Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 1, 2016

Total Value ($000): $285,202 (100.0% shares, 0.0% debt)

Holdings (173)

AAPL Apple Computer Inc 3.7%
Value ($000) $10,481 Shares 92,712 Est. Cost $18.75 Unrealized +29.3%
Dow Chemical Company 3.7%
Value ($000) $10,414 Shares 200,935 Est. Cost $45.87 Unrealized
MRK Merck & Co Inc 3.4%
Value ($000) $9,760 Shares 156,389 Est. Cost $31.64 Unrealized +38.2%
MSFT Microsoft Corp 2.9%
Value ($000) $8,389 Shares 145,634 Est. Cost $30.03 Unrealized +67.5%
JNJ Johnson & Johnson 2.7%
Value ($000) $7,824 Shares 66,233 Est. Cost $66.28 Unrealized +41.2%
General Electric Company 2.7%
Value ($000) $7,699 Shares 259,932 Est. Cost $27.85 Unrealized
DIS Disney Walt Hldg Co 2.5%
Value ($000) $7,259 Shares 78,167 Est. Cost $64.48 Unrealized +37.8%
ERIE Erie Indemnity Co Cl A 2.4%
Value ($000) $6,925 Shares 67,846 Est. Cost $53.36 Unrealized +52.1%
INTC Intel Corp 2.4%
Value ($000) $6,851 Shares 181,495 Est. Cost $17.94 Unrealized +59.5%
MMM Minnesota Mining & Mfg 2.1%
Value ($000) $6,081 Shares 34,506 Est. Cost $84.74 Unrealized +28.9%
Exxon Mobil Corporation 1.8%
Value ($000) $5,214 Shares 59,735 Est. Cost $87.29 Unrealized
CSCO Cisco Systems Inc 1.8%
Value ($000) $5,165 Shares 162,819 Est. Cost $15.38 Unrealized +50.0%
PG Procter & Gamble Co 1.7%
Value ($000) $4,940 Shares 55,044 Est. Cost $58.25 Unrealized +15.9%
MCD Mc Donalds Corp 1.6%
Value ($000) $4,456 Shares 38,627 Est. Cost $70.08 Unrealized +34.9%
BRK/A Berkshire Hathaway Cl B 1.5%
Value ($000) $4,375 Shares 30,287 Est. Cost $219349.66 Unrealized 0.0%
CVX Chevrontexaco Corp 1.5%
Value ($000) $4,256 Shares 41,353 Est. Cost $69.38 Unrealized -1.3%
HD Home Depot Inc 1.5%
Value ($000) $4,176 Shares 32,452 Est. Cost $59.66 Unrealized +78.2%
IBM Intl Business Machines 1.5%
Value ($000) $4,148 Shares 26,115 Est. Cost $99.72 Unrealized +2.0%
NKE Nike Inc Class B 1.4%
Value ($000) $4,098 Shares 77,839 Est. Cost $44.20 Unrealized +13.1%
EMR Emerson Electric Co 1.4%
Value ($000) $3,949 Shares 72,441 Est. Cost $43.73 Unrealized -3.3%
V Visa 1.3%
Value ($000) $3,647 Shares 44,103 Est. Cost $58.33 Unrealized +28.6%
AMZN Amazon Com Inc 1.3%
Value ($000) $3,626 Shares 4,330 Est. Cost $16.94 Unrealized +125.9%
KO Coca Cola Company 1.3%
Value ($000) $3,610 Shares 85,309 Est. Cost $27.50 Unrealized +18.4%
QCOM Qualcomm Inc 1.2%
Value ($000) $3,534 Shares 51,594 Est. Cost $47.45 Unrealized -1.1%
Alphabet Inc Class A 1.2%
Value ($000) $3,376 Shares 4,199 Est. Cost $986.66 Unrealized
CAT Caterpillar Inc 1.2%
Value ($000) $3,332 Shares 37,537 Est. Cost $62.24 Unrealized +6.0%
PFE Pfizer Incorporated 1.2%
Value ($000) $3,330 Shares 98,331 Est. Cost $17.70 Unrealized +25.8%
AMGN Amgen Incorporated 1.2%
Value ($000) $3,322 Shares 19,915 Est. Cost $88.47 Unrealized +44.4%
SBUX Starbucks Corp 1.1%
Value ($000) $3,262 Shares 60,249 Est. Cost $35.72 Unrealized +28.4%
PEP Pepsico Incorporated 1.1%
Value ($000) $3,142 Shares 28,886 Est. Cost $57.72 Unrealized +40.5%
VZ Verizon Communications 1.1%
Value ($000) $3,040 Shares 58,490 Est. Cost $26.73 Unrealized +23.1%
GM General Motors Corp 1.1%
Value ($000) $3,013 Shares 94,849 Est. Cost $27.22 Unrealized -5.0%
Alphabet Inc Class C 1.0%
Value ($000) $2,867 Shares 3,689 Est. Cost $570.51 Unrealized
UNP Union Pacific Corp 1.0%
Value ($000) $2,827 Shares 28,986 Est. Cost $68.85 Unrealized +10.3%
T AT&T Inc 1.0%
Value ($000) $2,823 Shares 69,511 Est. Cost $11.44 Unrealized +42.5%
BA Boeing Co 1.0%
Value ($000) $2,755 Shares 20,913 Est. Cost $112.93 Unrealized +7.0%
Time Warner Incorporated 0.9%
Value ($000) $2,704 Shares 33,961 Est. Cost $71.65 Unrealized
SYK Stryker Corp 0.9%
Value ($000) $2,702 Shares 23,208 Est. Cost $63.53 Unrealized +65.1%
F Ford Motor Company 0.9%
Value ($000) $2,655 Shares 219,988 Est. Cost $8.86 Unrealized -13.3%
UPS United Parcel Service B 0.9%
Value ($000) $2,502 Shares 22,879 Est. Cost $65.69 Unrealized +17.6%
JPM Morgan J P & Co Inc 0.9%
Value ($000) $2,471 Shares 37,106 Est. Cost $41.90 Unrealized +21.4%
AXP American Express Company 0.8%
Value ($000) $2,380 Shares 37,161 Est. Cost $59.38 Unrealized -5.2%
BUD Anheuser Busch Co Inc 0.8%
Value ($000) $2,342 Shares 17,821 Est. Cost $121.88 Unrealized
Genl Amern Invs 0.7%
Value ($000) $2,109 Shares 79,125 Est. Cost $26.50 Unrealized
TGT Target Corporation 0.7%
Value ($000) $2,026 Shares 29,498 Est. Cost $44.15 Unrealized +23.1%
MAT Mattel Incorporated 0.7%
Value ($000) $2,023 Shares 66,798 Est. Cost $28.12 Unrealized +16.3%
HON Honeywell International 0.7%
Value ($000) $1,922 Shares 16,482 Est. Cost $64.14 Unrealized +34.1%
C Citigroup Inc 0.6%
Value ($000) $1,823 Shares 38,595 Est. Cost $38.14 Unrealized -10.5%
ABBV Abbvie Inc 0.6%
Value ($000) $1,801 Shares 28,560 Est. Cost $31.15 Unrealized +41.0%
GLW Corning Inc 0.6%
Value ($000) $1,772 Shares 74,920 Est. Cost $12.33 Unrealized +40.9%
Royal Dutch Shell A Adrf 0.6%
Value ($000) $1,682 Shares 33,593 Est. Cost $67.31 Unrealized
BWA Borg Warner Inc 0.6%
Value ($000) $1,673 Shares 47,557 Est. Cost $25.57 Unrealized -0.2%
ITW Illinois Tool Works Inc 0.6%
Value ($000) $1,646 Shares 13,735 Est. Cost $59.45 Unrealized +56.2%
Medtronic Inc 0.6%
Value ($000) $1,615 Shares 18,692 Est. Cost $57.61 Unrealized
Harman Intl Inds Inc 0.5%
Value ($000) $1,523 Shares 18,036 Est. Cost $90.66 Unrealized
INGN Inogen Inc 0.5%
Value ($000) $1,419 Shares 23,695 Est. Cost $17.03 Unrealized +227.3%
