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Columbus Macro, LLC

Q4 2025 · 13F-HR

Columbus Macro, LLCholdings as filed

Filed 2026-01-15 · accession 0001727269-26-000001

$913.3M
Reported value
204
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
233051267HYDWDBX ETF TR$23.0M2.52%486,995CommonSOLE
46435G326IDEVISHARES TR$19.8M2.16%239,581CommonSOLE
464287200IVVISHARES TR$17.8M1.95%25,984CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$16.0M1.75%279,378CommonSOLE
29250N105ENBENBRIDGE INC$15.9M1.74%331,453CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$14.8M1.63%220,202CommonSOLE
37954Y657PFFDGLOBAL X FDS$14.2M1.56%751,499CommonSOLE
46434G103IEMGISHARES INC$14.1M1.54%209,236CommonSOLE
682680103OKEONEOK INC NEW$14.0M1.53%190,310CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$14.0M1.53%597,513CommonSOLE
46436E338TLTWISHARES TR$13.9M1.52%613,631CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$13.1M1.44%737,913CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$13.1M1.43%476,366CommonSOLE
233051630HDEFDBX ETF TR$12.5M1.36%402,069CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$11.9M1.30%547,164CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$11.7M1.29%676,361CommonSOLE
969457100WMBWILLIAMS COS INC$11.6M1.27%192,883CommonSOLE
04010L103ARCCARES CAPITAL CORP$11.2M1.23%554,804CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.2M1.22%12,700CommonSOLE
38748G101BARGRANITESHARES GOLD TR$11.2M1.22%262,670CommonSOLE
808524714SCHJSCHWAB STRATEGIC TR$11.1M1.22%446,316CommonSOLE
11135F101AVGOBROADCOM INC$10.8M1.18%31,137CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$10.3M1.13%74,404CommonSOLE
747525103QCOMQUALCOMM INC$10.1M1.11%59,246CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$10.0M1.10%225,640CommonSOLE
231021106CMICUMMINS INC$9.8M1.07%19,218CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$9.5M1.04%36,739CommonSOLE
871829107SYYSYSCO CORP$9.5M1.04%129,155CommonSOLE
46429B747STIPISHARES TR$9.4M1.03%92,287CommonSOLE
003261203BCDABRDN ETFS$9.4M1.03%304,115CommonSOLE
037833100AAPLAPPLE INC$9.4M1.03%34,512CommonSOLE
316500107FDUSFIDUS INVT CORP$9.4M1.03%485,780CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$9.3M1.02%416,209CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$9.3M1.01%64,594CommonSOLE
922908363VOOVANGUARD INDEX FDS$9.1M0.99%14,452CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$9.0M0.98%498,841CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.3M0.90%86,040CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.2M0.90%104,385CommonSOLE
464287226AGGISHARES TR$8.2M0.90%82,500CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$8.2M0.90%207,076CommonSOLE
482480100KLACKLA CORP$8.2M0.90%6,739CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.1M0.89%31,571CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$8.0M0.88%39,061CommonSOLE
37954Y343MLPAGLOBAL X FDS$8.0M0.88%165,606CommonSOLE
594918104MSFTMICROSOFT CORP$7.9M0.87%16,433CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.9M0.87%26,972CommonSOLE
64828T201RITMRITHM CAPITAL CORP$7.8M0.85%713,165CommonSOLE
140501107CSWCCAPITAL SOUTHWEST CORP$7.7M0.84%345,520CommonSOLE
78464A375SPIBSPDR SERIES TRUST$7.6M0.83%225,058CommonSOLE
001055102AFLAFLAC INC$7.5M0.82%68,261CommonSOLE
670346105NUENUCOR CORP$7.5M0.82%45,869CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.2M0.79%34,750CommonSOLE
931142103WMTWALMART INC$6.9M0.76%62,347CommonSOLE
00287Y109ABBVABBVIE INC$6.7M0.73%29,278CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6.6M0.72%13,690CommonSOLE
09290D101BLKBLACKROCK INC$6.5M0.71%6,048CommonSOLE
172908105CTASCINTAS CORP$6.4M0.70%33,883CommonSOLE
46434V696IPACISHARES TR$6.4M0.70%86,838CommonSOLE
384802104GWWWW GRAINGER INC$6.3M0.69%6,252CommonSOLE
031162100AMGNAMGEN INC$6.3M0.69%19,178CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$6.3M0.69%238,288CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.3M0.68%11,960CommonSOLE
922908611VBRVANGUARD INDEX FDS$6.1M0.67%28,800CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$6.0M0.65%201,872CommonSOLE
