Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $384,223 (100.0% shares, 0.0% debt)

Holdings (168)

AAPL Apple Computer Inc 5.4%
Value ($000) $20,793 Shares 92,837 Est. Cost $18.87 Unrealized +166.2%
MSFT Microsoft Corp 5.1%
Value ($000) $19,659 Shares 141,403 Est. Cost $30.03 Unrealized +332.6%
MRK Merck & Co Inc 3.4%
Value ($000) $12,897 Shares 153,207 Est. Cost $31.64 Unrealized +106.9%
DIS Disney Walt Hldg Co 3.0%
Value ($000) $11,625 Shares 89,201 Est. Cost $68.61 Unrealized +95.7%
ERIE Erie Indemnity Co Cl A 2.6%
Value ($000) $9,848 Shares 53,047 Est. Cost $54.51 Unrealized +267.6%
HD Home Depot Inc 2.6%
Value ($000) $9,803 Shares 42,249 Est. Cost $77.19 Unrealized +142.4%
INTC Intel Corp 2.5%
Value ($000) $9,479 Shares 183,958 Est. Cost $19.60 Unrealized +119.5%
JNJ Johnson & Johnson 2.3%
Value ($000) $8,808 Shares 68,078 Est. Cost $68.84 Unrealized +59.8%
NKE Nike Inc Class B 2.2%
Value ($000) $8,575 Shares 91,297 Est. Cost $45.82 Unrealized +71.9%
V Visa 2.2%
Value ($000) $8,512 Shares 49,487 Est. Cost $62.29 Unrealized +173.4%
AMZN Amazon Com Inc 2.2%
Value ($000) $8,282 Shares 4,771 Est. Cost $21.66 Unrealized +328.1%
BA Boeing Co 2.1%
Value ($000) $8,035 Shares 21,119 Est. Cost $153.67 Unrealized +129.3%
MCD Mc Donalds Corp 2.0%
Value ($000) $7,862 Shares 36,615 Est. Cost $72.41 Unrealized +155.1%
SBUX Starbucks Corp 2.0%
Value ($000) $7,796 Shares 88,172 Est. Cost $39.84 Unrealized +102.4%
CSCO Cisco Systems Inc 1.9%
Value ($000) $7,334 Shares 148,437 Est. Cost $16.24 Unrealized +163.6%
BRK/B Berkshire Hathaway Cl B 1.7%
Value ($000) $6,465 Shares 31,079 Est. Cost $177.63 Unrealized +16.0%
PG Procter & Gamble Co 1.6%
Value ($000) $6,107 Shares 49,098 Est. Cost $59.64 Unrealized +69.3%
Alphabet Inc Class A 1.6%
Value ($000) $6,065 Shares 4,967 Est. Cost $993.26 Unrealized
SYK Stryker Corp 1.5%
Value ($000) $5,827 Shares 26,938 Est. Cost $80.07 Unrealized +150.0%
KO Coca Cola Company 1.5%
Value ($000) $5,795 Shares 106,446 Est. Cost $28.87 Unrealized +52.3%
CAT Caterpillar Inc 1.5%
Value ($000) $5,789 Shares 45,835 Est. Cost $77.76 Unrealized +42.9%
AMGN Amgen Incorporated 1.4%
Value ($000) $5,404 Shares 27,927 Est. Cost $103.90 Unrealized +52.1%
MMM Minnesota Mining & Mfg 1.4%
Value ($000) $5,273 Shares 32,073 Est. Cost $91.64 Unrealized +20.7%
PEP Pepsico Incorporated 1.3%
Value ($000) $4,928 Shares 35,942 Est. Cost $64.33 Unrealized +70.0%
T AT&T Inc 1.2%
Value ($000) $4,789 Shares 126,548 Est. Cost $13.17 Unrealized +29.1%
CVX Chevrontexaco Corp 1.2%
Value ($000) $4,755 Shares 40,090 Est. Cost $69.82 Unrealized +31.1%
VZ Verizon Communications 1.2%
Value ($000) $4,629 Shares 76,691 Est. Cost $28.48 Unrealized +42.0%
