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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 4,189.0 $826K 0.16% NEW $197.22 -11.3%
2 DELL DELL TECHNOLOGIES INC Technology 3,385.0 $556K 0.11% NEW $164.13 +149.8%
3 FITB FIFTH THIRD BANCORP Financial Services 8,342.0 $388K 0.07% NEW $46.46 +13.5%
4 D DOMINION ENERGY INC Utilities 5,454.0 $337K 0.06% NEW $61.82 +10.6%
5 MPC MARATHON PETE CORP Energy 1,100.0 $269K 0.05% NEW $244.18 -0.5%
6 DTM DT MIDSTREAM INC Energy 1,633.0 $220K 0.04% NEW $134.64 +6.4%
7 VT VANGUARD INTL EQUITY INDEX F 1,570.0 $217K 0.04% NEW $138.32 +14.0%
8 TOTALENERGIES SE 2,280.0 $207K 0.04% NEW $90.98

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%