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:
49.33%
Gain -0.09%
Monthly
1.32%
Yearly
17.06%
Drawdown
18.79%
$453.51M
Equity
Holdings
$453.51M
Investment
$344.97M
$115.01M
Profit -$259,895.75
Realized
$6.47M
Unrealized
$108.54M
Dividends
$14.18M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$259,895.75
Win %
71%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$3.76M
Win %
71%
This Month
Compared to last month
Gain
0.54%
Profit
$2.42M
Win %
71%
This Year
Compared to last year
Gain
1.57%
Profit
$7.01M
Win %
71%
NUE Nucor Corporation
+3.44%
+$18,802.88 
C Citigroup Inc.
+2.69%
+$24,219.27 
LMT Lockheed Martin Corporation
+2.6%
+$23,659 
PNC The PNC Financial Services Group, Inc.
+2.58%
+$79,008.76 
PM Philip Morris International Inc.
+2.33%
+$11,878.34 
JPM JPMorgan Chase & Co.
+2.25%
+$163,851.74 
BLK BlackRock, Inc.
+2.13%
+$97,447.55 
APO Apollo Global Management, Inc.
+1.95%
+$4,649.94 
BWA BorgWarner Inc.
+1.91%
+$7,730.24 
AEP American Electric Power Company, Inc.
+1.87%
+$9,527.58 
BAC Bank of America Corporation
+1.75%
+$69,591.79 
LHX L3Harris Technologies, Inc.
+1.7%
+$17,681.07 
PEP PepsiCo, Inc.
+1.69%
+$37,149 
ALL Allstate Corporation
+1.69%
+$38,334.37 
DLR Digital Realty Trust, Inc.
+1.66%
+$19,399.4 
ORLY O'Reilly Automotive Inc.
+1.64%
+$7,261.6 
PG Procter & Gamble Co
+1.63%
+$49,503.12 
MDLZ Mondelez International, Inc.
+1.59%
+$11,562.01 
PEG Public Service Enterprise Group Incorporated
+1.55%
+$10,333.2 
APD Air Products and Chemicals, Inc.
+1.5%
+$35,112.76 
AXP American Express Company
+1.5%
+$12,437.2 
COP ConocoPhillips
+1.49%
+$12,256.99 
NEE NextEra Energy, Inc.
+1.46%
+$20,544.75 
PSA Public Storage Common Stock
+1.43%
+$32,152.26 
JNJ Johnson & Johnson
+1.43%
+$73,348.35 
KO The Coca-Cola Company
+1.4%
+$3,288.32 
COLB Columbia Banking System, Inc.
+1.36%
+$5,850 
TJX The TJX Companies, Inc.
+1.33%
+$5,642.88 
STZ Constellation Brands, Inc.
+1.33%
+$2,846.6 
PPG PPG Industries Inc.
+1.3%
+$13,551.23 
KMB Kimberly-Clark Corporation
+1.29%
+$4,002.58 
EOG EOG Resources, Inc.
+1.28%
+$4,432.35 
TPR Tapestry Inc.
+1.25%
+$6,576 
PHM PulteGroup Inc.
+1.22%
+$5,113.62 
TXN Texas Instruments Inc
+1.21%
+$2,824.06 
HD The Home Depot, Inc.
+1.2%
+$19,708.29 
PCAR PACCAR Inc.
+1.19%
+$18,951.78 
LLY Eli Lilly and Company
+1.18%
+$52,921.69 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$20,593.06 
GS The Goldman Sachs Group, Inc.
+1.12%
+$4,601.51 
CL Colgate-Palmolive Company
+1.11%
+$2,987 
MRK Merck & Co., Inc.
+1.09%
+$23,466.16 
DVY iShares Select Dividend ETF
+1.03%
+$2,193.75 
COST Costco Wholesale Corporation
+1.02%
+$43,289.7 
PH Parker-Hannifin Corporation
+1.01%
+$44,099.19 
MMM 3M Company
+0.99%
+$5,330 
WMT Walmart Inc.
