Columbia Asset Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $574 Million distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53M, Microsoft Corp with a value of $42.1M, Erie Indemnity CO with a value of $40.5M, Amazon Com Inc with a value of $18.1M, and Berkshire Hathaway Inc Class B with a value of $17.7M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $536M to 574M.
Columbia Asset Management is based out at Ann Arbor, MI
Below you can find more details about Columbia Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$574 Million
Technology: $151 Million
Financial Services: $92.6 Million
Healthcare: $66.4 Million
Consumer Cyclical: $61.4 Million
Industrials: $44.8 Million
Consumer Defensive: $39.7 Million
Communication Services: $39.3 Million
ETFs: $39.3 Million
Other: $27.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
