New Positions
1 managers initiated
Top five by reported value
- McMillan Office, Inc.$18.3K
Columbia Seligman Premium Technology Growth Fund NYQ:STK
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
1 new2 added0 reduced0 exited
Total Institutional Holders
3
as of 2025-12-31
Top Holder
Fairfield Financial Advisors, LTD
$411.3K
Largest QoQ Increase
Fairfield Financial Advisors, LTD
+219 sh
Largest QoQ Decrease
—
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| McMillan Office, Inc. | 117 | +117 | $18.3K | +$18.3K | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 2,625 | +219 | $411.3K | +$19.7K | 9.1% |
| Ethos Financial Group, LLC | 1,517 | +15 | $237.7K | -$6.8K | 1.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 2,625 | $411.3K | +219 | 9.1% |
| Ethos Financial Group, LLC | 1,517 | $237.7K | +15 | 1.0% |
| McMillan Office, Inc. | 117 | $18.3K | +117 | — |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for STK against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.