1y return+12.2%S&P 500 +20.9%
3y return+31.2%S&P 500 +68.5%
5y return+21.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $140 against $280 in the S&P 500.2
Columbus Macro, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IDEVIshares Tr | $21.6M | 2.1% | +1.3% |
| PFFDGlobal X Fds | $21.0M | 2.0% | +22.0% |
| ENBEnbridge Inc | $19.5M | 1.9% | +4.8% |
| IVVIshares Tr | $19.2M | 1.9% | |
| HYDWDbx Etf Tr | $19.0M | 1.9% | +4.1% |
| VWOBVanguard Whitehall Fds | $18.5M | 1.8% | +4.0% |
| Oneok Inc NewCUSIP 682680103 | $18.2M | 1.8% | +5.7% |
| JEPIJ P Morgan Exchange Traded F | $17.7M | 1.7% | +6.7% |
| AMAntero Midstream Corp | $17.1M | 1.7% | −2.5% |
| KMIKinder Morgan Inc Del | $16.9M | 1.6% | +6.0% |
| IEMGIshares Inc | $16.6M | 1.6% | −5.8% |
| BNLBroadstone Net Lease Inc | $16.5M | 1.6% | −4.3% |
| KLACKla Corp | $16.3M | 1.6% | +738.8% |
| TLTWIshares Tr | $16.0M | 1.6% | +5.9% |
| SCHZSchwab Strategic Tr | $14.5M | 1.4% | +1.9% |
| HDEFDbx Etf Tr | $12.9M | 1.3% | |
| WMBWilliams Cos Inc | $12.9M | 1.3% | +5.3% |
| BCDAbrdn Etfs | $12.9M | 1.3% | |
| NLYAnnaly Capital Management In | $12.8M | 1.2% | +5.3% |
| OHIOmega Healthcare Invs Inc | $11.8M | 1.1% | +5.5% |
| VSSVanguard Intl Equity Index F | $11.7M | 1.1% | −2.0% |
| QCOMQualcomm Inc | $11.6M | 1.1% | +1.6% |
| CMICummins Inc | $11.5M | 1.1% | −19.1% |
| PHParker-hannifin Corp | $11.3M | 1.1% | −11.8% |
| AVGOBroadcom Inc | $11.3M | 1.1% | +2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2022 | +677.6% | $11.3M |
| CAHCardinal Health Inc | September 30, 2020 | +406.0% | $9.4M |
| NUENucor Corp | September 30, 2020 | +396.6% | $10.6M |
| PHParker-hannifin Corp | June 30, 2022 | +297.5% | $11.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $10.5M |
| GWWWw Grainger Inc | June 30, 2022 | +199.4% | $9.0M |
| CMICummins Inc | December 31, 2023 | +197.7% | $11.5M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $10.0M |
| BARGraniteshares Gold Tr | June 30, 2020 | +122.8% | $9.9M |
| QCOMQualcomm Inc | June 30, 2020 | +102.6% | $11.6M |
Sold off last quarter
- STWDStarwood Ppty Tr Inc was $11.2M
- TSLXSixth Street Specialty Lendi was $10.1M
- RITMRithm Capital Corp was $9.3M
- FDUSFidus Invt Corp was $8.8M
- Medtronic PLCCUSIP G5960L103 was $7.8M
- SPGIS&p Global Inc was $5.3M
- IBBIshares Tr was $649K
- ITAIshares Tr was $266K
- VUGVanguard Index Fds was $261K
- MCKMckesson Corp was $230K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.8% | +14.8% |
| March 31, 2026 | +1.2% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +4.3% | +7.8% |
| June 30, 2025 | +3.2% | +10.5% |
| March 31, 2025 | +1.8% | −4.6% |
| December 31, 2024 | −3.7% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +7.2% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +1.0% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −6.0% | −5.3% |
| June 30, 2022 | −10.7% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
| December 31, 2021 | +3.2% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Columbus Macro, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1727269&type=13F-HR&dateb=&owner=include&count=40CIK 1727269
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1727269/000172726926000004/Filed July 22, 2026 · accession 0001727269-26-000004