Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $417,774 (100.0% shares, 0.0% debt)

Holdings (160)

AAPL Apple Computer Inc 8.1%
Value ($000) $33,879 Shares 92,871 Est. Cost $18.87 Unrealized +298.0%
MSFT Microsoft Corp 6.9%
Value ($000) $28,755 Shares 141,294 Est. Cost $30.03 Unrealized +476.2%
AMZN Amazon Com Inc 3.4%
Value ($000) $14,371 Shares 5,209 Est. Cost $28.32 Unrealized +326.5%
MRK Merck & Co Inc 2.9%
Value ($000) $11,918 Shares 154,113 Est. Cost $32.01 Unrealized +96.4%
HD Home Depot Inc 2.7%
Value ($000) $11,243 Shares 44,882 Est. Cost $84.03 Unrealized +137.7%
INTC Intel Corp 2.7%
Value ($000) $11,104 Shares 185,592 Est. Cost $19.60 Unrealized +171.4%
DIS Disney Walt Hldg Co 2.6%
Value ($000) $10,997 Shares 98,619 Est. Cost $73.69 Unrealized +46.4%
V Visa 2.6%
Value ($000) $10,684 Shares 55,306 Est. Cost $74.44 Unrealized +135.8%
JNJ Johnson & Johnson 2.4%
Value ($000) $10,139 Shares 72,100 Est. Cost $71.59 Unrealized +73.5%
NKE Nike Inc Class B 2.2%
Value ($000) $9,359 Shares 95,447 Est. Cost $47.44 Unrealized +80.2%
Alphabet Inc Class A 1.8%
Value ($000) $7,452 Shares 5,255 Est. Cost $1128.03 Unrealized
SBUX Starbucks Corp 1.8%
Value ($000) $7,394 Shares 100,480 Est. Cost $43.45 Unrealized +52.6%
CSCO Cisco Systems Inc 1.8%
Value ($000) $7,344 Shares 157,452 Est. Cost $17.89 Unrealized +106.8%
ERIE Erie Indemnity Co Cl A 1.7%
Value ($000) $7,201 Shares 37,522 Est. Cost $54.51 Unrealized +189.8%
MCD Mc Donalds Corp 1.7%
Value ($000) $7,109 Shares 38,536 Est. Cost $77.23 Unrealized +108.5%
AMGN Amgen Incorporated 1.7%
Value ($000) $6,917 Shares 29,329 Est. Cost $107.83 Unrealized +77.8%
MMM Minnesota Mining & Mfg 1.5%
Value ($000) $6,408 Shares 41,081 Est. Cost $95.39 Unrealized +7.4%
PG Procter & Gamble Co 1.5%
Value ($000) $6,268 Shares 52,423 Est. Cost $63.08 Unrealized +61.0%
ADBE Adobe Systems Inc 1.5%
Value ($000) $6,202 Shares 14,248 Est. Cost $115.83 Unrealized +219.9%
BRK/B Berkshire Hathaway Cl B 1.4%
Value ($000) $5,979 Shares 33,492 Est. Cost $179.49 Unrealized +1.7%
CAT Caterpillar Inc 1.4%
Value ($000) $5,961 Shares 47,123 Est. Cost $78.64 Unrealized +35.0%
SYK Stryker Corp 1.4%
Value ($000) $5,819 Shares 32,293 Est. Cost $96.42 Unrealized +80.1%
ABBV Abbvie Inc 1.3%
Value ($000) $5,521 Shares 56,234 Est. Cost $55.67 Unrealized +26.6%
SPY S P D R TRUST Unit SR 1.3%
Value ($000) $5,449 Shares 17,672 Est. Cost $490.59 Unrealized
KO Coca Cola Company 1.3%
Value ($000) $5,295 Shares 118,517 Est. Cost $30.49 Unrealized +27.0%
UPS United Parcel Service B 1.2%
Value ($000) $5,204 Shares 46,803 Est. Cost $75.41 Unrealized +5.8%
PEP Pepsico Incorporated 1.2%
Value ($000) $4,923 Shares 37,221 Est. Cost $67.00 Unrealized +65.4%
Alphabet Inc Class C 1.2%
