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:
2.21%
Gain
Monthly
0.08%
Yearly
0.96%
Drawdown
31.72%
$398.09M
Equity
Holdings
$398.09M
Investment
$297.31M
$106.32M
Profit -$1.37M
Realized
$5.54M
Unrealized
$100.78M
Dividends
$12.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.37M
Win %
72%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$932,809.31
Win %
72%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.82M
Win %
72%
This Year
Compared to last year
Gain
13.66%
Profit
$47.84M
Win %
72%
ABT Abbott Laboratories
+10.99%
+$139,086.18 
MCK McKesson Corporation
+5.57%
+$33,351.2 
ACN Accenture plc Class A
+5.25%
+$32,888.35 
GIS General Mills, Inc.
+4.98%
+$91,028.56 
ADBE Adobe Inc.
+4.78%
+$32,649.6 
CRM Salesforce Inc
+4.5%
+$61,843.1 
ADSK Autodesk, Inc.
+4.5%
+$44,602.34 
SYK Stryker Corporation
+4.17%
+$85,931.05 
MDLZ Mondelez International, Inc.
+4.09%
+$25,886.4 
ADP Automatic Data Processing Inc.
+3.99%
+$25,352.08 
ORLY O'Reilly Automotive Inc.
+3.84%
+$15,925.44 
MDT Medtronic plc
+3.8%
+$8,080.48 
IBM International Business Machines Corporation
+3.78%
+$24,609.23 
MRK Merck & Co., Inc.
+3.74%
+$67,927.86 
RSG Republic Services, Inc.
+3.59%
+$19,105.54 
PM Philip Morris International Inc.
+3.55%
+$13,899.3 
PLD Prologis Inc.
+3.48%
+$33,333.2 
BMI Badger Meter Inc.
+3.48%
+$9,764.49 
ABBV AbbVie Inc.
+3.41%
+$18,378.88 
UNP Union Pacific Corporation
+3.37%
+$36,070.03 
STZ Constellation Brands, Inc.
+3.22%
+$6,593.2 
AMGN Amgen Inc.
+3.22%
+$24,385.21 
VEEV Veeva Systems Inc.
+3.16%
+$29,663.64 
VZ Verizon Communications Inc.
+3.13%
+$67,273.36 
CL Colgate-Palmolive Company
+3.04%
+$8,062 
NSC Norfolk Southern Corporation
+2.98%
+$55,773.57 
PEP PepsiCo, Inc.
+2.93%
+$66,576.9 
MRSH Marsh & McLennan Companies, Inc.
+2.85%
+$8,714.72 
ISRG Intuitive Surgical, Inc.
+2.8%
+$31,675.4 
COST Costco Wholesale Corporation
+2.69%
+$102,438.81 
PSX Phillips 66
+2.65%
+$58,171.08 
CP Canadian Pacific Kansas City Limited
+2.6%
+$6,791.82 
TJX The TJX Companies, Inc.
+2.59%
+$11,690.9 
WMT Walmart Inc.
+2.59%
+$29,117.46 
KMB Kimberly-Clark Corporation
+2.58%
+$10,778.82 
MCD McDonald's Corporation
+2.57%
+$63,154.61 
MA Mastercard Incorporated
+2.46%
+$14,086.92 
COLB Columbia Banking System, Inc.
+2.13%
+$10,425 
HCA HCA Healthcare Inc.
+2.13%
+$57,812.4 
PPG PPG Industries Inc.
+2.12%
+$21,703.8 
PSA Public Storage Common Stock
+2.12%
+$47,130.71 
MSFT Microsoft Corp.
+2.09%
+$348,770.58 
V Visa Inc. Class A
+2.02%
+$73,499.67 
PG Procter & Gamble Co
+2.01%
+$54,957.16 
REGN Regeneron Pharmaceuticals, Inc.
+2.01%
+$27,557.34 
TPR Tapestry Inc.
+1.99%
+$12,421.08 
MTB M&T Bank Corporation
+1.92%
+$10,083.78 
PHM PulteGroup Inc.
+1.87%
+$9,533.95 
DIS The Walt Disney Company
+1.86%
+$24,091.33 
DVY iShares Select Dividend ETF
+1.64%
+$3,530.25 
ICE Intercontinental Exchange, Inc.
+1.62%
+$18,441.6 
PCAR PACCAR Inc.
+1.55%
+$27,813.42 
CB Chubb Limited
+1.51%
+$24,415.58 
URI United Rentals, Inc.
+1.48%
+$51,697.12 
LLY Eli Lilly and Company
+1.34%
+$73,171.2 
CVX Chevron Corporation
+1.33%
+$55,318.78 
IJS iShares S&P Small-Cap 600 Value ETF
+1.32%
+$41,872.39 
HD The Home Depot, Inc.
+1.24%
+$25,329.88 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$19,442.35 
XOM Exxon Mobil Corporation
+1.14%
+$16,269 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.14%
+$35,671.2 
PFE Pfizer Inc.
+1.09%
+$2,178.36 
JNJ Johnson & Johnson
+1.06%
+$51,452.74 
EOG EOG Resources, Inc.
+1.03%
+$3,135.84 
COP ConocoPhillips
+1.01%
+$6,549.48 
DE Deere & Company
+0.97%
+$28,414.5 
FDX FedEx Corporation
+0.93%
+$5,597.02 
NOW ServiceNow, Inc.
+0.76%
+$11,697.6 
IWD iShares Russell 1000 Value ETF
+0.74%
+$14,032.44 
AAPL Apple Inc.
+0.7%
+$131,661.26 
PH Parker-Hannifin Corporation
+0.66%
+$28,535.52 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$10,616.4 
APD Air Products and Chemicals, Inc.
