Columbia Bank

CIK 0002017259 • 5 13F filings • Aug 12, 2025 – Jul 24, 2026

Import this data to Google Sheets with:

=jivedata("columbia-bank","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Columbia Bank, SVP, Director of Operations/Columbia Trust Company
Address: 5885 Meadows Rd, Suite 400, Lake Oswego, OR, 97035
Phone: 503-224-2472
AUM: $360.0M

AUM over time

$446.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $360.0M1 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$544K	0.2%Prev: 0.1%	3,400 SH	Increased
ABBOTT LABS	COM	$1.9M	0.5%Prev: 0.5%	15,070 SH	Decreased+52 SH
ABBVIE INC	COM	$473K	0.1%Prev: 0.2%	2,068 SH	Decreased-411 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.3%Prev: 0.3%	4,093 SH	Increased-378 SH
ADOBE INC	COM	$1.1M	0.3%Prev: 0.4%	3,065 SH	Decreased-886 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.3%Prev: 0.4%	5,154 SH	Decreased-355 SH
AIR PRODS & CHEMS INC	COM	$2.0M	0.6%Prev: 0.6%	8,282 SH	Decreased+159 SH
ALLSTATE CORP	COM	$1.9M	0.5%Prev: 0.5%	9,244 SH	Increased-191 SH
ALPHABET INC	CAP STK CL A	$14.4M	4.0%Prev: 3.6%	45,948 SH	Increased-4,654 SH
ALPHABET INC	CAP STK CL C	$747K	0.2%Prev: 0.2%	2,379 SH	Increased-55 SH
AMAZON COM INC	COM	$10.2M	2.8%Prev: 2.6%	44,060 SH	Increased+329 SH
AMERICAN ELEC PWR CO INC	COM	$502K	0.1%Prev: 0.2%	4,357 SH	Decreased-211 SH
AMERICAN EXPRESS CO	COM	$969K	0.3%Prev: 0.2%	2,619 SH	Increased-16 SH
AMGEN INC	COM	$700K	0.2%Prev: 0.2%	2,139 SH	Increased
APOLLO GLOBAL MGMT INC	COM	$510K	0.1%Prev: 0.1%	3,520 SH	Increased-135 SH
APPLE INC	COM	$16.0M	4.4%Prev: 4.4%	58,791 SH	Increased-3,848 SH
ASML HOLDING N V	N Y REGISTRY SHS	$3.7M	1.0%Prev: 1.0%	3,474 SH	Increased-136 SH
AUTODESK INC	COM	$1.4M	0.4%Prev: 0.4%	4,833 SH	Decreased-178 SH
AUTOMATIC DATA PROCESSING IN	COM	$911K	0.3%Prev: 0.3%	3,541 SH	Decreased-87 SH
BADGER METER INC	COM	$410K	0.1%Prev: 0.1%	2,349 SH	Decreased
BANK AMERICA CORP	COM	$4.0M	1.1%Prev: 1.1%	73,006 SH	Increased-2,490 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.5%Prev: 0.4%	3,263 SH	Increased+261 SH
BLACKROCK INC	COM	$3.9M	1.1%Prev: 1.2%	3,679 SH	Decreased-27 SH
BOOKING HOLDINGS INC	COM	$391K	0.1%Prev: 0.1%	73 SH	Increased-3 SH
BORGWARNER INC	COM	$305K	0.1%Prev: 0.1%	6,767 SH	Increased-153 SH
BROADCOM INC	COM	$2.0M	0.6%Prev: 0.5%	5,782 SH	Increased+280 SH
CAMECO CORP	COM	$680K	0.2%Prev: 0.2%	7,435 SH	Decreased-322 SH
CANADIAN PACIFIC KANSAS CITY	COM	$212K	0.1%Prev: 0.1%	2,884 SH	Decreased
CATERPILLAR INC	COM	$3.8M	1.1%Prev: 1.1%	6,629 SH	Decreased-574 SH
CHEVRON CORP NEW	COM	$3.6M	1.0%Prev: 1.0%	23,753 SH	Decreased-144 SH
CHUBB LIMITED	COM	$1.5M	0.4%Prev: 0.4%	4,849 SH	Increased+29 SH
CISCO SYS INC	COM	$706K	0.2%Prev: 0.2%	9,167 SH	Increased-646 SH
CITIGROUP INC	COM NEW	$793K	0.2%Prev: 0.2%	6,795 SH	Increased-856 SH
CME GROUP INC	COM	$241K	0.1%Prev: 0.1%	882 SH	Decreased-35 SH
COLGATE PALMOLIVE CO	COM	$229K	0.1%Prev: 0.1%	2,900 SH	Increased
COLUMBIA BKG SYS INC	COM	$419K	0.1%Prev: 0.1%	15,000 SH	Increased
CONOCOPHILLIPS	COM	$543K	0.2%Prev: 0.1%	5,798 SH	Increased-204 SH
CONSTELLATION BRANDS INC	CL A	$256K	0.1%Prev: 0.1%	1,855 SH	Decreased-58 SH
COSTCO WHSL CORP NEW	COM	$3.6M	1.0%Prev: 1.1%	4,195 SH	Decreased+49 SH
CROWDSTRIKE HLDGS INC	CL A	$1.9M	0.5%Prev: 0.6%	4,027 SH	Decreased-175 SH
CUMMINS INC	COM	$2.4M	0.7%Prev: 0.6%	4,654 SH	Increased-238 SH
DANAHER CORPORATION	COM	$318K	0.1%Prev: 0.1%	1,389 SH	Increased
DATADOG INC	CL A COM	$1.5M	0.4%Prev: 0.5%	11,208 SH	Decreased-90 SH
DEERE & CO	COM	$2.4M	0.7%Prev: 0.6%	5,221 SH	Increased+148 SH
DIGITAL RLTY TR INC	COM	$946K	0.3%Prev: 0.3%	6,114 SH	Decreased+137 SH
DISNEY WALT CO	COM	$1.6M	0.4%Prev: 0.4%	13,962 SH	Increased+77 SH
EATON CORP PLC	SHS	$521K	0.1%Prev: 0.2%	1,635 SH	Decreased-178 SH
ELI LILLY & CO	COM	$5.2M	1.4%Prev: 1.2%	4,834 SH	Increased-379 SH
EOG RES INC	COM	$232K	0.1%Prev: 0.1%	2,210 SH	Decreased-116 SH
EXXON MOBIL CORP	COM	$1.2M	0.3%Prev: 0.3%	9,851 SH	Increased
FEDEX CORP	COM	$558K	0.2%Prev: 0.1%	1,932 SH	Increased-181 SH
GENERAL MLS INC	COM	$2.3M	0.6%Prev: 0.7%	49,382 SH	Decreased
GERON CORP	COM	$13K	0.0%Prev: 0.0%	10,000 SH	Increased
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$211K	0.1%	1,592 SH	New
GOLDMAN SACHS GROUP INC	COM	$401K	0.1%Prev: 0.1%	456 SH	Decreased-69 SH
HCA HEALTHCARE INC	COM	$3.5M	1.0%Prev: 0.9%	7,480 SH	Increased-369 SH
HOME DEPOT INC	COM	$2.1M	0.6%Prev: 0.7%	5,978 SH	Decreased-387 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.3M	0.4%Prev: 0.3%	7,823 SH	Increased+815 SH
INTERNATIONAL BUSINESS MACHS	COM	$898K	0.2%Prev: 0.2%	3,030 SH	Increased-27 SH
INTUITIVE SURGICAL INC	COM NEW	$1.7M	0.5%Prev: 0.4%	2,999 SH	Increased-13 SH
ISHARES INC	CORE MSCI EMKT	$16.1M	4.5%Prev: 4.3%	240,185 SH	Increased+6,962 SH
ISHARES INC	MSCI EMRG CHN	$16.8M	4.7%Prev: 4.5%	231,470 SH	Increased+814 SH
ISHARES TR	0-5YR HI YL CP	$266K	0.1%Prev: 0.1%	6,215 SH	Decreased-23 SH
ISHARES TR	1 3 YR TREAS BD	$267K	0.1%Prev: 0.1%	3,226 SH	Decreased
ISHARES TR	3 7 YR TREAS BD	$16.2M	4.5%Prev: 4.4%	136,010 SH	Increased+4,503 SH
ISHARES TR	CALIF MUN BD ETF	$4.6M	1.3%Prev: 1.1%	80,826 SH	Increased+11,125 SH
ISHARES TR	CORE MSCI EAFE	$14.1M	3.9%Prev: 3.7%	158,157 SH	Increased+5,502 SH
ISHARES TR	CORE S&P MCP ETF	$742K	0.2%Prev: 0.2%	11,240 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.4%Prev: 0.4%	11,894 SH	Increased-15 SH
ISHARES TR	CORE S&P500 ETF	$11.6M	3.2%Prev: 3.4%	16,870 SH	Decreased-1,303 SH
ISHARES TR	CORE US AGGBD ET	$5.2M	1.4%Prev: 1.6%	52,131 SH	Decreased-4,523 SH
ISHARES TR	ESG AW MSCI EAFE	$235K	0.1%Prev: 0.1%	2,469 SH	Increased
ISHARES TR	ESG MSCI KLD 400	$4.5M	1.2%Prev: 1.3%	34,840 SH	Decreased-1,791 SH
ISHARES TR	MSCI EAFE ETF	$2.6M	0.7%Prev: 0.7%	27,306 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$1.4M	0.4%Prev: 0.4%	13,349 SH	Decreased-670 SH
ISHARES TR	RUS 1000 ETF	$372K	0.1%Prev: 0.1%	997 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$1.5M	0.4%Prev: 0.4%	3,216 SH	Increased+125 SH
ISHARES TR	RUS 1000 VAL ETF	$1.3M	0.3%Prev: 0.3%	5,954 SH	Increased+1,160 SH
ISHARES TR	RUSSELL 2000 ETF	$751K	0.2%Prev: 0.2%	3,049 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$202K	0.1%	1,639 SH	New
ISHARES TR	S&P MC 400GR ETF	$1.7M	0.5%Prev: 0.5%	17,870 SH	Increased-84 SH
ISHARES TR	S&P MC 400VL ETF	$2.6M	0.7%Prev: 0.7%	19,816 SH	Increased+830 SH
ISHARES TR	S&P SML 600 GWT	$1.7M	0.5%Prev: 0.5%	12,037 SH	Increased+428 SH
ISHARES TR	SP SMCP600VL ETF	$2.3M	0.6%Prev: 0.6%	19,895 SH	Increased+656 SH
ISHARES TR	U.S. TECH ETF	$639K	0.2%Prev: 0.2%	3,200 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.9M	0.5%Prev: 0.4%	32,515 SH	Increased+9,599 SH
JOHNSON & JOHNSON	COM	$4.2M	1.2%Prev: 1.1%	20,345 SH	Increased-417 SH
JOHNSON CTLS INTL PLC	SHS	$454K	0.1%Prev: 0.1%	3,795 SH	Decreased-682 SH
JPMORGAN CHASE & CO.	COM	$7.3M	2.0%Prev: 2.0%	22,540 SH	Increased-568 SH
KIMBERLY-CLARK CORP	COM	$414K	0.1%Prev: 0.1%	4,101 SH	Decreased+158 SH
L3HARRIS TECHNOLOGIES INC	COM	$1.3M	0.3%Prev: 0.4%	4,259 SH	Decreased-97 SH
LAM RESEARCH CORP	COM NEW	$6.8M	1.9%Prev: 1.8%	39,520 SH	Increased-5,322 SH
LOCKHEED MARTIN CORP	COM	$830K	0.2%Prev: 0.2%	1,717 SH	Decreased-13 SH
M & T BK CORP	COM	$425K	0.1%Prev: 0.1%	2,110 SH	Increased-163 SH
MARSH & MCLENNAN COS INC	COM	$306K	0.1%Prev: 0.1%	1,651 SH	Decreased-48 SH
MASTERCARD INCORPORATED	CL A	$587K	0.2%Prev: 0.2%	1,028 SH	Decreased-117 SH
MCDONALDS CORP	COM	$2.9M	0.8%Prev: 0.8%	9,379 SH	Decreased-28 SH
MCKESSON CORP	COM	$647K	0.2%Prev: 0.2%	789 SH	Increased+16 SH
MEDTRONIC PLC	SHS	$254K	0.1%Prev: 0.1%	2,645 SH	Decreased-137 SH
MERCK & CO INC	COM	$1.5M	0.4%Prev: 0.4%	14,699 SH	Increased-497 SH
META PLATFORMS INC	CL A	$3.5M	1.0%Prev: 1.1%	5,228 SH	Decreased-252 SH
MICRON TECHNOLOGY INC	COM	$615K	0.2%Prev: 0.1%	2,156 SH	Increased-14 SH
MICROSOFT CORP	COM	$20.1M	5.6%Prev: 6.0%	41,472 SH	Decreased-541 SH
MONDELEZ INTL INC	CL A	$553K	0.2%Prev: 0.2%	10,276 SH	Decreased-168 SH
MONGODB INC	CL A	$413K	0.1%	984 SH	New
MORGAN STANLEY	COM NEW	$2.5M	0.7%Prev: 0.7%	14,270 SH	Increased-622 SH
NETFLIX INC	COM	$1.6M	0.5%Prev: 0.6%	17,385 SH	Decreased+15,636 SH
NEXTERA ENERGY INC	COM	$1.4M	0.4%Prev: 0.4%	17,251 SH	Decreased+131 SH
NIKE INC	CL B	$248K	0.1%Prev: 0.1%	3,892 SH	Decreased-2,158 SH
NORFOLK SOUTHN CORP	COM	$1.7M	0.5%Prev: 0.5%	5,849 SH	Increased+125 SH
NUCOR CORP	COM	$320K	0.1%Prev: 0.1%	1,962 SH	Increased-276 SH
NVIDIA CORPORATION	COM	$12.9M	3.6%Prev: 3.8%	68,972 SH	Decreased-6,768 SH
ORACLE CORP	COM	$882K	0.2%Prev: 0.3%	4,525 SH	Decreased+1,204 SH
OREILLY AUTOMOTIVE INC	COM	$376K	0.1%Prev: 0.1%	4,125 SH	Decreased-580 SH
PACCAR INC	COM	$1.6M	0.4%Prev: 0.4%	14,562 SH	Increased
PALO ALTO NETWORKS INC	COM	$2.1M	0.6%Prev: 0.7%	11,667 SH	Decreased-354 SH
PARKER-HANNIFIN CORP	COM	$4.3M	1.2%Prev: 1.1%	4,901 SH	Increased-295 SH
PEPSICO INC	COM	$2.5M	0.7%Prev: 0.8%	17,610 SH	Decreased-519 SH
PFIZER INC	COM	$218K	0.1%Prev: 0.1%	8,738 SH	Decreased-1,112 SH
PHILIP MORRIS INTL INC	COM	$366K	0.1%	2,283 SH	New
PHILLIPS 66	COM	$1.5M	0.4%Prev: 0.4%	11,709 SH	Increased+157 SH
PNC FINL SVCS GROUP INC	COM	$2.9M	0.8%Prev: 0.7%	13,812 SH	Increased
PPG INDS INC	COM	$935K	0.3%Prev: 0.3%	9,125 SH	Decreased-1,826 SH
PROCTER AND GAMBLE CO	COM	$2.7M	0.8%Prev: 0.8%	18,964 SH	Decreased+14 SH
PROLOGIS INC.	COM	$842K	0.2%Prev: 0.2%	6,592 SH	Increased-114 SH
PUBLIC STORAGE OPER CO	COM	$1.9M	0.5%Prev: 0.6%	7,163 SH	Decreased+131 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$766K	0.2%Prev: 0.2%	9,545 SH	Decreased+28 SH
PULTE GROUP INC	COM	$476K	0.1%Prev: 0.1%	4,056 SH	Decreased+64 SH
QUALCOMM INC	COM	$345K	0.1%Prev: 0.1%	2,017 SH	Increased+3 SH
REGENERON PHARMACEUTICALS	COM	$1.5M	0.4%Prev: 0.4%	1,958 SH	Increased-261 SH
REPUBLIC SVCS INC	COM	$508K	0.1%Prev: 0.1%	2,396 SH	Decreased-27 SH
SALESFORCE INC	COM	$2.2M	0.6%Prev: 0.6%	8,416 SH	Increased-7 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$350K	0.1%Prev: 0.1%	10,740 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET TEC	$284K	0.1%	1,972 SH	New
SERVICENOW INC	COM	$2.0M	0.6%Prev: 0.7%	13,311 SH	Decreased+10,584 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.4%Prev: 0.4%	2,047 SH	Increased-11 SH
STRYKER CORPORATION	COM	$2.2M	0.6%Prev: 0.6%	6,385 SH	Decreased+157 SH
TAPESTRY INC	COM	$587K	0.2%Prev: 0.2%	4,598 SH	Decreased-644 SH
TELEDYNE TECHNOLOGIES INC	COM	$254K	0.1%Prev: 0.1%	498 SH	Decreased+35 SH
TESLA INC	COM	$331K	0.1%Prev: 0.1%	736 SH	Decreased-62 SH
THERMO FISHER SCIENTIFIC INC	COM	$3.3M	0.9%Prev: 0.9%	5,645 SH	Increased-492 SH
TJX COS INC NEW	COM	$427K	0.1%Prev: 0.1%	2,778 SH	Decreased-322 SH
UNION PAC CORP	COM	$896K	0.2%Prev: 0.3%	3,873 SH	Decreased-104 SH
UNITED RENTALS INC	COM	$2.7M	0.8%Prev: 1.0%	3,383 SH	Decreased-114 SH
VANGUARD INDEX FDS	GROWTH ETF	$310K	0.1%Prev: 0.1%	635 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$369K	0.1%Prev: 0.1%	1,270 SH	Decreased
VANGUARD INDEX FDS	REAL ESTATE ETF	$215K	0.1%	2,429 SH	New
VANGUARD INDEX FDS	VALUE ETF	$275K	0.1%Prev: 0.1%	1,439 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.3%Prev: 0.3%	20,330 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$274K	0.1%Prev: 0.1%	4,381 SH	Increased
VEEVA SYS INC	CL A COM	$1.0M	0.3%Prev: 0.4%	4,521 SH	Decreased-87 SH
VERIZON COMMUNICATIONS INC	COM	$2.1M	0.6%Prev: 0.6%	51,579 SH	Decreased-2,886 SH
VISA INC	COM CL A	$3.4M	0.9%Prev: 0.9%	9,646 SH	Increased-130 SH
VISTRA CORP	COM	$544K	0.2%Prev: 0.2%	3,375 SH	Decreased-322 SH
WALMART INC	COM	$1.1M	0.3%Prev: 0.3%	10,024 SH	Decreased-818 SH
WISDOMTREE TR	US TOTAL DIVIDND	$204K	0.1%	2,400 SH	New

Sold (vs prior filing)

ALTRIA GROUP INC — $271K
HONEYWELL INTL INC — $284K
ISHARES TR — $287K
RTX CORPORATION — $257K
SELECT SECTOR SPDR TR — $308K
UNITEDHEALTH GROUP INC — $363K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0002017259-26-000003	$360.0M	View
Nov 6, 2025	Q3 2025	13F-HR	0002017259-25-000027	$357.7M	View
Jul 24, 2026	Q2 2026