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Portfolio (Quarterly) Guide ↗

Columbus Macro, LLC

· CIK 0001727269
13F Portfolio $936M AUM 200 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 90 Added 68 Reduced 12 Exited
Page 5 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MBB ISHARES TR 48,838.0 $4.6M 0.49% -14K -22.2% $94.95 -0.6%
82 SCHC SCHWAB STRATEGIC TR 96,457.0 $4.5M 0.48% $46.74 +8.6%
83 VMBS VANGUARD SCOTTSDALE FDS 96,023.0 $4.5M 0.48% -1K -1.1% $46.95 -0.5%
84 SCHM SCHWAB STRATEGIC TR 144,803.0 $4.5M 0.48% +2K +1.3% $30.96 +13.5%
85 C CITIGROUP INC Financial Services 38,606.0 $4.4M 0.47% -2K -4.6% $113.41 +10.5%
86 IUSG ISHARES TR 26,299.0 $4.1M 0.44% +995.0 +3.9% $155.11 +21.8%
87 USIG ISHARES TR 74,762.0 $3.8M 0.41% -36K -32.7% $51.23 +0.0%
88 IWF ISHARES TR 8,943.0 $3.8M 0.41% +390.0 +4.6% $426.42 -70.5%
89 TOTALENERGIES SE 40,741.0 $3.8M 0.40% -324.0 -0.8% $92.86
90 XOM EXXON MOBIL CORP Energy 22,209.0 $3.8M 0.40% -254.0 -1.1% $169.66 -11.7%
91 CSCO CISCO SYS INC Technology 47,632.0 $3.7M 0.40% $77.59 +54.2%
92 IEF ISHARES TR 35,520.0 $3.4M 0.36% +817.0 +2.4% $95.44 -1.2%
93 VEU VANGUARD INTL EQUITY INDEX F 43,688.0 $3.3M 0.35% +2K +5.2% $75.10 +11.6%
94 SCHG SCHWAB STRATEGIC TR 106,417.0 $3.1M 0.33% +1K +1.2% $29.13 +18.7%
95 AZN ASTRAZENECA PLC Healthcare 15,934.0 $3.1M 0.33% NEW $194.25 -4.4%
96 GILD GILEAD SCIENCES INC Healthcare 21,927.0 $3.1M 0.33% -771.0 -3.4% $139.37 -4.1%
97 GD GENERAL DYNAMICS CORP Industrials 8,519.0 $2.9M 0.31% +80.0 +0.9% $343.22 -0.2%
98 STT STATE STR CORP Financial Services 21,932.0 $2.8M 0.30% -146.0 -0.7% $126.56 +24.8%
99 VO VANGUARD INDEX FDS 9,457.0 $2.7M 0.29% +56.0 +0.6% $287.18 -72.7%
100 VB VANGUARD INDEX FDS 10,055.0 $2.6M 0.28% $261.92 +11.7%
Page 5 of 10  ·  200 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 20.4%
Energy 18.2%
Real Estate 16.0%
Industrials 14.1%
Technology 10.9%
Healthcare 10.4%
Consumer Defensive 5.8%
Basic Materials 2.3%
Consumer Cyclical 1.3%
Utilities 0.5%