202 is the total number of securities Columbia Trust Co 01012016 has owned. The longest Columbia Trust Co 01012016 has owned a single stock is 15 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NEAR | ISHARES US ETF TR | 12 | 3 | 3.50% | 9.23% | 13.98% | Q4 2019 | Q3 2023 | 15 |
AAPL | APPLE INC | 12 | 3 | 4.22% | 5.06% | 6.11% | Q4 2019 | Q3 2023 | 15 |
MSFT | MICROSOFT CORP | 12 | 3 | 4.37% | 5.06% | 6.11% | Q4 2019 | Q3 2023 | 15 |
GIS | GENERAL MLS INC | 12 | 3 | 1.57% | 2.18% | 3.46% | Q4 2019 | Q3 2023 | 15 |
GOOGL | ALPHABET INC CLASS A | 12 | 3 | 1.54% | 2.06% | 2.77% | Q4 2019 | Q3 2023 | 15 |
JPM | JPMORGAN CHASE & CO | 12 | 3 | 1.42% | 1.71% | 2.11% | Q4 2019 | Q3 2023 | 15 |
DSI | ISHARES TR | 12 | 3 | 1.27% | 1.69% | 1.95% | Q4 2019 | Q3 2023 | 15 |
AMZN | AMAZON COMMUNICATIONS INC | 12 | 3 | 0.79% | 1.58% | 2.23% | Q4 2019 | Q3 2023 | 15 |
NVDA | NVIDIA CORPORATION | 12 | 3 | 0.88% | 1.55% | 2.89% | Q4 2019 | Q3 2023 | 15 |
EMB | ISHARES TR | 12 | 3 | 0.17% | 1.47% | 2.72% | Q4 2019 | Q3 2023 | 15 |
JNJ | JOHNSON & JOHNSON | 12 | 3 | 0.95% | 1.41% | 2.05% | Q4 2019 | Q3 2023 | 15 |
CVX | CHEVRON CORPORATION | 12 | 3 | 0.89% | 1.40% | 1.84% | Q4 2019 | Q3 2023 | 15 |
IVV | ISHARES TR | 12 | 3 | 0.74% | 1.39% | 2.09% | Q4 2019 | Q3 2023 | 15 |
LRCX | LAM RESEARCH CORP | 12 | 3 | 1.01% | 1.38% | 1.70% | Q4 2019 | Q3 2023 | 15 |
IEFA | ISHARES TR | 12 | 3 | 0.76% | 1.38% | 3.62% | Q4 2019 | Q3 2023 | 15 |
MUB | ISHARES TR | 12 | 3 | 0.75% | 1.34% | 2.13% | Q4 2019 | Q3 2023 | 15 |
IEMG | iSHARES INC CORE MSCI ... | 12 | 3 | 0.15% | 1.32% | 4.37% | Q4 2019 | Q3 2023 | 15 |
EFA | iSHARES TR MSCI EAFE I... | 12 | 3 | 0.61% | 1.31% | 2.65% | Q4 2019 | Q3 2023 | 15 |
UNH | UNITEDHEALTH GROUP INC | 12 | 3 | 0.94% | 1.17% | 1.56% | Q4 2019 | Q3 2023 | 15 |
BAC | BK OF AMERICA CORP | 12 | 3 | 0.92% | 1.11% | 1.43% | Q4 2019 | Q3 2023 | 15 |
PH | PARKER-HANNIFIN CORP | 12 | 3 | 0.70% | 1.09% | 1.42% | Q4 2019 | Q3 2023 | 15 |
PG | PROCTER & GAMBLE CO | 12 | 3 | 0.71% | 1.09% | 1.78% | Q4 2019 | Q3 2023 | 15 |
BLK | BLACKROCK INC | 12 | 3 | 0.26% | 1.04% | 1.40% | Q4 2019 | Q3 2023 | 15 |
V | VISA INC CLASS A | 12 | 3 | 0.80% | 0.97% | 1.12% | Q4 2019 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 12 | 3 | 0.66% | 0.97% | 1.24% | Q4 2019 | Q3 2023 | 15 |
MRK | MERCK & CO, INC (NEW) | 12 | 3 | 0.71% | 0.97% | 1.47% | Q4 2019 | Q3 2023 | 15 |
DE | DEERE & CO | 12 | 3 | 0.36% | 0.96% | 1.28% | Q4 2019 | Q3 2023 | 15 |
CAT | CATERPILLAR INC DEL | 12 | 3 | 0.71% | 0.94% | 1.22% | Q4 2019 | Q3 2023 | 15 |
TMO | THERMO FISHER SCIENTIF... | 12 | 3 | 0.70% | 0.94% | 1.18% | Q4 2019 | Q3 2023 | 15 |
NKE | NIKE INC CL B | 12 | 3 | 0.68% | 0.93% | 1.15% | Q4 2019 | Q3 2023 | 15 |
