Columbus Macro, LLC

NEW CASTLE, PA · CIK 1727269 · 13F filing filed 2026-07-22

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$970.3m
Staff7 · 6 in investment roles
Main clients (by assets)Other advisers 90%, High net worth individuals 8%, State and local governments 1%
Form ADV · 2026-02-27SEC adviser record

Others nearbyNew Castle, PA

$1.0bn reported value +9.8% vs Q1 2026

207positions

18.3%in top 10

17 new 118 added 62 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE MSCI INTL IDEV	IDEV	242,353	$21.6m2.10%	2.10%	Added +3.1k	+3,120 1.3%
2	GLOBAL X FDS US PFD ETF PFFD	PFFD	1,121,532	$21.0m2.04%	2.04%	Added +202.1k	+202,126 22.0%
3	ENBRIDGE INC COM ENB	ENB	360,111	$19.5m1.90%	1.90%	Added +16.7k	+16,654 4.8%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	25,616	$19.2m1.87%	1.87%	Reduced -43	-43 -0.2%
5	DBX ETF TR XTRACKERS LOW HYDW	HYDW	406,373	$19.0m1.85%	1.85%	Added +16.0k	+15,966 4.1%
6	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	275,864	$18.5m1.80%	1.80%	Added +10.7k	+10,665 4.0%
7	ONEOK INC NEW COM OKE	OKE	209,463	$18.2m1.77%	1.77%	Added +11.4k	+11,359 5.7%
8	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	313,169	$17.7m1.72%	1.72%	Added +19.5k	+19,531 6.7%
9	ANTERO MIDSTREAM CORP COM AM	AM	750,707	$17.1m1.66%	1.66%	Reduced -19.0k	-19,014 -2.5%
10	KINDER MORGAN INC DEL COM KMI	KMI	527,382	$16.9m1.64%	1.64%	Added +29.8k	+29,817 6.0%
11	ISHARES INC CORE MSCI EMKT IEMG	IEMG	200,441	$16.6m1.61%	1.61%	Reduced -12.4k	-12,376 -5.8%
12	BROADSTONE NET LEASE INC COM BNL	BNL	796,941	$16.5m1.60%	1.60%	Reduced -36.2k	-36,190 -4.3%
13	KLA CORP COM NEW KLAC	KLAC	54,163	$16.3m1.59%	1.59%	Reduced -10.4k	-10,407 -16.1%
14	ISHARES TR 20+ YEAR TR BD TLTW	TLTW	715,323	$16.0m1.55%	1.55%	Added +39.5k	+39,544 5.8%
15	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	626,849	$14.5m1.41%	1.41%	Added +11.7k	+11,690 1.9%
16	DBX ETF TR XTRACK MSCI EAFE HDEF	HDEF	402,360	$12.9m1.26%	1.26%	Reduced -1.6k	-1,627 -0.4%
17	WILLIAMS COS INC COM WMB	WMB	173,359	$12.9m1.25%	1.25%	Added +8.8k	+8,776 5.3%
18	ABRDN ETFS BBRG ALL COMMDY BCD	BCD	377,190	$12.9m1.25%	1.25%	Reduced -2.7k	-2,693 -0.7%
19	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	571,503	$12.8m1.24%	1.24%	Added +28.9k	+28,898 5.3%
20	OMEGA HEALTHCARE INVS INC COM OHI	OHI	247,503	$11.8m1.15%	1.15%	Added +13.0k	+12,984 5.5%
21	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	75,961	$11.7m1.14%	1.14%	Reduced -1.6k	-1,551 -2.0%
22	QUALCOMM INC COM QCOM	QCOM	62,611	$11.6m1.13%	1.13%	Added +986	+986 1.6%
23	CUMMINS INC COM CMI	CMI	16,160	$11.5m1.12%	1.12%	Reduced -3.8k	-3,805 -19.1%
24	PARKER-HANNIFIN CORP COM PH	PH	11,557	$11.3m1.10%	1.10%	Reduced -1.5k	-1,544 -11.8%
25	BROADCOM INC COM AVGO	AVGO	29,835	$11.3m1.10%	1.10%	Added +637	+637 2.2%
26	COLGATE PALMOLIVE CO COM CL	CL	117,651	$10.8m1.05%	1.05%	Added +2.2k	+2,244 1.9%
27	PUBLIC STORAGE COM PSA	PSA	33,802	$10.8m1.05%	1.05%	Added +1.4k	+1,351 4.2%
28	NUCOR CORP COM NUE	NUE	47,471	$10.6m1.03%	1.03%	Added +328	+328 0.7%
29	APPLE INC COM AAPL	AAPL	36,133	$10.5m1.02%	1.02%	Added +651	+651 1.8%
30	MID-AMER APT CMNTYS INC COM MAA	MAA	74,609	$10.4m1.01%	1.01%	Added +3.2k	+3,184 4.5%
31	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	101,409	$10.4m1.01%	1.01%	Added +5.2k	+5,233 5.4%
