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Manager Profile

Columbia Asset Management

Diversified · Technology 27%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Ann Arbor, MI

Portfolio Value

$575.2M

Latest reported 13F value

Holdings

168

Distinct positions in last filing

Top Position

Apple Inc

Latest disclosed holding

Top 4

AAPL MSFT GOOGL AMZN ERIE

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
26.7%
Financial Services
13.9%
Healthcare
12.3%
Communication Services
9.5%
Consumer Cyclical
7.3%
Industrials
6.2%
Consumer Defensive
5.3%
Energy
2.6%
Utilities
0.7%
Real Estate
0.6%
Basic Materials
0.5%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Apple Inc

Shares: 190K

55M

Position Value
2
Microsoft Corp

Shares: 89.3K

33.3M

Position Value
3
Alphabet Inc

Shares: 72.3K

25.8M

Position Value
4
Amazon.com Inc

Shares: 80.6K

19.2M

Position Value
5
Erie Indemnity Co

Shares: 72.6K

17.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID