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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
Page 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SMH VANECK ETF TRUST 380.0 $249K 0.04% NEW $655.89 -14.6%
162 VT VANGUARD INTL EQUITY INDEX F 1,570.0 $246K 0.04% $156.95 +2.4%
163 DTM DT MIDSTREAM INC Energy 1,633.0 $240K 0.04% $146.71 -13.6%
164 IWD ISHARES TR 980.0 $238K 0.04% $242.43 +6.1%
165 GRMN GARMIN LTD Technology 1,000.0 $238K 0.04% $237.54 +24.1%
166 WPC WP CAREY INC Real Estate 2,890.0 $207K 0.04% -585.0 -16.8% $71.50 -0.4%
167 BIL SPDR SERIES TRUST 2,250.0 $206K 0.04% $91.64 -0.0%
168 F FORD MTR CO Consumer Cyclical 11,908.0 $166K 0.03% $13.90 +3.7%
Page 9 of 9  ·  168 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 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%