Columbia Variable Portfolio - Core Equity 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
MASTERCARD INC CL A 0 8,028 8,028 1.93% $4.01M
KEYSIGHT TECHNOLOGIES INC 0 11,617 11,617 1.58% $3.28M
US BANCORP DEL 0 30,443 30,443 0.76% $1.58M
MICRON TECHNOLOGY INC 0 4,223 4,223 0.69% $1.43M
TERADYNE INC 0 4,468 4,468 0.64% $1.32M
EXPEDIA INC 0 5,680 5,680 0.63% $1.31M
FEDEX CORP 0 2,528 2,528 0.43% $900.42K
LAM RESEARCH CORP 0 3,683 3,683 0.38% $786.91K
KROGER CO 0 10,802 10,802 0.38% $781.63K
NORDSON CORP 0 2,553 2,553 0.33% $679.25K
GENERAL MOTORS CO 0 5,696 5,696 0.20% $424.35K
INSMED INC 0 2,158 2,158 0.17% $352.88K
CENTENE CORP 0 9,400 9,400 0.15% $307.76K
LOCKHEED MARTIN CORP 0 500 500 0.15% $302.20K
AUTODESK INC 0 1,178 1,178 0.14% $282.01K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VISA INC-CLASS A 16,348 0 -16,348 0.00% -$5.73M
AMERICAN TOWER CORP 9,742 0 -9,742 0.00% -$1.71M
VERISIGN INC 6,622 0 -6,622 0.00% -$1.61M
ADV MICRO DEVICE 6,737 0 -6,737 0.00% -$1.44M
UNITED AIRLINES HOLDINGS INC 9,806 0 -9,806 0.00% -$1.10M
JPMORGAN CHASE and CO 3,239 0 -3,239 0.00% -$1.04M
NETAPP INC 7,528 0 -7,528 0.00% -$806.17K
FORTINET INC 8,128 0 -8,128 0.00% -$645.44K
STERIS PLC 1,288 0 -1,288 0.00% -$326.53K
TARGET CORP 3,339 0 -3,339 0.00% -$326.39K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MICROSOFT CORP 22,646 25,113 2,467 4.47% -$1.66M
BANK OF NEW YORK MELLON CORP 27,201 28,217 1,016 1.61% $189.62K
COLUMBIA SHORT TERM CASH FUND 2,185,428 3,245,433 1,060,005 1.56% $1.06M
PROCTER & GAMBLE 16,348 21,680 5,332 1.51% $788.63K
PFIZER INC 66,890 86,599 19,709 1.17% $766.14K
DELTA AIR LI 26,905 36,179 9,274 1.16% $537.97K
EQUINIX INC 692 2,360 1,668 1.11% $1.78M
ROSS STORES INC 3,567 9,956 6,389 1.04% $1.51M
SCHWAB CHARLES CORP 15,457 18,574 3,117 0.84% $201.28K
BROADRIDGE FINL 6,787 8,097 1,310 0.63% -$199.05K
SBA COMMUNICATIONS CORP 4,823 4,840 17 0.40% -$99.90K
TE CONNECTIVITY PLC 1,338 3,948 2,610 0.40% $520.80K
ZCS BRL 14.0087 05/12/25-01/04/27 CME 7 11 4 -0.04% -$63.97K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NVIDIA CORP 112,866 109,337 -3,529 9.17% -$1.98M
ALPHABET INC CL A 50,511 49,066 -1,445 6.78% -$1.70M
APPLE INC 52,596 50,952 -1,644 6.22% -$1.37M
META PLATFORMS INC CL A 12,961 12,193 -768 3.35% -$1.58M
CHEVRON CORP 28,849 25,897 -2,952 2.58% $961.21K
AMAZON.COM INC 31,060 23,738 -7,322 2.38% -$2.23M
BRISTOL-MYERS SQUIBB CO 85,021 72,935 -12,086 2.13% -$162.52K
ALTRIA GROUP INC 67,728 64,137 -3,591 2.03% $327.20K
GENERAL DYNAMICS CORPORATION 11,388 11,032 -356 1.82% -$47.48K
CITIGROUP INC 35,743 32,925 -2,818 1.80% -$436.83K
CF INDUSTRIES HOLDINGS INC 32,568 28,550 -4,018 1.78% $1.19M
ALLSTATE CORPORATION 17,963 17,402 -561 1.73% -$130.87K
THE BOOKING HOLDINGS INC 796 771 -25 1.56% -$1.02M
ARISTA NETWORKS INC 26,834 25,995 -839 1.53% -$324.39K
TAPESTRY INC 22,562 21,857 -705 1.48% $201.49K
SNAP-ON INCORPORATED 8,251 7,993 -258 1.40% $59.92K
PENTAIR PLC 33,782 32,726 -1,056 1.37% -$667.30K
SYNCHRONY FINANCIAL 52,514 41,150 -11,364 1.35% -$1.58M
PALANTIR TECHNOLOGIES INC 20,311 18,890 -1,421 1.33% -$847.05K
VIATRIS INC 260,204 202,377 -57,827 1.31% -$505.43K
ADOBE INC 11,572 11,210 -362 1.31% -$1.33M
MCKESSON CORP 3,167 3,068 -99 1.28% $57.07K
BLACKROCK INC 2,627 2,544 -83 1.18% -$365.19K
CHARLES RIVER LABS INTL INC 14,530 14,075 -455 1.17% -$470.51K
BROADCOM INC 7,584 7,347 -237 1.09% -$350.85K
PG&E CORP 125,816 121,881 -3,935 1.03% $119.59K
CISCO SYSTEMS INC 27,839 26,968 -871 1.01% -$51.99K
TESLA INC 5,740 5,560 -180 0.99% -$514.46K
SALESFORCE INC 16,089 10,921 -5,168 0.98% -$2.22M
RALPH LAUREN CORP 9,284 5,433 -3,851 0.90% -$1.41M
NEWMONT CORP 17,547 16,998 -549 0.88% $87.97K
S&P GLOBAL INC 4,632 3,996 -636 0.82% -$720.98K
QUALCOMM INC 22,748 12,020 -10,728 0.74% -$2.34M
ABBVIE INC 6,792 6,580 -212 0.69% -$120.82K
EXELON CORP 29,709 28,780 -929 0.68% $115.78K
EXXON MOBIL CORP 8,453 8,189 -264 0.67% $372.11K
APTIV PLC 36,669 19,115 -17,554 0.64% -$1.46M
EDISON INTL 20,461 17,072 -3,389 0.60% $21.26K
VALERO ENERGY CORP 4,933 4,779 -154 0.57% $377.75K
AES CORP 79,537 77,050 -2,487 0.52% -$54.93K
KLA CORP 724 701 -23 0.50% $152.44K
MOLSON COORS BEVERAGE CO B 24,190 23,433 -757 0.49% -$120.16K
AUTOMATIC DATA PROCESSING INC 6,295 4,948 -1,347 0.48% -$613.93K
CVS HEALTH CORP 14,427 12,476 -1,951 0.43% -$248.90K
AMGEN INC 2,598 2,517 -81 0.43% $35.26K
VERTEX PHARMACEUTICALS INC 2,514 1,903 -611 0.41% -$289.98K
REGENERON PHARMACEUTICALS INC 928 742 -186 0.28% -$143.00K
UBER TECHNOLOGIES INC 9,299 7,508 -1,791 0.26% -$219.77K
ROCKWELL AUTOMATION INC 1,263 1,224 -39 0.21% -$52.13K
COLGATE-PALMOLIVE CO 5,224 5,060 -164 0.21% $18.46K
CME GROUP INC CL A 1,344 1,302 -42 0.18% $17.53K
EMCOR GROUP INC 1,263 512 -751 0.18% -$394.68K
SERVICENOW INC 3,711 3,595 -116 0.18% -$192.63K
HOST HOTELS & RE 19,019 18,424 -595 0.17% $15.80K
CONAGRA BRANDS INC 78,414 19,495 -58,919 0.15% -$1.05M
BIOMARIN PHARMACEUTICAL INC 4,770 4,620 -150 0.13% -$22.50K
ARGENX SE SPONSORED ADR 297 288 -9 0.10% -$39.45K

No positions in this category.

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