Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $298,733 (100.0% shares, 0.0% debt)

Holdings (168)

AAPL Apple Computer Inc 4.5%
Value ($000) $13,537 Shares 94,234 Est. Cost $18.87 Unrealized +61.3%
MRK Merck & Co Inc 3.3%
Value ($000) $9,903 Shares 155,869 Est. Cost $31.64 Unrealized +45.6%
MSFT Microsoft Corp 3.2%
Value ($000) $9,623 Shares 146,125 Est. Cost $30.03 Unrealized +92.6%
Dow Chemical Company 3.2%
Value ($000) $9,425 Shares 148,333 Est. Cost $45.87 Unrealized
DIS Disney Walt Hldg Co 3.0%
Value ($000) $8,872 Shares 78,249 Est. Cost $64.48 Unrealized +59.8%
JNJ Johnson & Johnson 2.8%
Value ($000) $8,245 Shares 66,205 Est. Cost $66.28 Unrealized +40.9%
ERIE Erie Indemnity Co Cl A 2.7%
Value ($000) $8,011 Shares 65,296 Est. Cost $53.36 Unrealized +81.0%
General Electric Company 2.6%
Value ($000) $7,710 Shares 258,725 Est. Cost $27.85 Unrealized
MMM Minnesota Mining & Mfg 2.2%
Value ($000) $6,547 Shares 34,218 Est. Cost $84.74 Unrealized +34.1%
INTC Intel Corp 2.1%
Value ($000) $6,253 Shares 173,377 Est. Cost $17.94 Unrealized +65.4%
CSCO Cisco Systems Inc 1.8%
Value ($000) $5,259 Shares 155,614 Est. Cost $15.38 Unrealized +60.8%
BRK/A Berkshire Hathaway Cl B 1.7%
Value ($000) $5,059 Shares 30,356 Est. Cost $250864.50 Unrealized 0.0%
MCD Mc Donalds Corp 1.7%
Value ($000) $4,972 Shares 38,363 Est. Cost $70.08 Unrealized +45.1%
PG Procter & Gamble Co 1.6%
Value ($000) $4,928 Shares 54,850 Est. Cost $58.37 Unrealized +20.0%
Exxon Mobil Corporation 1.6%
Value ($000) $4,914 Shares 59,921 Est. Cost $87.29 Unrealized
HD Home Depot Inc 1.6%
Value ($000) $4,817 Shares 32,812 Est. Cost $59.66 Unrealized +91.7%
NKE Nike Inc Class B 1.6%
Value ($000) $4,716 Shares 84,628 Est. Cost $44.63 Unrealized +10.4%
IBM Intl Business Machines 1.6%
Value ($000) $4,680 Shares 26,880 Est. Cost $99.79 Unrealized +14.6%
CVX Chevrontexaco Corp 1.5%
Value ($000) $4,415 Shares 41,126 Est. Cost $69.48 Unrealized +10.5%
EMR Emerson Electric Co 1.5%
Value ($000) $4,410 Shares 73,672 Est. Cost $43.72 Unrealized +9.6%
V Visa 1.4%
Value ($000) $4,090 Shares 46,030 Est. Cost $59.22 Unrealized +36.6%
AMGN Amgen Incorporated 1.3%
Value ($000) $3,888 Shares 23,700 Est. Cost $93.82 Unrealized +35.6%
AMZN Amazon Com Inc 1.3%
Value ($000) $3,826 Shares 4,316 Est. Cost $16.94 Unrealized +146.0%
Alphabet Inc Class A 1.3%
Value ($000) $3,813 Shares 4,498 Est. Cost $976.68 Unrealized
BA Boeing Co 1.2%
Value ($000) $3,734 Shares 21,115 Est. Cost $113.22 Unrealized +40.2%
KO Coca Cola Company 1.2%
Value ($000) $3,664 Shares 86,357 Est. Cost $27.50 Unrealized +14.6%
SBUX Starbucks Corp 1.2%
Value ($000) $3,611 Shares 61,851 Est. Cost $35.99 Unrealized +30.0%
GM General Motors Corp 1.1%
Value ($000) $3,409 Shares 96,414 Est. Cost $27.25 Unrealized +13.6%
PFE Pfizer Incorporated 1.1%
Value ($000) $3,392 Shares 99,171 Est. Cost $17.75 Unrealized +20.6%
CAT Caterpillar Inc 1.1%
Value ($000) $3,244 Shares 34,972 Est. Cost $62.24 Unrealized +24.8%
JPM Morgan J P & Co Inc 1.1%
Value ($000) $3,229 Shares 36,770 Est. Cost $42.46 Unrealized +64.1%
PEP Pepsico Incorporated 1.1%
Value ($000) $3,226 Shares 28,844 Est. Cost $57.72 Unrealized +41.9%
Time Warner Incorporated 1.1%
Value ($000) $3,182 Shares 32,567 Est. Cost $72.85 Unrealized
SYK Stryker Corp 1.0%
Value ($000) $3,057 Shares 23,228 Est. Cost $63.53 Unrealized +80.2%
Alphabet Inc Class C 1.0%
Value ($000) $3,040 Shares 3,665 Est. Cost $570.51 Unrealized
UNP Union Pacific Corp 1.0%
Value ($000) $2,940 Shares 27,764 Est. Cost $68.85 Unrealized +27.3%
VZ Verizon Communications 1.0%
Value ($000) $2,890 Shares 59,297 Est. Cost $26.81 Unrealized +17.2%
AXP American Express Company 0.9%
Value ($000) $2,819 Shares 35,642 Est. Cost $59.47 Unrealized +16.3%
T AT&T Inc 0.9%
Value ($000) $2,761 Shares 66,457 Est. Cost $11.44 Unrealized +46.3%
SPY SPDR S&P 500 ETF Tr 0.9%
Value ($000) $2,605 Shares 11,050 Est. Cost $235.75 Unrealized
C Citigroup Inc 0.8%
Value ($000) $2,354 Shares 39,360 Est. Cost $38.31 Unrealized +16.6%
QCOM Qualcomm Inc 0.8%
Value ($000) $2,300 Shares 40,125 Est. Cost $47.45 Unrealized -4.1%
UPS United Parcel Service B 0.8%
Value ($000) $2,281 Shares 21,265 Est. Cost $65.69 Unrealized +19.3%
F Ford Motor Company 0.7%
Value ($000) $2,165 Shares 186,073 Est. Cost $8.86 Unrealized -12.2%
HON Honeywell International 0.7%
Value ($000) $2,080 Shares 16,660 Est. Cost $64.38 Unrealized +42.8%
Genl Amern Invs 0.7%
Value ($000) $2,071 Shares 79,525 Est. Cost $26.50 Unrealized
Royal Dutch Shell A Adrf 0.7%
Value ($000) $2,015 Shares 38,228 Est. Cost $65.60 Unrealized
BUD Anheuser Busch Co Inc 0.7%
Value ($000) $1,951 Shares 17,777 Est. Cost $121.88 Unrealized
ABBV Abbvie Inc 0.7%
Value ($000) $1,947 Shares 29,889 Est. Cost $31.64 Unrealized +37.4%
GLW Corning Inc 0.6%
Value ($000) $1,839 Shares 68,115 Est. Cost $12.33 Unrealized +70.1%
ITW Illinois Tool Works Inc 0.6%
Value ($000) $1,819 Shares 13,735 Est. Cost $59.45 Unrealized +75.9%
MAT Mattel Incorporated 0.6%
Value ($000) $1,790 Shares 69,924 Est. Cost $28.05 Unrealized -4.5%
INGN Inogen Inc 0.5%
Value ($000) $1,591 Shares 20,520 Est. Cost $17.03 Unrealized +307.0%
ADBE Adobe Systems Inc 0.5%
Value ($000) $1,586 Shares 12,190 Est. Cost $93.37 Unrealized +25.7%
Allergan Plc 0.5%
Value ($000) $1,519 Shares 6,358 Est. Cost $238.91 Unrealized
Medtronic Inc 0.5%
Value ($000) $1,505 Shares 18,692 Est. Cost $57.61 Unrealized
BAC Bank Of America Corp 0.5%
Value ($000) $1,449 Shares 61,445 Est. Cost $11.77 Unrealized +64.7%
ORCL Oracle Corporation 0.5%
Value ($000) $1,383 Shares 31,024 Est. Cost $28.79 Unrealized +26.8%
MCK Mckesson Hboc Inc 0.4%
Value ($000) $1,307 Shares 8,820 Est. Cost $136.83 Unrealized -0.2%
United Technologies Corp 0.4%
Value ($000) $1,269 Shares 11,312 Est. Cost $113.63 Unrealized
MO Altria (Phillip Morris) 0.4%
Value ($000) $1,249 Shares 17,492 Est. Cost $20.26 Unrealized +90.3%
WFC Wells Fargo & Co New 0.4%
Value ($000) $1,204 Shares 21,643 Est. Cost $32.65 Unrealized +35.9%
COP Conocophillips 0.4%
Value ($000) $1,183 Shares 23,730 Est. Cost $46.55 Unrealized -21.4%
Du Pont E I De Nemour&Co 0.4%
Value ($000) $1,162 Shares 14,474 Est. Cost $65.00 Unrealized
SO The Southern Company 0.4%
Value ($000) $1,130 Shares 22,705 Est. Cost $26.47 Unrealized +29.1%
EBAY Ebay Inc 0.4%
Value ($000) $1,106 Shares 32,957 Est. Cost $20.70 Unrealized +39.8%
DEO Diageo Plc New Adr 0.3%
Value ($000) $1,044 Shares 9,036 Est. Cost $131.11 Unrealized
TGT Target Corporation 0.3%
Value ($000) $1,037 Shares 18,795 Est. Cost $44.15 Unrealized +8.7%
Kraft Heinz Company 0.3%
Value ($000) $1,031 Shares 11,361 Est. Cost $54.16 Unrealized
SONY Sony Corp Adr New 0.3%
Value ($000) $1,021 Shares 30,295 Est. Cost $18.22 Unrealized
WAT Waters Corp 0.3%
Value ($000) $968 Shares 6,196 Est. Cost $128.90 Unrealized +15.9%
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $940 Shares 14,017 Est. Cost $30.31 Unrealized +56.4%
FDX F D X Corporation 0.3%
Value ($000) $939 Shares 4,813 Est. Cost $139.43 Unrealized +18.4%
BWA Borg Warner Inc 0.3%
Value ($000) $934 Shares 22,373 Est. Cost $25.57 Unrealized +24.3%
DUK Duke Energy Corporation 0.3%
Value ($000) $907 Shares 11,064 Est. Cost $43.57 Unrealized +26.9%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $901 Shares 16,574 Est. Cost $34.39 Unrealized +16.1%
Express Scripts Inc 0.3%
Value ($000) $896 Shares 13,604 Est. Cost $70.54 Unrealized
Waste Management 0.3%
Value ($000) $880 Shares 12,079 Est. Cost $42.07 Unrealized
AIG American Intl Group Inc 0.3%
Value ($000) $868 Shares 13,917 Est. Cost $39.62 Unrealized +29.1%
PM Philip Morris Intl Inc 0.3%
Value ($000) $853 Shares 7,561 Est. Cost $49.79 Unrealized +31.7%
WDC Western Digital Corp 0.3%
Value ($000) $852 Shares 10,325 Est. Cost $28.61 Unrealized +79.3%
CLX Clorox Company 0.3%
Value ($000) $844 Shares 6,260 Est. Cost $63.88 Unrealized +57.3%
GIS General Mills Inc 0.3%
Value ($000) $816 Shares 13,830 Est. Cost $33.89 Unrealized +31.7%
EPD Enterprise Prods Partners L 0.3%
Value ($000) $813 Shares 29,456 Est. Cost $27.62 Unrealized
Arconic Inc 0.3%
Value ($000) $801 Shares 30,441 Est. Cost $18.53 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $785 Shares 18,235 Est. Cost $25.52 Unrealized +40.6%
SLB Schlumberger Ltd 0.3%
Value ($000) $769 Shares 9,853 Est. Cost $64.63 Unrealized -2.0%
MHK Mohawk Industries Inc 0.3%
Value ($000) $766 Shares 3,339 Est. Cost $203.96 Unrealized +7.7%
SYY Sysco Corporation 0.3%
Value ($000) $751 Shares 14,480 Est. Cost $24.47 Unrealized +71.8%
VO Vanguard Mid Cap 0.3%
Value ($000) $748 Shares 5,375 Est. Cost $129.62 Unrealized
Celgene Corp 0.2%
Value ($000) $742 Shares 5,969 Est. Cost $132.70 Unrealized
WYNN Wynn Resorts 0.2%
Value ($000) $733 Shares 6,403 Est. Cost $105.84 Unrealized -14.9%
MTD Mettler Toledo Intl Incf 0.2%
Value ($000) $715 Shares 1,494 Est. Cost $421.00 Unrealized +8.6%
ABT Abbott Laboratories 0.2%
Value ($000) $712 Shares 16,048 Est. Cost $29.64 Unrealized +24.6%
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $709 Shares 16,835 Est. Cost $47.48 Unrealized
MAR Marriott Intl Inc Cl A 0.2%
Value ($000) $682 Shares 7,250 Est. Cost $64.65 Unrealized +24.3%
PYPL Paypal Holdings Inco 0.2%
Value ($000) $681 Shares 15,830 Est. Cost $38.40 Unrealized +8.7%
CVS C V S Corp Del 0.2%
Value ($000) $659 Shares 8,397 Est. Cost $57.60 Unrealized +5.2%
BP Bp Amoco Plc Adr 0.2%
Value ($000) $657 Shares 19,057 Est. Cost $35.46 Unrealized
COST Costco Whsl Corp New 0.2%
