Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 15, 2019

Total Value ($000): $379,903 (100.0% shares, 0.0% debt)

Holdings (166)

MSFT Microsoft Corp 5.0%
Value ($000) $18,822 Shares 140,504 Est. Cost $30.03 Unrealized +298.0%
AAPL Apple Computer Inc 4.8%
Value ($000) $18,278 Shares 92,349 Est. Cost $18.87 Unrealized +147.1%
ERIE Erie Indemnity Co Cl A 3.8%
Value ($000) $14,442 Shares 56,797 Est. Cost $54.51 Unrealized +233.7%
MRK Merck & Co Inc 3.4%
Value ($000) $12,764 Shares 152,227 Est. Cost $31.64 Unrealized +96.4%
DIS Disney Walt Hldg Co 3.3%
Value ($000) $12,373 Shares 88,604 Est. Cost $68.61 Unrealized +86.6%
JNJ Johnson & Johnson 2.5%
Value ($000) $9,557 Shares 68,615 Est. Cost $68.84 Unrealized +66.7%
AMZN Amazon Com Inc 2.3%
Value ($000) $8,868 Shares 4,683 Est. Cost $20.32 Unrealized +358.3%
INTC Intel Corp 2.3%
Value ($000) $8,809 Shares 184,027 Est. Cost $19.60 Unrealized +119.9%
HD Home Depot Inc 2.3%
Value ($000) $8,719 Shares 41,926 Est. Cost $77.19 Unrealized +119.7%
V Visa 2.2%
Value ($000) $8,540 Shares 49,207 Est. Cost $62.29 Unrealized +151.0%
CSCO Cisco Systems Inc 2.1%
Value ($000) $8,110 Shares 148,183 Est. Cost $16.24 Unrealized +178.3%
NKE Nike Inc Class B 2.0%
Value ($000) $7,672 Shares 91,383 Est. Cost $45.82 Unrealized +68.2%
MCD Mc Donalds Corp 2.0%
Value ($000) $7,652 Shares 36,847 Est. Cost $72.41 Unrealized +134.4%
BA Boeing Co 2.0%
Value ($000) $7,561 Shares 20,773 Est. Cost $150.36 Unrealized +137.6%
SBUX Starbucks Corp 2.0%
Value ($000) $7,480 Shares 89,225 Est. Cost $39.84 Unrealized +70.5%
BRK/B Berkshire Hathaway Cl B 1.8%
Value ($000) $6,670 Shares 31,289 Est. Cost $177.63 Unrealized +16.5%
MMM Minnesota Mining & Mfg 1.6%
Value ($000) $6,016 Shares 34,704 Est. Cost $91.64 Unrealized +31.6%
CAT Caterpillar Inc 1.6%
Value ($000) $5,976 Shares 43,845 Est. Cost $76.25 Unrealized +50.4%
SYK Stryker Corp 1.4%
Value ($000) $5,451 Shares 26,513 Est. Cost $78.15 Unrealized +127.5%
PG Procter & Gamble Co 1.4%
Value ($000) $5,437 Shares 49,589 Est. Cost $59.64 Unrealized +51.7%
KO Coca Cola Company 1.4%
Value ($000) $5,408 Shares 106,213 Est. Cost $28.87 Unrealized +38.3%
Alphabet Inc Class A 1.4%
Value ($000) $5,208 Shares 4,810 Est. Cost $985.82 Unrealized
AMGN Amgen Incorporated 1.3%
Value ($000) $5,003 Shares 27,147 Est. Cost $102.35 Unrealized +42.8%
CVX Chevrontexaco Corp 1.3%
Value ($000) $4,986 Shares 40,067 Est. Cost $69.82 Unrealized +29.3%
PEP Pepsico Incorporated 1.3%
Value ($000) $4,758 Shares 36,282 Est. Cost $64.33 Unrealized +62.8%
PFE Pfizer Incorporated 1.2%
Value ($000) $4,516 Shares 104,245 Est. Cost $18.32 Unrealized +59.5%
VZ Verizon Communications 1.2%
Value ($000) $4,372 Shares 76,523 Est. Cost $28.48 Unrealized +40.6%
JPM Morgan J P & Co Inc 1.1%
Value ($000) $4,302 Shares 38,484 Est. Cost $48.88 Unrealized +88.2%
Exxon Mobil Corporation 1.1%
Value ($000) $4,261 Shares 55,605 Est. Cost $87.01 Unrealized
HON Honeywell International 1.1%
Value ($000) $4,171 Shares 23,892 Est. Cost $79.11 Unrealized +75.3%
T AT&T Inc 1.1%
Value ($000) $4,134 Shares 123,368 Est. Cost $13.07 Unrealized +15.3%
ADBE Adobe Systems Inc 1.1%
