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CBLCX Holdings List NMFQS:CBLCX

Allocation--50% to 70% Equity | Columbia Threadneedle
$54.43
↑ $0.00 (0.00%)
Last Updated: Mar 22, 2026

Columbia Balanced Fund Class C (CBLCX) - Allocation--50% to 70% Equity fund with $10.18 Billion in assets. The fund allocates 30.02% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is COLUMBIA SHORT TERM CASH FUND at 4.10% of total assets. This is followed by Microsoft Corp (4.70%) and Apple Inc (4.03%).

CBLCX Holdings

Name Weight Owned Change
COLUMBIA SHORT TERM CASH FUND 4.10% - -
Microsoft Corp 4.70% - -
Apple Inc 4.03% - -
NVIDIA Corp 4.95% - -
Amazon.com Inc 3.04% - -
UMBS 30YR TBA(REG A) 1.84% - -
iShares Core MSCI EAFE ETF 1.86% - -
Meta Platforms Inc 2.10% - -
JPMorgan Chase Co 1.45% - -
Alphabet Inc 1.95% - -
Broadcom Inc 1.87% - -
Eli Lilly Co 1.76% - -

Asset Allocation

Bond 36.21%
Cash 2.62%
Non US Stock 2.90%
Not Classified 0.00%
Other 0.00%
US Stock 58.26%

Market Cap

AverageMarketCap 470412.22%
Giant 29.94%
Large 21.95%
Medium 8.41%
Micro 0.00%
Small 0.85%

Sector Weights

Cash and Equivalents 2.12%
Corporate 2.12%
Derivative 2.12%
Government 2.12%
Municipal 2.12%
Securitized 2.12%
Basic Materials 0.61%
Consumer Cyclical 9.96%
Financial Services 13.83%
Real Estate 0.95%
Consumer Defensive 2.41%
Healthcare 10.08%
Utilities 2.12%
Communication Services 12.66%
Energy 3.57%
Industrials 9.55%
Technology 34.25%

World Regions

Latin America 0.00%
North America 95.25%
Asia Developed 0.13%
Asia Emerging 1.35%
Australasia 0.25%
Japan 0.84%
Africa/Middle East 0.05%
Europe Developed 1.64%
Europe Emerging 0.00%
United Kingdom 0.48%