32	SCHWAB STRATEGIC TR 1 5YR CORP BD SCHJ	SCHJ	418,460	$10.3m1.00%	1.00%	Added +6.5k	+6,497 1.6%
33	ALTRIA GROUP INC COM MO	MO	141,989	$10.2m0.99%	0.99%	New
34	ARES CAPITAL CORP COM ARCC	ARCC	543,378	$10.1m0.98%	0.98%	Reduced -36.3k	-36,289 -6.3%
35	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	14,493	$10.0m0.97%	0.97%	Added +6	+6 0.0%
36	GRANITESHARES GOLD TR SHS BEN INT BAR	BAR	250,000	$9.9m0.96%	0.96%	Added +5.3k	+5,350 2.2%
37	CARDINAL HEALTH INC COM CAH	CAH	39,440	$9.4m0.91%	0.91%	Added +373	+373 0.9%
38	ISHARES TR CORE US AGGBD ET AGG	AGG	93,981	$9.3m0.90%	0.90%	Added +7.5k	+7,528 8.7%
39	JOHNSON & JOHNSON COM JNJ	JNJ	35,867	$9.1m0.89%	0.89%	Added +391	+391 1.1%
40	GRAINGER W W INC COM GWW	GWW	6,615	$9.0m0.88%	0.88%	Added +142	+142 2.2%
41	CAPITAL SOUTHWEST CORP COM CSWC	CSWC	374,871	$8.9m0.87%	0.87%	Added +17.1k	+17,090 4.8%
42	BLACKSTONE SECD LENDING FD COMMON STOCK BXSL	BXSL	372,288	$8.8m0.86%	0.86%	Added +124.2k	+124,240 50.1%
43	RAYONIER INC COM RYN	RYN	413,272	$8.8m0.86%	0.86%	Added +21.4k	+21,417 5.5%
44	MILLROSE PPTYS INC COM CL A MRP	MRP	289,950	$8.7m0.85%	0.85%	New
45	AFLAC INC COM AFL	AFL	71,722	$8.4m0.82%	0.82%	Added +1.4k	+1,393 2.0%
46	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	28,562	$8.3m0.81%	0.81%	Added +680	+680 2.4%
47	KAYNE ANDERSON BDC INC COM SHS KBDC	KBDC	610,736	$8.3m0.80%	0.80%	New
48	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	245,023	$8.2m0.80%	0.80%	Added +16.8k	+16,765 7.3%
49	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	112,039	$8.1m0.79%	0.79%	Added +26.6k	+26,550 31.1%
50	ABBVIE INC COM ABBV	ABBV	30,821	$7.8m0.75%	0.75%	Added +572	+572 1.9%
51	WALMART INC COM WMT	WMT	65,342	$7.4m0.72%	0.72%	Added +1.2k	+1,182 1.8%
52	LOCKHEED MARTIN CORP COM LMT	LMT	14,473	$7.4m0.72%	0.72%	Added +311	+311 2.2%
53	AMGEN INC COM AMGN	AMGN	20,153	$7.3m0.71%	0.71%	Added +372	+372 1.9%
54	ISHARES TR CORE MSCI PAC IPAC	IPAC	88,047	$7.2m0.70%	0.70%	Added +1.1k	+1,090 1.2%
55	ISHARES TR CORE S&P SCP ETF IJR	IJR	48,189	$7.1m0.70%	0.70%	Added +507	+507 1.1%
56	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	29,286	$7.1m0.69%	0.69%	Added +307	+307 1.1%
57	EXCHANGE LISTED FDS TR SABA INT RATE CEFS	CEFS	273,615	$7.0m0.68%	0.68%	Added +15.6k	+15,564 6.0%
58	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	30,969	$6.9m0.67%	0.67%	Added +587	+587 1.9%
59	HOME DEPOT INC COM HD	HD	19,438	$6.9m0.67%	0.67%	Added +1.6k	+1,635 9.2%
60	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	191,440	$6.7m0.65%	0.65%	Reduced -5.4k	-5,418 -2.8%
61	ISHARES TR CORE S&P US VLU IUSV	IUSV	59,827	$6.6m0.64%	0.64%	Added +1.0k	+1,046 1.8%
62	ARMOUR RESIDENTIAL REIT INC COM SHS ARR	ARR	374,790	$6.5m0.64%	0.64%	New
63	APPLE HOSPITALITY REIT INC COM NEW APLE	APLE	385,846	$6.5m0.63%	0.63%	New
64	MICROSOFT CORP COM MSFT	MSFT	17,245	$6.4m0.63%	0.63%	Added +372	+372 2.2%
65	GLOBAL X FDS GLBL X MLP ETF MLPA	MLPA	117,458	$6.2m0.61%	0.61%	Reduced -55.1k	-55,109 -31.9%
66	AMPLIFY ETF TR BLOCKCHAIN LDR BLOK	BLOK	98,258	$6.2m0.60%	0.60%	Added +2.9k	+2,879 3.0%
67	BLACKROCK INC COM BLK	BLK	6,384	$6.1m0.60%	0.60%	Added +124	+124 2.0%
68	CINTAS CORP COM CTAS	CTAS	35,836	$6.1m0.59%	0.59%	Added +757	+757 2.2%
69	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	83,840	$6.0m0.58%	0.58%	Added +446	+446 0.5%
