Columbia Asset Management has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $504 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $46.2M, Apple Inc. with a value of $42.7M, Erie Indemnity CO with a value of $24.8M, Visa Inc. with a value of $19M, and Amazon Com Inc with a value of $18.8M.

Examining the 13F form we can see an decrease of $3.51B in the current position value, from $4.01B to 504M.

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 $504 Million
Technology: $149 Million
Financial Services: $71.5 Million
Healthcare: $56.7 Million
Consumer Cyclical: $54.3 Million
Communication Services: $41.1 Million
Industrials: $39.3 Million
Consumer Defensive: $33.6 Million
ETFs: $32.6 Million
Other: $26.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $504 Million
  • Prior Value $4.01 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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