Umpqua Bank

Q1 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    155

  • Value ($000)

    $289,167

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0002017259
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$14.77M
5 %

39,340

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$14.45M
5 %

122,307

A
AAPL

APPLE INC

COM
037833100
$13.95M
5 %

62,808

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$13.60M
5 %

24,206

E
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$11.06M
4 %

200,714

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$10.83M
4 %

200,669

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.35M
3 %

77,051

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$7.48M
3 %

98,820

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.35M
3 %

47,529

A
AMZN

AMAZON COM INC

COM
023135106
$6.91M
2 %

36,309

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