JPM Morgan J P & Co Inc 1.2%
Value ($000) $4,621 Shares 39,264 Est. Cost $49.80 Unrealized +90.9%
HON Honeywell International 1.1%
Value ($000) $4,122 Shares 24,362 Est. Cost $80.27 Unrealized +73.6%
Alphabet Inc Class C 1.1%
Value ($000) $4,092 Shares 3,357 Est. Cost $570.51 Unrealized
Exxon Mobil Corporation 1.0%
Value ($000) $3,932 Shares 55,683 Est. Cost $87.01 Unrealized
UPS United Parcel Service B 1.0%
Value ($000) $3,740 Shares 31,215 Est. Cost $71.96 Unrealized +23.6%
ADBE Adobe Systems Inc 1.0%
Value ($000) $3,731 Shares 13,507 Est. Cost $104.31 Unrealized +179.9%
IBM Intl Business Machines 1.0%
Value ($000) $3,722 Shares 25,595 Est. Cost $100.10 Unrealized +2.4%
PFE Pfizer Incorporated 1.0%
Value ($000) $3,721 Shares 103,570 Est. Cost $18.32 Unrealized +47.4%
AXP American Express Company 0.9%
Value ($000) $3,597 Shares 30,409 Est. Cost $59.47 Unrealized +89.3%
SPY S P D R TRUST Unit SR 0.9%
Value ($000) $3,583 Shares 12,072 Est. Cost $296.80 Unrealized
ABBV Abbvie Inc 0.9%
Value ($000) $3,562 Shares 47,047 Est. Cost $42.62 Unrealized +23.4%
UNP Union Pacific Corp 0.9%
Value ($000) $3,527 Shares 21,772 Est. Cost $70.55 Unrealized +106.7%
EMR Emerson Electric Co 0.9%
Value ($000) $3,361 Shares 50,275 Est. Cost $43.72 Unrealized +24.3%
TGT Target Corporation 0.8%
Value ($000) $3,166 Shares 29,616 Est. Cost $45.34 Unrealized +77.2%
DD Du Pont E I De Nemour&Co 0.8%
Value ($000) $3,040 Shares 42,630 Est. Cost $27.24 Unrealized -4.9%
Royal Dutch Shell A Adrf 0.8%
Value ($000) $3,003 Shares 51,030 Est. Cost $64.70 Unrealized
C Citigroup Inc 0.8%
Value ($000) $2,919 Shares 42,252 Est. Cost $41.43 Unrealized +30.7%
GM General Motors Corp 0.7%
Value ($000) $2,622 Shares 69,954 Est. Cost $27.38 Unrealized +31.5%
BP Bp Amoco Plc Adr 0.6%
Value ($000) $2,199 Shares 57,893 Est. Cost $38.47 Unrealized
Genl Amern Invs 0.6%
Value ($000) $2,121 Shares 79,064 Est. Cost $26.50 Unrealized
QCOM Qualcomm Inc 0.5%
Value ($000) $2,089 Shares 27,386 Est. Cost $49.91 Unrealized +30.2%
LULU Lululemon Athletica Inc 0.5%
Value ($000) $2,078 Shares 10,793 Est. Cost $59.07 Unrealized +216.4%
Medtronic Inc 0.5%
Value ($000) $2,046 Shares 18,839 Est. Cost $59.11 Unrealized
SONY Sony Corp Adr New 0.5%
Value ($000) $1,995 Shares 33,745 Est. Cost $22.16 Unrealized
SO The Southern Company 0.5%
Value ($000) $1,909 Shares 30,902 Est. Cost $29.16 Unrealized +55.2%
ITW Illinois Tool Works Inc 0.5%
Value ($000) $1,842 Shares 11,773 Est. Cost $94.80 Unrealized +37.3%
BAC Bank Of America Corp 0.5%
Value ($000) $1,828 Shares 62,684 Est. Cost $12.58 Unrealized +95.3%
CVS C V S Corp Del 0.5%
Value ($000) $1,730 Shares 27,428 Est. Cost $51.86 Unrealized -6.7%
ORCL Oracle Corporation 0.4%
Value ($000) $1,707 Shares 31,024 Est. Cost $29.76 Unrealized +69.3%
DOW Dow Chemical Company 0.4%
Value ($000) $1,706 Shares 35,812 Est. Cost $36.28 Unrealized -9.8%
GLW Corning Inc 0.4%
Value ($000) $1,700 Shares 59,620 Est. Cost $12.46 Unrealized +100.5%
PYPL Paypal Holdings Inco 0.4%
Value ($000) $1,593 Shares 15,382 Est. Cost $46.84 Unrealized +134.7%
United Technologies Corp 0.4%
Value ($000) $1,526 Shares 11,181 Est. Cost $113.50 Unrealized
COST Costco Whsl Corp New 0.4%
Value ($000) $1,458 Shares 5,061 Est. Cost $116.98 Unrealized +119.1%
General Electric Company 0.4%
Value ($000) $1,434 Shares 160,430 Est. Cost $25.04 Unrealized
GIS General Mills Inc 0.4%
Value ($000) $1,353 Shares 24,540 Est. Cost $36.79 Unrealized +17.9%
WPC W P Carey & Co L L C 0.4%
Value ($000) $1,345 Shares 15,030 Est. Cost $70.51 Unrealized
COP Conocophillips 0.3%
Value ($000) $1,344 Shares 23,579 Est. Cost $46.66 Unrealized -2.9%
ABT Abbott Laboratories 0.3%
Value ($000) $1,339 Shares 15,999 Est. Cost $30.27 Unrealized +151.4%
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $1,326 Shares 14,157 Est. Cost $32.43 Unrealized +123.4%
DUK Duke Energy Corporation 0.3%
Value ($000) $1,317 Shares 13,737 Est. Cost $47.61 Unrealized +48.2%
VO Vanguard Mid Cap 0.3%
Value ($000) $1,310 Shares 7,814 Est. Cost $136.09 Unrealized
IWR Ishares Russell Midcap 0.3%
Value ($000) $1,267 Shares 22,650 Est. Cost $84.16 Unrealized
DEO Diageo Plc New Adr 0.3%
Value ($000) $1,245 Shares 7,614 Est. Cost $131.11 Unrealized
META Facebook Inc Class A 0.3%
Value ($000) $1,238 Shares 6,951 Est. Cost $172.77 Unrealized +9.3%
EBAY Ebay Inc 0.3%
Value ($000) $1,214 Shares 31,157 Est. Cost $20.70 Unrealized +74.0%
WM Waste Management 0.3%
Value ($000) $1,191 Shares 10,354 Est. Cost $62.53 Unrealized +68.1%
CTVA Corteva Inc 0.3%
Value ($000) $1,159 Shares 41,380 Est. Cost $25.02 Unrealized +6.6%
VXUS Vanguard Total Intl Etf 0.3%
Value ($000) $1,131 Shares 21,896 Est. Cost $51.45 Unrealized
D Dominion Res Inc Va New 0.3%
Value ($000) $1,099 Shares 13,560 Est. Cost $54.76 Unrealized +6.6%
SYY Sysco Corporation 0.3%
Value ($000) $1,073 Shares 13,510 Est. Cost $24.85 Unrealized +148.6%
AVGO Broadcom Inc 0.3%
Value ($000) $1,038 Shares 3,759 Est. Cost $18.27 Unrealized +31.5%
SVC Service Pptys Tr 0.3%
Value ($000) $1,023 Shares 39,889 Est. Cost $25.65 Unrealized
MHK Mohawk Industries Inc 0.2%
Value ($000) $929 Shares 7,489 Est. Cost $133.74 Unrealized -4.0%
VFC V F Corporation 0.2%
Value ($000) $870 Shares 9,780 Est. Cost $51.84 Unrealized +64.8%
