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Columbus Macro, LLC

Q2 2026 · 13F-HR

Columbus Macro, LLCholdings as filed

Filed 2026-07-22 · accession 0001727269-26-000004

$1.03B
Reported value
207
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46435G326IDEVISHARES TR$21.6M2.10%242,353CommonSOLE
37954Y657PFFDGLOBAL X FDS$21.0M2.04%1,121,532CommonSOLE
29250N105ENBENBRIDGE INC$19.5M1.90%360,111CommonSOLE
464287200IVVISHARES TR$19.2M1.87%25,616CommonSOLE
233051267HYDWDBX ETF TR$19.0M1.85%406,373CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$18.5M1.80%275,864CommonSOLE
682680103OKEONEOK INC NEW$18.2M1.77%209,463CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$17.7M1.72%313,169CommonSOLE
03676B102AMANTERO MIDSTREAM CORP$17.1M1.66%750,707CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$16.9M1.64%527,382CommonSOLE
46434G103IEMGISHARES INC$16.6M1.61%200,441CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$16.5M1.60%796,941CommonSOLE
482480100KLACKLA CORP$16.3M1.59%54,163CommonSOLE
46436E338TLTWISHARES TR$16.0M1.55%715,323CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$14.5M1.41%626,849CommonSOLE
233051630HDEFDBX ETF TR$12.9M1.26%402,360CommonSOLE
969457100WMBWILLIAMS COS INC$12.9M1.25%173,359CommonSOLE
003261203BCDABRDN ETFS$12.9M1.25%377,190CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$12.8M1.24%571,503CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$11.8M1.15%247,503CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$11.7M1.14%75,961CommonSOLE
747525103QCOMQUALCOMM INC$11.6M1.13%62,611CommonSOLE
231021106CMICUMMINS INC$11.5M1.12%16,160CommonSOLE
701094104PHPARKER-HANNIFIN CORP$11.3M1.10%11,557CommonSOLE
11135F101AVGOBROADCOM INC$11.3M1.10%29,835CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$10.8M1.05%117,651CommonSOLE
74460D109PSAPUBLIC STORAGE$10.8M1.05%33,802CommonSOLE
670346105NUENUCOR CORP$10.6M1.03%47,471CommonSOLE
037833100AAPLAPPLE INC$10.5M1.02%36,133CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$10.4M1.01%74,609CommonSOLE
46429B747STIPISHARES TR$10.4M1.01%101,409CommonSOLE
808524714SCHJSCHWAB STRATEGIC TR$10.3M1.00%418,460CommonSOLE
02209S103MOALTRIA GROUP INC$10.2M0.99%141,989CommonSOLE
04010L103ARCCARES CAPITAL CORP$10.1M0.98%543,378CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.0M0.97%14,493CommonSOLE
38748G101BARGRANITESHARES GOLD TR$9.9M0.96%250,000CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$9.4M0.91%39,440CommonSOLE
464287226AGGISHARES TR$9.3M0.90%93,981CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.1M0.89%35,867CommonSOLE
384802104GWWWW GRAINGER INC$9.0M0.88%6,615CommonSOLE
140501107CSWCCAPITAL SOUTHWEST CORP$8.9M0.87%374,871CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$8.8M0.86%372,288CommonSOLE
754907103RYNRAYONIER INC$8.8M0.86%413,272CommonSOLE
601137102MRPMILLROSE PPTYS INC$8.7M0.85%289,950CommonSOLE
001055102AFLAFLAC INC$8.4M0.82%71,722CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.3M0.81%28,562CommonSOLE
48662X105KBDCKAYNE ANDERSON BDC INC$8.3M0.80%610,736CommonSOLE
78464A375SPIBSPDR SERIES TRUST$8.2M0.80%245,023CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$8.1M0.79%112,039CommonSOLE
00287Y109ABBVABBVIE INC$7.8M0.75%30,821CommonSOLE
931142103WMTWALMART INC$7.4M0.72%65,342CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7.4M0.72%14,473CommonSOLE
031162100AMGNAMGEN INC$7.3M0.71%20,153CommonSOLE
46434V696IPACISHARES TR$7.2M0.70%88,047CommonSOLE
464287804IJRISHARES TR$7.1M0.70%48,189CommonSOLE
922908611VBRVANGUARD INDEX FDS$7.1M0.69%29,286CommonSOLE
30151E806CEFSEXCHANGE LISTED FDS TR$7.0M0.68%273,615CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.9M0.67%30,969CommonSOLE
437076102HDHOME DEPOT INC$6.9M0.67%19,438CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$6.7M0.65%191,440CommonSOLE
464287663IUSVISHARES TR$6.6M0.64%59,827CommonSOLE
042315705ARRARMOUR RESIDENTIAL REIT INC$6.5M0.64%374,790CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$6.5M0.63%385,846CommonSOLE
594918104MSFTMICROSOFT CORP$6.4M0.63%17,245CommonSOLE
37954Y343MLPAGLOBAL X FDS$6.2M0.61%117,458CommonSOLE
032108607BLOKAMPLIFY ETF TR$6.2M0.60%98,258CommonSOLE
09290D101BLKBLACKROCK INC$6.1M0.60%6,384CommonSOLE
172908105CTASCINTAS CORP$6.1M0.59%35,836CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.0M0.58%83,840CommonSOLE
464287150ITOTISHARES TR$5.9M0.58%36,073CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$5.9M0.57%619,851CommonSOLE
233051200DBEFDBX ETF TR$5.7M0.55%103,958CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$5.7M0.55%451,309CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$5.6M0.55%13,519CommonSOLE
464287598IWDISHARES TR$5.6M0.54%22,896CommonSOLE
464287671IUSGISHARES TR$5.4M0.53%28,856CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$5.3M0.52%144,728CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5.3M0.52%21,876CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.2M0.51%87,481CommonSOLE
17275R102CSCOCISCO SYS INC$5.2M0.50%44,156CommonSOLE
172967424CCITIGROUP INC$5.1M0.50%36,584CommonSOLE
925652109VICIVICI PPTYS INC$5.1M0.50%191,879CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$5.1M0.49%105,277CommonSOLE
464288588MBBISHARES TR$4.9M0.48%52,125CommonSOLE
78464A664SPTLSPDR SERIES TRUST$4.9M0.47%185,951CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$4.8M0.47%181,199CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$4.7M0.45%137,795CommonSOLE
464287614IWFISHARES TR$4.6M0.45%37,329CommonSOLE
863667101SYKSTRYKER CORPORATION$4.6M0.45%14,715CommonSOLE
031100100AMEAMETEK INC$4.4M0.43%18,306CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$4.4M0.43%94,549CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$4.3M0.41%392,203CommonSOLE
464288620USIGISHARES TR$3.9M0.37%75,158CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.7M0.36%44,047CommonSOLE
857477103STTSTATE STR CORP$3.5M0.34%20,901CommonSOLE
464287440IEFISHARES TR$3.4M0.33%36,229CommonSOLE
H2906T109GRMNGARMIN LTD$3.4M0.33%14,189CommonSOLE
780087102RYROYAL BK CDA$3.3M0.32%15,750CommonSOLE
F92124100TTETOTALENERGIES SE$3.1M0.30%39,905CommonSOLE
922908629VOVANGUARD INDEX FDS$3.1M0.30%37,947CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.0M0.30%8,584CommonSOLE
922908751VBVANGUARD INDEX FDS$3.0M0.30%10,026CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.0M0.29%22,056CommonSOLE
G0593M107AZNASTRAZENECA PLC$3.0M0.29%15,923CommonSOLE
778296103ROSTROSS STORES INC$3.0M0.29%13,965CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.0M0.29%81,762CommonSOLE
46434V449IMTMISHARES TR$2.8M0.27%52,531CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.7M0.27%21,700CommonSOLE
88579Y101MMM3M CO$2.7M0.26%16,783CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.7M0.26%25,195CommonSOLE
55261F104MTBM & T BK CORP$2.7M0.26%11,213CommonSOLE
464288877EFVISHARES TR$2.7M0.26%34,830CommonSOLE
464287291IXNISHARES TR$2.6M0.25%18,136CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.6M0.25%16,431CommonSOLE
767204100RIORIO TINTO PLC$2.5M0.24%26,043CommonSOLE
704326107PAYXPAYCHEX INC$2.4M0.24%24,701CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.24%42,034CommonSOLE
46434V613IUSBISHARES TR$2.4M0.23%52,294CommonSOLE
904767803ULUNILEVER PLC$2.4M0.23%39,828CommonSOLE
46435G672IAGGISHARES TR$2.3M0.23%46,372CommonSOLE
464287499IWRISHARES TR$2.3M0.23%21,079CommonSOLE
464288281EMBISHARES TR$2.3M0.22%23,882CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.3M0.22%45,673CommonSOLE
842587107SOSOUTHERN CO$2.2M0.21%22,780CommonSOLE
464285204IAUISHARES GOLD TR$2.1M0.20%27,670CommonSOLE
464286608EZUISHARES INC$2.1M0.20%29,692CommonSOLE
46434G764EMXCISHARES INC$2.1M0.20%20,122CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$2.0M0.20%82,617CommonSOLE
46138E115PSCTINVESCO EXCH TRADED FD TR II$2.0M0.19%21,138CommonSOLE
464288117IGOVISHARES TR$1.8M0.18%44,615CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.8M0.17%8,167CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.17%11,068CommonSOLE
46428Q109SLVISHARES SILVER TR$1.7M0.17%31,978CommonSOLE
97717W125WTMFWISDOMTREE TR$1.7M0.17%41,669CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.6M0.16%49,446CommonSOLE
46090F308PDBAINVESCO ACTVELY MNGD ETC FD$1.6M0.16%45,050CommonSOLE
