Columbia Asset Management Portfolio Holdings
Columbia Asset Management
- $493 Million
- Q1 2024
Columbia Asset Management has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $493 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $46M, Microsoft Corp with a value of $37M, Erie Indemnity CO with a value of $30.1M, Visa Inc. with a value of $15.4M, and Merck & Co., Inc. with a value of $15.3M.
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
$493 Million
Technology: $132 Million
Financial Services: $73.9 Million
Consumer Cyclical: $60.5 Million
Healthcare: $58 Million
Industrials: $39.8 Million
ETFs: $33.4 Million
Consumer Defensive: $31.9 Million
Communication Services: $30.6 Million
Other: $25.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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