§ 13F · FUND PROFILE
Columbia Asset Management.
AUM · $575M (13F)Positions · 168Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 190K | $55M | 9.6% | −4% |
| 2 | MSFT | MICROSOFT CORP | 89K | $33M | 5.8% | −1% |
| 3 | GOOGL | ALPHABET INC | 72K | $26M | 4.5% | −2% |
| 4 | AMZN | AMAZON COM INC | 81K | $19M | 3.3% | −5% |
| 5 | ERIE | ERIE INDTY CO | 73K | $17M | 3.0% | ±0% |
| 6 | AVGO | BROADCOM INC | 45K | $17M | 3.0% | −4% |
| 7 | V | VISA INC | 50K | $17M | 3.0% | −2% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 34K | $17M | 2.9% | NEW |
| 9 | CAT | CATERPILLAR INC | 14K | $15M | 2.6% | −6% |
| 10 | MRK | MERCK & CO INC | 110K | $14M | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLUMBIA SIGNAL
AC read
Columbia Asset Management is a Other fund managing $575 million in assets. The fund runs a portfolio of 168 positions.
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