464286822EWWISHARES INC$1.6M0.15%21,008CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$1.5M0.15%50,223CommonSOLE
233051705RVNUDBX ETF TR$1.5M0.14%58,591CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.5M0.14%3,941CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.4M0.14%28,515CommonSOLE
808524649SCMBSCHWAB STRATEGIC TR$1.4M0.13%53,282CommonSOLE
464287101OEFISHARES TR$1.4M0.13%3,715CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.11%22,458CommonSOLE
37954Y871URAGLOBAL X FDS$1.1M0.11%25,981CommonSOLE
26922A420QTUMETF SER SOLUTIONS$1.1M0.11%6,830CommonSOLE
46090E103QQQINVESCO QQQ TR$1.1M0.11%1,510CommonSOLE
464288257ACWIISHARES TR$1.1M0.11%7,026CommonSOLE
02210T108ARBALTSHARES TRUST$1.1M0.11%36,671CommonSOLE
46432F842IEFAISHARES TR$1.0M0.10%10,862CommonSOLE
46431W853COMTISHARES U S ETF TR$995,0160.10%32,763CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$961,8680.09%17,109CommonSOLE
02079K305GOOGLALPHABET INC$959,3790.09%2,685CommonSOLE
46432F859ISTBISHARES TR$939,9390.09%19,481CommonSOLE
464286103EWAISHARES INC$863,3860.08%30,660CommonSOLE
46435U556ARTYISHARES TR$834,1820.08%10,953CommonSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$806,7110.08%4,207CommonSOLE
464288653TLHISHARES TR$799,8440.08%7,971CommonSOLE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$774,6000.08%8,621CommonSOLE
92189H300EMLCVANECK ETF TRUST$748,2690.07%29,275CommonSOLE
92189H664SMHXVANECK ETF TRUST$736,2690.07%11,524CommonSOLE
464288661IEIISHARES TR$732,7710.07%6,239CommonSOLE
46432F834IXUSISHARES TR$723,2440.07%7,578CommonSOLE
92189F106GDXVANECK ETF TRUST$695,7560.07%9,221CommonSOLE
46436F103IAUMISHARES GOLD TRUST MICRO$685,8910.07%17,143CommonSOLE
921909768VXUSVANGUARD STAR FDS$668,4460.07%7,819CommonSOLE
37954Y632AIQGLOBAL X FDS$657,7450.06%10,025CommonSOLE
038222105AMATAPPLIED MATLS INC$634,7940.06%878CommonSOLE
97717W281DGSWISDOMTREE TR$596,5110.06%9,218CommonSOLE
78464A755XMESPDR SERIES TRUST$583,8380.06%5,460CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$558,8990.05%3,561CommonSOLE
02079K107GOOGALPHABET INC$555,8370.05%1,573CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$547,7080.05%1,673CommonSOLE
315616102FFIVF5 INC$478,3540.05%1,150CommonSOLE
46429B697USMVISHARES TR$471,3480.05%4,886CommonSOLE
46435U713IFRAISHARES TR$466,2600.05%7,396CommonSOLE
37954Y848SILGLOBAL X FDS$465,2150.05%6,006CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$464,1500.05%6,719CommonSOLE
34959E109FTNTFORTINET INC$449,4920.04%2,926CommonSOLE
46429B366CMBSISHARES TR$429,0440.04%8,819CommonSOLE
064058100BKBANK OF NY MELLON CORP$420,7820.04%2,910CommonSOLE
278642103EBAYEBAY INC.$418,5270.04%3,745CommonSOLE
233051432HYLBDBX ETF TR$398,3840.04%10,909CommonSOLE
858119100STLDSTEEL DYNAMICS INC$392,3770.04%1,710CommonSOLE
532457108LLYELI LILLY & CO$359,8290.03%300CommonSOLE
46434V738IEURISHARES TR$354,9530.03%4,722CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$331,7620.03%4,198CommonSOLE
464287309IVWISHARES TR$331,7220.03%2,412CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$307,1770.03%3,586CommonSOLE
91913Y100VLOVALERO ENERGY CORP$298,3920.03%1,146CommonSOLE
166764100CVXCHEVRON CORPORATION$295,0430.03%1,780CommonSOLE
464288273SCZISHARES TR$290,2380.03%3,528CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$289,0850.03%387CommonSOLE
922908538VOTVANGUARD INDEX FDS$286,6970.03%936CommonSOLE
871829107SYYSYSCO CORP$282,6440.03%3,382CommonSOLE
291011104EMREMERSON ELEC CO$274,1590.03%1,915CommonSOLE
78464A383SPMBSPDR SERIES TRUST$269,6610.03%12,087CommonSOLE
26875P101EOGEOG RES INC$265,9470.03%2,050CommonSOLE
78463V107GLDSPDR GOLD TR$264,1280.03%717CommonSOLE
68389X105ORCLORACLE CORP$255,4280.02%1,743CommonSOLE
713448108PEPPEPSICO INC$254,8220.02%1,882CommonSOLE
22052L104CTVACORTEVA INC$242,8910.02%2,868CommonSOLE
464287408IVEISHARES TR$218,8860.02%964CommonSOLE
464288414MUBISHARES TR$217,9310.02%2,025CommonSOLE
464288158SUBISHARES TR$217,7310.02%2,045CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$215,2200.02%3,000CommonSOLE
681919106OMCOMNICOM GROUP INC$211,8620.02%2,909CommonSOLE

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.