Columbia Asset Management as of June 30, 2026
Portfolio Holdings for Columbia Asset Management
Columbia Asset Management holds 168 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.6 | $55M | 190k | 289.36 | |
| Microsoft Corporation (MSFT) | 5.8 | $33M | 89k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $26M | 72k | 357.37 | |
| Amazon (AMZN) | 3.3 | $19M | 81k | 238.34 | |
| Erie Indty Cl A (ERIE) | 3.0 | $17M | 73k | 239.75 | |
| Broadcom (AVGO) | 3.0 | $17M | 45k | 377.75 | |
| Visa Com Cl A (V) | 3.0 | $17M | 50k | 343.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $17M | 34k | 500.39 | |
| Caterpillar (CAT) | 2.6 | $15M | 14k | 1064.92 | |
| Merck & Co (MRK) | 2.5 | $14M | 111k | 128.50 | |
| Johnson & Johnson (JNJ) | 2.3 | $13M | 51k | 253.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $12M | 35k | 353.33 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $10M | 32k | 327.33 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $10M | 14k | 746.79 | |
| Cisco Systems (CSCO) | 1.8 | $10M | 86k | 117.46 | |
| Eli Lilly & Co. (LLY) | 1.7 | $9.6M | 8.0k | 1199.43 | |
| Abbvie (ABBV) | 1.5 | $8.7M | 35k | 251.64 | |
| Starbucks Corporation (SBUX) | 1.4 | $8.1M | 80k | 102.19 | |
| International Business Machines (IBM) | 1.4 | $8.0M | 28k | 281.21 | |
| Amgen (AMGN) | 1.4 | $7.8M | 22k | 362.11 | |
| Corning Incorporated (GLW) | 1.3 | $7.8M | 30k | 255.43 | |
| NVIDIA Corporation (NVDA) | 1.2 | $6.7M | 34k | 200.09 | |
| Union Pacific Corporation (UNP) | 1.1 | $6.3M | 23k | 272.00 | |
| Chevron Corporation (CVX) | 1.0 | $5.8M | 35k | 165.76 | |
| Coca-Cola Company (KO) | 1.0 | $5.8M | 71k | 81.27 | |
| Verizon Communications (VZ) | 0.9 | $5.4M | 127k | 42.34 | |
| Procter & Gamble Company (PG) | 0.9 | $5.3M | 37k | 146.64 | |
| Target Corporation (TGT) | 0.9 | $5.2M | 40k | 130.61 | |
| Micron Technology (MU) | 0.9 | $5.2M | 4.5k | 1154.29 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $5.1M | 17k | 303.12 | |
| Medtronic SHS (MDT) | 0.9 | $5.0M | 64k | 78.23 | |
| Deere & Company (DE) | 0.9 | $4.9M | 7.8k | 634.30 | |
| BP Sponsored Adr (BP) | 0.8 | $4.6M | 126k | 36.95 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $4.6M | 54k | 85.49 | |
| Pfizer (PFE) | 0.8 | $4.6M | 190k | 24.08 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $4.5M | 19k | 236.61 | |
| Pepsi (PEP) | 0.7 | $4.3M | 32k | 135.40 | |
| Home Depot (HD) | 0.7 | $4.3M | 12k | 352.67 | |
| Stryker Corporation (SYK) | 0.7 | $4.2M | 14k | 314.85 | |
| Nike CL B (NKE) | 0.7 | $4.2M | 103k | 41.05 | |
| McDonald's Corporation (MCD) | 0.7 | $4.2M | 16k | 270.31 | |
| Costco Wholesale Corporation (COST) | 0.7 | $4.1M | 4.4k | 935.41 | |
| United Parcel Svcs CL B (UPS) | 0.7 | $3.9M | 36k | 107.50 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $3.7M | 46k | 80.57 | |
| American Express Company (AXP) | 0.6 | $3.7M | 11k | 338.26 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $3.5M | 1.8k | 1989.44 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.5M | 40k | 86.14 | |
| Walt Disney Company (DIS) | 0.5 | $3.2M | 33k | 96.25 | |
| Citigroup Com New (C) | 0.5 | $3.1M | 22k | 139.96 | |
| Shell Spon Ads (SHEL) | 0.5 | $2.9M | 38k | 77.54 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.6M | 13k | 205.02 | |
| Illinois Tool Works (ITW) | 0.5 | $2.6M | 9.8k | 270.47 | |
| Netflix (NFLX) | 0.5 | $2.6M | 37k | 71.40 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $2.6M | 33k | 77.91 | |
| T. Rowe Price (TROW) | 0.4 | $2.5M | 22k | 113.69 | |
