Columbia Asset Management

CIK 0001585047 • 7 13F filings • Apr 10, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $511.2M185 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$4.0M	0.8%	613,312 SH
ABBOTT LABS	COM	$685K	0.1%	5,166 SH
ABBVIE INC	COM	$9.0M	1.8%	1,221,352 SH
ADOBE INC	COM	$5.8M	1.1%	15,232 SH
AGNICO EAGLE MINES LTD	COM	$220K	0.0%	2,030 SH
AIR PRODS & CHEMS INC	COM	$526K	0.1%	1,785 SH
ALAMOS GOLD INC NEW	COM CL A	$233K	0.0%	8,695 SH
ALPHABET INC	CAP STK CL A	$12.4M	2.4%	80,361 SH
ALPHABET INC	CAP STK CL C	$5.9M	1.2%	37,805 SH
ALTRIA GROUP INC	COM	$1.0M	0.2%	216,370 SH
AMAZON COM INC	COM	$16.5M	3.2%	126,549 SH
AMERICAN ELEC PWR CO INC	COM	$1.0M	0.2%	9,499 SH
AMERICAN EXPRESS CO	COM	$5.0M	1.0%	1,811,907 SH
AMERICAN TOWER CORP NEW	COM	$1.5M	0.3%	6,981 SH
AMGEN INC	COM	$6.7M	1.3%	21,499 SH
APPLE INC	COM	$47.7M	9.3%	498,292 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.7M	0.3%	2,629 SH
ASTRAZENECA PLC	SPONSORED ADR	$624K	0.1%	8,485 SH
AT&T INC	COM	$3.6M	0.7%	283,142 SH
ATLANTA BRAVES HLDGS INC	COM SER C	$791K	0.2%	19,775 SH
AUTOMATIC DATA PROCESSING IN	COM	$546K	0.1%	1,786 SH
BANK AMERICA CORP	COM	$874K	0.2%	45,341 SH
BANK NEW YORK MELLON CORP	COM	$1.4M	0.3%	16,352 SH
BAXTER INTL INC	COM	$425K	0.1%	12,410 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$380K	0.1%	385,000 SH
BLACKROCK INC	COM	$1.1M	0.2%	1,137 SH
BLACKSTONE INC	COM	$214K	0.0%	1,531 SH
BOEING CO	COM	$564K	0.1%	233,962 SH
BP PLC	SPONSORED ADR	$3.9M	0.8%	114,824 SH
BRISTOL-MYERS SQUIBB CO	COM	$499K	0.1%	96,690 SH
BROADCOM INC	COM	$10.8M	2.1%	1,173,178 SH
CARRIER GLOBAL CORPORATION	COM	$734K	0.1%	11,576 SH
CATERPILLAR INC	COM	$5.3M	1.0%	15,976 SH
CHEVRON CORP NEW	COM	$5.6M	1.1%	33,653 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.0M	0.2%	20,229 SH
CHUBB LIMITED	COM	$1.1M	0.2%	3,502 SH
CISCO SYS INC	COM	$6.6M	1.3%	156,676 SH
CITIGROUP INC	COM NEW	$2.2M	0.4%	124,735 SH
CLOROX CO DEL	COM	$1.9M	0.4%	827,685 SH
COCA COLA CO	COM	$5.4M	1.1%	75,609 SH
COLGATE PALMOLIVE CO	COM	$466K	0.1%	4,970 SH
COMCAST CORP NEW	CL A	$477K	0.1%	12,939 SH
COMERICA INC	COM	$409K	0.1%	6,921 SH
CONSOLIDATED EDISON INC	COM	$283K	0.1%	2,558 SH
CORNING INC	COM	$1.9M	0.4%	41,031 SH
CORTEVA INC	COM	$205K	0.0%	3,256 SH
COSTCO WHSL CORP NEW	COM	$4.4M	0.9%	4,682 SH
CVS HEALTH CORP	COM	$938K	0.2%	515,598 SH
DATADOG INC	CL A COM	$222K	0.0%	2,240 SH
DECKERS OUTDOOR CORP	COM	$2.8M	0.5%	25,019 SH
DEERE & CO	COM	$5.3M	1.0%	11,351 SH
DIAGEO PLC	SPON ADR NEW	$390K	0.1%	3,723 SH
DISCOVER FINL SVCS	COM	$55K	0.0%	55,000 SH
DISNEY WALT CO	COM	$4.0M	0.8%	139,541 SH
DOW INC	COM	$630K	0.1%	18,048 SH
DTE ENERGY CO	COM	$2.1M	0.4%	526,575 SH
DUKE ENERGY CORP NEW	COM NEW	$2.0M	0.4%	601,870 SH
EATON CORP PLC	SHS	$477K	0.1%	1,755 SH
ELECTRONIC ARTS INC	COM	$210K	0.0%	1,450 SH
ELI LILLY & CO	COM	$6.4M	1.2%	7,729 SH
EMERSON ELEC CO	COM	$1.0M	0.2%	9,535 SH
ERIE INDTY CO	CL A	$30.7M	6.0%	73,291 SH
