Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value ($000): $343,726 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL Apple Computer Inc 5.0%
Value ($000) $17,231 Shares 93,087 Est. Cost $18.87 Unrealized +126.6%
MSFT Microsoft Corp 4.1%
Value ($000) $13,986 Shares 141,827 Est. Cost $30.03 Unrealized +198.9%
MRK Merck & Co Inc 2.7%
Value ($000) $9,445 Shares 155,606 Est. Cost $31.64 Unrealized +40.7%
Dowdupont Inc 2.7%
Value ($000) $9,184 Shares 139,318 Est. Cost $69.23 Unrealized
DIS Disney Walt Hldg Co 2.7%
Value ($000) $9,113 Shares 86,944 Est. Cost $67.76 Unrealized +43.4%
INTC Intel Corp 2.6%
Value ($000) $9,061 Shares 182,273 Est. Cost $19.09 Unrealized +136.0%
JNJ Johnson & Johnson 2.4%
Value ($000) $8,221 Shares 67,751 Est. Cost $67.25 Unrealized +49.7%
MMM Minnesota Mining & Mfg 2.3%
Value ($000) $7,787 Shares 39,584 Est. Cost $91.05 Unrealized +42.9%
AMZN Amazon Com Inc 2.2%
Value ($000) $7,658 Shares 4,505 Est. Cost $17.79 Unrealized +346.2%
ERIE Erie Indemnity Co Cl A 2.2%
Value ($000) $7,397 Shares 63,086 Est. Cost $53.36 Unrealized +86.0%
HD Home Depot Inc 2.1%
Value ($000) $7,342 Shares 37,634 Est. Cost $67.38 Unrealized +130.0%
NKE Nike Inc Class B 2.1%
Value ($000) $7,273 Shares 91,274 Est. Cost $45.48 Unrealized +40.4%
CSCO Cisco Systems Inc 2.0%
Value ($000) $6,768 Shares 157,280 Est. Cost $16.24 Unrealized +114.0%
V Visa 1.8%
Value ($000) $6,336 Shares 47,838 Est. Cost $61.33 Unrealized +99.1%
BA Boeing Co 1.7%
Value ($000) $5,892 Shares 17,560 Est. Cost $113.22 Unrealized +191.8%
BRK/B Berkshire Hathaway Cl B 1.7%
Value ($000) $5,845 Shares 31,314 Est. Cost $177.33 Unrealized +9.9%
MCD Mc Donalds Corp 1.7%
Value ($000) $5,745 Shares 36,662 Est. Cost $70.08 Unrealized +93.4%
Alphabet Inc Class A 1.6%
Value ($000) $5,417 Shares 4,797 Est. Cost $982.50 Unrealized
CVX Chevrontexaco Corp 1.5%
Value ($000) $5,302 Shares 41,939 Est. Cost $69.82 Unrealized +27.7%
Exxon Mobil Corporation 1.5%
Value ($000) $5,216 Shares 63,047 Est. Cost $87.01 Unrealized
AMGN Amgen Incorporated 1.5%
Value ($000) $5,144 Shares 27,866 Est. Cost $100.29 Unrealized +39.8%
KO Coca Cola Company 1.3%
Value ($000) $4,621 Shares 105,349 Est. Cost $28.68 Unrealized +18.6%
CAT Caterpillar Inc 1.3%
Value ($000) $4,368 Shares 32,192 Est. Cost $62.24 Unrealized +103.3%
SBUX Starbucks Corp 1.2%
Value ($000) $4,188 Shares 85,728 Est. Cost $39.32 Unrealized +22.2%
EMR Emerson Electric Co 1.2%
Value ($000) $4,013 Shares 58,040 Est. Cost $43.72 Unrealized +34.2%
IBM Intl Business Machines 1.1%
Value ($000) $3,952 Shares 28,288 Est. Cost $100.36 Unrealized -0.4%
SYK Stryker Corp 1.1%
Value ($000) $3,910 Shares 23,153 Est. Cost $65.39 Unrealized +136.7%
T AT&T Inc 1.1%
