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Portfolio (Quarterly) Guide ↗

Columbia Asset Management

· CIK 0001585047
13F Portfolio $525M AUM 170 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 48 Added 52 Reduced 12 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CL COLGATE PALMOLIVE CO Consumer Defensive 4,830.0 $412K 0.08% +260.0 +5.7% $85.23 +5.0%
42 META META PLATFORMS INC Communication Services 686.0 $393K 0.07% +30.0 +4.6% $572.35 +0.9%
43 TD TORONTO DOMINION BK ONT Financial Services 4,135.0 $386K 0.07% +300.0 +7.8% $93.31 +27.8%
44 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,425.0 $329K 0.06% +260.0 +5.0% $60.65 -11.0%
45 SCHF SCHWAB STRATEGIC TR 11,073.0 $274K 0.05% +1K +9.9% $24.75 +14.1%
46 UBS UBS GROUP AG Financial Services 6,998.0 $273K 0.05% +62.0 +0.9% $39.07 +30.0%
47 SJM SMUCKER J M CO Consumer Defensive 2,545.0 $245K 0.05% +40.0 +1.6% $96.44 +15.0%
48 WAT WATERS CORP Healthcare 744.0 $222K 0.04% +39.0 +5.5% $297.80 +19.4%
Page 3 of 3  ·  48 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 28.2%
Financial Services 14.8%
Healthcare 14.2%
Communication Services 10.1%
Consumer Cyclical 9.6%
Industrials 8.7%
Consumer Defensive 6.8%
Energy 4.6%
Utilities 1.3%
Basic Materials 0.8%