Columbia Bank Portfolio
Invests via Columbia Bank | Managed by David Bell
Invests via Columbia Bank
Managed by David Bell
Automatically Tracked
Columbia Bank Profile
Regional commercial bank focused on middle-market lending, treasury services and retail deposits in the Pacific Northwest and New Jersey markets. Columbia Bank operates a branch network and commercial lending platform supporting SMEs, commercial real estate and mortgage origination; balance-sheet lending complements fee income from wealth management and payment services.
Regional commercial bank focused on middle-market lending, treasury services and retail deposits in the Pacific Northwest and New Jersey markets. Columbia Bank operates a branch network and commercial lending platform supporting SMEs, commercial real estate and mortgage origination; balance-sheet lending complements fee income from wealth management and payment services.
Investment Philosophy & Strategy
Balances core commercial lending to middle-market businesses and CRE with deposit-driven funding to prioritize stable net interest margin and fee diversification. Emphasizes conservative underwriting, granular local market knowledge, and relationship-based credit assessment to manage concentration and credit cycle risk. Capital deployment targets originations in healthcare, professional services, owner-occupied real estate and first-lien mortgages while scaling treasury, payments and wealth fees to smooth earnings. Growth orientation is measured—organic branch and digital expansion paired with disciplined capital ratios, active liquidity management, and incremental M&A to deepen footprints in the Pacific Northwest and New Jersey.
Balances core commercial lending to middle-market businesses and CRE with deposit-driven funding to prioritize stable net interest margin and fee diversification. Emphasizes conservative underwriting, granular local market knowledge, and relationship-based credit assessment to manage concentration and credit cycle risk. Capital deployment targets originations in healthcare, professional services, owner-occupied real estate and first-lien mortgages while scaling treasury, payments and wealth fees to smooth earnings. Growth orientation is measured—organic branch and digital expansion paired with disciplined capital ratios, active liquidity management, and incremental M&A to deepen footprints in the Pacific Northwest and New Jersey.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
50.25%
Gain -0.66%
Monthly
1.41%
Yearly
18.31%
Drawdown
18.79%
$455.73M
Equity
Holdings
$455.73M
Investment
$344.97M
$117.23M
Profit -$2.15M
Realized
$6.47M
Unrealized
$110.76M
Dividends
$13.15M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$2.15M
Win %
72%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.5M
Win %
72%
This Month
Compared to last month
Gain
-0.47%
Profit
-$2.15M
Win %
72%
This Year
Compared to last year
Gain
2.06%
Profit
$9.23M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$1.65M 
ETN Eaton Corporation plc
+7.32%
+$47,985.45 
GOOG Alphabet Inc
+6.88%
+$50,281.33 
GOOGL Alphabet Inc
+6.73%
+$1.02M 
APO Apollo Global Management, Inc.
+4.44%
+$11,390.22 
MDB MongoDB Inc.
+3.56%
+$16,100.81 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$55,162.52 
META Meta Platforms Inc Class A
+3.28%
+$107,529.71 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$89,360.16 
BMI Badger Meter Inc.
+3.04%
+$7,718.06 
MSFT Microsoft Corp.
+3.02%
+$643,530.91 
NVDA NVIDIA Corporation
+2.93%
+$401,830.32 
CVX Chevron Corporation
+2.35%
+$108,317.28 
ORLY O'Reilly Automotive Inc.
+2.28%
+$9,965.92 
EOG EOG Resources, Inc.
+2.19%
+$7,228.16 
CSCO Cisco Systems, Inc.
+2.14%
+$16,613.91 
PSA Public Storage Common Stock
+2.12%
+$51,199.68 
JCI Johnson Controls International plc
+1.93%
+$10,758.6 
LHX L3Harris Technologies, Inc.
+1.9%
+$22,306.71 
PANW Palo Alto Networks, Inc.
+1.89%
+$76,438.35 
CRM Salesforce Inc
+1.83%
+$30,392.36 
ORCL Oracle Corporation
+1.81%
+$9,967.65 
HCA HCA Healthcare Inc.