Value ($000) $3,845 Shares 119,751 Est. Cost $12.90 Unrealized +12.7%
PG Procter & Gamble Co 1.1%
Value ($000) $3,835 Shares 49,127 Est. Cost $58.90 Unrealized +4.9%
Alphabet Inc Class C 1.1%
Value ($000) $3,756 Shares 3,367 Est. Cost $570.51 Unrealized
PEP Pepsico Incorporated 1.1%
Value ($000) $3,738 Shares 34,337 Est. Cost $62.52 Unrealized +30.7%
PFE Pfizer Incorporated 1.1%
Value ($000) $3,715 Shares 102,398 Est. Cost $18.09 Unrealized +34.3%
JPM Morgan J P & Co Inc 1.1%
Value ($000) $3,697 Shares 35,482 Est. Cost $45.09 Unrealized +97.4%
ADBE Adobe Systems Inc 1.0%
Value ($000) $3,501 Shares 14,360 Est. Cost $104.31 Unrealized +126.8%
VZ Verizon Communications 1.0%
Value ($000) $3,448 Shares 68,543 Est. Cost $27.47 Unrealized +17.2%
Royal Dutch Shell A Adrf 1.0%
Value ($000) $3,327 Shares 48,062 Est. Cost $64.82 Unrealized
GM General Motors Corp 1.0%
Value ($000) $3,281 Shares 83,263 Est. Cost $27.38 Unrealized +28.0%
HON Honeywell International 0.9%
Value ($000) $3,135 Shares 21,765 Est. Cost $75.29 Unrealized +50.8%
AXP American Express Company 0.9%
Value ($000) $3,114 Shares 31,778 Est. Cost $59.47 Unrealized +49.0%
UNP Union Pacific Corp 0.9%
Value ($000) $3,075 Shares 21,702 Est. Cost $68.85 Unrealized +71.0%
ABBV Abbvie Inc 0.9%
Value ($000) $3,027 Shares 32,673 Est. Cost $35.47 Unrealized +98.8%
C Citigroup Inc 0.9%
Value ($000) $2,980 Shares 44,525 Est. Cost $39.96 Unrealized +32.7%
General Electric Company 0.9%
Value ($000) $2,923 Shares 214,803 Est. Cost $26.80 Unrealized
INGN Inogen Inc 0.8%
Value ($000) $2,884 Shares 15,480 Est. Cost $17.03 Unrealized +877.5%
TGT Target Corporation 0.8%
Value ($000) $2,658 Shares 34,915 Est. Cost $44.59 Unrealized +33.8%
BSV Vanguard Short-Term Bond ETF 0.6%
Value ($000) $2,143 Shares 27,401 Est. Cost $79.44 Unrealized
UPS United Parcel Service B 0.6%
Value ($000) $2,128 Shares 20,035 Est. Cost $65.69 Unrealized +27.5%
Genl Amern Invs 0.6%
Value ($000) $2,034 Shares 78,589 Est. Cost $26.50 Unrealized
SONY Sony Corp Adr New 0.5%
Value ($000) $1,850 Shares 36,095 Est. Cost $22.16 Unrealized
BUD Anheuser Busch Co Inc 0.5%
Value ($000) $1,791 Shares 17,777 Est. Cost $121.88 Unrealized
ITW Illinois Tool Works Inc 0.5%
Value ($000) $1,788 Shares 12,908 Est. Cost $59.45 Unrealized +106.3%
GLW Corning Inc 0.5%
Value ($000) $1,787 Shares 64,945 Est. Cost $12.46 Unrealized +79.6%
BP Bp Amoco Plc Adr 0.5%
Value ($000) $1,737 Shares 38,033 Est. Cost $37.25 Unrealized
BAC Bank Of America Corp 0.5%
Value ($000) $1,737 Shares 61,623 Est. Cost $11.77 Unrealized +111.2%
Allergan Inc 0.5%
Value ($000) $1,658 Shares 9,947 Est. Cost $211.95 Unrealized
META Facebook Inc Class A 0.5%
Value ($000) $1,635 Shares 8,415 Est. Cost $178.22 Unrealized +0.7%
COP Conocophillips 0.5%