Value ($000) $4,861 Shares 3,439 Est. Cost $698.84 Unrealized
VZ Verizon Communications 1.1%
Value ($000) $4,680 Shares 84,882 Est. Cost $29.61 Unrealized +37.7%
T AT&T Inc 1.1%
Value ($000) $4,679 Shares 154,778 Est. Cost $13.95 Unrealized +11.1%
IBM Intl Business Machines 1.1%
Value ($000) $4,659 Shares 38,578 Est. Cost $98.86 Unrealized -7.5%
UNP Union Pacific Corp 1.1%
Value ($000) $4,532 Shares 26,806 Est. Cost $83.92 Unrealized +68.5%
CVX Chevrontexaco Corp 1.0%
Value ($000) $4,351 Shares 48,766 Est. Cost $69.97 Unrealized -0.2%
PFE Pfizer Incorporated 1.0%
Value ($000) $4,323 Shares 132,189 Est. Cost $19.97 Unrealized +30.2%
HON Honeywell International 1.0%
Value ($000) $4,156 Shares 28,743 Est. Cost $88.94 Unrealized +32.5%
JPM Morgan J P & Co Inc 1.0%
Value ($000) $3,990 Shares 42,416 Est. Cost $53.66 Unrealized +52.3%
LULU Lululemon Athletica Inc 0.9%
Value ($000) $3,919 Shares 12,562 Est. Cost $97.18 Unrealized +163.2%
AXP American Express Company 0.9%
Value ($000) $3,783 Shares 39,741 Est. Cost $66.02 Unrealized +29.7%
BA Boeing Co 0.9%
Value ($000) $3,763 Shares 20,530 Est. Cost $162.57 Unrealized -5.4%
TGT Target Corporation 0.8%
Value ($000) $3,278 Shares 27,336 Est. Cost $46.68 Unrealized +110.3%
Genl Amern Invs 0.8%
Value ($000) $3,160 Shares 113,386 Est. Cost $66.14 Unrealized
QCOM Qualcomm Inc 0.7%
Value ($000) $2,978 Shares 32,651 Est. Cost $53.32 Unrealized +33.1%
META Facebook Inc Class A 0.7%
Value ($000) $2,974 Shares 13,098 Est. Cost $183.56 Unrealized +12.9%
Medtronic Inc 0.7%
Value ($000) $2,927 Shares 31,921 Est. Cost $185.14 Unrealized
PYPL Paypal Holdings Inco 0.6%
Value ($000) $2,678 Shares 15,372 Est. Cost $46.84 Unrealized +194.4%
C Citigroup Inc 0.6%
Value ($000) $2,611 Shares 51,096 Est. Cost $44.09 Unrealized -12.3%
CVS C V S Corp Del 0.6%
Value ($000) $2,574 Shares 39,623 Est. Cost $52.64 Unrealized -0.1%
SONY Sony Corp Adr New 0.6%
Value ($000) $2,367 Shares 34,245 Est. Cost $22.70 Unrealized
EMR Emerson Electric Co 0.5%
Value ($000) $2,285 Shares 36,841 Est. Cost $43.72 Unrealized +15.0%
Exxon Mobil Corporation 0.5%
Value ($000) $2,214 Shares 49,512 Est. Cost $82.64 Unrealized
ITW Illinois Tool Works Inc 0.5%
Value ($000) $2,038 Shares 11,653 Est. Cost $94.80 Unrealized +50.7%
DD Du Pont E I De Nemour&Co 0.5%
Value ($000) $1,997 Shares 37,593 Est. Cost $27.24 Unrealized -36.0%
COST Costco Whsl Corp New 0.4%
Value ($000) $1,859 Shares 6,130 Est. Cost $145.13 Unrealized +92.4%
BAC Bank Of America Corp 0.4%
Value ($000) $1,828 Shares 76,988 Est. Cost $14.64 Unrealized +40.5%
DTE D T E Energy Company 0.4%
Value ($000) $1,774 Shares 16,504 Est. Cost $76.80 Unrealized -4.7%
BP Bp Amoco Plc Adr 0.4%
Value ($000) $1,753 Shares 75,156 Est. Cost $35.11 Unrealized
