Titelia

Holdings of Columbia Disciplined Core Fund

ISIN US19766J5653

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

Net assets
5B $ including 4.9B $ in equities, 98.0 %
Positions
83 in 3 countries
Top ten
43.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 2,394,332477.8M $9.48 %
2Alphabet Inc 994,191382.6M $7.59 %
3Apple Inc 1,382,706375.2M $7.44 %
4Microsoft Corp 554,349226.1M $4.48 %
5Meta Platforms Inc 269,278164.8M $3.27 %
6Amazon.com Inc 523,699138.8M $2.75 %
7Chevron Corp 571,780110.5M $2.19 %
8Altria Group, Inc. 1,415,870102.9M $2.04 %
9Arista Networks Inc 575,23399.3M $1.97 %
10Bristol-Myers Squibb Co 1,611,34197.6M $1.94 %
11Citigroup Inc 727,72693.1M $1.85 %
12Keysight Technologies Inc 256,44589.7M $1.78 %
13Mastercard Inc 177,33989.2M $1.77 %
14General Dynamics Corp 243,93084M $1.67 %
15Bank of New York Mellon Corp/The 622,71983.7M $1.66 %
16Allstate Corp/The 384,79483.6M $1.66 %
17Broadcom Inc 194,90181.4M $1.61 %
18CF Industries Holdings Inc 630,84578.4M $1.55 %
19Procter & Gamble Co/The 478,98270.5M $1.40 %
20Tapestry Inc 484,34970.2M $1.39 %
21Synchrony Financial 907,91669.2M $1.37 %
22Snap-on Inc 176,86167.8M $1.35 %
23Viatris Inc 4,470,22966.8M $1.32 %
24Equinix Inc 56,71361.4M $1.22 %
25Adobe Inc 248,66661.2M $1.21 %
26Blackrock Inc 56,42060.1M $1.19 %
27Booking Holdings Inc 356,51260M $1.19 %
28Pentair PLC 723,45358.4M $1.16 %
29Palantir Technologies Inc 417,40458.1M $1.15 %
30Ross Stores Inc 247,24656.3M $1.12 %
31McKesson Corp 67,90355.4M $1.10 %
32Cisco Systems, Inc. 595,03554.4M $1.08 %
33Charles River Laboratories International Inc 310,63051.9M $1.03 %
34FedEx Corp 123,96650M $0.99 %
35Micron Technology Inc 93,46448.3M $0.96 %
36Tesla Inc 123,15647M $0.93 %
37PG&E Corp 2,698,36844.8M $0.89 %
38Expedia Group Inc 176,54843.8M $0.87 %
39Ralph Lauren Corp 119,74642.9M $0.85 %
40Charles Schwab Corp/The 460,65442.2M $0.84 %
41Newmont Corp 376,53541.8M $0.83 %
42Pfizer Inc 1,457,19638.9M $0.77 %
43US Bancorp 672,65038.1M $0.76 %
44Teradyne Inc 98,40333.8M $0.67 %
45S&P Global Inc 73,08931.5M $0.63 %
46Delta Air Lines Inc 460,94531.3M $0.62 %
47AbbVie Inc 145,80530.8M $0.61 %
48Exelon Corp 637,01529.3M $0.58 %
49Nordson Corp 96,62427.9M $0.55 %
50Centene Corp 515,56627.7M $0.55 %
51Broadridge Financial Solutions Inc 178,75827.5M $0.55 %
52Valero Energy Corp 105,41226.6M $0.53 %
53Edison International 377,98126.3M $0.52 %
54Salesforce Inc 145,75825.7M $0.51 %
55Aptiv PLC 421,15325.4M $0.50 %
56AES Corp/The 1,703,35524.6M $0.49 %
57Automatic Data Processing Inc 109,25523.2M $0.46 %
58CVS Health Corp 275,91823M $0.46 %
59Host Hotels & Resorts Inc 1,052,31922.2M $0.44 %
60Molson Coors Beverage Co 518,65422.2M $0.44 %
61Exxon Mobil Corp 142,05521.9M $0.43 %
62Lam Research Corp 80,87320.9M $0.41 %
63Amgen Inc 54,58418.9M $0.37 %
64TE Connectivity PLC 87,29418.5M $0.37 %
65Vertex Pharmaceuticals Inc 42,11718M $0.36 %
66KLA Corp 9,36216.4M $0.33 %
67Kroger Co/The 239,13316.3M $0.32 %
68QUALCOMM Inc 71,92212.9M $0.26 %
69Uber Technologies Inc 164,73012.3M $0.24 %
70Regeneron Pharmaceuticals, Inc. 16,42611.6M $0.23 %
71Rockwell Automation Inc 26,90211M $0.22 %
72EMCOR Group Inc 11,32110.1M $0.20 %
73General Motors Co 126,7829.7M $0.19 %
74Colgate-Palmolive Co 110,9859.5M $0.19 %
75CME Group Inc 28,9958.3M $0.17 %
76ServiceNow Inc 79,4477M $0.14 %
77Insmed Inc 47,7696.5M $0.13 %
78Autodesk Inc 26,5386.3M $0.12 %
79Conagra Brands Inc 429,9506.2M $0.12 %
80Lockheed Martin Corp 11,1205.8M $0.11 %
81BioMarin Pharmaceutical Inc 100,3885.4M $0.11 %
82Argenx SE 6,3304.9M $0.10 %
83Versigent PLC 140,3844.9M $0.10 %

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Sector breakdown

  • Technology 34.7 %
  • Financials 12.1 %
  • Communication 11.1 %
  • Consumer discretionary 8.6 %
  • Health care 7.5 %
  • Industrials 6.5 %
  • Consumer staples 4.0 %
  • Materials 2.4 %
  • Utilities 2.0 %
  • Real estate 1.2 %
  • Energy 1.0 %
  • Unattributed 8.7 %

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 99.8 %
  • Netherlands 0.1 %
  • Jersey 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States814.9B $99.80 %
2Netherlands14.9M $0.10 %
3Jersey14.9M $0.10 %
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Titelia. "Holdings of Columbia Disciplined Core Fund". https://titelia.com/en/funds/S000031356