Columbia Asset Management

Holdings as of 2026-06-30, filed 2026-07-21

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 21 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
168
Value reported by manager
$575.2M
Sum of our stored positions
$575.2M
should match the line above
Disclosure lag
21 d
quarter end to filing
Top 5 concentration
26.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

168 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$55M189,981037833100
MICROSOFT CORPCOM$33.3M89,309594918104
ALPHABET INCCAP STK CL A$25.8M72,26202079K305
AMAZON COM INCCOM$19.2M80,573023135106
ERIE INDTY COCL A$17.4M72,59229530P102
BROADCOM INCCOM$17.2M45,44211135F101
VISA INCCOM CL A$17.2M50,03092826C839
BERKSHIRE HATHAWAY INC DELCL B NEW$16.9M33,730084670702
CATERPILLAR INCCOM$15.1M14,167149123101
MERCK & CO INCCOM$14.2M110,47558933Y105
JOHNSON & JOHNSONCOM$13M51,192478160104
ALPHABET INCCAP STK CL C$12.3M34,81202079K107
JPMORGAN CHASE & COCOM$10.4M31,79746625H100
STATE STR SPDR S&P 500 ETF TTR UNIT$10.3M13,83478462F103
CISCO SYS INCCOM$10.1M86,09217275R102
ELI LILLY & COCOM$9.6M8,009532457108
ABBVIE INCCOM$8.7M34,52500287Y109
STARBUCKS CORPCOM$8.1M79,734855244109
INTERNATIONAL BUSINESS MACHSCOM$8M28,403459200101
AMGEN INCCOM$7.8M21,458031162100
CORNING INCCOM$7.8M30,362219350105
NVIDIA CORPORATIONCOM$6.7M33,66767066G104
UNION PAC CORPCOM$6.3M23,314907818108
CHEVRON CORPORATIONCOM$5.8M34,883166764100
COCA COLA COCOM$5.8M70,912191216100
VERIZON COMMUNICATIONS INCCOM$5.4M126,88492343V104
PROCTER & GAMBLE COCOM$5.3M36,481742718109
TARGET CORPCOM$5.2M39,68787612E106
MICRON TECHNOLOGY INCCOM$5.2M4,487595112103
VANGUARD INDEX FDSSMALL CP ETF$5.1M16,739922908751
MEDTRONIC PLCSHS$5M63,627G5960L103
DEERE & COCOM$4.9M7,771244199105
BP PLCSPONSORED ADR$4.6M125,505055622104
VANGUARD STAR FDSVG TL INTL STK F$4.6M53,920921909768
PFIZER INCCOM$4.6M190,168717081103
VANGUARD SPECIALIZED FUNDSDIV APP ETF$4.5M19,204921908844
PEPSICO INCCOM$4.3M31,774713448108
HOME DEPOT INCCOM$4.3M12,102437076102
STRYKER CORPORATIONCOM$4.2M13,477863667101
NIKE INCCL B$4.2M103,137654106103
MCDONALDS CORPCOM$4.2M15,584580135101
COSTCO WHOLESALE CORPORATIONCOM$4.1M4,35322160K105
UNITED PARCEL SVCS INCCL B$3.9M36,270911312106
VANGUARD INDEX FDSMID CAP ETF$3.7M45,947922908629
AMERICAN EXPRESS COCOM$3.7M10,829025816109
ASML HLDG NVN Y REGISTRY SHS$3.5M1,779N07059210
VANGUARD INDEX FDSGROWTH ETF$3.5M40,157922908736
DISNEY WALT COCOM$3.2M32,832254687106
CITIGROUP INCCOM NEW$3.1M22,127172967424
SHELL PLCSPON ADS$2.9M37,955780259305
ADOBE INCCOM$2.6M12,89800724F101
ILLINOIS TOOL WKS INCCOM$2.6M9,771452308109
NETFLIX INC.COM$2.6M36,79864110L106