APD | AIR PRODUCTS & CHEMICA... | 12 | 3 | 0.66% | 0.89% | 1.11% | Q4 2019 | Q3 2023 | 15 |
MCD | MCDONALDS CORP | 12 | 3 | 0.73% | 0.88% | 1.06% | Q4 2019 | Q3 2023 | 15 |
EW | EDWARDS LIFESCIENCES CP | 12 | 3 | 0.62% | 0.86% | 1.00% | Q4 2019 | Q3 2023 | 15 |
PEP | PEPSICO INC | 12 | 3 | 0.49% | 0.85% | 1.59% | Q4 2019 | Q3 2023 | 15 |
URI | UNITED RENTALS INC | 12 | 3 | 0.52% | 0.80% | 1.06% | Q4 2019 | Q3 2023 | 15 |
HD | HOME DEPOT INC. | 12 | 3 | 0.53% | 0.76% | 1.01% | Q4 2019 | Q3 2023 | 15 |
VZ | VERIZON COMMUNICATIONS... | 12 | 3 | 0.42% | 0.73% | 1.38% | Q4 2019 | Q3 2023 | 15 |
CRM | SALESFORCE INC | 12 | 3 | 0.45% | 0.72% | 0.92% | Q4 2019 | Q3 2023 | 15 |
IJR | iSHARES TRUST-S&P SM C... | 12 | 3 | 0.55% | 0.68% | 0.97% | Q4 2019 | Q3 2023 | 15 |
ADSK | AUTODESK, INC | 12 | 3 | 0.38% | 0.67% | 1.28% | Q4 2019 | Q3 2023 | 15 |
ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 3 | 0.38% | 0.65% | 1.00% | Q4 2019 | Q3 2023 | 15 |
EL | LAUDER ESTEE COS INC | 12 | 3 | 0.29% | 0.65% | 0.97% | Q4 2019 | Q3 2023 | 15 |
SYK | STRYKER CORPORATION | 12 | 3 | 0.59% | 0.65% | 0.73% | Q4 2019 | Q3 2023 | 15 |
PNC | PNC FINL SVCS GROUP INC | 12 | 3 | 0.30% | 0.64% | 0.78% | Q4 2019 | Q3 2023 | 15 |
DIS | WALT DISNEY COMPANY | 12 | 3 | 0.47% | 0.62% | 0.88% | Q4 2019 | Q3 2023 | 15 |
HCA | HCA HOLDINGS INC | 12 | 3 | 0.40% | 0.61% | 0.89% | Q4 2019 | Q3 2023 | 15 |
C | CITIGROUP INC (NEW) | 12 | 3 | 0.42% | 0.59% | 0.87% | Q4 2019 | Q3 2023 | 15 |
UNP | UNION PACIFIC CORP | 12 | 3 | 0.37% | 0.57% | 0.83% | Q4 2019 | Q3 2023 | 15 |
NOW | SERVICENOW, INC. | 12 | 3 | 0.23% | 0.57% | 0.80% | Q4 2019 | Q3 2023 | 15 |
SBUX | STARBUCKS CORP | 12 | 3 | 0.42% | 0.57% | 0.63% | Q4 2019 | Q3 2023 | 15 |
LMT | LOCKHEED MARTIN CORP | 12 | 3 | 0.38% | 0.54% | 0.90% | Q4 2019 | Q3 2023 | 15 |
COP | CONOCOPHILLIPS | 12 | 3 | 0.26% | 0.53% | 0.70% | Q4 2019 | Q3 2023 | 15 |
ALL | ALLSTATE CORP | 12 | 3 | 0.38% | 0.52% | 0.65% | Q4 2019 | Q3 2023 | 15 |
CMI | CUMMINS INC | 12 | 3 | 0.38% | 0.50% | 0.58% | Q4 2019 | Q3 2023 | 15 |
NSC | NORFOLK SOUTHN CORP | 12 | 3 | 0.37% | 0.48% | 0.58% | Q4 2019 | Q3 2023 | 15 |
ISRG | INTUITIVE SURGICAL INC | 12 | 3 | 0.34% | 0.46% | 0.56% | Q4 2019 | Q3 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 3 | 0.34% | 0.46% | 0.93% | Q4 2019 | Q3 2023 | 15 |
TGT | TARGET CORP | 12 | 3 | 0.33% | 0.45% | 0.61% | Q4 2019 | Q3 2023 | 15 |
XOM | EXXON MOBIL CORP | 12 | 3 | 0.27% | 0.44% | 0.65% | Q4 2019 | Q3 2023 | 15 |
NFLX | NETFLIX INC | 12 | 3 | 0.14% | 0.39% | 0.67% | Q4 2019 | Q3 2023 | 15 |
ABT | ABBOTT LABS | 12 | 3 | 0.30% | 0.38% | 0.54% | Q4 2019 | Q3 2023 | 15 |
LULU | LULULEMON ATHLETICA INC | 12 | 3 | 0.28% | 0.37% | 0.55% | Q4 2019 | Q3 2023 | 15 |
BMI | BADGER METER INC | 12 | 3 | 0.25% | 0.35% | 0.47% | Q4 2019 | Q3 2023 | 15 |
BDX | BECTON DICKINSON & CO. | 12 | 3 | 0.28% | 0.34% | 0.48% | Q4 2019 | Q3 2023 | 15 |
MMM | 3M COMPANY | 12 | 3 | 0.16% | 0.34% | 0.94% | Q4 2019 | Q3 2023 | 15 |
IWF | ISHARES TR | 12 | 3 | 0.22% | 0.33% | 1.10% | Q4 2019 | Q3 2023 | 15 |
AMGN | AMGEN INC | 12 | 3 | 0.22% | 0.33% | 0.45% | Q4 2019 | Q3 2023 | 15 |
SPY | SPDR S&P 500 ETF TR | 12 | 3 | 0.22% | 0.32% | 0.60% | Q4 2019 | Q3 2023 | 15 |
IJH | ISHARES TR | 12 | 3 | 0.22% | 0.30% | 0.45% | Q4 2019 | Q3 2023 | 15 |
CCI | CROWN CASTLE INTL CORP... | 12 | 3 | 0.19% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 15 |
ADP | AUTOMATIC DATA PROCESS... | 12 | 3 | 0.25% | 0.28% | 0.33% | Q4 2019 | Q3 2023 | 15 |
MDLZ | MONDELEZ INTL INC | 12 | 3 | 0.19% | 0.27% | 0.48% | Q4 2019 | Q3 2023 | 15 |
ETN | EATON GLOBAL CORP | 12 | 3 | 0.14% | 0.25% | 0.63% | Q4 2019 | Q3 2023 | 15 |
PEG | PUBLIC SVC ENTERPRISE ... | 12 | 3 | 0.18% | 0.25% | 0.47% | Q4 2019 | Q3 2023 | 15 |
PFE | PFIZER INC | 12 | 3 | 0.15% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 15 |
AXP | AMERICAN EXPRESS CO | 12 | 3 | 0.17% | 0.22% | 0.52% | Q4 2019 | Q3 2023 | 15 |
CL | COLGATE PALMOLIVE CO | 12 | 3 | 0.12% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 15 |
NEE | NEXTERA ENERGY INC | 12 | 2 | 0.23% | 0.42% | 0.56% | Q1 2020 | Q3 2023 | 14 |
PSX | PHILLIPS 66 | 12 | 1 | 0.18% | 0.40% | 0.61% | Q4 2019 | Q3 2023 | 14 |
DOW | DOW INC COM | 12 | 1 | 0.24% | 0.36% | 0.42% | Q4 2019 | Q3 2023 | 14 |
PLD | PROLOGIS INC. | 12 | 2 | 0.26% | 0.33% | 0.41% | Q1 2020 | Q3 2023 | 14 |
BA | BOEING COMPANY | 12 | 1 | 0.17% | 0.29% | 0.80% | Q4 2019 | Q3 2023 | 14 |
VNQ | VANGUARD INDEX FDS | 7 | 3 | 0.11% | 0.23% | 0.32% | Q4 2019 | Q3 2023 | 14 |
PANW | PALO ALTO NETWORKS INC | 12 | 1 | 0.27% | 0.60% | 0.88% | Q4 2019 | Q3 2023 | 13 |
FDX | FEDEX CORPORATION | 12 | 1 | 0.20% | 0.41% | 0.65% | Q4 2019 | Q3 2023 | 13 |
BKNG | BOOKING HOLDINGS INC | 12 | 1 | 0.18% | 0.32% | 0.48% | Q2 2020 | Q3 2023 | 13 |
LLY | LILLY ELI & CO | 10 | 3 | 0.16% | 0.22% | 0.36% | Q4 2019 | Q3 2023 | 13 |
PYPL | PAYPAL HOLDINGS INC | 12 | 1 | 0.17% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 13 |
VO | VANGUARD MID-CAP ETF | 8 | 2 | 0.12% | 0.20% | 0.45% | Q4 2019 | Q3 2023 | 13 |
JCI | JOHNSON CTLS INTL PLC | 12 | 1 | 0.15% | 0.19% | 0.25% | Q2 2020 | Q3 2023 | 13 |
DHR | DANAHER CORPORATION | 12 | 1 | 0.15% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 13 |
IYW | ISHARES TR | 12 | 1 | 0.13% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 13 |
TD | TORONTO DOMINION BK ONT | 12 | 1 | 0.13% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 13 |
GOVT | ISHARES TR | 12 | 12 | 2.91% | 3.73% | 5.08% | Q4 2020 | Q3 2023 | 12 |
PPG | PPG INDUSTRIES INC | 12 | 12 | 0.34% | 0.59% | 0.93% | Q4 2020 | Q3 2023 | 12 |
MS | MORGAN STANLEY,DEAN WI... | 12 | 12 | 0.20% | 0.51% | 0.62% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES TR | 9 | 3 | 0.27% | 0.44% | 0.62% | Q4 2019 | Q4 2022 | 12 |
IWD | ISHARES TR | 12 | 12 | 0.14% | 0.31% | 1.84% | Q4 2020 | Q3 2023 | 12 |
PSA | PUBLIC STORAGE | 12 | 12 | 0.14% | 0.28% | 0.54% | Q4 2020 | Q3 2023 | 12 |
NUE | NUCOR CORP | 12 | 12 | 0.14% | 0.28% | 0.49% | Q4 2020 | Q3 2023 | 12 |
MDT | MEDTRONIC PLC | 7 | 2 | 0.11% | 0.26% | 0.56% | Q4 2019 | Q3 2023 | 12 |
AGG | ISHARES TR | 6 | 1 | 0.20% | 0.25% | 0.33% | Q2 2020 | Q3 2023 | 12 |
VEEV | VEEVA SYSTEM INC. | 12 | 12 | 0.18% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CP | CANADIAN PAC RY LTD | 10 | 1 | 0.16% | 0.23% | 0.33% | Q4 2019 | Q1 2023 | 12 |
BAX | BAXTER INTL INC | 6 | 3 | 0.10% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 12 |
IBM | INTERNATIONAL BUSINESS... | 11 | 1 | 0.10% | 0.17% | 0.57% | Q1 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC, fo... | 8 | 3 | 0.22% | 0.59% | 1.02% | Q4 2019 | Q3 2022 | 11 |
INTC | INTEL CORP | 8 | 3 | 0.12% | 0.51% | 1.32% | Q4 2019 | Q3 2022 | 11 |
CMF | ISHARES TR | 8 | 3 | 0.12% | 0.47% | 1.40% | Q4 2019 | Q3 2022 | 11 |
IWR | ISHARES TR | 8 | 3 | 0.22% | 0.40% | 0.62% | Q4 2019 | Q3 2022 | 11 |
EEM | ISHARES TR | 8 | 3 | 0.24% | 0.37% | 0.54% | Q4 2019 | Q3 2022 | 11 |
GIGB | GOLDMAN SACHS ETF TR | 11 | 11 | 0.12% | 0.16% | 0.21% | Q1 2021 | Q3 2023 | 11 |
STZ | CONSTELLATION BRANDS INC | 3 | 1 | 0.10% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 11 |
MMC | MARSH & MCLENNAN COS INC | 10 | 1 | 0.11% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 11 |
DDOG | DATADOG, INC. | 10 | 10 | 0.32% | 0.41% | 0.55% | Q2 2021 | Q3 2023 | 10 |
AMT | AMERICAN TOWER CORP NEW | 7 | 3 | 0.10% | 0.27% | 0.55% | Q4 2019 | Q2 2022 | 10 |
COF | CAPITAL ONE FINL CORP | 7 | 3 | 0.11% | 0.25% | 0.42% | Q4 2019 | Q2 2022 | 10 |
IJT | ISHARES TR | 10 | 10 | 0.11% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 10 |
EMXC | ISHARES MSCI EMERGING ... | 9 | 9 | 0.77% | 2.29% | 2.97% | Q3 2021 | Q3 2023 | 9 |
OM | OUTSET MED INC | 9 | 9 | 0.32% | 1.05% | 2.58% | Q1 2021 | Q1 2023 | 9 |
CHTR | CHARTER COMMUNICATIONS... | 7 | 2 | 0.13% | 0.66% | 1.01% | Q1 2020 | Q2 2022 | 9 |
ACN | ACCENTURE PLC IRELAND | 9 | 9 | 0.11% | 0.38% | 0.54% | Q3 2021 | Q3 2023 | 9 |
WMT | WALMART INC | 4 | 1 | 0.12% | 0.29% | 0.70% | Q4 2019 | Q3 2023 | 9 |
TFC | TRUIST FINL CORP | 7 | 2 | 0.12% | 0.23% | 0.84% | Q4 2019 | Q3 2022 | 9 |
ZION | ZIONS BANCORPORATION N A | 8 | 8 | 0.39% | 0.63% | 0.81% | Q1 2021 | Q4 2022 | 8 |
MA | MASTERCARD INCORPORATED | 5 | 3 | 0.19% | 0.30% | 0.36% | Q4 2019 | Q4 2021 | 8 |
ABBV | ABBVIE INC | 4 | 1 | 0.12% | 0.27% | 0.40% | Q1 2020 | Q4 2022 | 8 |
HON | HONEYWELL INTL INC | 4 | 1 | 0.14% | 0.25% | 0.46% | Q4 2019 | Q4 2022 | 8 |
LEN | LENNAR CORP | 7 | 1 | 0.11% | 0.19% | 0.29% | Q2 2020 | Q2 2022 | 8 |
IJS | ISHARES TR | 7 | 1 | 0.12% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 7 | 7 | 0.12% | 0.46% | 0.77% | Q4 2020 | Q2 2022 | 7 |
REGN | REGENERON PHARMACEUTIC... | 7 | 7 | 0.16% | 0.41% | 0.54% | Q1 2022 | Q3 2023 | 7 |
TSN | TYSON FOODS INC CL A DELA | 7 | 7 | 0.27% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
CSCO | CISCO SYSTEMS INC | 7 | 7 | 0.20% | 0.24% | 0.30% | Q1 2022 | Q3 2023 | 7 |
VB | VANGUARD INDEX FDS | 5 | 1 | 0.11% | 0.17% | 0.25% | Q4 2019 | Q4 2021 | 7 |
TIP | ISHARES TR | 6 | 6 | 0.26% | 1.74% | 2.19% | Q4 2020 | Q1 2022 | 6 |
T | AT&T INC | 3 | 3 | 0.13% | 0.57% | 1.08% | Q4 2019 | Q2 2021 | 6 |
OGS | ONE GAS INC | 3 | 3 | 0.14% | 0.25% | 0.35% | Q4 2019 | Q2 2021 | 6 |
CMG | CHIPOTLE MEXICAN GRILL... | 5 | 1 | 0.20% | 0.24% | 0.28% | Q2 2020 | Q4 2021 | 6 |
CB | CHUBB LIMITED | 3 | 1 | 0.11% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 6 |
KSU | KANSAS CITY SOUTHERN | 4 | 1 | 0.14% | 0.19% | 0.24% | Q4 2019 | Q3 2021 | 6 |
ESGD | ISHARES TR | 5 | 1 | 0.12% | 0.18% | 0.25% | Q2 2020 | Q4 2021 | 6 |
GOOG | ALPHABET INC CLASS C | 4 | 2 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 6 |
MTB | M & T BK CORP | 6 | 6 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q4 2022 | 6 |
RTX | RAYTHEON TECHNOLOGIES ... | 6 | 6 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2022 | 6 |
CME | CME GROUP INC | 3 | 2 | 0.23% | 0.36% | 0.48% | Q4 2019 | Q1 2021 | 5 |
SPLK | SPLUNK INC | 3 | 2 | 0.23% | 0.31% | 0.43% | Q4 2019 | Q1 2021 | 5 |
AMD | ADVANCED MICRO DEVICES... | 5 | 5 | 0.21% | 0.28% | 0.32% | Q4 2020 | Q4 2021 | 5 |
IJK | ISHARES TR | 4 | 1 | 0.10% | 0.25% | 0.42% | Q1 2022 | Q3 2023 | 5 |
DVY | ISHARES TR | 5 | 5 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q1 2023 | 5 |
IJJ | ISHARES TR | 4 | 1 | 0.10% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 5 |
HYGV | FLEXSHARES TR | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
GERN | GERON INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.56% | 0.64% | 0.71% | Q4 2022 | Q3 2023 | 4 |
CRWD | CROWDSTRIKE HLDGS INC | 4 | 4 | 0.21% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
HSY | HERSHEY CO | 3 | 1 | 0.20% | 0.29% | 0.35% | Q4 2019 | Q4 2020 | 4 |
LHX | L3HARRIS TECHNOLOGIES INC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.15% | 0.21% | 0.24% | Q4 2019 | Q1 2022 | 4 |
TXN | TEXAS INSTRUMENTS | 4 | 4 | 0.17% | 0.20% | 0.28% | Q1 2022 | Q4 2022 | 4 |
KMX | CARMAX INC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q4 2021 | 4 |
PCAR | PACCAR INC | 3 | 3 | 0.62% | 0.68% | 0.73% | Q1 2023 | Q3 2023 | 3 |
