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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOM EXXON MOBIL CORP Energy 23,061 $3.9M 0.74% SOLD
2 HON HONEYWELL INTL INC Industrials 13,283 $3.0M 0.57% SOLD
3 DOW DOW HLDGS INC Basic Materials 10,022 $417K 0.08% SOLD
4 GPC GENUINE PARTS CO Consumer Cyclical 3,700 $391K 0.07% SOLD
5 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,960 $286K 0.05% SOLD
6 DEO DIAGEO PLC Consumer Defensive 3,723 $277K 0.05% SOLD
7 INTU INTUIT Technology 602 $260K 0.05% SOLD
8 TOTALENERGIES SE 2,280 $207K 0.04% SOLD
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%