70	ISHARES TR CORE S&P TTL STK ITOT	ITOT	36,073	$5.9m0.58%	0.58%	Reduced -105	-105 -0.3%
71	GOLDMAN SACHS BDC INC SHS GSBD	GSBD	619,851	$5.9m0.57%	0.57%	New
72	DBX ETF TR XTRACK MSCI EAFE DBEF	DBEF	103,958	$5.7m0.55%	0.55%	Added +295	+295 0.3%
73	BAIN CAP SPECIALTY FIN INC COM STK BCSF	BCSF	451,309	$5.7m0.55%	0.55%	New
74	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	13,519	$5.6m0.55%	0.55%	Added +270	+270 2.0%
75	ISHARES TR RUS 1000 VAL ETF IWD	IWD	22,896	$5.6m0.54%	0.54%	Added +882	+882 4.0%
76	ISHARES TR CORE S&P US GWT IUSG	IUSG	28,856	$5.4m0.53%	0.53%	Added +2.6k	+2,557 9.7%
77	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	144,728	$5.3m0.52%	0.52%	Reduced -75	-75 -0.1%
78	CBOE GLOBAL MKTS INC COM CBOE	CBOE	21,876	$5.3m0.52%	0.52%	New
79	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	87,481	$5.2m0.51%	0.51%	Reduced -176	-176 -0.2%
80	CISCO SYS INC COM CSCO	CSCO	44,156	$5.2m0.50%	0.50%	Reduced -3.5k	-3,476 -7.3%
81	CITIGROUP INC COM NEW C	C	36,584	$5.1m0.50%	0.50%	Reduced -2.0k	-2,022 -5.2%
82	VICI PPTYS INC COM VICI	VICI	191,879	$5.1m0.50%	0.50%	Added +10.8k	+10,785 6.0%
83	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	105,277	$5.1m0.49%	0.49%	Added +8.8k	+8,820 9.1%
84	ISHARES TR MBS ETF MBB	MBB	52,125	$4.9m0.48%	0.48%	Added +3.3k	+3,287 6.7%
85	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	185,951	$4.9m0.47%	0.47%	Added +6.9k	+6,945 3.9%
86	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	181,199	$4.8m0.47%	0.47%	Added +4.2k	+4,238 2.4%
87	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	137,795	$4.7m0.45%	0.45%	Added +31.4k	+31,378 29.5%
88	ISHARES TR RUS 1000 GRW ETF IWF	IWF	37,329	$4.6m0.45%	0.45%	Added +1.6k	+1,557 4.3%
89	STRYKER CORPORATION COM SYK	SYK	14,715	$4.6m0.45%	0.45%	Added +305	+305 2.1%
90	AMETEK INC COM AME	AME	18,306	$4.4m0.43%	0.43%	New
91	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	94,549	$4.4m0.43%	0.43%	Reduced -1.5k	-1,474 -1.5%
92	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	392,203	$4.3m0.41%	0.41%	New
93	ISHARES TR USD INV GRDE ETF USIG	USIG	75,158	$3.9m0.37%	0.37%	Added +396	+396 0.5%
94	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	44,047	$3.7m0.36%	0.36%	Added +359	+359 0.8%
95	STATE STR CORP COM STT	STT	20,901	$3.5m0.34%	0.34%	Reduced -1.0k	-1,031 -4.7%
96	ISHARES TR 7-10 YR TRSY BD IEF	IEF	36,229	$3.4m0.33%	0.33%	Added +709	+709 2.0%
97	GARMIN LTD SHS GRMN	GRMN	14,189	$3.4m0.33%	0.33%	New
98	ROYAL BK CDA COM RY	RY	15,750	$3.3m0.32%	0.32%	Reduced -439	-439 -2.7%
99	TOTALENERGIES SE ACT TTE	TTE	39,905	$3.1m0.30%	0.30%	Reduced -836	-836 -2.0%
100	VANGUARD INDEX FDS MID CAP ETF VO	VO	37,947	$3.1m0.30%	0.30%	Added +119	+119 0.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
STARWOOD PPTY TR INC STWD	STWD	651,930	$11.2m651.9k shares
SIXTH STREET SPECIALTY LENDI TSLX	TSLX	549,170	$10.1m549.2k shares
RITHM CAPITAL CORP RITM	RITM	984,074	$9.3m984.1k shares
FIDUS INVT CORP FDUS	FDUS	505,567	$8.8m505.6k shares
MEDTRONIC PLC MDT	MDT	90,562	$7.8m90.6k shares
S&P GLOBAL INC SPGI	SPGI	12,418	$5.3m12.4k shares
ISHARES TR IBB	IBB	3,842	$648.7k3.8k shares
ISHARES TR ITA	ITA	1,217	$266.2k1.2k shares
VANGUARD INDEX FDS VUG	VUG	3,588	$261.2k3.6k shares
MCKESSON CORP MCK	MCK	266	$230.3k266 shares