Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $309,987 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL Apple Computer Inc 4.3%
Value ($000) $13,456 Shares 93,436 Est. Cost $18.87 Unrealized +81.8%
MSFT Microsoft Corp 3.2%
Value ($000) $10,057 Shares 145,908 Est. Cost $30.03 Unrealized +107.5%
MRK Merck & Co Inc 3.2%
Value ($000) $9,981 Shares 155,743 Est. Cost $31.64 Unrealized +47.1%
Dow Chemical Company 2.9%
Value ($000) $9,115 Shares 144,534 Est. Cost $45.87 Unrealized
JNJ Johnson & Johnson 2.9%
Value ($000) $8,877 Shares 67,103 Est. Cost $66.74 Unrealized +50.4%
DIS Disney Walt Hldg Co 2.8%
Value ($000) $8,606 Shares 81,004 Est. Cost $65.77 Unrealized +55.8%
ERIE Erie Indemnity Co Cl A 2.6%
Value ($000) $8,085 Shares 64,646 Est. Cost $53.36 Unrealized +88.7%
MMM Minnesota Mining & Mfg 2.3%
Value ($000) $7,096 Shares 34,086 Est. Cost $84.74 Unrealized +47.1%
General Electric Company 2.3%
Value ($000) $7,091 Shares 262,566 Est. Cost $27.84 Unrealized
INTC Intel Corp 1.9%
Value ($000) $5,859 Shares 173,665 Est. Cost $17.94 Unrealized +64.8%
MCD Mc Donalds Corp 1.9%
Value ($000) $5,842 Shares 38,148 Est. Cost $70.08 Unrealized +68.3%
BRK/A Berkshire Hathaway Cl B 1.7%
Value ($000) $5,218 Shares 30,811 Est. Cost $250846.81 Unrealized -0.5%
NKE Nike Inc Class B 1.6%
Value ($000) $5,083 Shares 86,155 Est. Cost $44.70 Unrealized +8.0%
HD Home Depot Inc 1.6%
Value ($000) $5,033 Shares 32,812 Est. Cost $59.66 Unrealized +108.7%
CSCO Cisco Systems Inc 1.6%
Value ($000) $4,931 Shares 157,559 Est. Cost $15.50 Unrealized +61.7%
Exxon Mobil Corporation 1.6%
Value ($000) $4,819 Shares 59,702 Est. Cost $87.29 Unrealized
PG Procter & Gamble Co 1.5%
Value ($000) $4,743 Shares 54,427 Est. Cost $58.37 Unrealized +20.2%
EMR Emerson Electric Co 1.4%
Value ($000) $4,383 Shares 73,527 Est. Cost $43.72 Unrealized +9.8%
V Visa 1.4%
Value ($000) $4,323 Shares 46,106 Est. Cost $59.22 Unrealized +47.6%
CVX Chevrontexaco Corp 1.4%
Value ($000) $4,293 Shares 41,153 Est. Cost $69.48 Unrealized +5.4%
Alphabet Inc Class A 1.4%
Value ($000) $4,214 Shares 4,533 Est. Cost $976.68 Unrealized
AMGN Amgen Incorporated 1.4%
Value ($000) $4,213 Shares 24,461 Est. Cost $94.80 Unrealized +32.2%
AMZN Amazon Com Inc 1.3%
Value ($000) $4,184 Shares 4,323 Est. Cost $16.94 Unrealized +181.6%
BA Boeing Co 1.3%
Value ($000) $4,155 Shares 21,011 Est. Cost $113.22 Unrealized +54.5%
KO Coca Cola Company 1.3%
Value ($000) $4,145 Shares 92,435 Est. Cost $27.90 Unrealized +20.7%
IBM Intl Business Machines 1.3%
Value ($000) $4,102 Shares 26,671 Est. Cost $99.79 Unrealized +4.0%
SBUX Starbucks Corp 1.3%
Value ($000) $4,025 Shares 69,028 Est. Cost $37.47 Unrealized +34.0%
CAT Caterpillar Inc 1.2%
Value ($000) $3,634 Shares 33,817 Est. Cost $62.24 Unrealized +35.0%
GM General Motors Corp 1.1%
Value ($000) $3,433 Shares 98,298 Est. Cost $27.28 Unrealized +6.4%
JPM Morgan J P & Co Inc 1.1%
Value ($000) $3,323 Shares 36,360 Est. Cost $42.46 Unrealized +61.4%
PEP Pepsico Incorporated 1.1%
Value ($000) $3,285 Shares 28,448 Est. Cost $57.72 Unrealized +52.8%
SYK Stryker Corp 1.1%
Value ($000) $3,282 Shares 23,653 Est. Cost $64.63 Unrealized +93.1%
PFE Pfizer Incorporated 1.0%
Value ($000) $3,237 Shares 96,376 Est. Cost $17.75 Unrealized +21.7%
Time Warner Incorporated 1.0%
Value ($000) $3,194 Shares 31,818 Est. Cost $72.85 Unrealized
Alphabet Inc Class C 1.0%
Value ($000) $3,135 Shares 3,450 Est. Cost $570.51 Unrealized
SPY S P D R TRUST Unit SR 1.0%
Value ($000) $3,100 Shares 12,822 Est. Cost $236.58 Unrealized
AXP American Express Company 1.0%
Value ($000) $2,984 Shares 35,433 Est. Cost $59.47 Unrealized +18.2%
UNP Union Pacific Corp 0.9%
Value ($000) $2,878 Shares 26,426 Est. Cost $68.85 Unrealized +30.9%
C Citigroup Inc 0.9%
Value ($000) $2,680 Shares 40,085 Est. Cost $38.45 Unrealized +20.8%
VZ Verizon Communications 0.9%
Value ($000) $2,668 Shares 59,751 Est. Cost $26.81 Unrealized +10.2%
T AT&T Inc 0.8%
Value ($000) $2,396 Shares 63,524 Est. Cost $11.44 Unrealized +39.2%
UPS United Parcel Service B 0.8%
Value ($000) $2,343 Shares 21,190 Est. Cost $65.69 Unrealized +17.7%
HON Honeywell International 0.7%
Value ($000) $2,273 Shares 17,060 Est. Cost $65.19 Unrealized +51.5%
ABBV Abbvie Inc 0.7%
Value ($000) $2,174 Shares 29,989 Est. Cost $31.64 Unrealized +48.4%
Royal Dutch Shell A Adrf 0.7%
Value ($000) $2,128 Shares 40,013 Est. Cost $65.05 Unrealized
Genl Amern Invs 0.7%
Value ($000) $2,126 Shares 79,775 Est. Cost $26.50 Unrealized
QCOM Qualcomm Inc 0.7%
Value ($000) $2,094 Shares 37,925 Est. Cost $47.45 Unrealized -6.8%
GLW Corning Inc 0.7%
Value ($000) $2,073 Shares 69,005 Est. Cost $12.46 Unrealized +82.7%
ITW Illinois Tool Works Inc 0.6%
Value ($000) $1,967 Shares 13,735 Est. Cost $59.45 Unrealized +90.6%
BUD Anheuser Busch Co Inc 0.6%
Value ($000) $1,961 Shares 17,777 Est. Cost $121.88 Unrealized
ADBE Adobe Systems Inc 0.6%
Value ($000) $1,912 Shares 13,520 Est. Cost $97.66 Unrealized +40.2%
Allergan Inc 0.6%
Value ($000) $1,908 Shares 7,853 Est. Cost $239.68 Unrealized
INGN Inogen Inc 0.6%
Value ($000) $1,771 Shares 18,570 Est. Cost $17.03 Unrealized +402.0%
F Ford Motor Company 0.6%
Value ($000) $1,748 Shares 156,254 Est. Cost $8.86 Unrealized -20.0%
Medtronic Inc 0.6%
Value ($000) $1,705 Shares 19,220 Est. Cost $58.47 Unrealized
ORCL Oracle Corporation 0.5%
Value ($000) $1,605 Shares 32,024 Est. Cost $29.14 Unrealized +37.6%
MAT Mattel Incorporated 0.5%
Value ($000) $1,537 Shares 71,390 Est. Cost $27.94 Unrealized -19.1%
MCK Mckesson Hboc Inc 0.5%
Value ($000) $1,480 Shares 8,995 Est. Cost $136.93 Unrealized +3.4%
BAC Bank Of America Corp 0.5%
Value ($000) $1,480 Shares 61,020 Est. Cost $11.77 Unrealized +62.3%
United Technologies Corp 0.4%
Value ($000) $1,371 Shares 11,232 Est. Cost $113.63 Unrealized
VFC V F Corporation 0.4%
Value ($000) $1,362 Shares 23,655 Est. Cost $51.84 Unrealized -0.5%
SONY Sony Corp Adr New 0.4%
Value ($000) $1,293 Shares 33,870 Est. Cost $20.32 Unrealized
MO Altria (Phillip Morris) 0.4%
Value ($000) $1,293 Shares 17,372 Est. Cost $20.26 Unrealized +94.0%
WAT Waters Corp 0.4%
Value ($000) $1,209 Shares 6,581 Est. Cost $131.52 Unrealized +32.1%
Du Pont E I De Nemour&Co 0.4%
Value ($000) $1,168 Shares 14,474 Est. Cost $65.00 Unrealized
SO The Southern Company 0.4%
Value ($000) $1,136 Shares 23,738 Est. Cost $26.84 Unrealized +30.7%
EBAY Ebay Inc 0.4%
Value ($000) $1,133 Shares 32,457 Est. Cost $20.70 Unrealized +47.1%
WFC Wells Fargo & Co New 0.4%
Value ($000) $1,114 Shares 20,118 Est. Cost $32.65 Unrealized +29.2%
DEO Diageo Plc New Adr 0.3%
Value ($000) $1,082 Shares 9,036 Est. Cost $131.11 Unrealized
FDX F D X Corporation 0.3%
Value ($000) $1,011 Shares 4,653 Est. Cost $139.43 Unrealized +22.6%
COP Conocophillips 0.3%
Value ($000) $1,010 Shares 22,995 Est. Cost $46.55 Unrealized -23.8%
MHK Mohawk Industries Inc 0.3%
Value ($000) $989 Shares 4,094 Est. Cost $209.86 Unrealized +12.4%
TGT Target Corporation 0.3%
Value ($000) $976 Shares 18,670 Est. Cost $44.15 Unrealized -3.6%
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $973 Shares 14,017 Est. Cost $30.31 Unrealized +69.2%
Kraft Heinz Company 0.3%
Value ($000) $964 Shares 11,268 Est. Cost $54.16 Unrealized
DUK Duke Energy Corporation 0.3%
Value ($000) $941 Shares 11,266 Est. Cost $43.85 Unrealized +34.8%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $923 Shares 16,574 Est. Cost $34.39 Unrealized +16.0%
VO Vanguard Mid Cap 0.3%
Value ($000) $914 Shares 6,419 Est. Cost $131.70 Unrealized
MTD Mettler Toledo Intl Incf 0.3%
Value ($000) $905 Shares 1,539 Est. Cost $424.71 Unrealized +29.0%
Glaxosmithkline Plc Adrf 0.3%
Value ($000) $902 Shares 20,940 Est. Cost $46.61 Unrealized
Walgreens Boots Allianc 0.3%
Value ($000) $898 Shares 11,476 Est. Cost $78.25 Unrealized
WM Waste Management 0.3%
Value ($000) $885 Shares 12,079 Est. Cost $62.53 Unrealized 0.0%
AIG American Intl Group Inc 0.3%
Value ($000) $870 Shares 13,917 Est. Cost $39.62 Unrealized +25.7%
Express Scripts Inc 0.3%
Value ($000) $868 Shares 13,604 Est. Cost $70.54 Unrealized
PM Philip Morris Intl Inc 0.3%
Value ($000) $865 Shares 7,373 Est. Cost $49.79 Unrealized +49.2%
NOK Nokia Corp Spon Adr 0.3%
