Columbia Disciplined Value Fund Institutional Class (CVQZX) - Large Value fund with $855.24 Million in assets. The fund allocates 18.05% 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 Exxon Mobil Corp at 3.00% of total assets. This is followed by JPMorgan Chase Co (3.71%) and Cisco Systems Inc (2.12%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Exxon Mobil Corp | 3.00% | - | - |
| JPMorgan Chase Co | 3.71% | - | - |
| Cisco Systems Inc | 2.12% | - | - |
| Caterpillar Inc | 2.27% | - | - |
| Cigna Group/The | None | - | - |
| Altria Group Inc | 2.14% | - | - |
| PulteGroup Inc | None | - | - |
| FedEx Corp | None | - | - |
| Citigroup Inc | 2.37% | - | - |
| ATT Inc | 2.44% | - | - |
| Entergy Corp | 2.27% | - | - |
| Salesforce Inc | 1.99% | - | - |
| CME Group Inc | 1.93% | - | - |
| PGE Corp | 1.99% | - | - |
| Chevron Corp | 2.16% | - | - |
| COLUMBIA SHORT TERM CASH FUND | 2.02% | - | - |
| Alphabet Inc | 3.90% | - | - |
| Meta Platforms Inc | 2.62% | - | - |
| QUALCOMM Inc | 2.03% | - | - |
| Fox Corp | 1.97% | - | - |
| Bristol-Myers Squibb Co | 2.02% | - | - |