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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DBMF LITMAN GREGORY FDS TR 42,260.0 $1.2M 0.13% NEW $28.06 +10.5%
142 GLD SPDR GOLD TR Financial Services 2,892.0 $1.1M 0.12% NEW $396.31 +4.4%
143 EMLC VANECK ETF TRUST 42,172.0 $1.1M 0.12% NEW $25.82 -1.0%
144 ACWI ISHARES TR 7,664.0 $1.1M 0.12% NEW $141.49 +11.9%
145 GDX VANECK ETF TRUST 12,476.0 $1.1M 0.12% NEW $85.77 +2.1%
146 IEFA ISHARES TR 11,560.0 $1.0M 0.11% NEW $89.46 +9.7%
147 URA GLOBAL X FDS 22,959.0 $981K 0.11% NEW $42.73 +18.8%
148 SIL GLOBAL X FDS 10,990.0 $918K 0.10% NEW $83.52 +9.9%
149 XLF SELECT SECTOR SPDR TR 16,309.0 $893K 0.10% NEW $54.77 -6.5%
150 GOOGL ALPHABET INC Communication Services 2,838.0 $888K 0.10% NEW $313.05 +24.5%
151 ARB ALTSHARES TRUST 29,353.0 $853K 0.09% NEW $29.07 +1.5%
152 COMT ISHARES U S ETF TR 32,763.0 $816K 0.09% NEW $24.89 +35.9%
153 AIQ GLOBAL X FDS 15,518.0 $789K 0.09% NEW $50.86 +30.6%
154 TLH ISHARES TR 7,514.0 $764K 0.08% NEW $101.67 -1.8%
155 CMBS ISHARES TR 15,544.0 $763K 0.08% NEW $49.08 -0.7%
156 QQQ INVESCO QQQ TR Financial Services 1,148.0 $705K 0.08% NEW $614.31 +19.8%
157 IXUS ISHARES TR 8,202.0 $694K 0.08% NEW $84.64 +14.4%
158 VXUS VANGUARD STAR FDS 8,149.0 $615K 0.07% NEW $75.44 +14.2%
159 DGS WISDOMTREE TR 10,252.0 $587K 0.06% NEW $57.24 +15.3%
160 JPM JPMORGAN CHASE & CO. Financial Services 1,758.0 $566K 0.06% NEW $322.14 -8.0%
Page 8 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%