Value ($000) $4,039 Shares 13,707 Est. Cost $104.31 Unrealized +166.2%
AXP American Express Company 1.0%
Value ($000) $3,753 Shares 30,407 Est. Cost $59.47 Unrealized +80.7%
UNP Union Pacific Corp 1.0%
Value ($000) $3,700 Shares 21,881 Est. Cost $70.55 Unrealized +109.4%
Alphabet Inc Class C 1.0%
Value ($000) $3,629 Shares 3,357 Est. Cost $570.51 Unrealized
EMR Emerson Electric Co 0.9%
Value ($000) $3,378 Shares 50,627 Est. Cost $43.72 Unrealized +31.4%
IBM Intl Business Machines 0.9%
Value ($000) $3,338 Shares 24,207 Est. Cost $99.96 Unrealized -1.3%
Royal Dutch Shell A Adrf 0.9%
Value ($000) $3,237 Shares 49,745 Est. Cost $64.85 Unrealized
DD Du Pont E I De Nemour&Co 0.8%
Value ($000) $3,207 Shares 42,723 Est. Cost $27.24 Unrealized 0.0%
ABBV Abbvie Inc 0.8%
Value ($000) $3,171 Shares 43,607 Est. Cost $41.83 Unrealized +41.9%
UPS United Parcel Service B 0.8%
Value ($000) $3,073 Shares 29,755 Est. Cost $71.13 Unrealized +12.7%
C Citigroup Inc 0.8%
Value ($000) $2,851 Shares 40,712 Est. Cost $40.95 Unrealized +29.2%
GM General Motors Corp 0.7%
Value ($000) $2,713 Shares 70,420 Est. Cost $27.38 Unrealized +26.8%
TGT Target Corporation 0.7%
Value ($000) $2,580 Shares 29,790 Est. Cost $45.34 Unrealized +49.4%
BP Bp Amoco Plc Adr 0.6%
Value ($000) $2,185 Shares 52,393 Est. Cost $38.52 Unrealized
QCOM Qualcomm Inc 0.6%
Value ($000) $2,159 Shares 28,386 Est. Cost $49.91 Unrealized +25.6%
Genl Amern Invs 0.5%
Value ($000) $2,045 Shares 77,389 Est. Cost $26.49 Unrealized
GLW Corning Inc 0.5%
Value ($000) $1,981 Shares 59,620 Est. Cost $12.46 Unrealized +113.6%
LULU Lululemon Athletica Inc 0.5%
Value ($000) $1,912 Shares 10,608 Est. Cost $56.84 Unrealized +205.6%
Medtronic Inc 0.5%
Value ($000) $1,835 Shares 18,839 Est. Cost $59.11 Unrealized
BAC Bank Of America Corp 0.5%
Value ($000) $1,818 Shares 62,676 Est. Cost $12.58 Unrealized +94.7%
ORCL Oracle Corporation 0.5%
Value ($000) $1,803 Shares 31,649 Est. Cost $29.76 Unrealized +65.2%
ITW Illinois Tool Works Inc 0.5%
Value ($000) $1,800 Shares 11,933 Est. Cost $94.80 Unrealized +35.6%
SONY Sony Corp Adr New 0.5%
Value ($000) $1,768 Shares 33,745 Est. Cost $22.16 Unrealized
PYPL Paypal Holdings Inco 0.5%
Value ($000) $1,741 Shares 15,207 Est. Cost $46.11 Unrealized +139.8%
DOW Dow Chemical Company 0.5%
Value ($000) $1,723 Shares 34,940 Est. Cost $36.37 Unrealized 0.0%
GIS General Mills Inc 0.4%
Value ($000) $1,708 Shares 32,515 Est. Cost $36.79 Unrealized +12.0%
SO The Southern Company 0.4%
Value ($000) $1,692 Shares 30,602 Est. Cost $29.16 Unrealized +41.8%
General Electric Company 0.4%
Value ($000) $1,586 Shares 151,094 Est. Cost $26.03 Unrealized
VO Vanguard Mid Cap 0.4%
Value ($000) $1,500 Shares 8,974 Est. Cost $136.09 Unrealized
United Technologies Corp 0.4%
Value ($000) $1,456 Shares 11,181 Est. Cost $113.50 Unrealized
DEO Diageo Plc New Adr 0.4%
Value ($000) $1,415 Shares 8,214 Est. Cost $131.11 Unrealized
COP Conocophillips 0.4%
Value ($000) $1,414 Shares 23,173 Est. Cost $46.69 Unrealized +5.5%
CVS C V S Corp Del 0.4%
Value ($000) $1,413 Shares 25,923 Est. Cost $52.06 Unrealized -16.3%
META Facebook Inc Class A 0.4%
Value ($000) $1,367 Shares 7,084 Est. Cost $172.77 Unrealized +5.0%