ORCL Oracle Corporation 0.4%
Value ($000) $1,276 Shares 32,482 Est. Cost $28.79 Unrealized +23.1%
ADBE Adobe Systems Inc 0.4%
Value ($000) $1,215 Shares 11,190 Est. Cost $91.38 Unrealized +9.8%
SO The Southern Company 0.4%
Value ($000) $1,186 Shares 23,127 Est. Cost $25.92 Unrealized +37.3%
United Technologies Corp 0.4%
Value ($000) $1,178 Shares 11,598 Est. Cost $113.63 Unrealized
RL Polo Ralph Lauren Cl A 0.4%
Value ($000) $1,141 Shares 11,278 Est. Cost $109.81 Unrealized -24.3%
DEO Diageo Plc New Adr 0.4%
Value ($000) $1,078 Shares 9,286 Est. Cost $131.11 Unrealized
WFC Wells Fargo & Co New 0.4%
Value ($000) $1,043 Shares 23,549 Est. Cost $32.65 Unrealized +12.8%
COP Conocophillips 0.4%
Value ($000) $1,041 Shares 23,956 Est. Cost $48.28 Unrealized -35.5%
Kraft Heinz Company 0.4%
Value ($000) $1,035 Shares 11,561 Est. Cost $54.16 Unrealized
Express Scripts Inc 0.4%
Value ($000) $1,031 Shares 14,614 Est. Cost $70.54 Unrealized
MO Altria (Phillip Morris) 0.4%
Value ($000) $1,018 Shares 16,100 Est. Cost $19.08 Unrealized +82.2%
SONY Sony Corp Adr New 0.4%
Value ($000) $1,011 Shares 30,445 Est. Cost $18.22 Unrealized
BAC Bank Of America Corp 0.4%
Value ($000) $999 Shares 63,830 Est. Cost $11.77 Unrealized +2.5%
WDC Western Digital Corp 0.3%
Value ($000) $996 Shares 17,028 Est. Cost $28.61 Unrealized +15.8%
Whole Foods Market Inc 0.3%
Value ($000) $984 Shares 34,693 Est. Cost $36.27 Unrealized
Du Pont E I De Nemour&Co 0.3%
Value ($000) $969 Shares 14,473 Est. Cost $65.00 Unrealized
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $931 Shares 14,495 Est. Cost $30.31 Unrealized +59.4%
DUK Duke Energy Corporation 0.3%
Value ($000) $929 Shares 11,611 Est. Cost $43.57 Unrealized +29.4%
EBAY Ebay Inc 0.3%
Value ($000) $920 Shares 27,957 Est. Cost $19.70 Unrealized +36.4%
General Cable Corp 0.3%
Value ($000) $919 Shares 61,375 Est. Cost $14.97 Unrealized
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $894 Shares 16,574 Est. Cost $34.16 Unrealized +35.1%
Walgreens Boots Allianc 0.3%
Value ($000) $893 Shares 11,076 Est. Cost $71.92 Unrealized
Waste Management 0.3%
Value ($000) $885 Shares 13,880 Est. Cost $42.07 Unrealized
FDX F D X Corporation 0.3%
Value ($000) $874 Shares 5,004 Est. Cost $139.43 Unrealized +1.1%
AIG American Intl Group Inc 0.3%
Value ($000) $873 Shares 14,717 Est. Cost $39.62 Unrealized +13.7%
GIS General Mills Inc 0.3%
Value ($000) $865 Shares 13,538 Est. Cost $33.68 Unrealized +48.5%
PII Polaris Industries Inc 0.3%
Value ($000) $859 Shares 11,090 Est. Cost $86.79 Unrealized +0.1%
SYY Sysco Corporation 0.3%
Value ($000) $854 Shares 17,424 Est. Cost $24.47 Unrealized +64.5%
SLB Schlumberger Ltd 0.3%
