Columbia Bank

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Columbia Bank reported 165 stock positions worth $446.0 million. Its top holding was iShares MSCI Emr MRK Ex Chna (EMXC) at 5.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 5.4%) and iShares Core MSCI Eafe ETF (IEFA, 4.9%). Compared with Q1 2026, it opened 11 new positions, sold out of 2, added to 101 and reduced 37. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +319%) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −39%).

Most Recent 13F
Q2 2026
Location
Lake Oswego, OR
CIK
0002017259
Portfolio Value
$446.0M (Q2 2026)
SEC Filing
0002017259-26-000007 ↗ filed Jul 24, 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 Q1 2026 Q2 2026: $446.0M $446.0M Q2 2026

Holdings 165 stocks · $446.0M
EMXC iShares MSCI Emr MRK Ex Chna 5.53% 241,082 $24.7M Add +5.9%
AGG iShares Core U.S. Aggregate 5.35% 241,181 $23.9M Add +319.0%
IEFA iShares Core MSCI Eafe ETF 4.89% 225,679 $21.8M Add +29.1%
IEMG iShares Core MSCI Emerging 4.67% 251,305 $20.8M Add +7.8%
MSFT Microsoft Corp. 3.95% 47,249 $17.6M Add +12.2%
AAPL Apple Inc. 3.88% 59,743 $17.3M Add +3.9%
GOOGL Alphabet Inc. Class A 3.63% 45,327 $16.2M Add +5.0%
LRCX Lam Research Corp. 3.34% 34,378 $14.9M Reduce -7.3%
NVDA Nvidia Corp. 3.16% 70,373 $14.1M Add +3.3%
IEF iShares 7-10 Year Treasury B 3.01% 141,822 $13.4M Add +112.7%
IVV iShares Core S&P 500 ETF 2.87% 17,080 $12.8M Add +6.6%
AMZN Amazon.com Inc. 2.44% 45,748 $10.9M Add +3.5%
JPM JPMorgan Chase & Co. 1.59% 21,731 $7.1M Add +2.5%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 1.47% 3,301 $6.6M Add +1.6%
CAT Caterpillar Inc. 1.46% 6,115 $6.5M Reduce -2.0%
IEI iShares 3-7 Year Treasury Bo 1.28% 48,433 $5.7M Reduce -39.5%
DSI iShares ESG MSCI KLD 400 ETF 1.27% 39,864 $5.7M Add +12.5%
JNJ Johnson & Johnson 1.16% 20,290 $5.2M Add +3.1%
CMF iShares California Muni Bond 1.04% 80,426 $4.6M Reduce -1.2%
PH Parker Hannifin Corp. 1.00% 4,551 $4.5M Reduce -0.5%
BAC Bank of America Corp. 0.98% 76,897 $4.4M Add +6.4%
LLY Eli Lilly & Co. 0.97% 3,594 $4.3M Reduce -24.1%
PANW Palo Alto Networks Inc. 0.95% 12,429 $4.2M Add +3.6%
IJJ iShares S&P Mid-Cap 400 Valu 0.93% 28,042 $4.1M Add +31.3%
COST Costco Wholesale Corp. 0.91% 4,342 $4.1M Add +4.7%
CVX Chevron Corp. 0.89% 23,964 $4.0M Add +4.8%
BLK BlackRock Inc. 0.88% 4,085 $3.9M Add +14.0%
URI United Rentals Inc. 0.87% 3,413 $3.9M Add +2.5%
V Visa Inc. Class A 0.86% 11,139 $3.8M Add +8.7%
PNC PNC Financial Services Group 0.79% 14,223 $3.5M Add +5.7%
META Meta Platforms Inc. Class A 0.77% 6,082 $3.4M Add +13.5%
IJS iShares S&P Small-Cap 600 Va 0.75% 24,581 $3.4M Add +6.0%
DE Deere & Co. 0.73% 5,166 $3.3M Add +3.6%
CMI Cummins Inc. 0.71% 4,434 $3.2M Add +0.5%
TMO Thermo Fisher Scientific Inc. 0.69% 6,174 $3.1M Add +12.4%
EFA iShares MSCI Eafe ETF 0.69% 29,766 $3.1M Add +11.5%
CRWD CrowdStrike Holdings Inc. Class A 0.68% 3,961 $3.0M Add +1.8%
DDOG Datadog Inc. Class A 0.67% 11,466 $3.0M Add +1.8%
AMD Advanced Micro Devices 0.66% 5,096 $3.0M Reduce -1.8%
MS Morgan Stanley 0.66% 13,974 $2.9M Add +1.1%
PG The Procter & Gamble Co. 0.64% 19,375 $2.8M Add +5.1%
MCD McDonald's Corp. 0.61% 10,128 $2.7M Add +9.3%
AVGO Broadcom Inc. 0.60% 7,104 $2.7M Add +19.0%
IJR iShares Core S&P Small-Cap E 0.57% 17,254 $2.6M Add +46.3%
IJT iShares S&P Small-Cap 600 GR 0.54% 13,587 $2.4M Reduce -4.2%
PSA Public Storage 0.54% 7,619 $2.4M Add +7.6%
SYK Stryker Corp. 0.53% 7,470 $2.4M Add +14.8%
PEP Pepsico Inc. 0.52% 17,080 $2.3M Add +1.9%
APD Air Products & Chemicals Inc. 0.52% 7,864 $2.3M Reduce -4.7%
ALL Allstate Corp. 0.51% 9,477 $2.3M Add +5.4%
HCA HCA Healthcare Inc. 0.50% 5,772 $2.3M Reduce -19.3%
VZ Verizon Communications Inc. 0.50% 53,068 $2.2M Add +5.7%
IWD iShares Russell 1000 Value E 0.48% 8,751 $2.1M Add +14.1%
MU Micron Technology Inc. 0.47% 1,815 $2.1M Reduce -12.7%
IWF iShares Russell 1000 Growth 0.46% 16,538 $2.1M Add +13.4%
PSX Phillips 66 0.44% 11,651 $2.0M Add +4.3%
MRK Merck & Co. Inc. 0.43% 14,852 $1.9M Add +1.0%
NSC Norfolk Southern Corp. 0.43% 6,061 $1.9M Add +6.4%
JEPI JPMorgan Equity Premium Inco 0.43% 33,724 $1.9M Add +5.0%
HD Home Depot Inc. 0.42% 5,341 $1.9M Reduce -10.8%
IJK iShares S&P Mid-Cap 400 Grow 0.42% 15,868 $1.9M Reduce -5.5%
CB Chubb Ltd. 0.39% 5,089 $1.7M Add +6.5%
PCAR Paccar Inc. 0.39% 14,412 $1.7M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.38% 2,287 $1.7M No change
GIS General Mills Inc. 0.38% 49,072 $1.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.38% 3,401 $1.7M Add +5.1%
NOW ServiceNow Inc. 0.38% 17,058 $1.7M Add +16.7%
NEE Nextera Energy Inc. 0.35% 17,865 $1.6M Add +6.0%
MUB iShares National Muni Bond E 0.33% 13,759 $1.5M Reduce -3.5%
VOO Vanguard S&P 500 ETF 0.33% 2,151 $1.5M Add +345.3%
CRM Salesforce Inc. 0.32% 9,182 $1.4M Add +11.5%
REGN Regeneron Pharmaceuticals 0.32% 2,271 $1.4M Add +9.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.32% 33,144 $1.4M Add +406.9%
WMT Walmart Inc. 0.31% 12,058 $1.4M Add +20.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 13,995 $1.3M Add +4.9%
XOM Exxon Mobil Corp. 0.30% 9,735 $1.3M Reduce -1.3%
NFLX Netflix Inc. 0.30% 18,476 $1.3M Add +8.1%
ABT Abbott Laboratories 0.30% 14,502 $1.3M Add +2.3%
ISRG Intuitive Surgical Inc. 0.28% 3,162 $1.3M Add +8.8%
LHX L3HARRIS Technologies Inc. 0.28% 4,323 $1.3M Add +6.0%
DLR Digital Realty Trust Inc. 0.27% 6,701 $1.2M Add +8.7%
PPG PPG Industries Inc. 0.26% 9,645 $1.2M Add +8.4%
ICE Intercontinental Exchange Inc. 0.26% 9,408 $1.2M Add +15.3%
ESGE iShares Inc. iShares ESG Awar 0.25% 20,210 $1.1M New
UNP Union Pacific Corp. 0.23% 3,796 $1.0M Add +2.4%
ADSK Autodesk Inc. 0.23% 5,296 $1.0M Add +11.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 20,330 $1.0M No change
C Citigroup Inc. 0.23% 7,317 $1.0M Add +9.0%
PLD Prologis Inc. 0.21% 6,819 $924K Add +2.1%
