$177 Million is the total value of Columbia Trust Co 01012016's 232 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES US ETF TR | 16 | Q4 2023 | 14.0% |
| MICROSOFT CORP | 16 | Q4 2023 | 6.1% |
| APPLE INC | 16 | Q4 2023 | 6.1% |
| GENERAL MLS INC | 16 | Q4 2023 | 3.5% |
| ALPHABET INC CLASS A | 16 | Q4 2023 | 2.8% |
| JPMORGAN CHASE & CO | 16 | Q4 2023 | 2.1% |
| ISHARES TR | 16 | Q4 2023 | 2.0% |
| AMAZON COMMUNICATIONS INC | 16 | Q4 2023 | 2.3% |
| NVIDIA CORPORATION | 16 | Q4 2023 | 2.9% |
| ISHARES TR | 16 | Q4 2023 | 3.6% |
View Columbia Trust Co 01012016's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-11 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-01-14 |
View Columbia Trust Co 01012016's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.