Portfolio (Quarterly)
Guide ↗
Columbia Asset Management
· CIK 0001585047| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 37,270 | $18.7M | 3.33% | SOLD |
| 2 | — | ASTRAZENECA PLC | — | 8,379 | $770K | 0.14% | SOLD |
| 3 | — | SEALED AIR CORP NEW | — | 15,560 | $645K | 0.12% | SOLD |
| 4 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,585 | $523K | 0.09% | SOLD |
| 5 | — | COMERICA INC | — | 5,321 | $463K | 0.08% | SOLD |
| 6 | CVS | CVS HEALTH CORP | Healthcare | 5,248 | $417K | 0.07% | SOLD |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,450 | $258K | 0.05% | SOLD |
| 8 | MA | MASTERCARD INCORPORATED | Financial Services | 366 | $209K | 0.04% | SOLD |
| 9 | IWN | ISHARES TR | — | 646 | $117K | 0.02% | SOLD |
| 10 | DIS CALL | DISNEY WALT CO | Communication Services | 1,000 | $114K | 0.02% | SOLD |
| 11 | IWM | ISHARES TR | — | 128 | $32K | 0.01% | SOLD |
| 12 | VTI | VANGUARD INDEX FDS | — | 25 | $8K | 0.00% | SOLD |
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%