+1.72%
+$39,249.54 
ACN Accenture plc Class A
+1.61%
+$7,069.47 
VZ Verizon Communications Inc.
+1.52%
+$37,147.6 
LMT Lockheed Martin Corporation
+1.5%
+$14,731.41 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,146.88 
PH Parker-Hannifin Corporation
+1.43%
+$62,530.97 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$72,951.52 
COP ConocoPhillips
+1.22%
+$8,423.06 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,081.2 
VUG Vanguard Growth ETF
+1.1%
+$4,129.2 
VEEV Veeva Systems Inc.
+1.1%
+$8,187.36 
NOW ServiceNow, Inc.
+1.05%
+$19,787.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$226,617.08 
ADBE Adobe Inc.
+1.01%
+$5,464.29 
URI United Rentals, Inc.
+0.99%
+$36,280.22 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,942.64 
ADP Automatic Data Processing Inc.
+0.98%
+$7,257.15 
UNP Union Pacific Corporation
+0.92%
+$10,135.36 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$9,498.72 
IBM International Business Machines Corporation
+0.86%
+$5,951.5 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,105.32 
MCD McDonald's Corporation
+0.82%
+$22,281.7 
TSLA Tesla, Inc.
+0.76%
+$1,786.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$14,718.82 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$140,730.05 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,212.65 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,453.95 
CAT Caterpillar Inc.
+0.7%
+$34,671.99 
IVV iShares Core S&P 500 ETF
+0.69%
+$87,449.6 
IWB iShares Russell 1000 ETF
+0.64%
+$2,355.55 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,223.44 
PSX Phillips 66
+0.51%
+$12,582.85 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$16,498.54 
NSC Norfolk Southern Corporation
+0.46%
+$9,394.67 
IYW iShares U.S. Technology ETF
+0.46%
+$3,455.95 
IWD iShares Russell 1000 Value ETF
+0.44%
+$9,713.61 
PFE Pfizer Inc.
+0.4%
+$856.8 
AVGO Broadcom Inc.
+0.37%
+$10,229.76 
PG Procter & Gamble Co
+0.37%
+$10,268.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,325.86 
BAC Bank of America Corporation
+0.36%
+$16,917.34 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$6,407.56 
MRK Merck & Co., Inc.
+0.32%
+$6,089.47 
JPM JPMorgan Chase & Co.
+0.27%
+$20,427.14 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$600 
JNJ Johnson & Johnson
+0.21%
+$10,753.7 
CMI Cummins Inc.
+0.19%
+$5,409.61 
MS Morgan Stanley
+0.17%
+$5,030.67 
CB Chubb Limited
+0.15%
+$2,697.17 
MMM 3M Company
+0.12%
+$682.48 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,138.29 
C Citigroup Inc.
+0.1%
+$951.14 
NUE Nucor Corporation
+0.1%
+$536 
WMT Walmart Inc.
+0.09%
+$1,205.82 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$2,949.97 
ABT Abbott Laboratories
+0.09%
+$1,305.18 
COLB Columbia Banking System, Inc.
+0.06%
+$300 
AEP American Electric Power Company, Inc.
+0.06%
+$287 
DIS The Walt Disney Company
+0.03%
+$419.85 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$331.44 
AAPL Apple Inc.
-7.35%
-$1.46M 
SYK Stryker Corporation
-6.42%
-$166,879.79 
MU Micron Technology, Inc.
-5.9%
-$93,708.34 
SPOT Spotify Technology S.A.
-4.34%
-$13,579.32 
GERN Geron Corporation
-3.73%
-$500 
EQIX Equinix, Inc.
-2.7%
-$6,186.75 
QCOM QUALCOMM Incorporated
-2.63%
-$8,367.05 
ABBV AbbVie Inc.
-2.51%
-$14,822.77 
ICE Intercontinental Exchange, Inc.
-2.42%
-$35,656.32 
DLR Digital Realty Trust, Inc.
