Columbia Asset Management has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $536 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.4M, Microsoft Corp with a value of $43.9M, Erie Indemnity CO with a value of $27.4M, Amazon Com Inc with a value of $19M, and Merck & Co., Inc. with a value of $17.3M.
Examining the 13F form we can see an increase of $43.2M in the current position value, from $493M to 536M.
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
$536 Million
Technology: $149 Million
Financial Services: $75.5 Million
Healthcare: $65.3 Million
Consumer Cyclical: $58.5 Million
Industrials: $40.6 Million
Communication Services: $40.2 Million
Consumer Defensive: $36.5 Million
ETFs: $34.7 Million
Other: $26.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions