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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $243.8M Q1 2024 Q2 2024: $258.4M Q2 2024 Q3 2024: $273.3M Q3 2024 Q4 2024: $289.1M Q4 2024 Q1 2025: $289.2M Q1 2025 Q2 2025: $328.3M Q2 2025 Q3 2025: $357.7M Q3 2025 Q4 2025: $360.0M Q4 2025 Q1 2026: $350.4M $350.4M Q1 2026 Q2 2026: $446.0M Q2 2026

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%
GOOG Alphabet Inc. Class C 0.18% 2,249 $645K Reduce -5.5%
TPR Tapestry Inc. 0.18% 4,452 $628K Reduce -3.2%
MDLZ Mondelez International Inc. Class A 0.18% 10,786 $622K Add +5.0%
IWM iShares Russell 2000 ETF 0.17% 2,456 $609K Reduce -19.4%
ETN Eaton Corp. PLC 0.17% 1,635 $585K No change
IYW iShares Ustechnology ETF 0.17% 3,200 $581K No change
RSG Republic Services Inc. 0.15% 2,451 $537K Add +2.3%
MA Mastercard Inc. Class A 0.15% 1,068 $534K Add +3.9%
AEP American Electric Power 0.15% 4,051 $531K Reduce -7.0%
CSCO Cisco Systems Inc. 0.15% 6,802 $528K Reduce -25.8%
ADP Automatic Data Processing 0.15% 2,566 $521K Reduce -27.5%
VST Vistra Corp. 0.14% 3,288 $494K Reduce -2.6%
MMM 3M Co. 0.14% 3,400 $494K No change
JCI Johnson Controls Internation 0.14% 3,770 $494K Reduce -0.7%
ABBV Abbvie Inc. 0.14% 2,209 $480K Add +6.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 2,990 $478K Add +7.6%
PHM Pultegroup Inc. 0.14% 4,057 $477K Add +0.0%
ORLY O'reilly Automotive Inc. 0.13% 5,008 $462K Add +21.4%
APO Apollo Global Management Inc. 0.13% 4,149 $462K Add +17.9%
MTB M & T Bank Corp. filed as M & T BK CORP 0.12% 2,114 $437K Add +0.2%
COLB Columbia Banking System Inc. 0.12% 15,000 $411K No change
GS Goldman Sachs Group Inc. 0.11% 461 $390K Add +1.1%
KMB Kimberly-Clark Corp. 0.11% 3,919 $378K Reduce -4.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,303 $374K Add +2.6%
BWA Borgwarner Inc. 0.11% 6,800 $369K Add +0.5%
PM Philip Morris International 0.10% 2,165 $358K Reduce -5.2%
IWB iShares Russell 1000 ETF 0.09% 913 $326K Reduce -8.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 745 $325K Add +17.3%
EOG EOG Resources Inc. 0.09% 2,224 $322K Add +0.6%
MDB Mongodb Inc. 0.09% 1,311 $321K Add +33.2%
NUE Nucor Corp. 0.09% 1,874 $317K Reduce -4.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 1,595 $313K Add +10.8%
SCHG Schwab US Large-Cap Growth 0.09% 10,740 $313K No change
SHY iShares 1-3 Year Treasury Bo 0.09% 3,714 $307K Add +15.1%
TDY Teledyne Technologies Inc. 0.09% 502 $304K Add +0.8%
MRSH Marsh & McLennan Cos 0.09% 1,736 $301K Add +5.2%
BMI Badger Meter Inc. 0.08% 1,949 $297K Reduce -17.0%
VEA Vanguard Ftse Developed ETF 0.08% 4,567 $293K Add +4.3%
VOO Vanguard S&P 500 ETF 0.08% 483 $289K New
BKNG Booking Holdings Inc. 0.08% 68 $286K Reduce -6.8%
SHYG iShares 0-5 YR HY Corp. Bond 0.08% 6,538 $277K Add +5.2%
TSLA Tesla Inc. 0.08% 737 $274K Add +0.1%
IAU iShares Gold Trust 0.08% 3,078 $271K New
QCOM Qualcomm Inc. 0.08% 2,087 $269K Add +3.5%
CME Cme Group Inc. 0.07% 882 $260K No change
CL Colgate-Palmolive Co. 0.07% 2,900 $247K No change
ESGD iShares Trust iShares ESG Aw 0.07% 2,469 $236K No change
STZ Constellation Brands Inc. Class A 0.07% 1,555 $233K Reduce -16.2%
EQIX Equinix Inc. 0.07% 234 $229K New
MDT Medtronic PLC 0.07% 2,645 $229K No change
CP Canadian Pacific Kansas City 0.06% 2,884 $227K No change
PFE Pfizer Inc. 0.06% 8,068 $227K Reduce -7.7%
HON Honeywell International Inc. 0.06% 990 $224K New
DTD Wisdomtree US Total Dividend 0.06% 2,400 $207K No change
DVY iShares Select Dividend ETF 0.06% 1,350 $204K New
GERN Geron Corp. 0.00% 10,000 $15K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 165$446.0MEMXC, AGG, IEFA, IEMG, MSFT
Q1 2026 156$350.4MEMXC, IEMG, IEFA, MSFT, AAPL
Q4 2025 156$360.0MMSFT, EMXC, IEI, IEMG, AAPL
Q3 2025 155$357.7MMSFT, EMXC, IEI, AAPL, IEMG
Q2 2025 164$328.3MMSFT, IEI, EMXC, AAPL, IEMG
Q1 2025 155$289.2MMSFT, IEI, AAPL, IVV, EMXC
Q4 2024 152$289.1MMSFT, AAPL, IVV, IEI, NVDA
Q3 2024 153$273.3MMSFT, AAPL, IVV, EMXC, IEMG
Q2 2024 149$258.4MMSFT, AAPL, NVDA, TLH, IVV
Q1 2024 145$243.8MMSFT, AAPL, TLH, NVDA, EMXC