Value ($000) $842 Shares 136,732 Est. Cost $5.64 Unrealized
WDC Western Digital Corp 0.3%
Value ($000) $826 Shares 9,325 Est. Cost $28.61 Unrealized +108.6%
PYPL Paypal Holdings Inco 0.3%
Value ($000) $798 Shares 14,880 Est. Cost $38.40 Unrealized +27.7%
GIS General Mills Inc 0.3%
Value ($000) $795 Shares 14,355 Est. Cost $34.19 Unrealized +22.8%
WYNN Wynn Resorts 0.3%
Value ($000) $794 Shares 5,923 Est. Cost $105.84 Unrealized +7.9%
CLX Clorox Company 0.3%
Value ($000) $792 Shares 5,945 Est. Cost $63.88 Unrealized +64.9%
EPD Enterprise Prd Prtnrs Lp 0.3%
Value ($000) $792 Shares 29,256 Est. Cost $27.62 Unrealized
BP Bp Amoco Plc Adr 0.3%
Value ($000) $788 Shares 22,757 Est. Cost $35.33 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.3%
Value ($000) $787 Shares 18,235 Est. Cost $25.52 Unrealized +43.7%
ABT Abbott Laboratories 0.3%
Value ($000) $778 Shares 16,019 Est. Cost $29.64 Unrealized +31.2%
Celgene Corp 0.3%
Value ($000) $775 Shares 5,969 Est. Cost $132.70 Unrealized
MSGS Madison Square Garde 0.2%
Value ($000) $743 Shares 3,777 Est. Cost $136.81 Unrealized +3.4%
MAR Marriott Intl Inc Cl A 0.2%
Value ($000) $734 Shares 7,325 Est. Cost $64.94 Unrealized +43.1%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $732 Shares 12,271 Est. Cost $52.06 Unrealized 0.0%
VOD Vodafone Airtouch Adr 0.2%
Value ($000) $708 Shares 24,662 Est. Cost $32.68 Unrealized
BWA Borg Warner Inc 0.2%
Value ($000) $702 Shares 16,573 Est. Cost $25.57 Unrealized +24.1%
Arconic Inc 0.2%
Value ($000) $689 Shares 30,441 Est. Cost $18.53 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $688 Shares 13,680 Est. Cost $24.47 Unrealized +74.2%
CVS C V S Corp Del 0.2%
Value ($000) $683 Shares 8,498 Est. Cost $57.63 Unrealized +4.7%
DAL Delta Air Lines Inc New 0.2%
Value ($000) $680 Shares 12,656 Est. Cost $35.29 Unrealized +25.6%
SLB Schlumberger Ltd 0.2%
Value ($000) $640 Shares 9,728 Est. Cost $64.63 Unrealized -13.6%
MCHP Microchip Technology Inc 0.2%
Value ($000) $599 Shares 7,763 Est. Cost $16.31 Unrealized +105.6%
VB Vanguard Small Cap 0.2%
Value ($000) $594 Shares 4,388 Est. Cost $126.81 Unrealized
COST Costco Whsl Corp New 0.2%
Value ($000) $587 Shares 3,675 Est. Cost $97.01 Unrealized +55.6%
IP International Paper Co 0.2%
Value ($000) $586 Shares 10,360 Est. Cost $22.81 Unrealized +52.3%
VXUS Vanguard Total Intl Etf 0.2%
Value ($000) $583 Shares 11,229 Est. Cost $47.71 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $555 Shares 7,490 Est. Cost $48.40 Unrealized +25.3%
Unilever Plc Adr New 0.2%
Value ($000) $548 Shares 10,138 Est. Cost $41.67 Unrealized
DE Deere & Co 0.2%
Value ($000) $526 Shares 4,260 Est. Cost $69.31 Unrealized +48.3%
Dr Pepper Snapple Group 0.2%
Value ($000) $520 Shares 5,709 Est. Cost $48.75 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $515 Shares 4,625 Est. Cost $38.15 Unrealized +100.4%
GPC Genuine Parts Co 0.2%
Value ($000) $509 Shares 5,493 Est. Cost $58.11 Unrealized +23.0%
RCI Rogers Commun Inc Cl B 0.2%
Value ($000) $500 Shares 10,595 Est. Cost $40.77 Unrealized +13.3%
UAA Under Armour Inc Cl A 0.2%
Value ($000) $495 Shares 22,761 Est. Cost $20.36 Unrealized 0.0%
Goldman Sachs Group Inc 0.2%
Value ($000) $489 Shares 2,208 Est. Cost $153.03 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $486 Shares 3,000 Est. Cost $80.03 Unrealized +54.7%
Electronic Arts Inc 0.2%
Value ($000) $469 Shares 4,445 Est. Cost $68.87 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $452 Shares 5,973 Est. Cost $22.02 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $442 Shares 3,425 Est. Cost $67.02 Unrealized +43.6%
MAS Masco Corp 0.1%
Value ($000) $429 Shares 11,250 Est. Cost $15.53 Unrealized +106.4%
HSY Hershey Company 0.1%
Value ($000) $428 Shares 3,988 Est. Cost $72.20 Unrealized +24.4%
BCS Barclays Bank Plc Adr 0.1%
Value ($000) $428 Shares 40,480 Est. Cost $9.37 Unrealized
HPE Hewlett Packard Ente 0.1%
Value ($000) $424 Shares 25,612 Est. Cost $7.76 Unrealized +38.3%
Kellogg Company 0.1%
Value ($000) $422 Shares 6,086 Est. Cost $37.92 Unrealized +29.6%
LLY Lilly Eli & Company 0.1%
Value ($000) $417 Shares 5,070 Est. Cost $39.86 Unrealized +78.8%
Seagate Technology Plc 0.1%
Value ($000) $412 Shares 10,641 Est. Cost $39.33 Unrealized
Macquarie Infrastructur 0.1%
Value ($000) $409 Shares 5,225 Est. Cost $75.95 Unrealized
LUV Southwest Airlines Co 0.1%
Value ($000) $403 Shares 6,500 Est. Cost $15.26 Unrealized +242.8%
General Cable Corp 0.1%
Value ($000) $401 Shares 24,575 Est. Cost $15.01 Unrealized
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $388 Shares 11,404 Est. Cost $32.79 Unrealized
OXY Occidental Pete Corp 0.1%
Value ($000) $366 Shares 6,129 Est. Cost $57.94 Unrealized -16.3%
RACE Ferrari N V 0.1%
Value ($000) $352 Shares 4,100 Est. Cost $81.90 Unrealized 0.0%
KMI Kinder Morgan Inc 0.1%
Value ($000) $349 Shares 18,222 Est. Cost $16.03 Unrealized -22.2%
GT Goodyear Tire & Rubber 0.1%
Value ($000) $346 Shares 9,900 Est. Cost $26.72 Unrealized +28.9%
DTE D T E Energy Company 0.1%
Value ($000) $323 Shares 3,054 Est. Cost $43.49 Unrealized +56.1%
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $320 Shares 3,670 Est. Cost $65.12 Unrealized -13.6%
PSX Phillips 0.1%
Value ($000) $319 Shares 3,859 Est. Cost $49.42 Unrealized +13.9%
FDN First TRUST Internet 0.1%
Value ($000) $319 Shares 3,375 Est. Cost $79.70 Unrealized
PII Polaris Industries Inc 0.1%
Value ($000) $316 Shares 3,430 Est. Cost $86.56 Unrealized -0.9%
