Columbia Asset Management Portfolio Holdings

Columbia Asset Management

  • $574 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207M
$225,000 0.04% of portfolio
2,045
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $574 Million
  • Prior Value $536 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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