§ 13F · FUND PROFILE
Columbia Asset Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $534M (13F)Positions · 168Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 198K | $50M | 9.6% | −1% |
| 2 | MSFT | MICROSOFT CORP | 90K | $33M | 6.4% | ±0% |
| 3 | GOOGL | ALPHABET INC | 74K | $21M | 4.1% | −4% |
| 4 | ERIE | ERIE INDTY CO | 73K | $18M | 3.5% | +1% |
| 5 | AMZN | AMAZON COM INC | 84K | $18M | 3.4% | ±0% |
| 6 | V | VISA INC | 51K | $15M | 2.9% | −1% |
| 7 | AVGO | BROADCOM INC | 47K | $15M | 2.8% | −2% |
| 8 | MRK | MERCK & CO INC | 112K | $13M | 2.6% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 54K | $13M | 2.5% | −3% |
| 10 | CAT | CATERPILLAR INC | 15K | $11M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLUMBIA SIGNAL
AC read
Columbia Asset Management is a Other fund managing $534 million in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed