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Columbus Macro, LLC
Columbus Macro, LLC is a boutique investment adviser headquartered in Greensburg, Pennsylvania. Founded in 2017, the firm partners with financial advisors and institutions, leveraging proprietary investment strategies for portfolio management and retirement planning. The company uses a combination of top-down macroeconomic analysis and bottom-up stock selection, specializing in dividend income and global asset allocation strategies. Columbus Macro provides diversified, risk-managed solutions with an emphasis on transparency and empirical rigor. The firm is SEC registered and has an employee count under 25, serving institutional clients and financial professionals.
Investment Strategy
Columbus Macro employs a systematic investment process combining top-down macroeconomic analysis with bottom-up fundamental stock selection. Their strategies specialize in dividend income and macro allocation, offering globally diversified, risk-managed portfolios tailored to various risk objectives. Portfolio solutions include a strategic core—built on relative valuation, growth, inflation, and financial conditions measurement—combined with a tactical satellite strategy for adapting to changing market conditions. The firm utilizes exchange-traded funds and individual dividend paying stocks, aiming for transparent, scalable solutions suitable within financial planning frameworks. Their Global Income strategy seeks current income and long-term capital appreciation, targeting allocations around 60% equity and 40% fixed income, dynamically managed according to proprietary market indicators.
Latest 13F Filing Activity
Columbus Macro, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 207 equity positions with a total 13F market value of $879M. The fund increased holdings in Global X FDS, Potlatchdeltic Corporation, Ishares TR among other positions. Columbus Macro, LLC reduced exposure to Ishares TR, Global X FDS, Global X FDS among others.
Top Holdings
Equity Positions (207)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HYDW | DBX ETF TR | 2.56% | $22.5M | 474,939 | $46.07 | $47.29 | +$1.5M |
I IDEV | ISHARES TR | 2.24% | $19.7M | 245,934 | $62.37 | $80.17 | -$691.9K |
I IVV | ISHARES TR | 1.83% | $16.1M | 24,070 | $457.10 | $669.30 | +$999.5K |
E ENB | ENBRIDGE INC | 1.77% | $15.6M | 308,410 | $42.47 | $50.46 | +$2.8M |
T TLTW | ISHARES TR | 1.66% | $14.6M | 623,927 | $23.57 | $23.38 | +$3.6M |
Industry Allocation
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