CA

Columbia Asset Management

13F
Columbia Asset Management
Last update 2025-04-10 232 Stocks (10 new)
Value $511.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(9.27%)MSFT(6.87%)ERIE(6.01%)V(3.73%)AMZN(3.22%)
Summary Stock Picks Current Portfolio
Columbia Asset Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
213,292
47,378.6
-3.46%
9.270
-0.35%
0.000
-17.38%
-20.12%
2,980,444.1
Hardware
MSFT 		Microsoft Corp
93,538
35,113.2
-2.78%
6.870
-0.21%
0.000
+15.84%
+9.33%
3,411,858.7
Software
ERIE 		Erie Indemnity Co
73,291
30,712.7
-0.31%
6.010
-0.02%
0.140
-16.75%
-13.26%
18,570.2
Insurance
V 		Visa Inc
54,423
19,073.1
-3.32%
3.730
-0.11%
0.000
+0.70%
+15.77%
698,560.0
Credit Services
AMZN 		Amazon.com Inc
86,549
16,466.9
-4.37%
3.220
-0.16%
0.000
-3.93%
-7.05%
2,164,992.7
Retail - Cyclical
GOOGL 		Alphabet Inc
80,361
12,427.0
-2.95%
2.430
-0.08%
0.000
+0.20%
-9.87%
2,073,958.9
Interactive Media
MRK 		Merck & Co Inc
122,648
11,008.9
-5.93%
2.150
-0.14%
0.000
-15.45%
-21.59%
194,178.0
Drug Manufacturers
AVGO 		Broadcom Inc
58,178
9,740.8
-8.96%
1.910
-0.24%
0.000
+20.80%
+3.92%
1,129,361.1
Semiconductors
IBM 		International Business Machines Corp
36,654
9,114.4
-5.92%
1.780
-0.09%
0.000
+3.45%
+19.59%
241,113.4
Software
JNJ 		Johnson & Johnson
54,430
9,026.7
-1.22%
1.770
-0.02%
0.000
-5.28%
+8.95%
372,893.2
Drug Manufacturers

Columbia Asset Management's Historical Top Holdings Breakdowns

Columbia Asset Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2025-03-31Reduce
-0.35%
●
209.68 ($231.67) 247.1
$199.21
-14.01%
Reduce -3.46%
213,292
-7,653
AVGO 		Broadcom Inc2025-03-31Reduce
-0.24%
●
167.43 ($211.65) 244.7
$240.19
13.48%
Reduce -8.96%
58,178
-5,729
GLD 		SPDR Gold Shares ETF2025-03-31New Buy
+0.22%
●
243.19 ($264.45) 288.14
$303.59
14.80%
New holding
3,884
3,884
BLK 		BlackRock Inc2025-03-31New Buy
+0.21%
●
900.46 ($980.1) 1075.5
$975.04
-0.52%
New holding
1,137
1,137
MSFT 		Microsoft Corp2025-03-31Reduce
-0.21%
●
375.39 ($407.71) 447.2
$459.13
12.61%
Reduce -2.78%
93,538
-2,670
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.16%
●
190.26 ($217) 242.06
$204.23
-5.88%
Reduce -4.37%
86,549
-3,959
BATRK 		Atlanta Braves Holdings Inc2025-03-31New Buy
+0.15%
●
36.1 ($39.01) 40.71
$40.56
3.97%
New holding
19,775
19,775
MRK 		Merck & Co Inc2025-03-31Reduce
-0.14%
●
83.01 ($93.37) 101.02
$77.39
-17.12%
Reduce -5.93%
122,648
-7,731
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.13%
●
225.19 ($254.94) 279.95
$264.93
3.92%
Reduce -7.54%
35,545
-2,899
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31New Buy
+0.13%
●
42.5 ($45.01) 46.71
$47.05
4.52%
New holding
14,382
14,382

Columbia Asset Management Total Holding History ($B)

To

Columbia Asset Management's Asset Allocation

To

Columbia Asset Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Columbia Asset Management's Hypothetical Growth since 2025-03-31

Columbia Asset Management's Yearly Returns

Year Portfolio % % Excess Gain %

Columbia Asset Management's Holdings Heat Map

Size field:

Columbia Asset Management's Holdings Bubble Chart

Columbia Asset Management News

  • 1

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