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Portfolio (Quarterly) Guide ↗

Columbia Asset Management

· CIK 0001585047
13F Portfolio $575M AUM 168 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 25 Added 80 Reduced 8 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 1,439.0 $605K 0.10% +60.0 +4.3% $420.61 -13.7%
22 D DOMINION ENERGY INC Utilities 6,739.0 $460K 0.08% +1K +23.6% $68.29 -2.5%
23 ABT ABBOTT LABORATORIES Healthcare 4,641.0 $421K 0.07% +50.0 +1.1% $90.74 +28.5%
24 SCHF SCHWAB STRATEGIC TR 11,203.0 $310K 0.05% +130.0 +1.2% $27.70 +2.7%
25 SJM SMUCKER J M CO Consumer Defensive 2,595.0 $292K 0.05% +50.0 +2.0% $112.50 +10.5%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 15.3%
Healthcare 14.1%
Consumer Cyclical 9.4%
Industrials 9.1%
Communication Services 8.0%
Consumer Defensive 6.3%
Energy 3.0%
Utilities 1.4%
Real Estate 0.8%