| Ge Aerospace Com New (GE) | 0.4 | $2.3M | 6.2k | 373.73 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $2.3M | 25k | 92.27 | |
| 3M Company (MMM) | 0.4 | $2.2M | 14k | 161.91 | |
| Qualcomm (QCOM) | 0.4 | $2.2M | 12k | 184.79 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.4 | $2.1M | 41k | 51.90 | |
| Deckers Outdoor Corporation (DECK) | 0.4 | $2.1M | 21k | 99.29 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $2.1M | 4.8k | 433.33 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $2.0M | 98k | 20.06 | |
| At&t (T) | 0.3 | $1.9M | 93k | 20.70 | |
| Waste Management (WM) | 0.3 | $1.9M | 8.6k | 222.88 | |
| Intel Corporation (INTC) | 0.3 | $1.9M | 13k | 139.63 | |
| American Electric Power Company (AEP) | 0.3 | $1.8M | 14k | 136.81 | |
| Us Bancorp Com New (USB) | 0.3 | $1.8M | 30k | 60.40 | |
| Goldman Sachs (GS) | 0.3 | $1.8M | 1.7k | 1011.44 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.7M | 18k | 96.58 | |
| Public Storage (PSA) | 0.3 | $1.7M | 5.3k | 318.31 | |
| Bank of New York Mellon Corporation (BNY) | 0.3 | $1.6M | 11k | 144.61 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $1.6M | 13k | 126.58 | |
| DTE Energy Company (DTE) | 0.3 | $1.6M | 10k | 152.37 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.5M | 4.1k | 368.38 | |
| Honeywell International (HON) | 0.2 | $1.4M | 6.4k | 223.91 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.4M | 2.8k | 496.73 | |
| Clorox Company (CLX) | 0.2 | $1.4M | 15k | 95.44 | |
| Honeywell Aerospace (HONA) | 0.2 | $1.4M | 6.3k | 221.08 | |
| General Dynamics Corporation (GD) | 0.2 | $1.4M | 3.9k | 354.24 | |
| Emerson Electric (EMR) | 0.2 | $1.4M | 9.5k | 143.15 | |
| American Tower Reit (AMT) | 0.2 | $1.3M | 8.0k | 163.57 | |
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $1.3M | 13k | 94.93 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.2M | 11k | 110.32 | |
| Expedia Group Com New (EXPE) | 0.2 | $1.2M | 4.6k | 255.88 | |
| Dell Technologies CL C (DELL) | 0.2 | $1.1M | 2.6k | 431.46 | |
| Oracle Corporation (ORCL) | 0.2 | $1.1M | 7.3k | 146.55 | |
| Chubb (CB) | 0.2 | $1.1M | 3.1k | 340.74 | |
| O'reilly Automotive (ORLY) | 0.2 | $1.0M | 11k | 92.09 | |
| Unilever Spon Adr New (UL) | 0.2 | $970k | 16k | 60.12 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.2 | $946k | 30k | 31.40 | |
| Altria (MO) | 0.2 | $927k | 13k | 71.95 | |
| Philip Morris International (PM) | 0.2 | $919k | 5.1k | 180.91 | |
| Wal-Mart Stores (WMT) | 0.1 | $844k | 7.4k | 113.26 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $842k | 15k | 57.84 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $827k | 14k | 59.69 | |
| Bank of America Corporation (BAC) | 0.1 | $824k | 15k | 56.98 | |
| Carrier Global Corporation (CARR) | 0.1 | $823k | 11k | 73.35 | |
| Generac Holdings (GNRC) | 0.1 | $823k | 2.8k | 292.81 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $797k | 2.6k | 302.97 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $762k | 31k | 24.55 | |
| Iron Mountain (IRM) | 0.1 | $747k | 5.9k | 126.31 | |
| Ge Vernova (GEV) | 0.1 | $746k | 635.00 | 1175.37 | |
| TJX Companies (TJX) | 0.1 | $731k | 4.8k | 151.50 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $724k | 750.00 | 965.00 | |
| Blackrock (BLK) | 0.1 | $721k | 750.00 | 961.56 | |
| Southern Company (SO) | 0.1 | $683k | 7.1k | 95.70 | |
| Astrazeneca Ord (AZN) | 0.1 | $681k | 3.6k | 189.62 | |
| Microchip Technology (MCHP) | 0.1 | $675k | 7.4k | 91.20 | |
| Tesla Motors (TSLA) | 0.1 | $605k | 1.4k | 420.61 | |
| Sherwin-Williams Company (SHW) | 0.1 | $591k | 1.7k | 344.32 | |
| Newmont Mining Corporation (NEM) | 0.1 | $584k | 6.2k | 93.41 | |