ORCL Oracle Corporation 0.4%
Value ($000) $1,715 Shares 31,024 Est. Cost $29.76 Unrealized +64.6%
DOW Dow Chemical Company 0.4%
Value ($000) $1,678 Shares 41,158 Est. Cost $35.20 Unrealized -23.7%
DUK Duke Energy Corporation 0.4%
Value ($000) $1,657 Shares 20,744 Est. Cost $55.30 Unrealized +22.3%
AVGO Broadcom Inc 0.4%
Value ($000) $1,576 Shares 4,995 Est. Cost $19.85 Unrealized +23.5%
GIS General Mills Inc 0.4%
Value ($000) $1,556 Shares 25,245 Est. Cost $41.07 Unrealized +21.5%
SO The Southern Company 0.4%
Value ($000) $1,526 Shares 29,434 Est. Cost $30.80 Unrealized +45.3%
D Dominion Res Inc Va New 0.4%
Value ($000) $1,505 Shares 18,540 Est. Cost $56.91 Unrealized +10.1%
EBAY Ebay Inc 0.4%
Value ($000) $1,503 Shares 28,657 Est. Cost $20.70 Unrealized +85.6%
VO Vanguard Mid Cap 0.3%
Value ($000) $1,387 Shares 8,462 Est. Cost $139.38 Unrealized
ABT Abbott Laboratories 0.3%
Value ($000) $1,371 Shares 14,999 Est. Cost $52.07 Unrealized +57.4%
PSA Public Storage 0.3%
Value ($000) $1,251 Shares 6,520 Est. Cost $160.23 Unrealized -5.4%
WPC W P Carey & Co L L C 0.3%
Value ($000) $1,236 Shares 18,265 Est. Cost $81.01 Unrealized
DECK Deckers Outdoor Corp 0.3%
Value ($000) $1,235 Shares 6,289 Est. Cost $26.62 Unrealized +3.5%
RTX Raytheon Technologies Co 0.3%
Value ($000) $1,153 Shares 18,711 Est. Cost $54.61 Unrealized 0.0%
VXUS Vanguard Total Intl Etf 0.3%
Value ($000) $1,140 Shares 23,184 Est. Cost $56.31 Unrealized
BABA Alibaba Group Hldg Adr 0.3%
Value ($000) $1,126 Shares 5,220 Est. Cost $407.79 Unrealized
AEP Amer Electric Pwr Co Inc 0.3%
Value ($000) $1,118 Shares 14,044 Est. Cost $32.43 Unrealized +105.5%
WM Waste Management 0.3%
Value ($000) $1,060 Shares 10,004 Est. Cost $62.53 Unrealized +47.3%
General Electric Company 0.3%
Value ($000) $1,056 Shares 154,624 Est. Cost $23.48 Unrealized
Royal Dutch Shell A Adrf 0.2%
Value ($000) $1,031 Shares 31,550 Est. Cost $61.39 Unrealized
CTVA Corteva Inc 0.2%
Value ($000) $1,012 Shares 37,778 Est. Cost $25.02 Unrealized -2.7%
COP Conocophillips 0.2%
Value ($000) $984 Shares 23,429 Est. Cost $46.33 Unrealized -29.0%
Walgreens Boots Allianc 0.2%
Value ($000) $959 Shares 22,620 Est. Cost $54.16 Unrealized
CLX Clorox Company 0.2%
Value ($000) $953 Shares 4,345 Est. Cost $65.09 Unrealized +159.2%
DEO Diageo Plc New Adr 0.2%
Value ($000) $910 Shares 6,769 Est. Cost $131.11 Unrealized
BMY Bristol-Myers Squibb Co 0.2%
Value ($000) $848 Shares 14,415 Est. Cost $36.82 Unrealized +30.2%
DDOG Datadog Inc 0.2%
Value ($000) $824 Shares 9,480 Est. Cost $41.22 Unrealized +47.7%
DE Deere & Co 0.2%
Value ($000) $799 Shares 5,082 Est. Cost $85.85 Unrealized +56.4%
LLY Lilly Eli & Company 0.2%
Value ($000) $786 Shares 4,785 Est. Cost $40.36 Unrealized +256.5%
QQXT Nasdaq 100 Shares 0.2%
Value ($000) $784 Shares 3,168 Est. Cost $296.22 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $778 Shares 15,221 Est. Cost $25.83 Unrealized +72.5%
GILD Gilead Sciences Inc 0.2%
Value ($000) $762 Shares 9,902 Est. Cost $53.81 Unrealized +14.2%
GPC Genuine Parts Co 0.2%
Value ($000) $762 Shares 8,762 Est. Cost $63.13 Unrealized +6.7%
CMCSA Comcast Corp New Cl A 0.2%
Value ($000) $725 Shares 18,604 Est. Cost $27.45 Unrealized +19.3%
CARR Carrier Global Corp 0.2%
Value ($000) $725 Shares 32,621 Est. Cost $17.13 Unrealized 0.0%
Lam Research Corporation 0.2%
Value ($000) $707 Shares 2,185 Est. Cost $323.57 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $702 Shares 4,818 Est. Cost $130.04 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $689 Shares 5,749 Est. Cost $22.26 Unrealized +71.0%
IRM Iron Mountain Inc New 0.2%
Value ($000) $671 Shares 25,725 Est. Cost $21.09 Unrealized -8.6%
Glaxosmithkline Plc Adrf 0.2%
Value ($000) $668 Shares 16,366 Est. Cost $44.85 Unrealized
TNDM Tandem Diabetes Care 0.2%
Value ($000) $667 Shares 6,745 Est. Cost $79.79 Unrealized 0.0%
AZN Astrazeneca Plc Adr 0.1%
Value ($000) $619 Shares 11,698 Est. Cost $33.33 Unrealized
RACE Ferrari N V 0.1%
Value ($000) $593 Shares 3,465 Est. Cost $85.52 Unrealized +88.5%
IWR Ishares Russell Midcap 0.1%
Value ($000) $592 Shares 11,053 Est. Cost $84.16 Unrealized
GLW Corning Inc 0.1%
Value ($000) $591 Shares 22,800 Est. Cost $12.46 Unrealized +55.7%
QTEC First Tst Nasdaq 0.1%
Value ($000) $584 Shares 5,354 Est. Cost $82.37 Unrealized
MO Altria (Phillip Morris) 0.1%
Value ($000) $582 Shares 14,838 Est. Cost $21.92 Unrealized +13.9%
FDX F D X Corporation 0.1%
Value ($000) $568 Shares 4,051 Est. Cost $148.70 Unrealized -23.9%
O Realty Income Corp 0.1%
Value ($000) $548 Shares 9,215 Est. Cost $40.14 Unrealized 0.0%
VWO Vanguard Emerging Market 0.1%
Value ($000) $526 Shares 13,285 Est. Cost $51.22 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $523 Shares 7,471 Est. Cost $51.74 Unrealized +5.9%
ODFL Old Dominion Freight 0.1%
Value ($000) $502 Shares 2,962 Est. Cost $43.18 Unrealized +71.3%
CL Colgate-Palmolive Co 0.1%
Value ($000) $496 Shares 6,772 Est. Cost $49.42 Unrealized +26.2%
MTD Mettler Toledo Intl Incf 0.1%
Value ($000) $495 Shares 614 Est. Cost $424.71 Unrealized +75.2%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $488 Shares 3,455 Est. Cost $70.60 Unrealized +59.6%
SEE Sealed Air Corp New 0.1%
Value ($000) $470 Shares 14,300 Est. Cost $27.03 Unrealized 0.0%
SYY Sysco Corporation 0.1%
Value ($000) $465 Shares 8,500 Est. Cost $26.40 Unrealized +71.1%
WFC Wells Fargo & Co New 0.1%
Value ($000) $447 Shares 17,478 Est. