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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $913M AUM 204 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New
Page 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWD ISHARES TR 21,881.0 $4.6M 0.50% NEW $210.34 +12.7%
82 SPTL SPDR SERIES TRUST 173,801.0 $4.6M 0.50% NEW $26.47 -2.0%
83 VEA VANGUARD TAX-MANAGED FDS 73,290.0 $4.6M 0.50% NEW $62.47 +13.6%
84 VMBS VANGUARD SCOTTSDALE FDS 97,133.0 $4.6M 0.50% NEW $47.08 -0.8%
85 SCHC SCHWAB STRATEGIC TR 96,540.0 $4.4M 0.48% NEW $45.53 +10.6%
86 SCHM SCHWAB STRATEGIC TR 142,990.0 $4.3M 0.47% NEW $30.07 +16.2%
87 IUSG ISHARES TR 25,304.0 $4.2M 0.47% NEW $167.94 +12.5%
88 IWF ISHARES TR 8,553.0 $4.0M 0.44% NEW $473.32 -73.4%
89 IAGG ISHARES TR 78,092.0 $3.9M 0.43% NEW $50.01 +0.3%
90 CSCO CISCO SYS INC Technology 47,866.0 $3.7M 0.40% NEW $77.03 +54.2%
91 SCHR SCHWAB STRATEGIC TR 144,674.0 $3.6M 0.40% NEW $25.08 -1.7%
92 SCHG SCHWAB STRATEGIC TR 105,121.0 $3.4M 0.38% NEW $32.62 +6.4%
93 IEF ISHARES TR 34,703.0 $3.3M 0.36% NEW $96.16 -1.9%
94 IMTM ISHARES TR 68,716.0 $3.3M 0.36% NEW $47.97 +9.1%
95 IBB ISHARES TR 18,825.0 $3.2M 0.35% NEW $168.77 +0.6%
96 VEU VANGUARD INTL EQUITY INDEX F 41,524.0 $3.1M 0.33% NEW $73.56 +13.0%
97 ASTRAZENECA PLC 32,172.0 $3.0M 0.32% NEW $91.93
98 STT STATE STR CORP Financial Services 22,078.0 $2.8M 0.31% NEW $129.01 +21.8%
99 GD GENERAL DYNAMICS CORP Industrials 8,439.0 $2.8M 0.31% NEW $336.66 +2.9%
100 RY ROYAL BK CDA Financial Services 16,379.0 $2.8M 0.31% NEW $170.49 +10.4%
Page 5 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.9%
Energy 15.9%
Real Estate 14.2%
Industrials 13.9%
Technology 12.5%
Healthcare 10.0%
Consumer Defensive 5.6%
Basic Materials 2.3%
Consumer Cyclical 1.4%
Communication Services 0.8%