Q1 2026
| IEI iShares 3-7 Year Treasury Bo | Reduce -41.2% | 2.71% | −1.80 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 3.54% | −0.45 |
| AAPL Apple Inc. | Reduce -2.2% | 4.16% | −0.28 |
| JPM JPMorgan Chase & Co. | Reduce -5.9% | 1.78% | −0.24 |
| IVV iShares Core S&P 500 ETF | Reduce -5.0% | 2.99% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 1.24% | −0.20 |
| NVDA Nvidia Corp. | Reduce -1.2% | 3.39% | −0.18 |
| CRM Salesforce Inc. | Reduce -2.2% | 0.44% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.7% | 0.77% | −0.14 |
| GIS General Mills Inc. | Reduce -0.6% | 0.52% | −0.12 |
| BLK BlackRock Inc. | Reduce -2.6% | 0.98% | −0.11 |
| BAC Bank of America Corp. | Reduce -1.0% | 1.01% | −0.11 |
| ABT Abbott Laboratories | Reduce -5.9% | 0.42% | −0.11 |
| ADP Automatic Data Processing | Reduce -27.5% | 0.15% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.4% | 0.43% | −0.09 |
| ISRG Intuitive Surgical Inc. | Reduce -3.1% | 0.38% | −0.09 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.09 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.21% | −0.09 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -4.4% | 0.37% | −0.07 |
| ADSK Autodesk Inc. | Reduce -1.8% | 0.32% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| URI United Rentals Inc. | Reduce -1.5% | 0.69% | −0.07 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.06 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.19% | −0.06 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| MS Morgan Stanley | Reduce -3.2% | 0.65% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -25.8% | 0.15% | −0.05 |
| AXP American Express Co. | Reduce -0.2% | 0.23% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -19.4% | 0.17% | −0.03 |
| BMI Badger Meter Inc. | Reduce -17.0% | 0.08% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -6.7% | 1.17% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -6.8% | 0.08% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -5.5% | 0.18% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.44% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -8.4% | 0.09% | −0.01 |
| VST Vistra Corp. | Reduce -2.6% | 0.14% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -4.4% | 0.11% | −0.01 |
| STZ Constellation Brands Inc. Class A | Reduce -16.2% | 0.07% | −0.00 |
| HCA HCA Healthcare Inc. | Reduce -4.3% | 0.97% | −0.00 |
| C Citigroup Inc. | Reduce -1.2% | 0.22% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -2.6% | 0.47% | −0.00 |
| ALL Allstate Corp. | Reduce -2.7% | 0.53% | −0.00 |
| PNC PNC Financial Services Group | Reduce -2.6% | 0.80% | −0.00 |
| PM Philip Morris International | Reduce -5.2% | 0.10% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -6.0% | 0.48% | +0.00 |
| NUE Nucor Corp. | Reduce -4.5% | 0.09% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.2% | 0.52% | +0.00 |
| PFE Pfizer Inc. | Reduce -7.7% | 0.06% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| IEF iShares 7-10 Year Treasury B | New | 1.82% | +1.82 |
| IEFA iShares Core MSCI Eafe ETF | Add +10.5% | 4.52% | +0.59 |
| AGG iShares Core U.S. Aggregate | Add +10.4% | 1.63% | +0.18 |
| IJS iShares S&P Small-Cap 600 Va | Add +16.6% | 0.78% | +0.16 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.48% | +0.15 |
| IWD iShares Russell 1000 Value E | Add +28.8% | 0.47% | +0.12 |
| IJT iShares S&P Small-Cap 600 GR | Add +17.8% | 0.59% | +0.11 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +7.8% | 0.81% | +0.08 |
| VOO Vanguard S&P 500 ETF | New | 0.08% | +0.08 |
| IAU iShares Gold Trust | New | 0.08% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.0% | 0.50% | +0.07 |
| EQIX Equinix Inc. | New | 0.07% | +0.07 |
| HON Honeywell International Inc. | New | 0.06% | +0.06 |
| DVY iShares Select Dividend ETF | New | 0.06% | +0.06 |
| DLR Digital Realty Trust Inc. | Add +0.9% | 0.32% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.7% | 0.42% | +0.04 |
| REGN Regeneron Pharmaceuticals | Add +5.5% | 0.46% | +0.04 |
| MUB iShares National Muni Bond E | Add +6.8% | 0.43% | +0.03 |
| CMF iShares California Muni Bond | Add +0.7% | 1.32% | +0.03 |
| ORLY O'reilly Automotive Inc. | Add +21.4% | 0.13% | +0.03 |
| EOG EOG Resources Inc. | Add +0.6% | 0.09% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +5.0% | 0.18% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +13.3% | 0.44% | +0.02 |
| BWA Borgwarner Inc. | Add +0.5% | 0.11% | +0.02 |
| PLD Prologis Inc. | Add +1.3% | 0.25% | +0.02 |
| TJX TJX Companies Inc. | Add +7.6% | 0.14% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 0.22% | +0.02 |
| TDY Teledyne Technologies Inc. | Add +0.8% | 0.09% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +4.3% | 0.37% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +15.1% | 0.09% | +0.01 |
| PEG Public Service Enterprise GP | Add +2.5% | 0.23% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.8% | 0.09% | +0.01 |
| RSG Republic Services Inc. | Add +2.3% | 0.15% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +4.3% | 0.08% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.3% | 0.09% | +0.01 |
| MTB M & T Bank Corp. | Add +0.2% | 0.12% | +0.01 |
| ABBV Abbvie Inc. | Add +6.8% | 0.14% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +5.2% | 0.08% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.6% | 0.11% | +0.00 |
| PHM Pultegroup Inc. | Add +0.0% | 0.14% | +0.00 |
| MRSH Marsh & McLennan Cos | Add +5.2% | 0.09% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.1% | 0.11% | 0.00 |
| AMD Advanced Micro Devices | Add +0.7% | 0.30% | −0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.56% | −0.01 |
| APO Apollo Global Management Inc. | Add +17.9% | 0.13% | −0.01 |
| MA Mastercard Inc. Class A | Add +3.9% | 0.15% | −0.01 |
| SYK Stryker Corp. | Add +1.9% | 0.61% | −0.01 |
| TSLA Tesla Inc. | Add +0.1% | 0.08% | −0.01 |
| QCOM Qualcomm Inc. | Add +3.5% | 0.08% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +1.7% | 1.23% | −0.02 |
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 |