-2.42%
-$31,293.67 
CCJ Cameco Corporation
-2.1%
-$13,403.25 
NFLX Netflix, Inc.
-2%
-$26,974.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$47,087.14 
GIS General Mills, Inc.
-1.84%
-$32,878.24 
APD Air Products and Chemicals, Inc.
-1.77%
-$41,757.84 
PHM PulteGroup Inc.
-1.76%
-$8,442.17 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,242.01 
LRCX Lam Research Corporation
-1.58%
-$161,576.98 
IAU iShares Gold Trust
-1.46%
-$4,779.9 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$74,074.24 
PPG PPG Industries Inc.
-1.35%
-$14,563.94 
MDLZ Mondelez International, Inc.
-1.22%
-$8,902.76 
TJX The TJX Companies, Inc.
-1.21%
-$5,642.85 
NEE NextEra Energy, Inc.
-1.15%
-$18,043.65 
DE Deere & Company
-1.13%
-$35,128.75 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$8,247.6 
TXN Texas Instruments Inc
-1.08%
-$2,530.78 
PLD Prologis Inc.
-1.08%
-$10,774.02 
MCK McKesson Corporation
-1.08%
-$7,129.81 
BWA BorgWarner Inc.
-1.04%
-$4,624.34 
KO The Coca-Cola Company
-1.02%
-$2,303.1 
XOM Exxon Mobil Corporation
-0.97%
-$14,894.55 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,782.76 
PCAR PACCAR Inc.
-0.81%
-$15,564.96 
KMB Kimberly-Clark Corporation
-0.8%
-$2,628.56 
MA Mastercard Incorporated
-0.74%
-$4,420 
BLK BlackRock, Inc.
-0.73%
-$32,598.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,147.4 
AMGN Amgen Inc.
-0.64%
-$5,222.9 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$142,177.77 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,993.76 
EFA iShares MSCI EAFE ETF
-0.62%
-$19,645.56 
PM Philip Morris International Inc.
-0.61%
-$3,007.79 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,580.16 
LLY Eli Lilly and Company
-0.53%
-$22,031.22 
ALL Allstate Corporation
-0.49%
-$12,320.22 
IWM iShares Russell 2000 ETF
-0.47%
-$4,254.76 
PEP PepsiCo, Inc.
-0.46%
-$10,931.2 
DVY iShares Select Dividend ETF
-0.45%
-$971.97 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$15,249.97 
HD The Home Depot, Inc.
-0.42%
-$7,424.1 
AXP American Express Company
-0.38%
-$3,346.42 
FDX FedEx Corporation
-0.37%
-$2,193.05 
MDT Medtronic plc
-0.37%
-$886.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$823.25 
RSG Republic Services, Inc.
-0.37%
-$2,139.54 
ADSK Autodesk, Inc.
-0.33%
-$4,077.92 
CL Colgate-Palmolive Company
-0.33%
-$870 
VST Vistra Corp
-0.29%
-$1,428.03 
MTB M&T Bank Corporation
-0.29%
-$1,525.81 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,809.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$36,873.72 
VTV Vanguard Value ETF
-0.27%
-$941.03 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$60,295.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$10,655.96 
COST Costco Wholesale Corporation
-0.24%
-$9,899.63 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$461.88 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$6,764.94 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$5,027.29 
BKNG Booking Holdings Inc.
-0.18%
-$680.04 
TPR Tapestry Inc.
-0.14%
-$920.64 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$7,749.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$273.18 
STZ Constellation Brands, Inc.
-0.12%
-$248.25 
MUB iShares National Muni Bond ETF
-0.11%
-$1,651.08 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$902.96 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,016.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,269.44 
CMF iShares California Muni Bond ETF
-0.05%
-$2,412.78 
VO Vanguard Mid-Cap ETF
-0.05%
-$192.4 
V Visa Inc. Class A
-0.04%
-$1,559.35 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$689.99 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$48.1 Events
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Dividends
Dividend Analysis
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| Trades 1421 | Longs Won 983/1421 69% | Profit Factor 9.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $508,323.61 |
| Average Win $133,505.36 | Best Trade (Aug 28) $9.15M | Sharpe Ratio -9.81 |
| Average Loss -$31,980.38 | Worst Trade (Aug 02) -$1.67M | Z-Score 15.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $82,497.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,743 | $10.79M | $18.46M | - | $7.67M | 71.1% | -7.354% |
| ABBV AbbVie Inc. | 2,291 | $424,413.17 | $574,903.54 | - | $150,490.37 | 35.46% | -2.513% |
| ABT Abbott Laboratories | 14,502 | $1.71M | $1.53M | - | -$179,307.54 | -10.47% | +0.085% |
| ACN Accenture plc Class A | 2,688 | $841,623.65 | $445,992.96 | - | -$395,630.69 | -47.01% | +1.611% |
| ADBE Adobe Inc. | 2,177 | $1.02M | $545,142.57 | - | -$473,709.26 | -46.49% | +1.013% |
| ADP Automatic Data Processing Inc. | 2,802 | $728,129.38 | $746,620.89 | - | $18,491.51 | 2.54% | +0.982% |
| ADSK Autodesk, Inc. | 5,296 | $1.35M | $1.24M | - | -$104,980.04 | -7.8% | -0.328% |
| AEP American Electric Power Company, Inc. | 4,100 | $389,283.77 | $524,185 | - | $134,901.23 | 34.65% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 241,181 | $23.93M | $23.48M | - | -$445,566.67 | -1.86% | -0.256% |
| ALL Allstate Corporation | 9,477 | $1.69M | $2.5M | - | $816,572.91 | 48.43% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 5,096 | $689,897.6 | $2.43M | - | $1.74M | 251.71% | -1.904% |
| AMGN Amgen Inc. | 2,106 | $596,332.41 | $811,146.96 | - | $214,814.55 | 36.02% | -0.64% |
| AMZN Amazon.com Inc | 45,748 | $8.72M | $12.42M | - | $3.7M | 42.45% | +15.321% |
| APD Air Products and Chemicals, Inc. | 7,864 | $2M | $2.32M | - | $323,543.21 | 16.21% | -1.769% |
| APO Apollo Global Management, Inc. | 2,133 | $288,427.47 | $267,883.47 | - | -$20,544 | -7.12% | +4.441% |
| ASML ASML Holding N.V. New York Registry Shares | 3,301 | $2.76M | $5.38M | - | $2.61M | 94.53% | -1.359% |
| AVGO Broadcom Inc. | 7,104 | $2.03M | $2.77M | - | $733,552.09 | 36.1% | +0.371% |
| AXP American Express Company | 2,635 | $636,446.35 | $886,018.75 | - | $249,572.4 | 39.21% | -0.376% |
| BAC Bank of America Corporation | 76,897 | $3.04M | $4.76M | - | $1.72M | 56.66% | +0.356% |
| BKNG Booking Holdings Inc. | 2,000 | $300,501.12 | $385,799.98 | - | $85,298.86 | 28.39% | -0.176% |
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FAQ
Which stocks have generated the highest profits for Columbia Bank?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.72M, iShares Core S&P 500 ETF - $1.33M, Alphabet Inc - $1.23M, Lam Research Corporation - $1.22M, and iShares Core MSCI Emerging Markets ETF - $979,878.14. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $1.1M, Dow Inc - $529,484.39, Adobe Inc - $403,274.57, Accenture plc Class A - $387,127.75, and Nike, Inc. - Class B - $295,263.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Columbia Bank's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.15M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $933,333.79, iShares Core MSCI Emerging Markets ETF - $851,938.81, iShares MSCI Emerging Markets ex China ETF - $830,397.36, iShares 3-7 Year Treasury Bond ETF - $815,871.71, and iShares Core U.S. Aggregate Bond ETF - $441,736.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Columbia Bank's monthly returns?
Columbia Bank's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Columbia Bank's strategy be considered aggressive or moderate?
Columbia Bank's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Columbia Bank's strategy?
Columbia Bank's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
