# Portfolio overlap — CBLAX vs LCCAX

Comparing **Columbia Balanced Fund** (2026-02-28) and **Columbia Contrarian Core Fund** (2026-02-28).

- Shared positions: 79
- Columbia Balanced Fund covered by Columbia Contrarian Core Fund: 0.6021576423219073128503415146
- Columbia Contrarian Core Fund covered by Columbia Balanced Fund: 0.6021576423219073128503415146

## Columbia Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.047108 | ✓ |
| APPLE INC | 0.036456 | ✓ |
| MICROSOFT CORP | 0.035713 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.034079 | ✓ |
| ISH CORE EAFE | 0.028559 |  |
| AMAZON.COM INC | 0.026348 | ✓ |
| ALPHABET INC CL A | 0.018971 | ✓ |
| LILLY ELI and CO | 0.015970 | ✓ |
| BROADCOM INC | 0.015788 | ✓ |
| ALPHABET INC CL C | 0.015580 | ✓ |
| META PLATFORMS INC CL A | 0.014450 | ✓ |
| HONEYWELL INTL INC | 0.013203 | ✓ |
| VISA INC-CLASS A | 0.011130 | ✓ |
| NETFLIX INC | 0.009991 | ✓ |
| TEXAS INSTRUMENTS INC | 0.009984 | ✓ |
| BLACKROCK INC | 0.009501 | ✓ |
| CHEVRON CORP | 0.009498 | ✓ |
| TE CONNECTIVITY PLC | 0.009460 | ✓ |
| EBAY INC | 0.009460 | ✓ |
| Uniform Mortgage-Backed Security, TBA | 0.009300 |  |
| BANK OF AMERICA CORPORATION | 0.008780 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008549 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.008373 | ✓ |
| BOEING CO/THE | 0.008314 | ✓ |
| APPLIED MATERIALS INC | 0.007832 | ✓ |
| CONOCOPHILLIPS | 0.007792 | ✓ |
| WALMART INC | 0.007710 | ✓ |
| EQUINIX INC | 0.007440 | ✓ |
| FREDDIE MAC POOL FR 11/52 FIXED 4 | 0.007397 |  |
| DTE ENERGY CO | 0.007333 | ✓ |
| EATON CORP PLC | 0.007041 | ✓ |
| TESLA INC | 0.006953 | ✓ |
| WELLS FARGO & CO | 0.006852 | ✓ |
| PEPSICO INC | 0.006843 | ✓ |
| ABBVIE INC | 0.006386 | ✓ |
| PUB SERV ENTERP | 0.006370 | ✓ |
| MORGAN STANLEY | 0.006239 | ✓ |
| STARBUCKS CORP | 0.006160 | ✓ |
| JPMORGAN CHASE and CO | 0.006134 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.006091 | ✓ |
| LAM RESEARCH CORP | 0.006017 | ✓ |
| ABBOTT LABS | 0.005951 | ✓ |
| EOG RESOURCES INC | 0.005734 | ✓ |
| MASTERCARD INC CL A | 0.005695 | ✓ |
| SCHWAB CHARLES CORP | 0.005682 | ✓ |
| AON PLC | 0.005464 | ✓ |
| FR SL1547 | 0.005355 |  |
| THE CIGNA GROUP | 0.005074 | ✓ |
| CARRIER GLOBAL CORP | 0.004939 | ✓ |
| ORACLE CORP | 0.004933 | ✓ |

## Columbia Contrarian Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.078920 | ✓ |
| APPLE INC | 0.061072 | ✓ |
| MICROSOFT CORP | 0.059825 | ✓ |
| AMAZON.COM INC | 0.044187 | ✓ |
| ALPHABET INC CL A | 0.031784 | ✓ |
| LILLY ELI and CO | 0.026751 | ✓ |
| BROADCOM INC | 0.026453 | ✓ |
| ALPHABET INC CL C | 0.026099 | ✓ |
| META PLATFORMS INC CL A | 0.024209 | ✓ |
| HONEYWELL INTL INC | 0.022117 | ✓ |
| VISA INC-CLASS A | 0.018631 | ✓ |
| NETFLIX INC | 0.016784 | ✓ |
| TEXAS INSTRUMENTS INC | 0.016726 | ✓ |
| CHEVRON CORP | 0.015910 | ✓ |
| EBAY INC | 0.015891 | ✓ |
| BLACKROCK INC | 0.015882 | ✓ |
| TE CONNECTIVITY PLC | 0.015840 | ✓ |
| BANK OF AMERICA CORPORATION | 0.014749 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.014310 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.014290 | ✓ |
| BOEING CO/THE | 0.013921 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.013791 | ✓ |
| APPLIED MATERIALS INC | 0.013121 | ✓ |
| CONOCOPHILLIPS | 0.013037 | ✓ |
| WALMART INC | 0.012903 | ✓ |
| EQUINIX INC | 0.012464 | ✓ |
| DTE ENERGY CO | 0.012284 | ✓ |
| EATON CORP PLC | 0.011787 | ✓ |
| TESLA INC | 0.011654 | ✓ |
| WELLS FARGO & CO | 0.011510 | ✓ |
| PEPSICO INC | 0.011440 | ✓ |
| ABBVIE INC | 0.010713 | ✓ |
| PUB SERV ENTERP | 0.010631 | ✓ |
| MORGAN STANLEY | 0.010430 | ✓ |
| STARBUCKS CORP | 0.010315 | ✓ |
| JPMORGAN CHASE and CO | 0.010263 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.010199 | ✓ |
| LAM RESEARCH CORP | 0.010082 | ✓ |
| ABBOTT LABS | 0.009958 | ✓ |
| EOG RESOURCES INC | 0.009583 | ✓ |
| MASTERCARD INC CL A | 0.009530 | ✓ |
| SCHWAB CHARLES CORP | 0.009515 | ✓ |
| AON PLC | 0.009382 | ✓ |
| THE CIGNA GROUP | 0.008479 | ✓ |
| CARRIER GLOBAL CORP | 0.008267 | ✓ |
| ORACLE CORP | 0.008263 | ✓ |
| WALT DISNEY CO/T | 0.008141 | ✓ |
| BECTON DICKINSON and CO | 0.007882 | ✓ |
| STANLEY BLACK and DECKER INC | 0.006720 | ✓ |
| JACOBS SOLUTIONS INC | 0.006707 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040888` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826040888/0001410368-26-040888-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040893` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826040893/0001410368-26-040893-index.htm>

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