Value ($000) $616 Shares 3,675 Est. Cost $97.01 Unrealized +47.3%
HPE Hewlett Packard Ente 0.2%
Value ($000) $607 Shares 25,612 Est. Cost $7.76 Unrealized +33.1%
NOK Nokia Corp Spon Adr 0.2%
Value ($000) $587 Shares 108,332 Est. Cost $5.50 Unrealized
MCHP Microchip Technology Inc 0.2%
Value ($000) $572 Shares 7,763 Est. Cost $16.31 Unrealized +83.5%
Dr Pepper Snapple Group 0.2%
Value ($000) $559 Shares 5,709 Est. Cost $48.75 Unrealized
WU Western Union Company 0.2%
Value ($000) $558 Shares 27,450 Est. Cost $17.25 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $548 Shares 7,490 Est. Cost $48.40 Unrealized +17.5%
IP International Paper Co 0.2%
Value ($000) $536 Shares 10,560 Est. Cost $22.81 Unrealized +49.8%
RCI Rogers Commun Inc Cl B 0.2%
Value ($000) $533 Shares 12,070 Est. Cost $40.77 Unrealized +2.8%
DAL Delta Air Lines Inc New 0.2%
Value ($000) $523 Shares 11,400 Est. Cost $34.30 Unrealized +28.1%
VXUS Vanguard Total Intl Etf 0.2%
Value ($000) $508 Shares 10,242 Est. Cost $47.31 Unrealized
Unilever Plc Adr New 0.2%
Value ($000) $500 Shares 10,138 Est. Cost $41.67 Unrealized
GPC Genuine Parts Co 0.2%
Value ($000) $494 Shares 5,355 Est. Cost $57.76 Unrealized +28.5%
Goldman Sachs Group Inc 0.2%
Value ($000) $492 Shares 2,143 Est. Cost $150.95 Unrealized
DE Deere & Co 0.2%
Value ($000) $490 Shares 4,510 Est. Cost $69.31 Unrealized +36.2%
HAS Hasbro Inc 0.2%
Value ($000) $461 Shares 4,625 Est. Cost $38.15 Unrealized +79.0%
Kellogg Company 0.2%
Value ($000) $460 Shares 6,348 Est. Cost $37.92 Unrealized +32.0%
CMI Cummins Inc 0.2%
Value ($000) $453 Shares 3,000 Est. Cost $80.03 Unrealized +46.5%
KMB Kimberly-Clark Corp 0.2%
Value ($000) $450 Shares 3,425 Est. Cost $67.02 Unrealized +38.2%
UA Under Armour Inc Cl 0.1%
Value ($000) $442 Shares 22,361 Est. Cost $22.09 Unrealized -5.7%
VOD Vodafone Airtouch Adr 0.1%
Value ($000) $441 Shares 16,720 Est. Cost $34.56 Unrealized
HSY Hershey Company 0.1%
Value ($000) $435 Shares 3,988 Est. Cost $72.20 Unrealized +20.2%
BCS Barclays Bank Plc Adr 0.1%
Value ($000) $431 Shares 38,400 Est. Cost $9.31 Unrealized
General Cable Corp 0.1%
Value ($000) $430 Shares 23,975 Est. Cost $14.97 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $428 Shares 19,697 Est. Cost $16.03 Unrealized -15.0%
LLY Lilly Eli & Company 0.1%
Value ($000) $426 Shares 5,070 Est. Cost $39.86 Unrealized +74.4%
Macquarie Infrastructur 0.1%
Value ($000) $421 Shares 5,225 Est. Cost $75.95 Unrealized
Electronic Arts Inc 0.1%
Value ($000) $420 Shares 4,695 Est. Cost $68.87 Unrealized
Seagate Technology Plc 0.1%
Value ($000) $420 Shares 9,166 Est. Cost $39.43 Unrealized
Tribune Media Co 0.1%
Value ($000) $414 Shares 11,110 Est. Cost $34.58 Unrealized
PII Polaris Industries Inc 0.1%
Value ($000) $406 Shares 4,855 Est. Cost $86.56 Unrealized -0.6%
WPC W P Carey & Co L L C 0.1%
Value ($000) $401 Shares 6,455 Est. Cost $69.37 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $392 Shares 2,941 Est. Cost $122.60 Unrealized
OXY Occidental Pete Corp 0.1%
Value ($000) $388 Shares 6,126 Est. Cost $57.94 Unrealized -10.1%
MAS Masco Corp 0.1%
Value ($000) $382 Shares 11,250 Est. Cost $15.53 Unrealized +88.0%
Viacom Inc Non Vtg Cl B 0.1%