Value ($000) $1,578 Shares 22,670 Est. Cost $46.55 Unrealized +11.3%
Medtronic Inc 0.5%
Value ($000) $1,577 Shares 18,420 Est. Cost $58.47 Unrealized
GIS General Mills Inc 0.4%
Value ($000) $1,544 Shares 34,890 Est. Cost $37.08 Unrealized -9.9%
FDX F D X Corporation 0.4%
Value ($000) $1,509 Shares 6,647 Est. Cost $158.73 Unrealized +36.4%
ORCL Oracle Corporation 0.4%
Value ($000) $1,483 Shares 33,649 Est. Cost $29.76 Unrealized +38.3%
LULU Lululemon Athletica Inc 0.4%
Value ($000) $1,477 Shares 11,831 Est. Cost $52.83 Unrealized +101.9%
VO Vanguard Mid Cap 0.4%
Value ($000) $1,398 Shares 8,870 Est. Cost $136.09 Unrealized
United Technologies Corp 0.4%
Value ($000) $1,382 Shares 11,050 Est. Cost $113.63 Unrealized
Kraft Heinz Company 0.4%
Value ($000) $1,371 Shares 21,819 Est. Cost $58.62 Unrealized
QCOM Qualcomm Inc 0.4%
Value ($000) $1,361 Shares 24,255 Est. Cost $47.98 Unrealized -4.3%
VXUS Vanguard Total Intl Etf 0.4%
Value ($000) $1,331 Shares 24,597 Est. Cost $51.49 Unrealized
SO The Southern Company 0.4%
Value ($000) $1,309 Shares 28,257 Est. Cost $28.44 Unrealized +15.5%
DEO Diageo Plc New Adr 0.4%
Value ($000) $1,287 Shares 8,939 Est. Cost $131.11 Unrealized
IWR Ishares Russell Midcap 0.3%
Value ($000) $1,201 Shares 5,661 Est. Cost $197.18 Unrealized
MSGS Madison Square Garde 0.3%
Value ($000) $1,198 Shares 3,862 Est. Cost $137.45 Unrealized +34.5%
MAR Marriott Intl Inc Cl A 0.3%
Value ($000) $1,193 Shares 9,425 Est. Cost $74.25 Unrealized +71.9%
EBAY Ebay Inc 0.3%
Value ($000) $1,177 Shares 32,457 Est. Cost $20.70 Unrealized +67.3%
CVS C V S Corp Del 0.3%
Value ($000) $1,161 Shares 18,044 Est. Cost $54.21 Unrealized -4.7%
PYPL Paypal Holdings Inco 0.3%
Value ($000) $1,149 Shares 13,795 Est. Cost $39.78 Unrealized +99.9%
DUK Duke Energy Corporation 0.3%
Value ($000) $1,033 Shares 13,060 Est. Cost $46.05 Unrealized +22.5%
WAT Waters Corp 0.3%
Value ($000) $1,028 Shares 5,311 Est. Cost $131.52 Unrealized +49.8%
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $1,012 Shares 14,617 Est. Cost $31.36 Unrealized +64.1%
COST Costco Whsl Corp New 0.3%
Value ($000) $1,008 Shares 4,825 Est. Cost $109.47 Unrealized +62.4%
DAL Delta Air Lines Inc New 0.3%
Value ($000) $1,004 Shares 20,276 Est. Cost $40.61 Unrealized +21.6%
ABT Abbott Laboratories 0.3%
Value ($000) $1,004 Shares 16,469 Est. Cost $30.27 Unrealized +75.6%
MO Altria (Phillip Morris) 0.3%
Value ($000) $951 Shares 16,752 Est. Cost $20.26 Unrealized +58.9%
SYY Sysco Corporation 0.3%
Value ($000) $943 Shares 13,810 Est. Cost $24.85 Unrealized +110.3%
VFC V F Corporation 0.3%
Value ($000) $918 Shares 11,255 Est. Cost $51.84 Unrealized +45.3%
WFC Wells Fargo & Co New 0.3%
Value ($000) $887 Shares 15,998 Est. Cost $32.65 Unrealized +32.7%