USMV | ISHARES TR | 2 | 1 | 0.54% | 0.59% | 0.67% | Q4 2019 | Q2 2022 | 3 |
FLOT | ISHARES TR | 3 | 3 | 0.24% | 0.42% | 0.52% | Q4 2019 | Q2 2020 | 3 |
AFL | AFLAC INC | 3 | 3 | 0.22% | 0.41% | 0.60% | Q4 2019 | Q2 2020 | 3 |
MU | MICRON TECHNOLOGY INC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q4 2019 | Q2 2020 | 3 |
U | UNITY SOFTWARE INC | 3 | 3 | 0.15% | 0.20% | 0.27% | Q1 2022 | Q3 2022 | 3 |
FISV | FISERV INC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q4 2021 | 3 |
TTC | TORO CO | 2 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q1 2023 | 3 |
VEA | VANGUARD TAX-MANAGED I... | 2 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2023 | 3 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 | |
UTX | UNITED TECHNOLOGIES CORP | 2 | 2 | 0.23% | 0.28% | 0.32% | Q4 2019 | Q1 2020 | 2 |
OVL | LISTED FD TR | 2 | 2 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q1 2023 | 2 |
SPSB | SPDR SER TR | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.11% | 0.22% | 0.32% | Q2 2020 | Q2 2022 | 2 |
SLQD | ISHARES TR | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
FTSM | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.10% | 0.18% | 0.27% | Q4 2022 | Q3 2023 | 2 |
ECL | ECOLAB INC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q2 2020 | Q4 2020 | 2 |
SHY | ISHARES TR | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 2 |
BERY | BERRY GLOBAL GROUP INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
PM | PHILIP MORRIS INTL INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
VWO | VANGUARD INTL EQUITY I... | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
AON | AON PLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
EBAY | EBAY INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
TLH | ISHARES TR | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
MTUM | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
PB | PROSPERITY BANCSHARES INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
TOTL | SSGA ACTIVE ETF TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
USB | US BANCORP DEL | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
K | KELLOGG CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
DLR | DIGITAL RLTY TR INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
AMAT | APPLIED MATLS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
FHN | FIRST HORIZON CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including ISHARES US ETF TR, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of Columbia Trust Co 01012016.
The conviction is calculated by counting the number of quarters a security has been reported by Columbia Trust Co 01012016. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Columbia Trust Co 01012016 owns currently or has owned in the past.