EXPEDIA GROUP INC	COM NEW	$1.1M	0.2%	6,350 SH
EXXON MOBIL CORP	COM	$2.8M	0.5%	23,208 SH
FEDEX CORP	COM	$455K	0.1%	136,327 SH
FERRARI N V	COM	$546K	0.1%	1,275 SH
FORD MTR CO	COM	$206K	0.0%	20,558 SH
GARMIN LTD	SHS	$217K	0.0%	1,000 SH
GE AEROSPACE	COM NEW	$1.5M	0.3%	7,663 SH
GE VERNOVA INC	COM	$282K	0.1%	924 SH
GENERAC HLDGS INC	COM	$795K	0.2%	6,274 SH
GENERAL DYNAMICS CORP	COM	$818K	0.2%	3,000 SH
GENERAL MLS INC	COM	$2.4M	0.5%	992,245 SH
GENUINE PARTS CO	COM	$563K	0.1%	4,725 SH
GILEAD SCIENCES INC	COM	$346K	0.1%	3,085 SH
GOLDMAN SACHS GROUP INC	COM	$1.6M	0.3%	522,938 SH
GSK PLC	SPONSORED ADR	$248K	0.0%	6,411 SH
HASBRO INC	COM	$90K	0.0%	55,585 SH
HERSHEY CO	COM	$432K	0.1%	2,524 SH
HOME DEPOT INC	COM	$5.6M	1.1%	316,333 SH
HONEYWELL INTL INC	COM	$2.8M	0.6%	28,281 SH
HP INC	COM	$380K	0.1%	221,050 SH
ILLINOIS TOOL WKS INC	COM	$2.2M	0.4%	8,904 SH
INTEL CORP	COM	$957K	0.2%	51,688 SH
INTERNATIONAL BUSINESS MACHS	COM	$9.1M	1.8%	36,654 SH
INTUIT	COM	$370K	0.1%	602 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$729K	0.1%	3,776 SH
IRON MTN INC DEL	COM	$550K	0.1%	6,392 SH
ISHARES TR	CORE MSCI EAFE	$1.0M	0.2%	13,478 SH
ISHARES TR	CORE S&P500 ETF	$430K	0.1%	766 SH
ISHARES TR	RUS MID CAP ETF	$925K	0.2%	10,872 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$779K	0.2%	13,634 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$458K	0.1%	8,838 SH
JOHNSON & JOHNSON	COM	$9.1M	1.8%	104,430 SH
JPMORGAN CHASE & CO.	COM	$9.4M	1.8%	766,545 SH
KIMBERLY-CLARK CORP	COM	$421K	0.1%	2,960 SH
KINDER MORGAN INC DEL	COM	$201K	0.0%	7,041 SH
KOHLS CORP	COM	$10K	0.0%	10,000 SH
KRAFT HEINZ CO	COM	$1.2M	0.2%	330,371 SH
KROGER CO	COM	$711K	0.1%	420,440 SH
LAM RESEARCH CORP	COM NEW	$345K	0.1%	4,750 SH
LOCKHEED MARTIN CORP	COM	$119K	0.0%	20,220 SH
LOWES COS INC	COM	$368K	0.1%	200,727 SH
LULULEMON ATHLETICA INC	COM	$1.5M	0.3%	5,303 SH
MASCO CORP	COM	$296K	0.1%	4,250 SH
MASTERCARD INCORPORATED	CL A	$208K	0.0%	380 SH
MCDONALDS CORP	COM	$6.0M	1.2%	881,590 SH
MEDTRONIC PLC	SHS	$5.0M	1.0%	56,091 SH
MERCK & CO INC	COM	$11.0M	2.2%	122,648 SH
META PLATFORMS INC	CL A	$365K	0.1%	634 SH
METTLER TOLEDO INTERNATIONAL	COM	$443K	0.1%	375 SH
MICROCHIP TECHNOLOGY INC.	COM	$360K	0.1%	7,433 SH
MICRON TECHNOLOGY INC	COM	$433K	0.1%	4,980 SH
MICROSOFT CORP	COM	$35.1M	6.9%	93,538 SH
MONDELEZ INTL INC	CL A	$1.3M	0.3%	391,674 SH
NETFLIX INC	COM	$3.3M	0.7%	3,567 SH
NEWMONT CORP	COM	$283K	0.1%	5,869 SH
NIKE INC	CL B	$5.4M	1.1%	84,875 SH
NVIDIA CORPORATION	COM	$3.4M	0.7%	31,328 SH
OLD DOMINION FREIGHT LINE IN	COM	$513K	0.1%	3,098 SH
ORACLE CORP	COM	$3.1M	0.6%	1,005,096 SH
OREILLY AUTOMOTIVE INC	COM	$1.1M	0.2%	755 SH
PALANTIR TECHNOLOGIES INC	CL A	$206K	0.0%	2,441 SH
PAYPAL HLDGS INC	COM	$345K	0.1%	5,280 SH
PEPSICO INC	COM	$3.7M	0.7%	90,925 SH
PFIZER INC	COM	$4.3M	0.8%	170,211 SH
PHILIP MORRIS INTL INC	COM	$881K	0.2%	5,550 SH
PHILLIPS 66	COM	$232K	0.0%	1,878 SH
PRICE T ROWE GROUP INC	COM	$1.3M	0.3%	14,484 SH
PROCTER AND GAMBLE CO	COM	$7.2M	1.4%	42,402 SH
