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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTD METTLER TOLEDO INTERNATIONAL Healthcare 375.0 $473K 0.09% $1261.20 -9.2%
122 ABT ABBOTT LABORATORIES Healthcare 4,591.0 $471K 0.09% $102.67 -13.9%
123 GILD GILEAD SCIENCES INC Healthcare 3,085.0 $430K 0.08% $139.38 -11.2%
124 RACE FERRARI N V Consumer Cyclical 1,250.0 $423K 0.08% -25.0 -2.0% $338.45 +7.0%
125 DOW DOW HLDGS INC Basic Materials 10,022.0 $417K 0.08% -150.0 -1.5% $41.65 -23.8%
126 AEM AGNICO EAGLE MINES LTD Basic Materials 2,030.0 $412K 0.08% $202.98 -17.9%
127 CL COLGATE PALMOLIVE CO Consumer Defensive 4,830.0 $412K 0.08% +260.0 +5.7% $85.23 +5.0%
128 META META PLATFORMS INC Communication Services 686.0 $393K 0.07% +30.0 +4.6% $572.35 +0.9%
129 GPC GENUINE PARTS CO Consumer Cyclical 3,700.0 $391K 0.07% -990.0 -21.1% $105.75 +2.8%
130 JEPI J P MORGAN EXCHANGE TRADED F 6,894.0 $391K 0.07% $56.68 -1.0%
131 BA BOEING CO Industrials 1,962.0 $390K 0.07% $199.03 +11.9%
132 FITB FIFTH THIRD BANCORP Financial Services 8,342.0 $388K 0.07% NEW $46.46 +13.5%
133 AGI ALAMOS GOLD INC Basic Materials 8,695.0 $386K 0.07% $44.43 -18.2%
134 TD TORONTO DOMINION BK ONT Financial Services 4,135.0 $386K 0.07% +300.0 +7.8% $93.31 +27.8%
135 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,764.0 $358K 0.07% $203.19 +7.5%
136 PSX PHILLIPS 66 Energy 1,878.0 $342K 0.07% $182.18 -8.8%
137 VBR VANGUARD INDEX FDS 1,573.0 $342K 0.07% $217.25 +9.7%
138 D DOMINION ENERGY INC Utilities 5,454.0 $337K 0.06% NEW $61.82 +10.6%
139 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,425.0 $329K 0.06% +260.0 +5.0% $60.65 -11.0%
140 EA ELECTRONIC ARTS INC Communication Services 1,450.0 $296K 0.06% $203.87 -0.8%
Page 7 of 9  ·  170 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%