Columbia Balanced Inst (CBALX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
57.66
+0.49 (0.86%)
Jun 18, 2026, 4:00 PM EST
CBALX Holdings Information
CBALX is a mutual fund with a total of 1036 individual holdings. The top holdings are NVIDIA at 5.23%, Columbia Short-Term Cash at 4.08%, Apple at 3.96%, Microsoft at 3.80%, and Amazon.com at 3.19%.
Total Holdings
1036
Top 10 Percentage
30.58%
Asset Class
n/a
Fund Category
Allocation--50% to 70% Equity
Assets
10.49B
Forward PE Ratio
21.74
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 5.23% |
| 2 | n/a | Columbia Short-Term Cash | 4.08% |
| 3 | AAPL | Apple Inc. | 3.96% |
| 4 | MSFT | Microsoft Corporation | 3.80% |
| 5 | AMZN | Amazon.com, Inc. | 3.19% |
| 6 | IEFA | iShares Core MSCI EAFE ETF | 2.73% |
| 7 | GOOGL | Alphabet Inc. | 2.13% |
| 8 | AVGO | Broadcom Inc. | 2.05% |
| 9 | GOOG | Alphabet Inc. | 1.73% |
| 10 | n/a | 10 Year Treasury Note Future Sept 26 | 1.67% |
| 11 | LLY | Eli Lilly and Company | 1.38% |
| 12 | n/a | Ultra US Treasury Bond Future Sept 26 | 1.31% |
| 13 | TXN | Texas Instruments Incorporated | 1.29% |
| 14 | META | Meta Platforms, Inc. | 1.16% |
| 15 | BRK.B | Berkshire Hathaway Inc. | 1.07% |
| 16 | MU | Micron Technology, Inc. | 1.06% |
| 17 | TEL | TE Connectivity plc | 1.06% |
| 18 | HON | Honeywell International Inc. | 1.03% |
| 19 | V | Visa Inc. | 1.01% |
| 20 | EBAY | eBay Inc. | 0.91% |
| 21 | MS | Morgan Stanley | 0.90% |
| 22 | DELL | Dell Technologies Inc. | 0.90% |
| 23 | FNCL.3 6.11 | Federal National Mortgage Association 3% | 0.86% |
| 24 | NFLX | Netflix, Inc. | 0.82% |
| 25 | AMAT | Applied Materials, Inc. | 0.82% |
As of May 31, 2026