WM Waste Management 0.3%
Value ($000) $865 Shares 10,629 Est. Cost $62.53 Unrealized +16.2%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $858 Shares 15,510 Est. Cost $34.39 Unrealized +18.2%
Goldman Sachs Group Inc 0.2%
Value ($000) $845 Shares 3,833 Est. Cost $196.26 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $844 Shares 5,420 Est. Cost $130.04 Unrealized
SLB Schlumberger Ltd 0.2%
Value ($000) $844 Shares 12,598 Est. Cost $61.65 Unrealized -10.7%
GD General Dynamics Corp 0.2%
Value ($000) $795 Shares 4,265 Est. Cost $152.64 Unrealized +12.7%
F Ford Motor Company 0.2%
Value ($000) $780 Shares 70,483 Est. Cost $8.86 Unrealized -12.7%
CLX Clorox Company 0.2%
Value ($000) $780 Shares 5,770 Est. Cost $63.88 Unrealized +54.8%
NFG Nestle S A Reg B Adr 0.2%
Value ($000) $725 Shares 20,974 Est. Cost $54.51 Unrealized -5.0%
Express Scripts Inc 0.2%
Value ($000) $722 Shares 9,351 Est. Cost $70.54 Unrealized
WDC Western Digital Corp 0.2%
Value ($000) $713 Shares 9,215 Est. Cost $31.37 Unrealized +86.4%
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $708 Shares 17,270 Est. Cost $25.52 Unrealized +30.7%
BWA Borg Warner Inc 0.2%
Value ($000) $706 Shares 16,348 Est. Cost $25.57 Unrealized +52.8%
MCHP Microchip Technology Inc 0.2%
Value ($000) $701 Shares 7,705 Est. Cost $16.31 Unrealized +146.4%
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $660 Shares 16,380 Est. Cost $46.00 Unrealized
Dr Pepper Snapple Group 0.2%
Value ($000) $652 Shares 5,345 Est. Cost $49.34 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $637 Shares 7,895 Est. Cost $50.74 Unrealized +11.5%
VWO Vanguard Emerging Market 0.2%
Value ($000) $631 Shares 14,954 Est. Cost $42.20 Unrealized
AZN Astrazeneca Plc Adr 0.2%
Value ($000) $608 Shares 17,304 Est. Cost $33.18 Unrealized
HPQ Hewlett-Packard Company 0.2%
Value ($000) $604 Shares 26,612 Est. Cost $16.28 Unrealized +5.9%
MTD Mettler Toledo Intl Incf 0.2%
Value ($000) $595 Shares 1,029 Est. Cost $424.71 Unrealized +34.3%
Walgreens Boots Allianc 0.2%
Value ($000) $587 Shares 9,781 Est. Cost $78.25 Unrealized
RACE Ferrari N V 0.2%
Value ($000) $581 Shares 4,300 Est. Cost $83.27 Unrealized +57.9%
VOD Vodafone Airtouch Adr 0.2%
Value ($000) $557 Shares 22,927 Est. Cost $32.17 Unrealized
CMCSA Comcast Corp New Cl A 0.2%
Value ($000) $552 Shares 16,814 Est. Cost $26.85 Unrealized 0.0%
DE Deere & Co 0.2%
Value ($000) $546 Shares 3,906 Est. Cost $69.31 Unrealized +89.5%
Unilever Plc Adr New 0.2%
Value ($000) $527 Shares 9,533 Est. Cost $41.67 Unrealized
Arconic Inc 0.2%
Value ($000) $517 Shares 30,400 Est. Cost $18.53 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $512 Shares 5,973 Est. Cost $22.02 Unrealized +14.7%
IP International Paper Co 0.1%
Value ($000) $474 Shares 9,100 Est. Cost $24.02 Unrealized +51.4%
GPC Genuine Parts Co 0.1%
Value ($000) $456 Shares 4,968 Est. Cost $58.11 Unrealized +25.8%
CL Colgate-Palmolive Co 0.1%
Value ($000) $448 Shares 6,910 Est. Cost $48.40 Unrealized +12.8%
PSX Phillips 0.1%
Value ($000) $433 Shares 3,859 Est. Cost $49.42 Unrealized +68.2%
Electronic Arts Inc 0.1%
Value ($000) $433 Shares 3,070 Est. Cost $68.87 Unrealized
Celgene Corp 0.1%
Value ($000) $431 Shares 5,432 Est. Cost $132.70 Unrealized
BCS Barclays Bank Plc Adr 0.1%
Value ($000) $427 Shares 42,530 Est. Cost $9.63 Unrealized
MAS Masco Corp 0.1%
Value ($000) $421 Shares 11,250 Est. Cost $15.53 Unrealized +119.5%
HSY Hershey Company 0.1%
Value ($000) $412 Shares 4,428 Est. Cost $74.85 Unrealized +4.0%
LLY Lilly Eli & Company 0.1%
Value ($000) $409 Shares 4,790 Est. Cost $39.86 Unrealized +84.9%
HAS Hasbro Inc 0.1%
Value ($000) $399 Shares 4,325 Est. Cost $38.15 Unrealized +75.0%
DECK Deckers Outdoor Corp 0.1%
Value ($000) $375 Shares 3,324 Est. Cost $12.22 Unrealized +41.6%
HPE Hewlett Packard Ente 0.1%
Value ($000) $374 Shares 25,612 Est. Cost $9.16 Unrealized +42.1%
OLED Universal Display Corp 0.1%
Value ($000) $358 Shares 4,160 Est. Cost $90.46 Unrealized 0.0%
Macquarie Infrastructur 0.1%
Value ($000) $356 Shares 8,440 Est. Cost $51.46 Unrealized
TRV Travelers Group Inc 0.1%
Value ($000) $356 Shares 2,907 Est. Cost $103.96 Unrealized +6.6%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $349 Shares 3,315 Est. Cost $67.02 Unrealized +18.5%
MHK Mohawk Industries Inc 0.1%
Value ($000) $346 Shares 1,614 Est. Cost $209.86 Unrealized +4.3%
Cypress Semiconductor 0.1%
Value ($000) $339 Shares 21,775 Est. Cost $15.23 Unrealized
LUV Southwest Airlines Co 0.1%
Value ($000) $332 Shares 6,525 Est. Cost $15.26 Unrealized +213.0%
Kellogg Company 0.1%
Value ($000) $320 Shares 4,581 Est. Cost $37.92 Unrealized +18.5%
ADP Auto Data Processing 0.1%
Value ($000) $320 Shares 2,389 Est. Cost $54.73 Unrealized +96.9%
DTE D T E Energy Company 0.1%
Value ($000) $318 Shares 3,072 Est. Cost $43.49 Unrealized +54.1%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $317 Shares 14,540 Est. Cost $25.45 Unrealized
ACN Accenture Ltd Cl A 0.1%
Value ($000) $313 Shares 1,913 Est. Cost $80.68 Unrealized +72.7%
GILD Gilead Sciences Inc 0.1%
Value ($000) $302 Shares 4,261 Est. Cost $54.46 Unrealized -3.2%
Total S A Adr 0.1%
Value ($000) $302 Shares 4,980 Est. Cost $49.48 Unrealized
ODFL Old Dominion Freight 0.1%
Value ($000) $294 Shares 1,975 Est. Cost $32.43 Unrealized +47.9%
CTSH Cognizant Tech Sol Cl A 0.1%
Value ($000) $292 Shares 3,700 Est. Cost $42.37 Unrealized +66.2%
BK Bank Of New York Co Inc 0.1%