IWM iShares Russell 2000 ETF 0.21% 3,061 $920K Add +24.6%
AXP American Express Co. 0.20% 2,635 $891K Add +0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 3,116 $876K Add +1.2%
IJH iShares Core S&P Midcap ETF 0.20% 11,287 $870K Reduce -2.4%
LMT Lockheed Martin Corp. 0.20% 1,707 $870K Add +0.1%
IYW iShares Ustechnology ETF 0.18% 3,200 $807K No change
CSCO Cisco Systems Inc. 0.18% 6,837 $803K Add +0.5%
VEA Vanguard Ftse Developed ETF 0.17% 10,952 $780K Add +139.8%
GOOG Alphabet Inc. Class C 0.17% 2,189 $773K Reduce -2.7%
PEG Public Service Enterprise GP 0.17% 9,480 $769K Reduce -3.1%
AMGN Amgen Inc. 0.17% 2,106 $763K Reduce -0.5%
CCJ Cameco Corp. 0.17% 7,245 $738K Reduce -1.2%
ETN Eaton Corp. PLC 0.16% 1,695 $722K Add +3.7%
MDLZ Mondelez International Inc. Class A 0.15% 11,562 $669K Add +7.2%
VEEV Veeva Systems Inc. Class A 0.15% 3,688 $655K Reduce -23.9%
IWR iShares Russell Mid-Cap ETF 0.14% 5,838 $644K New
TPR Tapestry Inc. 0.14% 4,384 $642K Reduce -1.5%
ORCL Oracle Corp. 0.14% 4,315 $632K Reduce -2.5%
ADP Automatic Data Processing 0.14% 2,802 $628K Add +9.2%
COP Conocophillips 0.14% 5,809 $604K Add +0.2%
FDX FedEx Corp. 0.13% 1,907 $597K Reduce -1.2%
RSG Republic Services Inc. 0.13% 2,743 $584K Add +11.9%
MCK McKesson Corp. 0.13% 765 $578K Add +1.7%
ABBV Abbvie Inc. 0.13% 2,291 $577K Add +3.7%
JCI Johnson Controls Internation 0.13% 3,870 $565K Add +2.6%
AEP American Electric Power 0.13% 4,100 $561K Add +1.2%
MA Mastercard Inc. Class A 0.12% 1,040 $534K Reduce -2.6%
VST Vistra Corp. 0.12% 3,321 $527K Add +1.0%
MMM 3M Co. 0.12% 3,250 $526K Reduce -4.4%
MTB M & T Bank Corp. filed as M & T BK CORP 0.11% 2,149 $511K Add +1.7%
PHM Pultegroup Inc. 0.11% 3,719 $510K Reduce -8.3%
COLB Columbia Banking System Inc. 0.11% 15,000 $481K No change
NUE Nucor Corp. 0.11% 2,144 $478K Add +14.4%
GS Goldman Sachs Group Inc. 0.10% 462 $467K Add +0.2%
MDB Mongodb Inc. 0.10% 1,388 $466K Add +5.9%
ORLY O'reilly Automotive Inc. 0.10% 5,008 $461K No change
PM Philip Morris International 0.10% 2,549 $461K Add +17.7%
BWA Borgwarner Inc. 0.10% 6,902 $458K Add +1.5%
ADBE Adobe Inc. 0.10% 2,177 $446K Reduce -28.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,939 $445K Reduce -1.7%
TDY Teledyne Technologies Inc. 0.09% 617 $411K Add +22.9%
SHY iShares 1-3 Year Treasury Bo 0.09% 4,809 $395K Add +29.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.09% 4,810 $388K Reduce -7.7%
QCOM Qualcomm Inc. 0.09% 2,097 $388K Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 4,440 $382K Reduce -0.7%
IWB iShares Russell 1000 ETF 0.08% 913 $374K No change
SCHG Schwab US Large-Cap Growth 0.08% 10,740 $363K No change
BKNG Booking Holdings Inc. 0.08% 2,000 $356K Add +17.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 1,595 $348K No change
ACN Accenture PLC Class A 0.07% 2,688 $334K Reduce -41.2%
KMB Kimberly-Clark Corp. 0.07% 2,987 $328K Reduce -23.8%
IAU iShares Gold Trust 0.07% 4,230 $319K Add +37.4%
TSLA Tesla Inc. 0.07% 757 $318K Add +2.7%
EOG EOG Resources Inc. 0.07% 2,273 $295K Add +2.2%
BMI Badger Meter Inc. 0.06% 1,949 $289K No change
SPOT Spotify Technology SA 0.06% 599 $275K New
CL Colgate-Palmolive Co. 0.06% 2,900 $266K No change
MRSH Marsh & McLennan Cos 0.06% 1,529 $255K Reduce -11.9%
ESGD iShares Trust iShares ESG Aw 0.06% 2,469 $254K No change
APO Apollo Global Management Inc. 0.06% 2,133 $252K Reduce -48.6%
CP Canadian Pacific Kansas City 0.06% 2,884 $250K No change
TXN Texas Instruments Inc. 0.06% 838 $250K New
UNH Unitedhealth Group Inc. 0.06% 600 $249K New
STZ Constellation Brands Inc. Class A 0.05% 1,655 $230K Add +6.4%
EQIX Equinix Inc. 0.05% 219 $228K Reduce -6.4%
IVW iShares S&P 500 Growth ETF 0.05% 1,639 $225K New
DTD Wisdomtree US Total Dividend 0.05% 2,400 $224K No change
MDY State Street SPDR S&P Midcap 0.05% 314 $221K New
VIG Vanguard Dividend Apprec ETF 0.05% 925 $219K New
MDT Medtronic PLC 0.05% 2,770 $217K Add +4.7%
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.05% 3,849 $215K New
GSLC Goldman Activebeta US LC ETF 0.05% 1,492 $212K New
DVY iShares Select Dividend ETF 0.05% 1,350 $211K No change
KO The Coca-Cola Co. 0.05% 2,559 $208K New
PFE Pfizer Inc. 0.05% 8,568 $206K Add +6.2%
GERN Geron Corp. 0.00% 10,000 $13K No change

Portfolio Sells Q1 2026 → Q2 2026
IEI iShares 3-7 Year Treasury Bo Reduce -39.5% 1.28% −1.43
HCA HCA Healthcare Inc. Reduce -19.3% 0.50% −0.46
CMF iShares California Muni Bond Reduce -1.2% 1.04% −0.28
LLY Eli Lilly & Co. Reduce -24.1% 0.97% −0.28
ACN Accenture PLC Class A Reduce -41.2% 0.07% −0.18
XOM Exxon Mobil Corp. Reduce -1.3% 0.30% −0.18
PH Parker Hannifin Corp. Reduce -0.5% 1.00% −0.17
APD Air Products & Chemicals Inc. Reduce -4.7% 0.52% −0.17
HD Home Depot Inc. Reduce -10.8% 0.42% −0.14
ADBE Adobe Inc. Reduce -28.4% 0.10% −0.11
MUB iShares National Muni Bond E Reduce -3.5% 0.33% −0.10
VEEV Veeva Systems Inc. Class A Reduce -23.9% 0.15% −0.10
PCAR Paccar Inc. Reduce -1.0% 0.39% −0.09
APO Apollo Global Management Inc. Reduce -48.6% 0.06% −0.08
CME Cme Group Inc. Sold out 0.00% −0.07
IJK iShares S&P Mid-Cap 400 Grow Reduce -5.5% 0.42% −0.06
HON Honeywell International Inc. Sold out 0.00% −0.06
FDX FedEx Corp. Reduce -1.2% 0.13% −0.06
CCJ Cameco Corp. Reduce -1.2% 0.17% −0.06
PEG Public Service Enterprise GP Reduce -3.1% 0.17% −0.05
ORCL Oracle Corp. Reduce -2.5% 0.14% −0.04
AMGN Amgen Inc. Reduce -0.5% 0.17% −0.04
IJT iShares S&P Small-Cap 600 GR Reduce -4.2% 0.54% −0.04
TJX TJX Companies Inc. Reduce -1.7% 0.10% −0.04
TPR Tapestry Inc. Reduce -1.5% 0.14% −0.04
KMB Kimberly-Clark Corp. Reduce -23.8% 0.07% −0.03
MA Mastercard Inc. Class A Reduce -2.6% 0.12% −0.03
MRSH Marsh & McLennan Cos Reduce -11.9% 0.06% −0.03
IJH iShares Core S&P Midcap ETF Reduce -2.4% 0.20% −0.03
MMM 3M Co. Reduce -4.4% 0.12% −0.02
PHM Pultegroup Inc. Reduce -8.3% 0.11% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.7% 0.09% −0.02
EQIX Equinix Inc. Reduce -6.4% 0.05% −0.01
GOOG Alphabet Inc. Class C Reduce -2.7% 0.17% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.7% 0.09% −0.01
CAT Caterpillar Inc. Reduce -2.0% 1.46% +0.20
MU Micron Technology Inc. Reduce -12.7% 0.47% +0.27
AMD Advanced Micro Devices Reduce -1.8% 0.66% +0.36
LRCX Lam Research Corp. Reduce -7.3% 3.34% +1.08

Portfolio Buys Q1 2026 → Q2 2026
AGG iShares Core U.S. Aggregate Add +319.0% 5.35% +3.72
IEF iShares 7-10 Year Treasury B Add +112.7% 3.01% +1.19
EMXC iShares MSCI Emr MRK Ex Chna Add +5.9% 5.53% +0.42
PANW Palo Alto Networks Inc. Add +3.6% 0.95% +0.40
IEFA iShares Core MSCI Eafe ETF Add +29.1% 4.89% +0.37
DDOG Datadog Inc. Class A Add +1.8% 0.67% +0.29
VOO Vanguard S&P 500 ETF Add +345.3% 0.33% +0.25
ESGE iShares Inc. iShares ESG Awar New 0.25% +0.25
ASML ASML Holding NV-NY Reg SHS Add +1.6% 1.47% +0.25
CRWD CrowdStrike Holdings Inc. Class A Add +1.8% 0.68% +0.24
SHYG iShares 0-5 YR HY Corp. Bond Add +406.9% 0.32% +0.24
URI United Rentals Inc. Add +2.5% 0.87% +0.17
IJR iShares Core S&P Small-Cap E Add +46.3% 0.57% +0.16
IWR iShares Russell Mid-Cap ETF New 0.14% +0.14
IJJ iShares S&P Mid-Cap 400 Valu Add +31.3% 0.93% +0.12
VEA Vanguard Ftse Developed ETF Add +139.8% 0.17% +0.09
GOOGL Alphabet Inc. Class A Add +5.0% 3.63% +0.09
AVGO Broadcom Inc. Add +19.0% 0.60% +0.07
SPOT Spotify Technology SA New 0.06% +0.06
TXN Texas Instruments Inc. New 0.06% +0.06
UNH Unitedhealth Group Inc. New 0.06% +0.06
IVW iShares S&P 500 Growth ETF New 0.05% +0.05
MDY State Street SPDR S&P Midcap New 0.05% +0.05
VIG Vanguard Dividend Apprec ETF New 0.05% +0.05
PRFZ Inv Rafi US 1500 SM-Usd Inc. New 0.05% +0.05
GSLC Goldman Activebeta US LC ETF New 0.05% +0.05
DSI iShares ESG MSCI KLD 400 ETF Add +12.5% 1.27% +0.05
KO The Coca-Cola Co. New 0.05% +0.05
IWM iShares Russell 2000 ETF Add +24.6% 0.21% +0.03
CMI Cummins Inc. Add +0.5% 0.71% +0.03
CSCO Cisco Systems Inc. Add +0.5% 0.18% +0.03
IEMG iShares Core MSCI Emerging Add +7.8% 4.67% +0.03
IWF iShares Russell 1000 Growth Add +13.4% 0.46% +0.02
NUE Nucor Corp. Add +14.4% 0.11% +0.02
MDB Mongodb Inc. Add +5.9% 0.10% +0.01
C Citigroup Inc. Add +9.0% 0.23% +0.01
QCOM Qualcomm Inc. Add +0.5% 0.09% +0.01
IWD iShares Russell 1000 Value E Add +14.1% 0.48% +0.01
MS Morgan Stanley Add +1.1% 0.66% +0.01
TDY Teledyne Technologies Inc. Add +22.9% 0.09% +0.01
PM Philip Morris International Add +17.7% 0.10% +0.00
SHY iShares 1-3 Year Treasury Bo Add +29.5% 0.09% +0.00
BKNG Booking Holdings Inc. Add +17.6% 0.08% −0.00
BWA Borgwarner Inc. Add +1.5% 0.10% −0.00
PSA Public Storage Add +7.6% 0.54% −0.00
ETN Eaton Corp. PLC Add +3.7% 0.16% −0.00
IAU iShares Gold Trust Add +37.4% 0.07% −0.01
GS Goldman Sachs Group Inc. Add +0.2% 0.10% −0.01
TSLA Tesla Inc. Add +2.7% 0.07% −0.01
ABBV Abbvie Inc. Add +3.7% 0.13% −0.01

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