ABT Abbott Laboratories 0.4%
Value ($000) $1,346 Shares 15,999 Est. Cost $30.27 Unrealized +132.0%
VXUS Vanguard Total Intl Etf 0.4%
Value ($000) $1,334 Shares 25,295 Est. Cost $51.45 Unrealized
AVGO Broadcom Inc 0.3%
Value ($000) $1,302 Shares 4,524 Est. Cost $18.27 Unrealized +33.5%
COST Costco Whsl Corp New 0.3%
Value ($000) $1,292 Shares 4,890 Est. Cost $112.11 Unrealized +102.1%
IWR Ishares Russell Midcap 0.3%
Value ($000) $1,265 Shares 22,650 Est. Cost $84.16 Unrealized
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $1,246 Shares 14,157 Est. Cost $32.43 Unrealized +110.4%
EBAY Ebay Inc 0.3%
Value ($000) $1,231 Shares 31,157 Est. Cost $20.70 Unrealized +62.5%
CTVA Corteva Inc 0.3%
Value ($000) $1,215 Shares 41,098 Est. Cost $25.02 Unrealized 0.0%
MHK Mohawk Industries Inc 0.3%
Value ($000) $1,201 Shares 8,144 Est. Cost $133.74 Unrealized +3.5%
WM Waste Management 0.3%
Value ($000) $1,195 Shares 10,354 Est. Cost $62.53 Unrealized +55.5%
DUK Duke Energy Corporation 0.3%
Value ($000) $1,151 Shares 13,041 Est. Cost $46.39 Unrealized +46.1%
WPC W P Carey & Co L L C 0.3%
Value ($000) $1,082 Shares 13,325 Est. Cost $68.08 Unrealized
Allergan Inc 0.3%
Value ($000) $1,043 Shares 6,230 Est. Cost $208.01 Unrealized
Hospitality Prop Tr 0.3%
Value ($000) $1,031 Shares 41,221 Est. Cost $27.71 Unrealized
SYY Sysco Corporation 0.3%
Value ($000) $962 Shares 13,610 Est. Cost $24.85 Unrealized +139.7%
D Dominion Res Inc Va New 0.2%
Value ($000) $938 Shares 12,125 Est. Cost $54.33 Unrealized +4.6%
F Ford Motor Company 0.2%
Value ($000) $911 Shares 89,088 Est. Cost $8.16 Unrealized -12.9%
MAR Marriott Intl Inc Cl A 0.2%
Value ($000) $884 Shares 6,303 Est. Cost $74.97 Unrealized +68.4%
VOD Vodafone Airtouch Adr 0.2%
Value ($000) $869 Shares 51,853 Est. Cost $22.20 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $859 Shares 5,480 Est. Cost $130.04 Unrealized
VFC V F Corporation 0.2%
Value ($000) $854 Shares 9,780 Est. Cost $51.84 Unrealized +66.2%
WAT Waters Corp 0.2%
Value ($000) $845 Shares 3,926 Est. Cost $131.52 Unrealized +66.1%
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $809 Shares 15,001 Est. Cost $25.52 Unrealized +72.8%
Arconic Inc 0.2%
Value ($000) $785 Shares 30,400 Est. Cost $18.53 Unrealized
ABBNY Abb Ltd Adr 0.2%
Value ($000) $784 Shares 39,130 Est. Cost $22.29 Unrealized
CMCSA Comcast Corp New Cl A 0.2%
Value ($000) $724 Shares 17,114 Est. Cost $27.00 Unrealized +31.6%
CLX Clorox Company 0.2%
Value ($000) $718 Shares 4,690 Est. Cost $63.88 Unrealized +96.8%
DAL Delta Air Lines Inc New 0.2%
Value ($000) $712 Shares 12,553 Est. Cost $41.41 Unrealized +28.7%
DE Deere & Co 0.2%
Value ($000) $711 Shares 4,291 Est. Cost $75.04 Unrealized +88.5%
VWO Vanguard Emerging Market 0.2%
Value ($000) $691 Shares 16,252 Est. Cost $42.15 Unrealized
MSGS Madison Square Garde 0.2%
Value ($000) $685 Shares 2,447 Est. Cost $137.45 Unrealized +54.9%
INGN Inogen Inc 0.2%
Value ($000) $661 Shares 9,905 Est. Cost $17.03 Unrealized +347.2%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $654 Shares 5,924 Est. Cost $22.26 Unrealized +40.7%
EXAS Exact Sciences Corporati 0.2%