+0.98%
+$13,866.7 
VZ Verizon Communications Inc.
+0.97%
+$22,819.24 
CVX Chevron Corporation
+0.96%
+$50,324.16 
CMI Cummins Inc.
+0.94%
+$22,258.68 
SYK Stryker Corporation
+0.93%
+$20,393.03 
ISRG Intuitive Surgical, Inc.
+0.92%
+$12,458.31 
IEFA iShares Core MSCI EAFE ETF
+0.9%
+$195,212.33 
ASML ASML Holding N.V. New York Registry Shares
+0.88%
+$48,359.65 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.87%
+$2,209.76 
NSC Norfolk Southern Corporation
+0.85%
+$16,728.42 
BMI Badger Meter Inc.
+0.84%
+$2,085.43 
DIS The Walt Disney Company
+0.82%
+$12,735.45 
EFA iShares MSCI EAFE ETF
+0.82%
+$25,301.1 
MS Morgan Stanley
+0.8%
+$20,402.04 
FDX FedEx Corporation
+0.78%
+$4,405.15 
AAPL Apple Inc.
+0.78%
+$159,513.81 
PSX Phillips 66
+0.77%
+$25,806.97 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$5,695.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.74%
+$29,584.31 
ICE Intercontinental Exchange, Inc.
+0.72%
+$10,678.08 
CAT Caterpillar Inc.
+0.7%
+$31,706.34 
ABBV AbbVie Inc.
+0.68%
+$4,433.09 
UNP Union Pacific Corporation
+0.68%
+$7,478.08 
TDY Teledyne Technologies Incorporated
+0.67%
+$2,542.06 
AMGN Amgen Inc.
+0.64%
+$5,854.68 
V Visa Inc. Class A
+0.63%
+$28,237.37 
VTV Vanguard Value ETF
+0.63%
+$2,240.97 
PLD Prologis Inc.
+0.6%
+$5,182.44 
JCI Johnson Controls International plc
+0.59%
+$3,366.9 
DTD WisdomTree U.S. Total Dividend Fund
+0.58%
+$1,344 
CB Chubb Limited
+0.57%
+$10,279.73 
IAU iShares Gold Trust
+0.52%
+$1,734.3 
IJS iShares S&P Small-Cap 600 Value ETF
+0.52%
+$16,469.27 
ACN Accenture plc Class A
+0.51%
+$3,077.76 
MCK McKesson Corporation
+0.5%
+$3,832.65 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,054.5 
CCJ Cameco Corporation
+0.46%
+$2,753.1 
CP Canadian Pacific Kansas City Limited
+0.44%
+$1,095.92 
RSG Republic Services, Inc.
+0.43%
+$2,743.03 
IWD iShares Russell 1000 Value ETF
+0.43%
+$9,713.61 
XOM Exxon Mobil Corporation
+0.4%
+$6,717.15 
EQIX Equinix, Inc.
+0.38%
+$835.48 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$7,250.66 
ABT Abbott Laboratories
+0.37%
+$5,655.78 
TSLA Tesla, Inc.
+0.36%
+$984.1 
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$7,246.68 
MRSH Marsh & McLennan Companies, Inc.
+0.29%
+$840.95 
MCD McDonald's Corporation
+0.29%
+$7,190.88 
GIS General Mills, Inc.
+0.29%
+$4,661.84 
MA Mastercard Incorporated
+0.27%
+$1,716 
PFE Pfizer Inc.
+0.24%
+$614.33 
ADP Automatic Data Processing Inc.
