SLMCX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	LRCX	Lam Research Corporation	5.34%	8,938,756
2	AVGO	Broadcom Inc.	4.97%	3,611,990
3	MSFT	Microsoft Corporation	4.85%	1,569,950
4	NVDA	NVIDIA Corporation	4.81%	5,391,950
5	AAPL	Apple Inc.	4.33%	2,370,200
6	BE	Bloom Energy Corporation	4.15%	25,654,498
7	GOOGL	Alphabet Inc.	4.13%	3,250,280
8	V	Visa Inc.	3.35%	1,161,145
9	GPN	Global Payments Inc.	3.00%	3,731,079
10	AMAT	Applied Materials, Inc.	2.86%	2,396,061
11	EBAY	eBay Inc.	2.85%	5,115,514
12	META	Meta Platforms, Inc.	2.66%	561,850
13	ORCL	Oracle Corporation	2.42%	2,107,176
14	GEN	Gen Digital Inc.	2.21%	10,126,961
15	GDDY	GoDaddy Inc.	2.06%	1,393,533
16	DBX	Dropbox, Inc.	1.93%	8,784,809
17	GOOG	Alphabet Inc.	1.92%	1,496,960
18	NTAP	NetApp, Inc.	1.86%	2,572,429
19	SYNA	Synaptics Incorporated	1.85%	3,524,175
20	CRM	Salesforce, Inc.	1.78%	805,274
21	CSCO	Cisco Systems, Inc.	1.77%	3,482,400
22	MTCH	Match Group, Inc.	1.76%	6,874,866
23	AMZN	Amazon.com, Inc.	1.75%	1,115,600
24	NXPI	NXP Semiconductors N.V.	1.73%	1,105,460
25	TER	Teradyne, Inc.	1.70%	2,507,429
26	WDC	Western Digital Corporation	1.59%	4,779,627
27	MRVL	Marvell Technology, Inc.	1.51%	2,973,174
28	TYO: 6723	Renesas Electronics Corporation	1.45%	13,125,700
29	n/a	Columbia Short-Term Cash	1.38%	166,813,465
30	LYFT	Lyft, Inc.	1.33%	13,583,200
31	CMCSA	Comcast Corporation	1.30%	4,274,699
32	SNPS	Synopsys, Inc.	1.24%	351,992
33	PINS	Pinterest, Inc.	1.13%	4,448,696
34	DIS	The Walt Disney Company	1.12%	1,379,500
35	ON	ON Semiconductor Corporation	1.11%	3,329,675
36	AEIS	Advanced Energy Industries, Inc.	1.08%	1,383,846
37	TENB	Tenable Holdings, Inc.	0.97%	3,380,927
38	HPE	Hewlett Packard Enterprise Company	0.93%	7,303,700
39	PANW	Palo Alto Networks, Inc.	0.92%	654,320
40	RNG	RingCentral, Inc.	0.89%	4,353,858
41	SMTC	Semtech Corporation	0.89%	3,130,633
42	ADEA	Adeia Inc.	0.87%	7,971,906
43	ANET	Arista Networks Inc	0.79%	1,233,056
44	XYZ	Block, Inc.	0.69%	1,536,450
45	FFIV	F5, Inc.	0.68%	309,293
46	TSM	Taiwan Semiconductor Manufacturing Company Limited	0.66%	484,600
47	ADI	Analog Devices, Inc.	0.59%	355,702
48	EPAM	EPAM Systems, Inc.	0.57%	407,575
49	CHKP	Check Point Software Technologies Ltd.	0.53%	280,140
50	FOUR	Shift4 Payments, Inc.	0.51%	751,653
51	ANSS	ANSYS, Inc.	0.49%	188,800
52	BILL	BILL Holdings, Inc.	0.33%	876,600
53	DOCU	DocuSign, Inc.	0.31%	467,467
54	EA	Electronic Arts Inc.	0.30%	255,900
55	TRIP	Tripadvisor, Inc.	0.29%	2,502,392
56	FIVN	Five9, Inc.	0.28%	1,268,600
57	SNDK	Sandisk Corporation	0.25%	649,108
58	SAIL	SailPoint, Inc.	0.22%	1,453,311
59	U	Unity Software Inc.	0.22%	1,348,058
60	COHR	Coherent Corp.	0.15%	276,200
61	VRNS	Varonis Systems, Inc.	0.13%	384,100
62	n/a	Cash Offset	0.10%	12,715,148
63	SEMI	Columbia Select Technology ETF	0.10%	540,600
64	n/a	Apnimed Inc	0.09%	1,127,586
65	n/a	Apnimed Inc Tranche 1	0.05%	675,613
66	n/a	Apnimed Inc Tranche 3	0.04%	450,409
67	n/a	Apnimed Inc Tranche 2	0.03%	360,327
68	n/a	CURRENCY	0.00%	5,003,493
69	n/a	CURRENCY	-0.00%	19,847,826
70	n/a	Aapl 6 C250 20250620 Call 250	-0.05%	1,441
71	n/a	Aapl 5 C240 20250516 Call 240	-0.06%	1,439

As of Mar 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.52%
Cash	1.48%
Bond	0.00%

Sector Breakdown

Sector	% Weight
Information Technology	82.04%
Communication Services	7.93%
Other	5.29%
Industrials	2.60%
Consumer Discretionary	1.99%
Health Care	0.15%

Country Breakdown

Sector	% Weight
United States	96.54%
Netherlands	1.25%
Other	1.12%
Japan	1.09%