Value ($000) $364 Shares 7,815 Est. Cost $38.13 Unrealized
Whole Foods Market Inc 0.1%
Value ($000) $363 Shares 12,235 Est. Cost $36.27 Unrealized
GT Goodyear Tire & Rubber 0.1%
Value ($000) $356 Shares 9,900 Est. Cost $26.72 Unrealized +27.1%
LUV Southwest Airlines Co 0.1%
Value ($000) $349 Shares 6,500 Est. Cost $15.26 Unrealized +216.3%
PSX Phillips 0.1%
Value ($000) $332 Shares 4,194 Est. Cost $49.42 Unrealized +15.9%
Tiffany & Co New 0.1%
Value ($000) $328 Shares 3,445 Est. Cost $72.60 Unrealized
Magellan Midstream Partners 0.1%
Value ($000) $327 Shares 4,260 Est. Cost $70.66 Unrealized
DTE D T E Energy Company 0.1%
Value ($000) $311 Shares 3,050 Est. Cost $43.49 Unrealized +44.8%
MSGS Madison Square Garden Co New 0.1%
Value ($000) $310 Shares 1,555 Est. Cost $130.15 Unrealized 0.0%
FDN First TRUST Internet 0.1%
Value ($000) $297 Shares 3,375 Est. Cost $79.70 Unrealized
SNY Sanofi Aventis Adr 0.1%
Value ($000) $288 Shares 6,373 Est. Cost $53.18 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $285 Shares 1,525 Est. Cost $108.10 Unrealized +40.7%
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $282 Shares 3,670 Est. Cost $65.12 Unrealized -9.6%
DECK Deckers Outdoor Corp 0.1%
Value ($000) $276 Shares 4,624 Est. Cost $12.22 Unrealized -24.5%
ED Consolidated Edison Inc 0.1%
Value ($000) $274 Shares 3,541 Est. Cost $37.74 Unrealized +44.9%
Energy Transfer Prtnrs L P 0.1%
Value ($000) $274 Shares 7,525 Est. Cost $38.01 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $268 Shares 6,419 Est. Cost $24.73 Unrealized 0.0%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $268 Shares 11,470 Est. Cost $24.68 Unrealized
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $267 Shares 8,604 Est. Cost $32.38 Unrealized
ETN Eaton Corporation 0.1%
Value ($000) $263 Shares 3,550 Est. Cost $47.04 Unrealized +25.4%
ADP Auto Data Processing 0.1%
Value ($000) $254 Shares 2,489 Est. Cost $54.73 Unrealized +54.2%
GILD Gilead Sciences Inc 0.1%
Value ($000) $250 Shares 3,681 Est. Cost $51.83 Unrealized -2.3%
CTSH Cognizant Tech Sol Cl A 0.1%
Value ($000) $241 Shares 4,050 Est. Cost $42.37 Unrealized +20.3%
SEE Sealed Air Corp New 0.1%
Value ($000) $236 Shares 5,425 Est. Cost $24.99 Unrealized +60.9%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $233 Shares 1,950 Est. Cost $80.68 Unrealized +28.9%
VFC V F Corporation 0.1%
Value ($000) $228 Shares 4,160 Est. Cost $52.98 Unrealized -6.9%
FXD First Tr Cons Dscrtnry 0.1%
Value ($000) $209 Shares 5,700 Est. Cost $35.44 Unrealized
ONB Old National Bancorp Ind 0.1%
Value ($000) $208 Shares 12,000 Est. Cost $11.79 Unrealized +51.5%
GNTX Gentex Corp 0.1%
Value ($000) $207 Shares 9,740 Est. Cost $18.20 Unrealized +15.3%
LZB La-Z-Boy Inc 0.1%
Value ($000) $203 Shares 7,533 Est. Cost $25.44 Unrealized +11.5%
Cr Suisse Asset Mgmt Fd 0.0%
Value ($000) $132 Shares 40,000 Est. Cost $3.15 Unrealized
Monogram Residential Tr Inc 0.0%
Value ($000) $99 Shares 10,000 Est. Cost $10.80 Unrealized
CRNT Ceragon Networks Ltd 0.0%
Value ($000) $57 Shares 17,700 Est. Cost $2.39 Unrealized +48.2%
Legacy Resvs L P 0.0%
Value ($000) $45 Shares 20,000 Est. Cost $2.10 Unrealized