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Columbia Asset Management

Q2 2026 13F filing

Updated 51 days ago

168 disclosed positions worth $575.2M

Portfolio value
$575.2M
Total holdings
168
New positions
6
Closed positions
8
Increased
33
Decreased
84
Turnover
8.3%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-4.1%
Value
$55M
Shares
190.0K
% Port
9.56%
M

MICROSOFT CORP

-0.9%
Value
$33.3M
Shares
89.3K
% Port
5.79%
G

ALPHABET INC

-2.5%
Value
$25.8M
Shares
72.3K
% Port
4.49%
A

AMAZON COM INC

-4.6%
Value
$19.2M
Shares
80.6K
% Port
3.34%
E

ERIE INDTY CO

+0.0%
Value
$17.4M
Shares
72.6K
% Port
3.03%
A

BROADCOM INC

-4.3%
Value
$17.2M
Shares
45.4K
% Port
2.98%
V
7.V

VISA INC

-2.2%
Value
$17.2M
Shares
50.0K
% Port
2.98%
B

BERKSHIRE HATHAWAY INC DEL

Value
$16.9M
Shares
33.7K
% Port
2.93%
C
9.CAT

CATERPILLAR INC

-5.9%
Value
$15.1M
Shares
14.2K
% Port
2.62%
M
10.MRK

MERCK & CO INC

-1.1%
Value
$14.2M
Shares
110.5K
% Port
2.47%
J
11.JNJ

JOHNSON & JOHNSON

-5.7%
Value
$13M
Shares
51.2K
% Port
2.26%
G

ALPHABET INC

-2.3%
Value
$12.3M
Shares
34.8K
% Port
2.14%
J

JPMORGAN CHASE & CO

-3.9%
Value
$10.4M
Shares
31.8K
% Port
1.81%
S
14.SPY

STATE STR SPDR S&P 500 ETF T

-2.3%
Value
$10.3M
Shares
13.8K
% Port
1.80%
C
15.CSCO

CISCO SYS INC

-4.3%
Value
$10.1M
Shares
86.1K
% Port
1.76%
L
16.LLY

ELI LILLY & CO

-5.0%
Value
$9.6M
Shares
8.0K
% Port
1.67%
A
17.ABBV

ABBVIE INC

-2.3%
Value
$8.7M
Shares
34.5K
% Port
1.51%
S
18.SBUX

STARBUCKS CORP

-2.1%
Value
$8.1M
Shares
79.7K
% Port
1.42%
I
19.IBM

INTERNATIONAL BUSINESS MACHS

-2.9%
Value
$8M
Shares
28.4K
% Port
1.39%
A
20.AMGN

AMGEN INC

-4.3%
Value
$7.8M
Shares
21.5K
% Port
1.35%
G
21.GLW

CORNING INC

-1.0%
Value
$7.8M
Shares
30.4K
% Port
1.35%
N
22.NVDA

NVIDIA CORPORATION

+1.5%
Value
$6.7M
Shares
33.7K
% Port
1.17%
U
23.UNP

UNION PAC CORP

-4.2%
Value
$6.3M
Shares
23.3K
% Port
1.10%
C
24.CVX

CHEVRON CORPORATION

-3.6%
Value
$5.8M
Shares
34.9K
% Port
1.01%
K
25.KO

COCA COLA CO

-1.8%
Value
$5.8M
Shares
70.9K
% Port
1.00%
V
26.VZ

VERIZON COMMUNICATIONS INC

-12.6%
Value
$5.4M
Shares
126.9K
% Port
0.93%
P
27.PG

PROCTER & GAMBLE CO

-8.2%
Value
$5.3M
Shares
36.5K
% Port
0.93%
T
28.TGT

TARGET CORP

-5.4%
Value
$5.2M
Shares
39.7K
% Port
0.90%
M
29.MU

MICRON TECHNOLOGY INC

-20.5%
Value
$5.2M
Shares
4.5K
% Port
0.90%
V
30.VGES

VANGUARD INDEX FDS

-0.8%
Value
$5.1M
Shares
16.7K
% Port
0.88%
M
31.MDT

MEDTRONIC PLC

+3.4%
Value
$5M
Shares
63.6K
% Port
0.87%
D
32.DE

DEERE & CO

-2.9%
Value
$4.9M
Shares
7.8K
% Port
0.86%
B

BP PLC

-2.9%
Value
$4.6M
Shares
125.5K
% Port
0.81%
V
34.VGES

VANGUARD STAR FDS

-1.7%
Value
$4.6M
Shares
53.9K
% Port
0.80%
P
35.PFE

PFIZER INC

-2.1%
Value
$4.6M
Shares
190.2K
% Port
0.80%
B
36.BX

VANGUARD SPECIALIZED FUNDS

-4.6%
Value
$4.5M
Shares
19.2K
% Port
0.79%
P
37.PEP

PEPSICO INC

-0.6%
Value
$4.3M
Shares
31.8K
% Port
0.75%
H
38.HD

HOME DEPOT INC

-3.6%
Value
$4.3M
Shares
12.1K
% Port
0.74%
S
39.SYK

STRYKER CORPORATION

-3.8%
Value
$4.2M
Shares
13.5K
% Port
0.74%
N
40.NKE

NIKE INC

+1.9%
Value
$4.2M
Shares
103.1K
% Port
0.74%
M
41.MCD

MCDONALDS CORP

-1.9%
Value
$4.2M
Shares
15.6K
% Port
0.73%
C
42.COST

COSTCO WHOLESALE CORPORATION

-3.3%
Value
$4.1M
Shares
4.4K
% Port
0.71%
U
43.UPS

UNITED PARCEL SVCS INC

-7.9%
Value
$3.9M
Shares
36.3K
% Port
0.68%
V
44.VGES

VANGUARD INDEX FDS

+297.4%
Value
$3.7M
Shares
45.9K
% Port
0.64%
A
45.AXP

AMERICAN EXPRESS CO

-8.2%
Value
$3.7M
Shares
10.8K
% Port
0.64%
A

ASML HLDG NV

-3.8%
Value
$3.5M
Shares
1.8K
% Port
0.62%
V
47.VGES

VANGUARD INDEX FDS

+480.7%
Value
$3.5M
Shares
40.2K
% Port
0.60%
D
48.DIS

DISNEY WALT CO

-5.3%
Value
$3.2M
Shares
32.8K
% Port
0.55%
C
49.C-PR

CITIGROUP INC

-6.7%
Value
$3.1M
Shares
22.1K
% Port
0.54%
R

SHELL PLC

-2.4%
Value
$2.9M
Shares
38.0K
% Port
0.51%