SNY Sanofi Aventis Adr 0.1%
Value ($000) $305 Shares 6,373 Est. Cost $53.18 Unrealized
Magellan Midstream Partners 0.1%
Value ($000) $303 Shares 4,260 Est. Cost $70.66 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $302 Shares 1,525 Est. Cost $108.10 Unrealized +49.8%
ED Consolidated Edison Inc 0.1%
Value ($000) $286 Shares 3,541 Est. Cost $37.74 Unrealized +57.2%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $285 Shares 11,470 Est. Cost $24.68 Unrealized
Tiffany & Co New 0.1%
Value ($000) $276 Shares 2,945 Est. Cost $72.60 Unrealized
CTSH Cognizant Tech Sol Cl A 0.1%
Value ($000) $268 Shares 4,050 Est. Cost $42.37 Unrealized +33.1%
Viacom Inc Non Vtg Cl B 0.1%
Value ($000) $262 Shares 7,815 Est. Cost $38.13 Unrealized
DECK Deckers Outdoor Corp 0.1%
Value ($000) $261 Shares 3,824 Est. Cost $12.22 Unrealized -14.7%
GILD Gilead Sciences Inc 0.1%
Value ($000) $260 Shares 3,681 Est. Cost $51.83 Unrealized -6.8%
ENB Enbridge Inc 0.1%
Value ($000) $255 Shares 6,419 Est. Cost $24.73 Unrealized -3.7%
Total S A Adr 0.1%
Value ($000) $247 Shares 4,992 Est. Cost $49.48 Unrealized
Xerox Corp 0.1%
Value ($000) $245 Shares 8,536 Est. Cost $28.70 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $244 Shares 2,389 Est. Cost $54.73 Unrealized +53.9%
LZB La-Z-Boy Inc 0.1%
Value ($000) $244 Shares 7,533 Est. Cost $25.44 Unrealized +10.4%
SEE Sealed Air Corp New 0.1%
Value ($000) $242 Shares 5,425 Est. Cost $24.99 Unrealized +51.6%
UA Under Armour Inc Cl C 0.1%
Value ($000) $239 Shares 11,863 Est. Cost $22.09 Unrealized -14.7%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $236 Shares 1,913 Est. Cost $80.68 Unrealized +32.8%
ETN Eaton Corporation 0.1%
Value ($000) $235 Shares 3,025 Est. Cost $47.04 Unrealized +36.0%
Energy Transfer Partners 0.1%
Value ($000) $230 Shares 11,288 Est. Cost $32.13 Unrealized
Tupperware Brands Corp 0.1%
Value ($000) $222 Shares 3,175 Est. Cost $69.92 Unrealized
ONB Old National Bancorp Ind 0.1%
Value ($000) $215 Shares 12,478 Est. Cost $11.98 Unrealized +39.8%
Cedar Fair L P Dep Uts 0.1%
Value ($000) $210 Shares 2,921 Est. Cost $71.89 Unrealized
FXD First Tr Cons Dscrtnry 0.1%
Value ($000) $210 Shares 5,700 Est. Cost $35.44 Unrealized
O Realty Income Corp 0.1%
Value ($000) $202 Shares 3,675 Est. Cost $36.61 Unrealized 0.0%
Cr Suisse Asset Mgmt Fd 0.0%
Value ($000) $134 Shares 40,000 Est. Cost $3.15 Unrealized
Putnam Premier Inc Tr 0.0%
Value ($000) $108 Shares 20,000 Est. Cost $5.40 Unrealized
Monogram Residential 0.0%
Value ($000) $97 Shares 10,000 Est. Cost $10.80 Unrealized
CRNT Ceragon Networks Ltd 0.0%
Value ($000) $45 Shares 17,700 Est. Cost $2.39 Unrealized +25.2%
Legacy Reserves Lp 0.0%
Value ($000) $29 Shares 20,000 Est. Cost $2.10 Unrealized