+0.57%
+$13,939.12 
TMO Thermo Fisher Scientific Inc.
+0.57%
+$16,863.51 
BKNG Booking Holdings Inc.
+0.47%
+$1,445 
DTD WisdomTree U.S. Total Dividend Fund
+0.45%
+$1,020 
ALL Allstate Corporation
+0.45%
+$9,624.65 
NFLX Netflix, Inc.
+0.44%
+$5,552.95 
HON Honeywell International Inc.
+0.42%
+$460.3 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$7,388.52 
AEP American Electric Power Company, Inc.
+0.38%
+$2,025.5 
LMT Lockheed Martin Corporation
+0.35%
+$3,109.75 
VTV Vanguard Value ETF
+0.35%
+$1,204.22 
TDY Teledyne Technologies Incorporated
+0.27%
+$853.4 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$1,908.06 
MMM 3M Company
+0.21%
+$1,122 
AXP American Express Company
+0.16%
+$1,528.61 
APO Apollo Global Management, Inc.
+0.15%
+$767.57 
CME CME Group Inc.
+0.14%
+$309.49 
NEE NextEra Energy, Inc.
+0.12%
+$1,854.05 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$1,439.12 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$0.37 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
-6.62%
-$181,683.76 
MU Micron Technology, Inc.
-6.37%
-$119,708.38 
LRCX Lam Research Corporation
-5.41%
-$672,504.22 
VST Vistra Corp
-5.33%
-$28,079.52 
MS Morgan Stanley
-5.33%
-$168,278.88 
GS The Goldman Sachs Group, Inc.
-5.17%
-$27,457.16 
ORCL Oracle Corporation
-4.89%
-$28,709.1 
CAT Caterpillar Inc.
-4.74%
-$270,247.39 
AVGO Broadcom Inc.
-4.73%
-$111,377.8 
CCJ Cameco Corporation
-4.6%
-$30,692.79 
ETN Eaton Corporation plc
-4.48%
-$30,223.48 
QCOM QUALCOMM Incorporated
-3.97%
-$14,741.73 
CMI Cummins Inc.
-3.44%
-$100,989.85 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.8%
-$607,983.03 
NVDA NVIDIA Corporation
-2.77%
-$401,356.38 
CSCO Cisco Systems, Inc.
-2.6%
-$19,725.8 
C Citigroup Inc.
-2.54%
-$22,958.39 
BWA BorgWarner Inc.
-2.42%
-$10,540 
IYW iShares U.S. Technology ETF
-2.19%
-$17,376 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$397,496.88 
GOOGL Alphabet Inc
-1.91%
-$306,103.66 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$33,971.4 
IAU iShares Gold Trust
-1.81%
-$4,247.64 
GOOG Alphabet Inc
-1.81%
-$15,044.01 
JCI Johnson Controls International plc
-1.74%
-$9,349.6 
DLR Digital Realty Trust, Inc.
-1.73%
-$18,809.35 
META Meta Platforms Inc Class A
-1.69%
-$61,536.63 
EQIX Equinix, Inc.
-1.66%
-$3,980.34 
TSLA Tesla, Inc.
-1.44%
-$4,171.42 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$40,472.13 
VUG Vanguard Growth ETF
-1.25%
-$4,917 
ASML ASML Holding N.V. New York Registry Shares
-1.23%
-$72,257.76 
JPM JPMorgan Chase & Co.
-1.21%
-$89,158.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$3,790.61 
BLK BlackRock, Inc.
-1.04%
-$40,691.52 
LHX L3Harris Technologies, Inc.
-0.98%
-$11,497.14 
EFA iShares MSCI EAFE ETF
-0.86%
-$24,017.4 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$142,446.52 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.79%
-$2,024.58 
GERN Geron Corporation
-0.7%
-$100 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$2,578.67 
PEG Public Service Enterprise Group Incorporated
-0.63%
-$4,894 
MDB MongoDB Inc.
-0.62%
-$2,694.11 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.58%
-$11,085.36 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$9,902.71 
IVV iShares Core S&P 500 ETF
-0.57%
-$69,197.76 
VOO Vanguard S&P 500 ETF
-0.57%
-$1,907.85 
AMZN Amazon.com Inc
-0.55%
-$62,452.67 
DSI iShares MSCI KLD 400 Social ETF
-0.55%
-$27,643.2 
NUE Nucor Corporation
-0.52%
-$2,305.02 
IWB iShares Russell 1000 ETF
-0.49%
-$1,835.13 
BAC Bank of America Corporation
-0.47%
-$20,953.95 
DDOG Datadog, Inc. Class A Common Stock
-0.44%
-$13,178.88 
PANW Palo Alto Networks, Inc.
-0.37%
-$15,677.57 
IWM iShares Russell 2000 ETF
-0.26%
-$1,891.12 
CMF iShares California Muni Bond ETF
-0.24%
-$10,992.51 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$4,440.68 
MUB iShares National Muni Bond ETF
-0.12%
-$1,783 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,016.5 
VO Vanguard Mid-Cap ETF
-0.08%
-$338.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$2,334.26 
IEI iShares 3-7 Year Treasury Bond ETF
-0.03%
-$2,800.84 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.03%
-$708.95 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1272 | Longs Won 860/1272 67% | Profit Factor 7.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $546,862.06 |
| Average Win $141,965.42 | Best Trade (Jul 10) $9.88M | Sharpe Ratio -10.47 |
| Average Loss -$38,275.2 | Worst Trade (Jul 10) -$1.66M | Z-Score 9.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $83,585.6 |
| 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 | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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