+0.24%
+$1,905.36 
IJH iShares Core S&P Mid-Cap ETF
+0.14%
+$1,185.15 
VO Vanguard Mid-Cap ETF
+0.14%
+$553.15 
MDY SPDR S&P MidCap 400 ETF Trust
+0.14%
+$282.6 
NVDA NVIDIA Corporation
+0.13%
+$20,408.17 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$27,735.81 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.12%
+$2,581.6 
VST Vistra Corp
+0.11%
+$564.57 
IEI iShares 3-7 Year Treasury Bond ETF
+0.1%
+$5,569.8 
IEF iShares 7-10 Year Treasury Bond ETF
+0.09%
+$11,345.76 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$336.63 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$711.55 
ETN Eaton Corporation plc
+0.06%
+$372.88 
CMF iShares California Muni Bond ETF
+0.06%
+$2,412.78 
MDB MongoDB Inc.
-6.73%
-$34,235.01 
DDOG Datadog, Inc. Class A Common Stock
-6.29%
-$191,940.84 
PANW Palo Alto Networks, Inc.
-5.07%
-$233,416.5 
CRWD CrowdStrike Holdings, Inc.
-4.95%
-$191,871 
NOW ServiceNow, Inc.
-3.74%
-$94,672.07 
MU Micron Technology, Inc.
-3.55%
-$59,931.28 
AMD Advanced Micro Devices, Inc.
-3.22%
-$92,339.52 
CRM Salesforce Inc
-2.76%
-$62,529.51 
NFLX Netflix, Inc.
-2.49%
-$33,441.56 
LRCX Lam Research Corporation
-2.47%
-$235,832.74 
ORCL Oracle Corporation
-2.42%
-$14,066.9 
ADBE Adobe Inc.
-2.41%
-$13,214.39 
META Meta Platforms Inc Class A
-2.12%
-$95,000.66 
UNH UnitedHealth Group Incorporated
-2.11%
-$5,154 
GERN Geron Corporation
-2.03%
-$250 
AVGO Broadcom Inc.
-1.97%
-$48,165.05 
ADSK Autodesk, Inc.
-1.45%
-$18,853.76 
QCOM QUALCOMM Incorporated
-1.36%
-$5,087.11 
CSCO Cisco Systems, Inc.
-1.31%
-$9,845.28 
IYW iShares U.S. Technology ETF
-1.3%
-$10,752 
GOOGL Alphabet Inc
-1.13%
-$179,041.65 
TMO Thermo Fisher Scientific Inc.
-1.11%
-$47,724.96 
GOOG Alphabet Inc
-0.99%
-$7,497.32 
ESGE iShares ESG Aware MSCI EM ETF
-0.89%
-$9,296.6 
IBM International Business Machines Corporation
-0.86%
-$6,294.32 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.86%
-$195,275.94 
MSFT Microsoft Corp.
-0.84%
-$213,565.48 
IWF iShares Russell 1000 Growth ETF
-0.8%
-$16,372.62 
SPOT Spotify Technology S.A.
-0.72%
-$2,300.16 
VUG Vanguard Growth ETF
-0.71%
-$2,841.6 
MTB M&T Bank Corporation
-0.71%
-$3,330.93 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$138,216.74 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.7%
-$2,685 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.6%
-$1,393.15 
AMZN Amazon.com Inc
-0.55%
-$63,818 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.44%
-$885.27 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.36%
-$6,267.86 
REGN Regeneron Pharmaceuticals, Inc.
-0.34%
-$6,052.22 
HCA HCA Healthcare Inc.
-0.33%
-$9,033.18 
DSI iShares MSCI KLD 400 Social ETF
-0.28%
-$16,344.24 
MDT Medtronic plc
-0.21%
-$554 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.18%
-$395.38 
IWM iShares Russell 2000 ETF
-0.16%
-$1,362.11 
VEEV Veeva Systems Inc.
-0.11%
-$1,290.8 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$1,875.29 
IVV iShares Core S&P 500 ETF
-0.1%
-$13,151.09 
IWB iShares Russell 1000 ETF
-0.09%
-$346.94 
VOO Vanguard S&P 500 ETF
-0.09%
-$1,333.62 
IWR iShares Russell Mid-Cap ETF
-0.08%
-$525.42 
URI United Rentals, Inc.
-0.07%
-$2,372.03 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$828.6 
BKNG Booking Holdings Inc.
-0.04%
-$140 
MUB iShares National Muni Bond ETF
-0.02%
-$343.98 
DE Deere & Company
-0.01%
-$516.5 Events
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Dividends
Dividend Analysis
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| Trades 1421 | Longs Won 971/1421 68% | Profit Factor 8.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $515,523.57 |
| Average Win $135,175.54 | Best Trade (Oct 15) $9.18M | Sharpe Ratio -11.55 |
| Average Loss -$36,097.28 | Worst Trade (Oct 15) -$1.86M | Z-Score 11.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 5d | Expectancy $80,937.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,743 | $10.79M | $20.59M | - | $9.81M | 90.91% | +0.781% |
| ABBV AbbVie Inc. | 2,291 | $424,413.17 | $653,702.48 | - | $229,289.31 | 54.03% | +0.683% |
| ABT Abbott Laboratories | 14,502 | $1.71M | $1.52M | - | -$188,443.8 | -11.01% | +0.373% |
| ACN Accenture plc Class A | 2,688 | $841,623.65 | $607,662.72 | - | -$233,960.93 | -27.8% | +0.509% |
| ADBE Adobe Inc. | 2,177 | $1.02M | $534,671.2 | - | -$484,180.63 | -47.52% | -2.412% |
| ADP Automatic Data Processing Inc. | 2,802 | $728,129.38 | $802,296.66 | - | $74,167.28 | 10.19% | +0.238% |
| ADSK Autodesk, Inc. | 5,296 | $1.35M | $1.28M | - | -$65,789.64 | -4.89% | -1.452% |
| AEP American Electric Power Company, Inc. | 4,100 | $389,283.77 | $519,116.58 | - | $129,832.81 | 33.35% | +1.87% |
| AGG iShares Core U.S. Aggregate Bond ETF | 241,181 | $23.93M | $23.04M | - | -$890,545.62 | -3.72% | +0.121% |
| ALL Allstate Corporation | 9,477 | $1.69M | $2.31M | - | $622,910.53 | 36.94% | +1.688% |
| AMD Advanced Micro Devices, Inc. | 5,096 | $689,897.6 | $2.77M | - | $2.08M | 301.91% | -3.223% |
| AMGN Amgen Inc. | 2,106 | $596,332.41 | $919,921.86 | - | $323,589.45 | 54.26% | +0.641% |
| AMZN Amazon.com Inc | 45,748 | $8.72M | $11.59M | - | $2.87M | 32.9% | -0.548% |
| APD Air Products and Chemicals, Inc. | 7,864 | $2M | $2.37M | - | $372,103.33 | 18.65% | +1.505% |
| APO Apollo Global Management, Inc. | 2,133 | $288,427.47 | $243,268.65 | - | -$45,158.82 | -15.66% | +1.949% |
| ASML ASML Holding N.V. New York Registry Shares | 3,301 | $2.76M | $5.52M | - | $2.76M | 99.67% | +0.884% |
| AVGO Broadcom Inc. | 7,104 | $2.03M | $2.4M | - | $366,062.17 | 18.02% | -1.969% |
| AXP American Express Company | 2,635 | $636,446.35 | $839,484.65 | - | $203,038.3 | 31.9% | +1.504% |
| BAC Bank of America Corporation | 76,897 | $3.04M | $4.05M | - | $1M | 33.03% | +1.75% |
| BKNG Booking Holdings Inc. | 2,000 | $300,501.12 | $331,460 | - | $30,958.88 | 10.3% | -0.042% |
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Option values are updated at end of day.
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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 - $1.74M, iShares Core S&P 500 ETF - $1.37M, Alphabet Inc - $1.24M, Lam Research Corporation - $1.23M, 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 - $382,531.27, 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 $14.18M 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 3-7 Year Treasury Bond ETF - $833,855.85, iShares MSCI Emerging Markets ex China ETF - $830,397.36, and iShares Core U.S. Aggregate Bond ETF - $523,029.23. 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.
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