Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Columbia Asset Management (CIK 1585047) reported $525.1M across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($50.3M, 9.57%), MSFT ($33.4M, 6.35%), GOOGL ($21.3M, 4.06%), ERIE ($18.2M, 3.47%), AMZN ($17.6M, 3.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $50.3M | 9.57% | 198,088 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $33.4M | 6.35% | 90,105 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $21.3M | 4.06% | 74,081 | Trimmed |
| 4 | ERIE | ERIE INDTY CO | $18.2M | 3.47% | 72,569 | Added |
| 5 | AMZN | AMAZON COM INC | $17.6M | 3.35% | 84,489 | Added |
| 6 | V | VISA INC | $15.5M | 2.94% | 51,136 | Trimmed |
| 7 | AVGO | BROADCOM INC | $14.7M | 2.80% | 47,472 | Trimmed |
| 8 | MRK | MERCK & CO INC | $13.4M | 2.56% | 111,663 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $13.3M | 2.53% | 54,270 | Trimmed |
| 10 | CAT | CATERPILLAR INC | $10.7M | 2.03% | 15,058 | Trimmed |
| 11 | GOOG | ALPHABET INC | $10.2M | 1.95% | 35,616 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $9.7M | 1.85% | 33,083 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 1.75% | 14,166 | Added |
| 14 | AMGN | AMGEN INC | $7.9M | 1.50% | 22,420 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $7.8M | 1.48% | 8,431 | Added |
| 16 | ABBV | ABBVIE INC | $7.7M | 1.46% | 35,329 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $7.5M | 1.43% | 36,182 | Added |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $7.3M | 1.39% | 145,152 | Trimmed |
| 19 | SBUX | STARBUCKS CORP | $7.3M | 1.39% | 81,445 | Trimmed |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $7.1M | 1.35% | 29,244 | Trimmed |
| 21 | CSCO | CISCO SYS INC | $7.0M | 1.33% | 89,982 | Trimmed |
| 22 | BP | BP PLC | $6.1M | 1.16% | 129,274 | Added |
| 23 | UNP | UNION PAC CORP | $5.9M | 1.12% | 24,343 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $5.8M | 1.10% | 33,179 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $5.7M | 1.09% | 39,737 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31