Value ($000) $280 Shares 5,200 Est. Cost $42.11 Unrealized +5.8%
Apache 0.1%
Value ($000) $278 Shares 5,950 Est. Cost $45.26 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $276 Shares 3,541 Est. Cost $37.74 Unrealized +53.7%
OXY Occidental Pete Corp 0.1%
Value ($000) $275 Shares 3,291 Est. Cost $57.94 Unrealized +14.5%
Dolby Laboratories Inc 0.1%
Value ($000) $270 Shares 4,375 Est. Cost $62.14 Unrealized
BEP Brookfield Renewable Partners 0.1%
Value ($000) $267 Shares 8,870 Est. Cost $34.01 Unrealized
Vaneck Vectors Global 0.1%
Value ($000) $267 Shares 10,470 Est. Cost $24.10 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $261 Shares 4,985 Est. Cost $52.77 Unrealized 0.0%
ORLY O Reilly Automotive New 0.1%
Value ($000) $260 Shares 950 Est. Cost $13.29 Unrealized +30.9%
TJX T J X Cos Inc 0.1%
Value ($000) $259 Shares 2,726 Est. Cost $39.56 Unrealized 0.0%
GNTX Gentex Corp 0.1%
Value ($000) $253 Shares 10,990 Est. Cost $22.76 Unrealized +4.3%
CMI Cummins Inc 0.1%
Value ($000) $251 Shares 1,890 Est. Cost $80.03 Unrealized +53.2%
SNY Sanofi Aventis Adr 0.1%
Value ($000) $250 Shares 6,253 Est. Cost $53.18 Unrealized
RCI Rogers Commun Inc Cl B 0.1%
Value ($000) $249 Shares 5,250 Est. Cost $40.77 Unrealized +15.3%
KR Kroger Company 0.1%
Value ($000) $248 Shares 8,708 Est. Cost $19.60 Unrealized +9.0%
PANW Palo Alto Networks Inc 0.1%
Value ($000) $236 Shares 1,150 Est. Cost $27.78 Unrealized +20.0%
LZB La-Z-Boy Inc 0.1%
Value ($000) $231 Shares 7,533 Est. Cost $25.44 Unrealized +20.8%
SEE Sealed Air Corp New 0.1%
Value ($000) $230 Shares 5,425 Est. Cost $24.99 Unrealized +53.1%
TM Toyota Motor Cp Adr Newf 0.1%
Value ($000) $229 Shares 1,781 Est. Cost $126.90 Unrealized
MCK Mckesson Hboc Inc 0.1%
Value ($000) $229 Shares 1,715 Est. Cost $136.93 Unrealized +0.6%
NOK Nokia Corp Spon Adr 0.1%
Value ($000) $226 Shares 39,232 Est. Cost $5.64 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $225 Shares 3,285 Est. Cost $51.63 Unrealized -0.2%
Magellan Midstream Partners 0.1%
Value ($000) $225 Shares 3,260 Est. Cost $69.02 Unrealized
Harris Corporation 0.1%
Value ($000) $217 Shares 1,500 Est. Cost $141.33 Unrealized
MTN Vail Resorts Inc 0.1%
Value ($000) $215 Shares 785 Est. Cost $244.86 Unrealized 0.0%
Vmware Inc Cl A 0.1%
Value ($000) $215 Shares 1,465 Est. Cost $146.76 Unrealized
U S X-Marathon Group 0.1%
Value ($000) $208 Shares 9,968 Est. Cost $20.87 Unrealized
Xerox Corp 0.1%
Value ($000) $205 Shares 8,536 Est. Cost $28.70 Unrealized
ONB Old National Bancorp Ind 0.1%
Value ($000) $186 Shares 10,000 Est. Cost $11.98 Unrealized +48.8%
Cr Suisse Asset Mgmt Fd 0.0%
Value ($000) $126 Shares 40,000 Est. Cost $3.15 Unrealized
Putnam Premier Inc Tr 0.0%
Value ($000) $105 Shares 20,000 Est. Cost $5.35 Unrealized