464288588MBBISHARES TR$6.0M0.65%62,745CommonSOLE
437076102HDHOME DEPOT INC$5.9M0.65%17,234CommonSOLE
464287663IUSVISHARES TR$5.9M0.65%57,603CommonSOLE
464287150ITOTISHARES TR$5.8M0.63%38,976CommonSOLE
464288620USIGISHARES TR$5.7M0.63%111,048CommonSOLE
464287804IJRISHARES TR$5.7M0.63%47,707CommonSOLE
30151E806CEFSEXCHANGE LISTED FDS TR$5.7M0.62%246,616CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$5.5M0.61%208,903CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$5.5M0.60%86,287CommonSOLE
032108607BLOKAMPLIFY ETF TR$5.3M0.58%93,442CommonSOLE
233051200DBEFDBX ETF TR$5.0M0.54%103,219CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4.9M0.54%12,854CommonSOLE
863667101SYKSTRYKER CORPORATION$4.9M0.54%13,915CommonSOLE
925652109VICIVICI PPTYS INC$4.9M0.53%173,076CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$4.8M0.52%88,715CommonSOLE
172967424CCITIGROUP INC$4.7M0.52%40,455CommonSOLE
464287598IWDISHARES TR$4.6M0.50%21,881CommonSOLE
78464A664SPTLSPDR SERIES TRUST$4.6M0.50%173,801CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$4.6M0.50%73,290CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$4.6M0.50%97,133CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$4.4M0.48%96,540CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$4.3M0.47%142,990CommonSOLE
464287671IUSGISHARES TR$4.2M0.47%25,304CommonSOLE
464287614IWFISHARES TR$4.0M0.44%8,553CommonSOLE
46435G672IAGGISHARES TR$3.9M0.43%78,092CommonSOLE
17275R102CSCOCISCO SYS INC$3.7M0.40%47,866CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$3.6M0.40%144,674CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$3.4M0.38%105,121CommonSOLE
464287440IEFISHARES TR$3.3M0.37%34,703CommonSOLE
46434V449IMTMISHARES TR$3.3M0.36%68,716CommonSOLE
464287556IBBISHARES TR$3.2M0.35%18,825CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.1M0.33%41,524CommonSOLE
046353108AZNNASTRAZENECA PLC$3.0M0.32%32,172CommonSOLE
857477103STTSTATE STR CORP$2.8M0.31%22,078CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.8M0.31%8,439CommonSOLE
780087102RYROYAL BK CDA$2.8M0.31%16,379CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.8M0.31%22,698CommonSOLE
464288117IGOVISHARES TR$2.8M0.30%66,705CommonSOLE
922908629VOVANGUARD INDEX FDS$2.7M0.30%9,401CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M0.30%22,463CommonSOLE
F92124100TTETOTALENERGIES SE$2.7M0.29%41,065CommonSOLE
88579Y101MMM3M CO$2.7M0.29%16,676CommonSOLE
922908751VBVANGUARD INDEX FDS$2.6M0.28%10,068CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.5M0.28%16,426CommonSOLE
904767803ULUNILEVER PLC$2.5M0.27%37,688CommonSOLE
464288877EFVISHARES TR$2.4M0.26%33,833CommonSOLE
55261F104MTBM & T BK CORP$2.3M0.25%11,253CommonSOLE
46434V613IUSBISHARES TR$2.3M0.25%48,626CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.3M0.25%79,447CommonSOLE
464288281EMBISHARES TR$2.2M0.25%23,365CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.2M0.24%25,178CommonSOLE
767204100RIORIO TINTO PLC$2.2M0.24%27,429CommonSOLE
464285204IAUISHARES GOLD TR$2.2M0.24%26,662CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.1M0.23%43,298CommonSOLE
00206R102TAT&T INC$2.1M0.23%84,113CommonSOLE
842587107SOSOUTHERN CO$1.9M0.21%22,230CommonSOLE
464287291IXNISHARES TR$1.9M0.21%18,230CommonSOLE
464287499IWRISHARES TR$1.9M0.21%19,881CommonSOLE
464286608EZUISHARES INC$1.9M0.21%29,605CommonSOLE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$1.9M0.21%55,550CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.18%32,830CommonSOLE
46428Q109SLVISHARES SILVER TR$1.6M0.18%25,161CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.6M0.17%10,938CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.5M0.17%8,082CommonSOLE
46434G764EMXCISHARES INC$1.5M0.16%20,204CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.5M0.16%29,086CommonSOLE
46432F859ISTBISHARES TR$1.4M0.16%29,479CommonSOLE
464286822EWWISHARES INC$1.4M0.16%20,644CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.4M0.16%4,247CommonSOLE
808524649SCMBSCHWAB STRATEGIC TR$1.4M0.15%53,076CommonSOLE
464288661IEIISHARES TR$1.3M0.15%11,101CommonSOLE
97717W125WTMFWISDOMTREE TR$1.3M0.14%33,916CommonSOLE
464287101OEFISHARES TR$1.3M0.14%3,697CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.14%8,733CommonSOLE
233051705RVNUDBX ETF TR$1.3M0.14%51,172CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$1.3M0.14%18,533CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$1.2M0.13%42,260CommonSOLE
78463V107GLDSPDR GOLD TR$1.1M0.13%2,892CommonSOLE
92189H300EMLCVANECK ETF TRUST$1.1M0.12%42,172CommonSOLE
464288257ACWIISHARES TR$1.1M0.12%7,664CommonSOLE
92189F106GDXVANECK ETF TRUST$1.1M0.12%12,476CommonSOLE
46432F842IEFAISHARES TR$1.0M0.11%11,560CommonSOLE
37954Y871URAGLOBAL X FDS$981,0380.11%22,959CommonSOLE
37954Y848SILGLOBAL X FDS$917,8720.10%10,990CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$893,2440.10%16,309CommonSOLE
02079K305GOOGLALPHABET INC$888,4420.10%2,838CommonSOLE
02210T108ARBALTSHARES TRUST$853,2920.09%29,353CommonSOLE
46431W853COMTISHARES U S ETF TR$815,6240.09%32,763CommonSOLE
37954Y632AIQGLOBAL X FDS$789,2450.09%15,518CommonSOLE
464288653TLHISHARES TR$763,9570.08%7,514CommonSOLE
46429B366CMBSISHARES TR$762,9000.08%15,544CommonSOLE
46090E103QQQINVESCO QQQ TR$705,2330.08%1,148CommonSOLE
46432F834IXUSISHARES TR$694,2170.08%8,202CommonSOLE
921909768VXUSVANGUARD STAR FDS$614,7610.07%8,149CommonSOLE
97717W281DGSWISDOMTREE TR$586,8500.06%10,252CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$566,3300.06%1,758CommonSOLE
78464A755XMESPDR SERIES TRUST$565,7110.06%5,460CommonSOLE
26922A420QTUMETF SER SOLUTIONS$565,3730.06%5,156CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$502,4560.06%3,562CommonSOLE
02079K107GOOGALPHABET INC$493,6500.05%1,573CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$471,4980.05%6,697CommonSOLE
46429B697USMVISHARES TR$460,3810.05%4,889CommonSOLE
46435U556ARTYISHARES TR$401,7730.04%8,339CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$397,3390.04%3,423CommonSOLE
278642103EBAYEBAY INC.$349,8030.04%4,016CommonSOLE
68389X105ORCLORACLE CORP$349,7710.04%1,795CommonSOLE
46434V738IEURISHARES TR$335,1680.04%4,722CommonSOLE
92189H664SMHXVANECK ETF TRUST$335,0830.04%8,811CommonSOLE
233051432HYLBDBX ETF TR$330,5160.04%8,974CommonSOLE
858119100STLDSTEEL DYNAMICS INC$329,4110.04%1,944CommonSOLE
532457108LLYELI LILLY & CO$322,4040.04%300CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$322,2590.04%4,042CommonSOLE
315616102FFIVF5 INC$319,3300.03%1,251CommonSOLE
464287309IVWISHARES TR$297,3030.03%2,412CommonSOLE
038222105AMATAPPLIED MATLS INC$296,3090.03%1,153CommonSOLE
78464A383SPMBSPDR SERIES TRUST$295,9000.03%13,201CommonSOLE
166764100CVXCHEVRON CORP NEW$292,0250.03%1,916CommonSOLE
922908736VUGVANGUARD INDEX FDS$291,7400.03%598CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$290,1410.03%2,996CommonSOLE
46434V282LRGFISHARES TR$287,6480.03%4,143CommonSOLE
464288273SCZISHARES TR$285,3610.03%3,681CommonSOLE
291011104EMREMERSON ELEC CO$276,8660.03%2,086CommonSOLE
713448108PEPPEPSICO INC$276,5190.03%1,927CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$262,5600.03%385CommonSOLE
922908538VOTVANGUARD INDEX FDS$261,2750.03%936CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$259,5250.03%1,696CommonSOLE
34959E109FTNTFORTINET INC$256,7330.03%3,233CommonSOLE
681919106OMCOMNICOM GROUP INC$238,7780.03%2,957CommonSOLE
26875P101EOGEOG RES INC$233,7520.03%2,226CommonSOLE
464288760ITAISHARES TR$228,9210.03%1,066CommonSOLE
58155Q103MCKMCKESSON CORP$226,0630.02%276CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$217,2750.02%5,024CommonSOLE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$217,2750.02%4,553CommonSOLE
464288158SUBISHARES TR$212,6530.02%1,993CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$212,5310.02%5,975CommonSOLE
91913Y100VLOVALERO ENERGY CORP$211,4040.02%1,299CommonSOLE
444859102HUMHUMANA INC$210,2910.02%821CommonSOLE
464288414MUBISHARES TR$209,4000.02%1,955CommonSOLE
22052L104CTVACORTEVA INC$205,5810.02%3,067CommonSOLE
464287408IVEISHARES TR$204,4350.02%964CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.