Value ($000) $836 Shares 10,637 Est. Cost $64.63 Unrealized -6.1%
EPD Enterprise Prd Prtnrs Lp 0.3%
Value ($000) $814 Shares 29,468 Est. Cost $27.62 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $801 Shares 18,235 Est. Cost $25.52 Unrealized +38.0%
CLX Clorox Company 0.3%
Value ($000) $791 Shares 6,320 Est. Cost $63.88 Unrealized +56.9%
CVS C V S Corp Del 0.3%
Value ($000) $778 Shares 8,743 Est. Cost $57.56 Unrealized +23.2%
WYNN Wynn Resorts 0.3%
Value ($000) $774 Shares 7,943 Est. Cost $105.84 Unrealized -17.6%
PM Philip Morris Intl Inc 0.2%
Value ($000) $711 Shares 7,315 Est. Cost $49.50 Unrealized +25.8%
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $691 Shares 16,017 Est. Cost $48.18 Unrealized
VO Vanguard Mid Cap 0.2%
Value ($000) $684 Shares 5,282 Est. Cost $129.50 Unrealized
KMI Kinder Morgan Inc 0.2%
Value ($000) $667 Shares 28,844 Est. Cost $16.03 Unrealized -18.5%
ABT Abbott Laboratories 0.2%
Value ($000) $664 Shares 15,706 Est. Cost $29.56 Unrealized +22.3%
PYPL Paypal Holdings Inco 0.2%
Value ($000) $658 Shares 16,053 Est. Cost $38.34 Unrealized 0.0%
RCI Rogers Commun Inc Cl B 0.2%
Value ($000) $656 Shares 15,470 Est. Cost $40.77 Unrealized +5.2%
OXY Occidental Pete Corp 0.2%
Value ($000) $633 Shares 8,681 Est. Cost $57.94 Unrealized -0.9%
Tribune Media Co 0.2%
Value ($000) $627 Shares 17,160 Est. Cost $34.58 Unrealized
Celgene Corp 0.2%
Value ($000) $624 Shares 5,969 Est. Cost $132.70 Unrealized
IP International Paper Co 0.2%
Value ($000) $624 Shares 13,010 Est. Cost $22.81 Unrealized +29.4%
PSX Phillips 0.2%
Value ($000) $621 Shares 7,704 Est. Cost $49.42 Unrealized +10.1%
MAR Marriott Intl Inc Cl A 0.2%
Value ($000) $611 Shares 9,075 Est. Cost $64.65 Unrealized 0.0%
BP Bp Amoco Plc Adr 0.2%
Value ($000) $604 Shares 17,185 Est. Cost $35.36 Unrealized
Viacom Inc Non Vtg Cl B 0.2%
Value ($000) $584 Shares 15,315 Est. Cost $38.13 Unrealized
HPE Hewlett Packard Ente 0.2%
Value ($000) $583 Shares 25,612 Est. Cost $7.76 Unrealized +21.6%
WU Western Union Company 0.2%
Value ($000) $572 Shares 27,450 Est. Cost $17.25 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $570 Shares 7,690 Est. Cost $48.40 Unrealized +22.7%
COST Costco Whsl Corp New 0.2%
Value ($000) $568 Shares 3,725 Est. Cost $97.01 Unrealized +41.2%
GPC Genuine Parts Co 0.2%
Value ($000) $533 Shares 5,305 Est. Cost $57.45 Unrealized +34.4%
Dr Pepper Snapple Group 0.2%
Value ($000) $521 Shares 5,709 Est. Cost $48.75 Unrealized
Kellogg Company 0.2%
Value ($000) $520 Shares 6,708 Est. Cost $37.92 Unrealized +44.2%
Macquarie Infrastructur 0.2%
Value ($000) $510 Shares 6,125 Est. Cost $75.95 Unrealized
Unilever Plc Adr New 0.2%
Value ($000) $509 Shares 10,747 Est. Cost $41.67 Unrealized
Itc Holdings Corp 0.2%
Value ($000) $490 Shares 10,550 Est. Cost $54.05 Unrealized
MCHP Microchip Technology Inc 0.2%
Value ($000) $482 Shares 7,763 Est. Cost $16.31 Unrealized +49.6%
VXUS Vanguard Total Intl Etf 0.2%
Value ($000) $469 Shares 9,925 Est. Cost $47.25 Unrealized
VOD Vodafone Airtouch Adr 0.2%
Value ($000) $468 Shares 16,058 Est. Cost $35.08 Unrealized
B E Aerospace Inc 0.2%
Value ($000) $460 Shares 8,900 Est. Cost $46.05 Unrealized
Tiffany & Co New 0.2%
Value ($000) $457 Shares 6,295 Est. Cost $72.60 Unrealized
LLY Lilly Eli & Company 0.2%
Value ($000) $454 Shares 5,660 Est. Cost $39.86 Unrealized +72.0%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $443 Shares 3,512 Est. Cost $66.36 Unrealized +40.9%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $435 Shares 6,029 Est. Cost $19.94 Unrealized +3.3%
DAL Delta Air Lines Inc New 0.1%
Value ($000) $422 Shares 10,730 Est. Cost $33.78 Unrealized 0.0%
WPC W P Carey & Co L L C 0.1%
Value ($000) $417 Shares 6,455 Est. Cost $69.37 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $414 Shares 2,568 Est. Cost $150.95 Unrealized
MAS Masco Corp 0.1%
Value ($000) $412 Shares 12,000 Est. Cost $15.53 Unrealized +93.5%
Electronic Arts Inc 0.1%
Value ($000) $394 Shares 4,614 Est. Cost $68.22 Unrealized
Alcoa Inc 0.1%
Value ($000) $389 Shares 38,392 Est. Cost $11.75 Unrealized
HSY Hershey Company 0.1%
Value ($000) $381 Shares 3,988 Est. Cost $72.20 Unrealized +17.2%
GILD Gilead Sciences Inc 0.1%
Value ($000) $376 Shares 4,755 Est. Cost $51.76 Unrealized +11.6%
HAS Hasbro Inc 0.1%
Value ($000) $375 Shares 4,725 Est. Cost $38.15 Unrealized +55.1%
CMI Cummins Inc 0.1%
Value ($000) $372 Shares 2,900 Est. Cost $74.19 Unrealized +27.7%
Spectra Energy 0.1%
Value ($000) $365 Shares 8,544 Est. Cost $42.72 Unrealized
DE Deere & Co 0.1%
Value ($000) $364 Shares 4,260 Est. Cost $68.60 Unrealized +2.5%
DECK Deckers Outdoor Corp 0.1%
Value ($000) $363 Shares 6,100 Est. Cost $12.22 Unrealized -14.3%
LZB La-Z-Boy Inc 0.1%
Value ($000) $359 Shares 14,600 Est. Cost $25.44 Unrealized +10.6%
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $356 Shares 4,510 Est. Cost $69.92 Unrealized -19.2%
VB Vanguard Small Cap 0.1%
Value ($000) $347 Shares 2,838 Est. Cost $122.27 Unrealized
TRV Travelers Group Inc 0.1%
Value ($000) $333 Shares 2,907 Est. Cost $95.26 Unrealized 0.0%
WAT Waters Corp 0.1%
Value ($000) $329 Shares 2,076 Est. Cost $100.80 Unrealized +53.5%
CMG Chipotle Mexican Grill 0.1%
Value ($000) $329 Shares 778 Est. Cost $9.51 Unrealized -13.6%
Seagate Technology Plc 0.1%
Value ($000) $321 Shares 8,316 Est. Cost $38.60 Unrealized
GT Goodyear Tire & Rubber 0.1%
Value ($000) $320 Shares 9,900 Est. Cost $26.72 Unrealized +8.9%
BIIB Biogen Idec Inc 0.1%
Value ($000) $311 Shares 995 Est. Cost $263.54 Unrealized +12.4%
Chicago Bridge & Iron 0.1%
Value ($000) $311 Shares 11,095 Est. Cost $28.03 Unrealized
Guggenheim ETF 2016 0.1%
Value ($000) $305 Shares 13,831 Est. Cost $22.07 Unrealized
Magellan Midstream Partners 0.1%
Value ($000) $301 Shares 4,260 Est. Cost $70.66 Unrealized
CTSH Cognizant Tech Sol Cl A 0.1%
Value ($000) $299 Shares 6,275 Est. Cost $42.37 Unrealized +19.1%
Energy Transfer Partners 0.1%
Value ($000) $278 Shares 7,525 Est. Cost $38.01 Unrealized
DTE D T E Energy Company 0.1%
Value ($000) $275 Shares 2,939 Est. Cost $42.92 Unrealized +38.8%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $273 Shares 12,120 Est. Cost $24.68 Unrealized
MHK Mohawk Industries Inc 0.1%
Value ($000) $265 Shares 1,324 Est. Cost $194.95 Unrealized +5.4%
LUV Southwest Airlines Co 0.1%
Value ($000) $253 Shares 6,500 Est. Cost $15.26 Unrealized +122.7%
ED Consolidated Edison Inc 0.1%
Value ($000) $253 Shares 3,365 Est. Cost $35.92 Unrealized +54.3%
ONB Old National Bancorp Ind 0.1%
Value ($000) $253 Shares 18,000 Est. Cost $11.79 Unrealized +14.4%
O Realty Income Corp 0.1%
Value ($000) $252 Shares 3,767 Est. Cost $38.59 Unrealized +9.8%
SEE Sealed Air Corp New 0.1%
Value ($000) $249 Shares 5,425 Est. Cost $24.99 Unrealized +59.9%
ETN Eaton Corporation 0.1%
Value ($000) $248 Shares 3,775 Est. Cost $46.51 Unrealized +13.7%
BCS Barclays Bank Plc Adr 0.1%
Value ($000) $246 Shares 28,300 Est. Cost $8.69 Unrealized
NOK Nokia Corp Spon Adr 0.1%
Value ($000) $245 Shares 42,232 Est. Cost $5.68 Unrealized
SNY Sanofi Aventis Adr 0.1%
Value ($000) $241 Shares 6,323 Est. Cost $53.18 Unrealized
ACN Accenture Ltd Cl A 0.1%
Value ($000) $238 Shares 1,950 Est. Cost $80.68 Unrealized +21.7%
GD General Dynamics Corp 0.1%
Value ($000) $237 Shares 1,525 Est. Cost $108.10 Unrealized +12.5%
VFC V F Corporation 0.1%
Value ($000) $233 Shares 4,160 Est. Cost $52.98 Unrealized +9.0%
Apache 0.1%
Value ($000) $230 Shares 3,595 Est. Cost $70.38 Unrealized
UAA Under Armour Inc Cl A 0.1%
Value ($000) $228 Shares 5,893 Est. Cost $25.08 Unrealized +61.0%
Total S A Adr 0.1%
Value ($000) $223 Shares 4,680 Est. Cost $60.65 Unrealized
Alexion Pharma Inc 0.1%
Value ($000) $218 Shares 1,780 Est. Cost $132.98 Unrealized
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $218 Shares 6,645 Est. Cost $32.81 Unrealized
ODFL Old Dominion Freight 0.1%
Value ($000) $213 Shares 3,100 Est. Cost $21.72 Unrealized 0.0%
ADP Auto Data Processing 0.1%
Value ($000) $211 Shares 2,389 Est. Cost $53.49 Unrealized +38.5%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $207 Shares 1,300 Est. Cost $22.79 Unrealized 0.0%