Columbia Asset Management Portfolio Holdings
Columbia Asset Management
- $529 Million
- Q3 2025
Columbia Asset Management has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $529 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 $51.8M, Microsoft Corp with a value of $47.6M, Erie Indemnity CO with a value of $22.7M, Alphabet Inc. with a value of $19.6M, and Amazon Com Inc with a value of $18.7M.
Examining the 13F form we can see an increase of $25M in the current position value, from $504M to 529M.
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
$529 Million
Technology: $163 Million
Financial Services: $70.5 Million
Healthcare: $61.8 Million
Consumer Cyclical: $53.9 Million
Communication Services: $47.4 Million
Industrials: $38.9 Million
ETFs: $33.5 Million
Consumer Defensive: $32.5 Million
Other: $28.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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