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $830 Shares 15,001 Est. Cost $25.52 Unrealized +82.9%
F Ford Motor Company 0.2%
Value ($000) $809 Shares 88,361 Est. Cost $8.16 Unrealized -14.9%
WAT Waters Corp 0.2%
Value ($000) $804 Shares 3,601 Est. Cost $131.52 Unrealized +64.1%
Arconic Inc 0.2%
Value ($000) $790 Shares 30,400 Est. Cost $18.53 Unrealized
CMCSA Comcast Corp New Cl A 0.2%
Value ($000) $771 Shares 17,114 Est. Cost $27.00 Unrealized +38.9%
MAR Marriott Intl Inc Cl A 0.2%
Value ($000) $771 Shares 6,200 Est. Cost $74.97 Unrealized +69.0%
DE Deere & Co 0.2%
Value ($000) $739 Shares 4,381 Est. Cost $76.49 Unrealized +90.9%
VB Vanguard Small Cap 0.2%
Value ($000) $735 Shares 4,779 Est. Cost $130.04 Unrealized
CLX Clorox Company 0.2%
Value ($000) $715 Shares 4,705 Est. Cost $63.88 Unrealized +104.8%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $703 Shares 5,924 Est. Cost $22.26 Unrealized +54.8%
DAL Delta Air Lines Inc New 0.2%
Value ($000) $680 Shares 11,801 Est. Cost $41.41 Unrealized +36.9%
FDX F D X Corporation 0.2%
Value ($000) $673 Shares 4,621 Est. Cost $156.50 Unrealized -8.5%
WFC Wells Fargo & Co New 0.2%
Value ($000) $672 Shares 13,328 Est. Cost $34.54 Unrealized +15.2%
ABBNY Abb Ltd Adr 0.2%
Value ($000) $655 Shares 33,280 Est. Cost $22.29 Unrealized
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $652 Shares 15,266 Est. Cost $45.43 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $620 Shares 5,220 Est. Cost $56.71 Unrealized +57.7%
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $619 Shares 12,210 Est. Cost $34.39 Unrealized +6.9%
Vmware Inc Cl A 0.2%
Value ($000) $606 Shares 4,040 Est. Cost $151.11 Unrealized
HSY Hershey Company 0.2%
Value ($000) $603 Shares 3,888 Est. Cost $74.85 Unrealized +73.9%
QQXT Nasdaq 100 Shares 0.2%
Value ($000) $598 Shares 3,168 Est. Cost $188.76 Unrealized
RACE Ferrari N V 0.2%
Value ($000) $596 Shares 3,865 Est. Cost $83.27 Unrealized +91.6%
PM Philip Morris Intl Inc 0.2%
Value ($000) $594 Shares 7,820 Est. Cost $51.74 Unrealized +9.6%
Allergan Inc 0.2%
Value ($000) $591 Shares 3,510 Est. Cost $208.01 Unrealized
NFG Nestle S A Reg B Adr 0.2%
Value ($000) $586 Shares 14,209 Est. Cost $54.60 Unrealized -11.0%
MSGS Madison Square Garde 0.1%
Value ($000) $572 Shares 2,172 Est. Cost $137.45 Unrealized +42.7%
PSA Public Storage 0.1%
Value ($000) $570 Shares 2,325 Est. Cost $167.72 Unrealized +14.4%
VWO Vanguard Emerging Market 0.1%
Value ($000) $570 Shares 14,148 Est. Cost $42.15 Unrealized
MCHP Microchip Technology Inc 0.1%
Value ($000) $567 Shares 6,105 Est. Cost $16.31 Unrealized +146.4%
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $556 Shares 12,465 Est. Cost $33.33 Unrealized
