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Holdings (Monthly) Guide ↗

Columbia Select Large Cap Value Fund

· Columbia Funds Series Trust II
Monthly Holdings $3.0B AUM 44 positions Period May 2026 Filed Jul 29, 2026 EDGAR ↗ ← All Funds
All 5 New 10 Added 23 Reduced 3 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Salesforce Inc 79466L302 Feb 2026 602,344 +81,101 $115.1M +13.4% 3.81% EC
2 American Tower Corp 03027X100 Feb 2026 586,691 +39,762 $109.7M +4.5% 3.63% EC
3 Micron Technology Inc 595112103 May 2026 112,864 NEW $109.6M 3.63% EC
4 Southwest Airlines Co 844741108 Feb 2026 2,290,071 +966,425 $98.4M +50.9% 3.26% EC
5 Constellation Brands Inc 21036P108 Feb 2026 698,670 $97.0M -12.1% 3.21% EC
6 EPAM Systems Inc 29414B104 Feb 2026 929,679 +166,786 $95.3M -11.4% 3.16% EC
7 Boeing Co/The 097023105 Feb 2026 409,499 +23,174 $94.7M +7.7% 3.14% EC
8 Broadcom Inc 11135F101 May 2026 210,606 NEW $94.1M 3.12% EC
9 Centene Corp 15135B101 Feb 2026 1,575,630 +329,750 $93.9M +67.9% 3.11% EC
10 Morgan Stanley 617446448 Feb 2026 446,648 -32,030 $92.9M +16.6% 3.08% EC
11 Lowe's Cos Inc 548661107 Feb 2026 413,051 +58,576 $88.5M -5.6% 2.93% EC
12 CVS Health Corp 126650100 Feb 2026 949,158 -347,280 $86.4M -16.6% 2.86% EC
13 PG&E Corp 69331C108 Feb 2026 5,265,358 +258,559 $86.0M -9.6% 2.85% EC
14 Verizon Communications Inc 92343V104 Feb 2026 1,704,970 -649,846 $81.5M -31.0% 2.70% EC
15 Freeport-McMoRan Inc 35671D857 Feb 2026 1,237,429 -269,621 $81.3M -20.7% 2.69% EC
16 Philip Morris International Inc 718172109 Feb 2026 456,330 -56,285 $80.9M -15.5% 2.68% EC
17 Corning Inc 219350105 Feb 2026 442,454 -139,832 $80.2M -8.5% 2.66% EC
18 Citigroup Inc 172967424 Feb 2026 611,738 -43,869 $77.0M +6.6% 2.55% EC
19 Wells Fargo & Co 949746101 Feb 2026 974,047 +24,993 $75.5M -2.3% 2.50% EC
20 Cigna Group/The 125523100 Feb 2026 272,103 -19,513 $75.5M -10.7% 2.50% EC
21 RTX Corp 75513E101 Feb 2026 415,009 -14,678 $74.6M -14.4% 2.47% EC
22 CSX Corp 126408103 Feb 2026 1,636,139 -117,330 $74.1M -1.1% 2.45% EC
23 Applied Materials Inc 038222105 Feb 2026 163,308 -83,286 $73.5M -19.9% 2.44% EC
24 American International Group Inc 026874784 Feb 2026 978,598 -70,177 $72.6M -13.9% 2.41% EC
25 Williams Cos Inc/The 969457100 Feb 2026 995,470 -267,562 $71.1M -24.7% 2.35% EC
26 Marathon Petroleum Corp 56585A102 Feb 2026 282,642 +8,027 $70.3M +29.2% 2.33% EC
27 Bank of America Corp 060505104 Feb 2026 1,330,630 -95,422 $68.7M -3.4% 2.27% EC
28 TechnipFMC PLC 000000000 Feb 2026 967,265 -407,456 $66.2M -27.4% 2.19% EC
29 Bristol-Myers Squibb Co 110122108 Feb 2026 1,154,450 -82,787 $66.0M -14.5% 2.19% EC
30 Barrick Mining Corp 06849F108 Feb 2026 1,528,409 -109,605 $65.0M -21.8% 2.15% EC
31 JPMorgan Chase & Co 46625H100 Feb 2026 209,553 -15,027 $62.7M -7.0% 2.08% EC
32 Chevron Corp 166764100 Feb 2026 318,164 -96,573 $58.1M -25.1% 1.92% EC
33 Alphabet Inc 02079K305 Feb 2026 151,744 -10,882 $57.7M +13.8% 1.91% EC
34 Caterpillar Inc 149123101 Feb 2026 65,484 -16,818 $57.4M -6.2% 1.90% EC
35 Tenet Healthcare Corp 88033G407 Feb 2026 300,629 -14,996 $52.7M -30.2% 1.75% EC
36 Norwegian Cruise Line Holdings Ltd 000000000 Feb 2026 2,854,011 NEW $52.3M 1.73% EC
37 Global Payments Inc 37940X102 May 2026 637,330 NEW $48.1M 1.59% EC
38 Capital One Financial Corp 14040H105 Feb 2026 248,572 $46.7M -3.9% 1.55% EC
39 COLUMBIA SHORT TERM CASH FUND 19766H239 Feb 2026 32,371,608 -62,582,214 $32.4M -65.9% 1.07% STIV
40 Teradata Corp 88076W103 Feb 2026 516,374 $17.6M +8.1% 0.58% EC
41 Amazon.com Inc 023135106 May 2026 55,357 NEW $15.0M 0.50% EC
AES Corp/The 00130H105 6,328,058 SOLD $109.3M
MetLife Inc 59156R108 662,891 SOLD $47.8M
QUALCOMM Inc 747525103 313,054 SOLD $44.6M