Sign In
test

Lon Gerber

Columbus Macro, Llc

Assets Managed
$1.028B
Holdings
207
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
9.85%(2Q avg: 6.18%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbus Macro, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Columbus Macro, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.028B in assets, with a quarterly growth rate of 9.85% and a 2-quarter average growth rate of 6.18%. The portfolio is managed by Lon Gerber, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 1.31%
2.1%
$21.572M
242,353 shares@ $89.01 avg price
PFFD
Global X Us Preferred Etf
Recent Activity
Increased 21.99%
2.04%
$20.961M
1.122M shares@ $18.7 avg price
ENB
Enbridge Inc
Recent Activity
Increased 4.85%
1.9%
$19.523M
360,111 shares@ $54.22 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.16%
1.87%
$19.184M
25,616 shares@ $748.89 avg price
HYDW
Xtrs Low Beta Hi Yield Etf
Recent Activity
Increased 4.09%
1.86%
$19.036M
406,373 shares@ $46.85 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Increased 4.03%
1.81%
$18.549M
275,864 shares@ $67.24 avg price
OKE
Oneok Inc
Recent Activity
Increased 5.74%
1.78%
$18.211M
209,463 shares@ $86.95 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 6.66%
1.73%
$17.688M
313,169 shares@ $56.48 avg price
AM
Antero Midstream Corp
Recent Activity
Decreased -2.47%
1.67%
$17.079M
750,707 shares@ $22.76 avg price
KMI
Kinder Morgan Inc
Recent Activity
Increased 6%
1.64%
$16.86M
527,382 shares@ $31.97 avg price

1-10 of 207