EW Edwards Lifesciences 0.1%
Value ($000) $550 Shares 2,500 Est. Cost $60.47 Unrealized +16.2%
MTN Vail Resorts Inc 0.1%
Value ($000) $539 Shares 2,370 Est. Cost $244.75 Unrealized -3.6%
MTD Mettler Toledo Intl Incf 0.1%
Value ($000) $538 Shares 764 Est. Cost $424.71 Unrealized +72.9%
LLY Lilly Eli & Company 0.1%
Value ($000) $533 Shares 4,765 Est. Cost $40.36 Unrealized +154.5%
HPQ Hewlett-Packard Company 0.1%
Value ($000) $514 Shares 27,193 Est. Cost $16.19 Unrealized -2.8%
CL Colgate-Palmolive Co 0.1%
Value ($000) $508 Shares 6,910 Est. Cost $48.40 Unrealized +29.2%
GEF Greif Inc Cl A 0.1%
Value ($000) $501 Shares 13,225 Est. Cost $27.72 Unrealized 0.0%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $496 Shares 2,393 Est. Cost $179.59 Unrealized 0.0%
Kraft Heinz Company 0.1%
Value ($000) $484 Shares 17,312 Est. Cost $54.96 Unrealized
MO Altria (Phillip Morris) 0.1%
Value ($000) $473 Shares 11,564 Est. Cost $20.26 Unrealized +36.2%
Walgreens Boots Allianc 0.1%
Value ($000) $472 Shares 8,531 Est. Cost $76.15 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $471 Shares 3,315 Est. Cost $67.37 Unrealized +62.9%
QTEC First Tst Nasdaq 0.1%
Value ($000) $469 Shares 5,354 Est. Cost $82.37 Unrealized
EXAS Exact Sciences Corporati 0.1%
Value ($000) $467 Shares 5,170 Est. Cost $87.46 Unrealized +30.3%
Celgene Corp 0.1%
Value ($000) $450 Shares 4,532 Est. Cost $132.70 Unrealized
TRV Travelers Group Inc 0.1%
Value ($000) $447 Shares 3,007 Est. Cost $104.16 Unrealized +24.4%
BABA Alibaba Group Hldg Adr 0.1%
Value ($000) $433 Shares 2,590 Est. Cost $167.65 Unrealized
IP International Paper Co 0.1%
Value ($000) $418 Shares 10,000 Est. Cost $25.53 Unrealized +14.9%
MAS Masco Corp 0.1%
Value ($000) $417 Shares 10,000 Est. Cost $15.53 Unrealized +132.3%
GILD Gilead Sciences Inc 0.1%
Value ($000) $408 Shares 6,441 Est. Cost $52.84 Unrealized -3.5%
GPC Genuine Parts Co 0.1%
Value ($000) $408 Shares 4,093 Est. Cost $58.11 Unrealized +37.3%
BWA Borg Warner Inc 0.1%
Value ($000) $407 Shares 11,100 Est. Cost $26.27 Unrealized +11.0%
GD General Dynamics Corp 0.1%
Value ($000) $405 Shares 2,215 Est. Cost $152.64 Unrealized +5.1%
PSX Phillips 0.1%
Value ($000) $402 Shares 3,929 Est. Cost $50.07 Unrealized +54.3%
BHC Bausch Health Cos Inc 0.1%
Value ($000) $400 Shares 18,300 Est. Cost $22.88 Unrealized 0.0%
NOK Nokia Corp Spon Adr 0.1%
Value ($000) $396 Shares 78,232 Est. Cost $5.38 Unrealized
HPE Hewlett Packard Ente 0.1%
Value ($000) $389 Shares 25,612 Est. Cost $9.16 Unrealized +26.5%
ADP Auto Data Processing 0.1%
Value ($000) $386 Shares 2,391 Est. Cost $54.73 Unrealized +163.0%
Unilever Plc Adr New 0.1%