PUBLIC STORAGE OPER CO	COM	$1.5M	0.3%	4,994 SH
QUALCOMM INC	COM	$2.9M	0.6%	279,060 SH
RIO TINTO PLC	SPONSORED ADR	$388K	0.1%	6,464 SH
SCHWAB CHARLES CORP	COM	$2.5M	0.5%	480,958 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$331K	0.1%	3,900 SH
SEALED AIR CORP NEW	COM	$786K	0.2%	27,208 SH
SHELL PLC	SPON ADS	$3.0M	0.6%	40,412 SH
SHERWIN WILLIAMS CO	COM	$1.4M	0.3%	707,063 SH
SIRIUSXM HOLDINGS INC	COMMON STOCK	$207K	0.0%	9,180 SH
SMUCKER J M CO	COM NEW	$267K	0.1%	2,257 SH
SONY GROUP CORP	SPONSORED ADR	$2.7M	0.5%	106,298 SH
SOUTHERN CO	COM	$1.1M	0.2%	11,439 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.2%	3,884 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.1M	1.6%	14,401 SH
STANLEY BLACK & DECKER INC	COM	$1.1M	0.2%	930,945 SH
STARBUCKS CORP	COM	$8.9M	1.7%	433,327 SH
STRYKER CORPORATION	COM	$5.8M	1.1%	15,674 SH
T-MOBILE US INC	COM	$142K	0.0%	110,125 SH
TARGET CORP	COM	$3.8M	0.7%	36,667 SH
TESLA INC	COM	$481K	0.1%	1,855 SH
TEXAS INSTRS INC	COM	$231K	0.0%	60,948 SH
THE CIGNA GROUP	COM	$684K	0.1%	2,079 SH
THERMO FISHER SCIENTIFIC INC	COM	$86K	0.0%	85,000 SH
TJX COS INC NEW	COM	$1.1M	0.2%	9,307 SH
TOLL BROTHERS INC	COM	$928K	0.2%	931,000 SH
UBS GROUP AG	SHS	$262K	0.1%	8,552 SH
UNILEVER PLC	SPON ADR NEW	$1.0M	0.2%	17,335 SH
UNION PAC CORP	COM	$5.3M	1.0%	22,606 SH
UNITED PARCEL SERVICE INC	CL B	$4.8M	0.9%	44,020 SH
UNITEDHEALTH GROUP INC	COM	$261K	0.1%	499 SH
US BANCORP DEL	COM NEW	$1.4M	0.3%	57,768 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.6M	0.5%	33,365 PRN
VANGUARD INDEX FDS	GROWTH ETF	$2.3M	0.5%	6,313 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.2M	0.4%	8,356 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$408K	0.1%	794 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$262K	0.1%	1,408 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	0.6%	12,976 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$651K	0.1%	14,382 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$231K	0.0%	1,995 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	0.8%	21,031 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.8M	0.3%	28,681 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$238K	0.0%	900 SH
VERIZON COMMUNICATIONS INC	COM	$6.3M	1.2%	270,323 SH
VISA INC	COM CL A	$19.1M	3.7%	54,423 SH
WALGREENS BOOTS ALLIANCE INC	COM	$245K	0.0%	21,897 SH
WALMART INC	COM	$802K	0.2%	23,960 SH
WARNER BROS DISCOVERY INC	COM SER A	$239K	0.0%	22,318 SH
WASTE MGMT INC DEL	COM	$2.2M	0.4%	9,335 SH
WATERS CORP	COM	$260K	0.1%	705 SH
WELLS FARGO CO NEW	COM	$14K	0.0%	11,043 SH
WELLTOWER INC	COM	$39K	0.0%	40,000 SH
WESTERN DIGITAL CORP	COM	$95K	0.0%	95,000 SH
WHITE MTNS INS GROUP LTD	COM	$241K	0.0%	125 SH
WP CAREY INC	COM	$298K	0.1%	4,725 SH
YETI HLDGS INC	COM	$317K	0.1%	9,580 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001237	—	View
Jan 28, 2026	Q4 2025	13F-HR	0002085853-26-000122	$562.7M	View
Nov 4, 2025	Q3 2025