VANGUARD BD INDEX FDSSHORT TRM BOND$2.6M32,731921937827
PRICE T ROWE GROUP INCCOM$2.5M22,03074144T108
GE AEROSPACECOM NEW$2.3M6,153369604301
SCHWAB CHARLES CORPCOM$2.3M24,616808513105
3M COCOM$2.2M13,67788579Y101
QUALCOMM INCCOM$2.2M11,664747525103
ATLANTA BRAVES HLDGS INCCOM SER C$2.1M41,405047726302
DECKERS OUTDOOR CORPCOM$2.1M21,037243537107
LAM RESEARCH CORPCOM NEW$2.1M4,750512807306
SONY GROUP CORPSPONSORED ADR$2M97,775835699307
AT&T INCCOM$1.9M92,64700206R102
WASTE MGMT INC DELCOM$1.9M8,58594106L109
INTEL CORPCOM$1.9M13,411458140100
AMERICAN ELEC PWR CO INCCOM$1.8M13,521025537101
US BANCORPCOM NEW$1.8M29,798902973304
GOLDMAN SACHS GROUP INCCOM$1.8M1,74238141G104
ISHARES TRCORE MSCI EAFE$1.7M18,02646432F842
PUBLIC STORAGECOM$1.7M5,33174460D109
BANK OF NY MELLON CORPCOM$1.6M11,097064058100
DUKE ENERGY CORP NEWCOM NEW$1.6M12,62426441C204
DTE ENERGY COCOM$1.6M10,269233331107
SPDR GOLD TRGOLD SHS$1.5M4,05578463V107
HONEYWELL INTL INCCOM$1.4M6,408438516205
VERTEX PHARMACEUTICALS INCCOM$1.4M2,82692532F100
CLOROX CO DELCOM$1.4M14,556189054109
HONEYWELL AEROSPACE INCCOM$1.4M6,27643849R105
GENERAL DYNAMICS CORPCOM$1.4M3,893369550108
EMERSON ELEC COCOM$1.4M9,510291011104
AMERICAN TOWER CORPCOM$1.3M8,04703027X100
RIO TINTO PLCSPONSORED ADR$1.3M13,418767204100
ISHARES TRRUS MID CAP ETF$1.2M10,872464287499
EXPEDIA GROUP INCCOM NEW$1.2M4,62030212P303
DELL TECHNOLOGIES INCCL C$1.1M2,57224703L202
ORACLE CORPCOM$1.1M7,28068389X105
CHUBB LIMITEDCOM$1.1M3,112H1467J104
OREILLY AUTOMOTIVE INCCOM$1M11,32567103H107
UNILEVER PLCSPON ADR NEW$970K16,135904767803
EQUINOR ASASPONSORED ADR$946.1K30,13029446M102
ALTRIA GROUP INCCOM$927.4K12,89002209S103
PHILIP MORRIS INTL INCCOM$919K5,080718172109
WALMART INCCOM$843.7K7,449931142103
MONDELEZ INTL INCCL A$842K14,557609207105
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$826.7K13,850922042858
BANK OF AMER CORPCOM$824.4K14,468060505104
CARRIER GLOBAL CORPORATIONCOM$823.4K11,22614448C104
GENERAC HLDGS INCCOM$822.5K2,809368736104
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF$797.1K2,63146138G649
COMCAST CORP NEWCL A$762.3K31,05020030N101
IRON MTN INC DELCOM$746.7K5,91246284V101
GE VERNOVA INCCOM$746.4K63536828A101
TJX COS INC NEWCOM$730.5K4,822872540109
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$723.8K750G7997R103
BLACKROCK INCCOM$721.2K75009290D101
SOUTHERN COCOM$683.4K7,141842587107
ASTRAZENECA PLCORD$680.5K3,589G0593M107
MICROCHIP TECHNOLOGY INC.COM$674.9K7,400595017104
TESLA INCCOM$605.3K1,43988160R101
SHERWIN WILLIAMS COCOM$590.5K1,715824348106
NEWMONT CORPCOM$583.6K6,248651639106
DATADOG INCCL A COM$583.2K2,24023804L103
