Columbia Variable Portfolio - Select Large Cap Value Fund
Columbia Funds Variable Series Trust II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CAPITAL ONE FINANCIAL CORP 0 201,427 201,427 1.62% $36.75M
BROADCOM INC 0 108,427 108,427 1.48% $33.56M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
QUALCOMM INC 332,531 0 -332,531 0.00% -$56.88M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CONSTELLATION BRANDS INC CL A 516,095 595,151 79,056 3.93% $18.07M
SALESFORCE INC 301,124 453,148 152,024 3.73% $4.82M
EPAM SYSTEMS INC 337,268 565,788 228,520 3.38% $7.51M
LOWES COS INC 298,018 302,374 4,356 3.15% -$425.09K
CVS HEALTH CORP 864,352 962,685 98,333 3.05% $545.06K
AMERICAN INTERNATIONAL GROUP 688,191 816,557 128,366 2.71% $2.57M
WELLS FARGO & CO 715,456 742,507 27,051 2.61% -$7.57M
CSX CORP 1,285,024 1,360,246 75,222 2.46% $9.26M
CENTENE CORP 1,208,031 1,274,198 66,167 1.84% -$7.99M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VERIZON COMMUNICATIONS INC 2,266,203 2,023,043 -243,160 4.48% $9.25M
FREEPORT MCMORAN INC 1,781,748 1,333,908 -447,840 3.46% -$12.09M
AMERICAN TOWER CORP 456,530 443,604 -12,926 3.37% -$3.60M
AES CORP 5,249,947 5,023,400 -226,547 3.12% -$4.50M
WILLIAMS COS INC 1,143,228 966,784 -176,444 3.10% $1.64M
PG&E CORP 4,166,052 3,884,410 -281,642 3.01% $1.30M
BOEING CO/THE 374,787 339,895 -34,892 2.98% -$13.72M
PHILIP MORRIS INTL INC 429,163 400,150 -29,013 2.92% -$2.68M
APPLIED MATERIALS INC 227,707 192,728 -34,979 2.90% $7.35M
TECHNIPFMC PLC 1,499,755 879,555 -620,200 2.68% -$6.03M
CHEVRON CORP 344,204 293,283 -50,921 2.67% $8.22M
CORNING INC 679,078 445,604 -233,474 2.67% $1.13M
THE CIGNA GROUP 242,060 225,695 -16,365 2.65% -$6.42M
MORGAN STANLEY 390,812 364,392 -26,420 2.64% -$9.41M
BRISTOL-MYERS SQUIBB CO 1,025,906 956,551 -69,355 2.56% $2.68M
CITIGROUP INC 587,952 501,236 -86,716 2.51% -$11.76M
RTX CORP 352,389 292,540 -59,849 2.49% -$8.20M
MARATHON PETROLEUM CORP 227,474 224,131 -3,343 2.41% $17.73M
BANK OF AMERICA CORPORATION 1,184,029 1,103,984 -80,045 2.37% -$11.30M
BARRICK MINING CORP 1,363,718 1,271,526 -92,192 2.29% -$7.52M
JPMORGAN CHASE and CO 186,027 173,450 -12,577 2.25% -$8.92M
TENET HEALTHCARE CORP 288,417 242,226 -46,191 2.01% -$11.60M
CATERPILLAR INC 76,547 63,164 -13,383 1.97% $897.69K
SOUTHWEST AIRLINES CO 1,358,641 1,173,297 -185,344 1.94% -$12.07M
METLIFE INC 597,102 556,736 -40,366 1.74% -$7.76M
ALPHABET INC CL A 149,678 122,621 -27,057 1.55% -$11.59M
COLUMBIA SHORT TERM CASH FUND 62,974,901 17,199,108 -45,775,793 0.76% -$45.76M
TERADATA CORP 518,945 483,863 -35,082 0.55% -$3.40M

No positions in this category.

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