Value ($000) $371 Shares 6,181 Est. Cost $41.67 Unrealized
SEE Sealed Air Corp New 0.1%
Value ($000) $350 Shares 8,425 Est. Cost $29.72 Unrealized +26.5%
ED Consolidated Edison Inc 0.1%
Value ($000) $349 Shares 3,690 Est. Cost $38.95 Unrealized +81.1%
DTE D T E Energy Company 0.1%
Value ($000) $348 Shares 2,614 Est. Cost $63.77 Unrealized +39.5%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $343 Shares 1,783 Est. Cost $81.32 Unrealized +117.1%
FDN First TRUST Internet 0.1%
Value ($000) $342 Shares 2,543 Est. Cost $143.92 Unrealized
ODFL Old Dominion Freight 0.1%
Value ($000) $336 Shares 1,975 Est. Cost $32.43 Unrealized +62.5%
ORLY O Reilly Automotive New 0.1%
Value ($000) $329 Shares 825 Est. Cost $13.29 Unrealized +94.3%
OLED Universal Display Corp 0.1%
Value ($000) $319 Shares 1,900 Est. Cost $90.93 Unrealized +109.3%
Kellogg Company 0.1%
Value ($000) $317 Shares 4,924 Est. Cost $39.89 Unrealized +13.7%
CI Cigna Corp 0.1%
Value ($000) $317 Shares 2,086 Est. Cost $167.01 Unrealized -10.9%
TJX T J X Cos Inc 0.1%
Value ($000) $315 Shares 5,652 Est. Cost $42.86 Unrealized +16.9%
O Realty Income Corp 0.1%
Value ($000) $307 Shares 4,005 Est. Cost $38.66 Unrealized +32.7%
VOD Volkswagen A G 0.1%
Value ($000) $303 Shares 17,710 Est. Cost $22.20 Unrealized
AMT Amern Tower Corp Class A 0.1%
Value ($000) $291 Shares 1,316 Est. Cost $120.79 Unrealized +51.8%
KDP Keurig Dr Pepper Inc 0.1%
Value ($000) $274 Shares 10,020 Est. Cost $22.14 Unrealized +7.7%
PAYX Paychex Inc 0.1%
Value ($000) $272 Shares 3,285 Est. Cost $51.63 Unrealized +33.9%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $263 Shares 1,208 Est. Cost $218.85 Unrealized -0.8%
SLB Schlumberger Ltd 0.1%
Value ($000) $263 Shares 7,688 Est. Cost $61.65 Unrealized -49.8%
EPD Enterprise Prd Prtnrs Lp 0.1%
Value ($000) $253 Shares 8,838 Est. Cost $28.72 Unrealized
LUV Southwest Airlines Co 0.1%
Value ($000) $244 Shares 4,525 Est. Cost $15.26 Unrealized +216.0%
Total S A Adr 0.1%
Value ($000) $237 Shares 4,556 Est. Cost $50.03 Unrealized
Western Digital Corp 0.1%
Value ($000) $231 Shares 3,865 Est. Cost $59.77 Unrealized
ULTA Ulta Salon Cosm & Frag 0.1%
Value ($000) $223 Shares 888 Est. Cost $306.82 Unrealized 0.0%
Magellan Midstream Partners 0.1%
Value ($000) $216 Shares 3,260 Est. Cost $69.02 Unrealized
Royal Dutch Shell B Adrf 0.1%
Value ($000) $212 Shares 3,538 Est. Cost $59.92 Unrealized
LZB La-Z-Boy Inc 0.1%
Value ($000) $203 Shares 6,033 Est. Cost $31.97 Unrealized 0.0%
Macquarie Infrastructur 0.1%
Value ($000) $200 Shares 5,055 Est. Cost $39.56 Unrealized
USB U S Bancorp Del New 0.1%
Value ($000) $200 Shares 3,605 Est. Cost $41.13 Unrealized 0.0%