ISHARES TRCORE S&P500 ETF$573.7K766464287200
THE CIGNA GROUPCOM$561.6K2,037125523100
OLD DOMINION FREIGHT LINE INCOM$554.1K2,558679580100
KRAFT HEINZ COCOM$523K22,142500754106
TORONTO DOMINION BK ONTCOM NEW$502.1K4,135891160509
CHURCHILL DOWNS INCCOM$496.6K5,540171484108
METTLER TOLEDO INTERNATIONALCOM$479.1K375592688105
EATON CORP PLCSHS$471.7K1,107G29183103
FIFTH THIRD BANCORPCOM$470.2K8,342316773100
FERRARI N VCOM$465.4K1,250N3167Y103
DOMINION ENERGY INCCOM$460.2K6,73925746U109
COLGATE PALMOLIVE COCOM$442.8K4,830194162103
ABBOTT LABORATORIESCOM$421.1K4,641002824100
FEDEX CORPCOM$416.3K1,33031428X106
BOEING COCOM$410.6K1,897097023105
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM$389.4K6,89446641Q332
YETI HLDGS INCCOM$387.6K7,82098585X104
META PLATFORMS INCCL A$386.6K68630303M102
HERSHEY COCOM$384.1K2,189427866108
LULULEMON ATHLETICA INCCOM$383.6K3,360550021109
GILEAD SCIENCES INCCOM$377.1K2,985375558103
VANGUARD INDEX FDSSM CP VAL ETF$374.4K1,541922908611
SIRIUSXM HOLDINGS INCCOMMON STOCK$339.6K11,495829933100
UBS GROUP AGSHS$336.9K6,798H42097107
BAKER HUGHES COMPANYCL A$334.1K6,02005722G100
PHILLIPS 66COM$317.5K1,878718546104
AGNICO EAGLE MINES LTDCOM$314.9K2,030008474108
BRISTOL-MYERS SQUIBB COCOM$312.6K5,425110122108
SCHWAB STRATEGIC TRINTL EQTY ETF$310.3K11,203808524805
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM$309K5,02846654Q203
MARRIOTT INTL INC NEWCL A$305.7K825571903202
MASCO CORPCOM$305.1K3,750574599106
AUTOMATIC DATA PROCESSING INCOM$303.5K1,355053015103
ELECTRONIC ARTS INCCOM$297.3K1,450285512109
SMUCKER J M COCOM NEW$291.9K2,595832696405
HEWLETT PACKARD ENTERPRISE CCOM$289.6K6,42042824C109
CUMMINS INCCOM$285.3K400231021106
CONSOLIDATED EDISON INCCOM$283K2,558209115104
MARATHON PETE CORPCOM$281.2K1,10056585A102
GSK PLCSPONSORED ADR$279.8K5,33737733W204
WATERS CORPCOM$279K744941848103
MONSTER BEVERAGE CORP NEWCOM$278.3K2,89561174X109
CORTEVA INCCOM$276.6K3,26622052L104
GENERAL MILLS INCCOM$274.4K7,886370334104
ALAMOS GOLD INCCOM CL A$263.8K8,695011532108
WHITE MTNS INS GROUP LTDCOM$259.2K125G9618E107
VANGUARD WORLD FDHEALTH CAR ETF$251.2K84092204A504
VANECK ETF TRUSTSEMICONDUCTR ETF$249.2K38092189F676
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF$246.4K1,570922042742
DT MIDSTREAM INCCOMMON STOCK$239.6K1,63323345M107
ISHARES TRRUS 1000 VAL ETF$237.6K980464287598
GARMIN LTDSHS$237.5K1,000H2906T109
WP CAREY INCCOM$206.6K2,89092936U109
SPDR SERIES TRUSTST STR BLO 1 ETF$206.2K2,25078468R663
FORD MTR COCOM$165.5K11,908345370860
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-21

Columbia Asset Management — 168 positions reported for 2026Q2 — Tapewire