| Datadog Cl A Com (DDOG) | 0.1 | $583k | 2.2k | 260.36 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $574k | 766.00 | 748.89 | |
| Cigna Corp (CI) | 0.1 | $562k | 2.0k | 275.68 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $554k | 2.6k | 216.60 | |
| Kraft Heinz (KHC) | 0.1 | $523k | 22k | 23.62 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $502k | 4.1k | 121.43 | |
| Churchill Downs (CHDN) | 0.1 | $497k | 5.5k | 89.64 | |
| Mettler-Toledo International (MTD) | 0.1 | $479k | 375.00 | 1277.51 | |
| Eaton Corp SHS (ETN) | 0.1 | $472k | 1.1k | 426.12 | |
| Fifth Third Ban (FITB) | 0.1 | $470k | 8.3k | 56.37 | |
| Ferrari Nv Ord (RACE) | 0.1 | $465k | 1.3k | 372.29 | |
| Dominion Resources (D) | 0.1 | $460k | 6.7k | 68.29 | |
| Colgate-Palmolive Company (CL) | 0.1 | $443k | 4.8k | 91.68 | |
| Abbott Laboratories (ABT) | 0.1 | $421k | 4.6k | 90.74 | |
| FedEx Corporation (FDX) | 0.1 | $416k | 1.3k | 313.02 | |
| Boeing Company (BA) | 0.1 | $411k | 1.9k | 216.47 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $389k | 6.9k | 56.48 | |
| Yeti Hldgs (YETI) | 0.1 | $388k | 7.8k | 49.56 | |
| Meta Platforms Cl A (META) | 0.1 | $387k | 686.00 | 563.56 | |
| Hershey Company (HSY) | 0.1 | $384k | 2.2k | 175.45 | |
| Lululemon Athletica (LULU) | 0.1 | $384k | 3.4k | 114.18 | |
| Gilead Sciences (GILD) | 0.1 | $377k | 3.0k | 126.35 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $374k | 1.5k | 242.94 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.1 | $340k | 12k | 29.54 | |
| Ubs Group SHS (UBS) | 0.1 | $337k | 6.8k | 49.56 | |
| Baker Hughes Company Cl A (BKR) | 0.1 | $334k | 6.0k | 55.50 | |
| Phillips 66 (PSX) | 0.1 | $318k | 1.9k | 169.05 | |
| Agnico (AEM) | 0.1 | $315k | 2.0k | 155.13 | |
| Bristol Myers Squibb (BMY) | 0.1 | $313k | 5.4k | 57.62 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $310k | 11k | 27.70 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $309k | 5.0k | 61.46 | |
| Marriott Intl Cl A (MAR) | 0.1 | $306k | 825.00 | 370.59 | |
| Masco Corporation (MAS) | 0.1 | $305k | 3.8k | 81.37 | |
| Automatic Data Processing (ADP) | 0.1 | $304k | 1.4k | 223.98 | |
| Electronic Arts (EA) | 0.1 | $297k | 1.5k | 205.04 | |
| Smucker J M Com New (SJM) | 0.1 | $292k | 2.6k | 112.50 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $290k | 6.4k | 45.11 | |
| Cummins (CMI) | 0.0 | $285k | 400.00 | 713.21 | |
| Consolidated Edison (ED) | 0.0 | $283k | 2.6k | 110.63 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $281k | 1.1k | 255.67 | |
| GSK Sponsored Adr (GSK) | 0.0 | $280k | 5.3k | 52.42 | |
| Waters Corporation (WAT) | 0.0 | $279k | 744.00 | 375.04 | |
| Monster Beverage Corp (MNST) | 0.0 | $278k | 2.9k | 96.12 | |
| Corteva (CTVA) | 0.0 | $277k | 3.3k | 84.70 | |
| General Mills (GIS) | 0.0 | $274k | 7.9k | 34.80 | |
| Alamos Gold Com Cl A (AGI) | 0.0 | $264k | 8.7k | 30.34 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $259k | 125.00 | 2073.39 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $251k | 840.00 | 299.01 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $249k | 380.00 | 655.89 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $246k | 1.6k | 156.95 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $240k | 1.6k | 146.71 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $238k | 980.00 | 242.43 | |
| Garmin SHS (GRMN) | 0.0 | $238k | 1.0k | 237.54 | |
| Wp Carey (WPC) | 0.0 | $207k | 2.9k | 71.50 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $206k | 2.3k | 91.64 | |
| Ford Motor Company (F) | 0.0 | $166k | 12k | 13.90 |