Titelia

Holdings of Columbia Disciplined Value Fund

Columbia Funds Series Trust II · Original filing · Compare with another fund · Report an error

Net assets
192.4M $ including 188.7M $ in equities, 98.1 %
Positions
93 in 4 countries
Top ten
25.6 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 24,8659.6M $4.97 %
2Exxon Mobil Corp 36,5265.6M $2.93 %
3Advanced Micro Devices Inc 13,6714.8M $2.52 %
4Cisco Systems, Inc. 47,8694.4M $2.28 %
5Altria Group, Inc. 59,2404.3M $2.24 %
6QUALCOMM Inc 23,7254.3M $2.21 %
7Chevron Corp 21,6504.2M $2.18 %
8Keysight Technologies Inc 11,6544.1M $2.12 %
9Meta Platforms Inc 6,4724M $2.06 %
10Bristol-Myers Squibb Co 64,9253.9M $2.05 %
11EMCOR Group Inc 4,3813.9M $2.03 %
12Valero Energy Corp 14,5503.7M $1.91 %
13FedEx Corp 8,9473.6M $1.88 %
14MetLife Inc 43,7293.5M $1.82 %
15Popular Inc 22,3223.4M $1.74 %
16General Dynamics Corp 9,7013.3M $1.74 %
17Equinix Inc 3,0233.3M $1.70 %
18JPMorgan Chase & Co 10,4103.3M $1.70 %
19Citigroup Inc 25,4483.3M $1.69 %
20Viatris Inc 212,6513.2M $1.65 %
21Toro Co/The 32,6063.1M $1.61 %
22CME Group Inc 10,5133M $1.57 %
23BorgWarner Inc 52,9183M $1.57 %
24Jazz Pharmaceuticals PLC 14,6503M $1.55 %
25Tapestry Inc 20,2162.9M $1.52 %
26SBA Communications Corp 13,2422.9M $1.52 %
27Blackrock Inc 2,7322.9M $1.51 %
28Snap-on Inc 7,5832.9M $1.51 %
29Fox Corp 43,9512.8M $1.45 %
30CF Industries Holdings Inc 21,0312.6M $1.36 %
31Salesforce Inc 14,7222.6M $1.35 %
32Synchrony Financial 33,9162.6M $1.34 %
33MGIC Investment Corp 97,0052.6M $1.34 %
34Applied Materials Inc 6,4582.5M $1.32 %
35PG&E Corp 152,2052.5M $1.32 %
36Allstate Corp/The 11,5552.5M $1.31 %
37T Rowe Price Group Inc 23,3752.4M $1.25 %
38Edison International 33,5302.3M $1.21 %
39Newmont Corp 20,1252.2M $1.16 %
40Berkshire Hathaway Inc 4,5072.1M $1.11 %
41McKesson Corp 2,4952M $1.06 %
42Micron Technology Inc 3,7992M $1.02 %
43Philip Morris International Inc. 11,6191.9M $1.00 %
44AES Corp/The 123,6571.8M $0.93 %
45Procter & Gamble Co/The 11,8091.7M $0.90 %
46Automatic Data Processing Inc 7,9291.7M $0.87 %
47Target Corp 12,7571.7M $0.86 %
48ADT Inc 218,4131.6M $0.86 %
49Amazon.com Inc 6,1251.6M $0.84 %
50Booking Holdings Inc 9,1801.5M $0.80 %
51CVS Health Corp 17,9831.5M $0.78 %
52Marsh & McLennan Cos Inc 8,6991.5M $0.76 %
53CRH PLC 11,5741.4M $0.71 %
54Union Pacific Corp 4,9481.3M $0.69 %
55Charles River Laboratories International Inc 7,9761.3M $0.69 %
56Pentair PLC 15,9511.3M $0.67 %
57Centene Corp 23,0271.2M $0.64 %
58Ralph Lauren Corp 3,3931.2M $0.63 %
59Pfizer Inc 44,0371.2M $0.61 %
60Charles Schwab Corp/The 12,4561.1M $0.59 %
61Marvell Technology Inc 6,6641.1M $0.57 %
62Janus Henderson Group PLC 21,2821.1M $0.57 %
63Illinois Tool Works Inc 4,2221.1M $0.57 %
64Colgate-Palmolive Co 12,7351.1M $0.57 %
65Nordson Corp 3,4951M $0.52 %
66Anglogold Ashanti Plc 10,541988K $0.51 %
67Revolution Medicines Inc 6,436927.6K $0.48 %
68Envista Holdings Corp 34,419892.8K $0.46 %
69S&P Global Inc 1,892815.9K $0.42 %
70Nutanix Inc 19,891813.3K $0.42 %
71Lyft Inc 51,951735.1K $0.38 %
72Pilgrim's Pride Corp 21,845723.1K $0.38 %
73TJX Cos Inc/The 4,551713.4K $0.37 %
74Vertex Pharmaceuticals Inc 1,616690.6K $0.36 %
75Regeneron Pharmaceuticals, Inc. 964681.6K $0.35 %
76Exelon Corp 14,455664.8K $0.35 %
77Molson Coors Beverage Co 14,620624.9K $0.32 %
78Caterpillar Inc 615547.4K $0.28 %
79Cirrus Logic Inc 3,354547K $0.28 %
80Amgen Inc 1,444500K $0.26 %
81Lowe's Cos Inc 2,081496.9K $0.26 %
82Kraft Heinz Co/The 21,621489.9K $0.25 %
83Mueller Industries Inc 3,019408.9K $0.21 %
84Kroger Co/The 5,683386.8K $0.20 %
85Jones Lang LaSalle Inc 1,168371.6K $0.19 %
86Simon Property Group Inc 1,798366.3K $0.19 %
87Verizon Communications Inc 7,364353.7K $0.18 %
88AbbVie Inc 1,557329K $0.17 %
89United Airlines Holdings Inc 3,640327.6K $0.17 %
90BioMarin Pharmaceutical Inc 5,891317.6K $0.17 %
91Goldman Sachs Group Inc/The 308284.5K $0.15 %
92Insmed Inc 1,819248K $0.13 %
93Graco Inc 3,052245K $0.13 %

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Sector breakdown

  • Financials 15.5 %
  • Technology 13.7 %
  • Industrials 9.9 %
  • Communication 8.8 %
  • Health care 7.6 %
  • Consumer staples 5.3 %
  • Energy 4.9 %
  • Consumer discretionary 4.8 %
  • Materials 3.8 %
  • Real estate 3.5 %
  • Utilities 2.9 %
  • Unattributed 19.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.3 %
  • Ireland 1.6 %
  • Jersey 0.6 %
  • United Kingdom 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States90183.6M $97.32 %
2Ireland13M $1.58 %
3Jersey11.1M $0.58 %
4United Kingdom1988K $0.52 %
Cite this page

Titelia. "Holdings of Columbia Disciplined Value Fund". https://titelia.com/en/funds/S000031353