Value ($000) $652 Shares 5,520 Est. Cost $87.46 Unrealized +15.2%
FDX F D X Corporation 0.2%
Value ($000) $649 Shares 3,955 Est. Cost $158.73 Unrealized -2.4%
MTD Mettler Toledo Intl Incf 0.2%
Value ($000) $642 Shares 764 Est. Cost $424.71 Unrealized +77.6%
RACE Ferrari N V 0.2%
Value ($000) $628 Shares 3,865 Est. Cost $83.27 Unrealized +72.9%
UNH Unitedhealth Group Inc 0.2%
Value ($000) $626 Shares 2,566 Est. Cost $218.85 Unrealized -1.5%
HAS Hasbro Inc 0.2%
Value ($000) $612 Shares 5,795 Est. Cost $56.71 Unrealized +35.7%
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $611 Shares 15,260 Est. Cost $45.43 Unrealized
PM Philip Morris Intl Inc 0.2%
Value ($000) $605 Shares 7,710 Est. Cost $51.67 Unrealized +12.8%
MO Altria (Phillip Morris) 0.2%
Value ($000) $576 Shares 12,161 Est. Cost $20.26 Unrealized +52.7%
NFG Nestle S A Reg B Adr 0.2%
Value ($000) $572 Shares 16,709 Est. Cost $54.60 Unrealized +4.3%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $554 Shares 12,210 Est. Cost $34.39 Unrealized +5.0%
Vmware Inc Cl A 0.1%
Value ($000) $548 Shares 3,280 Est. Cost $151.36 Unrealized
EW Edwards Lifesciences 0.1%
Value ($000) $537 Shares 2,905 Est. Cost $60.47 Unrealized 0.0%
LLY Lilly Eli & Company 0.1%
Value ($000) $531 Shares 4,790 Est. Cost $40.36 Unrealized +167.6%
MCHP Microchip Technology Inc 0.1%
Value ($000) $529 Shares 6,105 Est. Cost $16.31 Unrealized +140.3%
MTN Vail Resorts Inc 0.1%
Value ($000) $528 Shares 2,365 Est. Cost $244.75 Unrealized -9.2%
HSY Hershey Company 0.1%
Value ($000) $521 Shares 3,888 Est. Cost $74.85 Unrealized +45.5%
PSA Public Storage 0.1%
Value ($000) $520 Shares 2,185 Est. Cost $166.17 Unrealized +4.6%
Kraft Heinz Company 0.1%
Value ($000) $519 Shares 16,733 Est. Cost $55.90 Unrealized
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $515 Shares 12,465 Est. Cost $33.33 Unrealized
Goldman Sachs Group Inc 0.1%
Value ($000) $504 Shares 2,463 Est. Cost $196.26 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $495 Shares 6,910 Est. Cost $48.40 Unrealized +25.7%
WFC Wells Fargo & Co New 0.1%
Value ($000) $491 Shares 10,378 Est. Cost $33.04 Unrealized +18.3%
KDP Keurig Dr Pepper Inc 0.1%
Value ($000) $490 Shares 16,945 Est. Cost $22.14 Unrealized +9.4%
IP International Paper Co 0.1%
Value ($000) $490 Shares 11,300 Est. Cost $25.53 Unrealized +22.9%
DECK Deckers Outdoor Corp 0.1%
Value ($000) $479 Shares 2,724 Est. Cost $12.22 Unrealized +112.7%
HPQ Hewlett-Packard Company 0.1%
Value ($000) $472 Shares 22,693 Est. Cost $16.28 Unrealized -3.5%
QTEC First Tst Nasdaq 0.1%
Value ($000) $458 Shares 5,354 Est. Cost $82.37 Unrealized
TRV Travelers Group Inc 0.1%
Value ($000) $450 Shares 3,007 Est. Cost $104.16 Unrealized +20.0%
OXY Occidental Pete Corp 0.1%
Value ($000) $449 Shares 8,928 Est. Cost $51.84 Unrealized -5.8%
GPC Genuine Parts Co 0.1%
Value ($000) $442 Shares 4,268 Est. Cost $58.11 Unrealized +47.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $442 Shares 3,315 Est. Cost $67.37 Unrealized +51.7%
MAS Masco Corp 0.1%
Value ($000) $441 Shares 11,250 Est. Cost $15.53 Unrealized +122.7%
Walgreens Boots Allianc 0.1%
Value ($000) $439 Shares 8,031 Est. Cost $77.44 Unrealized
BABA Alibaba Group Hldg Adr 0.1%
Value ($000) $439 Shares 2,590 Est. Cost $167.65 Unrealized
Celgene Corp 0.1%
Value ($000) $419 Shares 4,532 Est. Cost $132.70 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $418 Shares 6,191 Est. Cost $52.92 Unrealized -4.0%
GD General Dynamics Corp 0.1%
Value ($000) $403 Shares 2,215 Est. Cost $152.64 Unrealized -3.2%
ADP Auto Data Processing 0.1%
Value ($000) $395 Shares 2,389 Est. Cost $54.73 Unrealized +157.6%
Unilever Plc Adr New 0.1%
Value ($000) $383 Shares 6,181 Est. Cost $41.67 Unrealized
HPE Hewlett Packard Ente 0.1%
Value ($000) $383 Shares 25,612 Est. Cost $9.16 Unrealized +33.8%
BWA Borg Warner Inc 0.1%
Value ($000) $375 Shares 8,925 Est. Cost $25.57 Unrealized +24.9%
PSX Phillips 0.1%
Value ($000) $368 Shares 3,929 Est. Cost $50.07 Unrealized +36.8%
FDN First TRUST Internet 0.1%
Value ($000) $366 Shares 2,543 Est. Cost $143.92 Unrealized
OLED Universal Display Corp 0.1%
Value ($000) $357 Shares 1,900 Est. Cost $90.93 Unrealized +73.9%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $329 Shares 1,783 Est. Cost $81.32 Unrealized +101.3%
CI Cigna Corp 0.1%
Value ($000) $329 Shares 2,086 Est. Cost $167.01 Unrealized -14.2%
DTE D T E Energy Company 0.1%
Value ($000) $329 Shares 2,569 Est. Cost $63.33 Unrealized +35.4%
ED Consolidated Edison Inc 0.1%
Value ($000) $324 Shares 3,690 Est. Cost $38.95 Unrealized +74.2%
SLB Schlumberger Ltd 0.1%
Value ($000) $306 Shares 7,688 Est. Cost $61.65 Unrealized -45.4%
ORLY O Reilly Automotive New 0.1%
Value ($000) $305 Shares 825 Est. Cost $13.29 Unrealized +90.5%
TJX T J X Cos Inc 0.1%
Value ($000) $299 Shares 5,652 Est. Cost $42.86 Unrealized +13.6%
SEE Sealed Air Corp New 0.1%
Value ($000) $296 Shares 6,925 Est. Cost $28.01 Unrealized +39.0%
ODFL Old Dominion Freight 0.1%
Value ($000) $295 Shares 1,975 Est. Cost $32.43 Unrealized +45.5%
Harris Corporation 0.1%
Value ($000) $284 Shares 1,500 Est. Cost $141.33 Unrealized
EPD Enterprise Prd Prtnrs Lp 0.1%
Value ($000) $284 Shares 9,838 Est. Cost $28.72 Unrealized
GT Goodyear Tire & Rubber 0.1%
Value ($000) $280 Shares 18,275 Est. Cost $19.91 Unrealized -15.2%
Total S A Adr 0.1%
Value ($000) $278 Shares 4,981 Est. Cost $50.03 Unrealized
O Realty Income Corp 0.1%
Value ($000) $276 Shares 4,005 Est. Cost $38.66 Unrealized +27.9%
PAYX Paychex Inc 0.1%
Value ($000) $270 Shares 3,285 Est. Cost $51.63 Unrealized +34.7%
AMT Amern Tower Corp Class A 0.1%
Value ($000) $269 Shares 1,316 Est. Cost $120.79 Unrealized +39.2%
CMI Cummins Inc 0.1%
Value ($000) $242 Shares 1,415 Est. Cost $80.03 Unrealized +72.7%
LUV Southwest Airlines Co 0.1%
Value ($000) $230 Shares 4,525 Est. Cost $15.26 Unrealized +211.6%
NOK Nokia Corp Spon Adr 0.1%
Value ($000) $228 Shares 45,482 Est. Cost $5.61 Unrealized
Kellogg Company 0.1%
Value ($000) $212 Shares 3,961 Est. Cost $38.56 Unrealized +8.1%
Magellan Midstream Partners 0.1%
Value ($000) $209 Shares 3,260 Est. Cost $69.02 Unrealized
WASH Washington Tr Banco 0.1%
Value ($000) $209 Shares 4,000 Est. Cost $38.37 Unrealized -11.1%
RCI Rogers Commun Inc Cl B 0.1%
Value ($000) $201 Shares 3,750 Est. Cost $40.77 Unrealized +28.1%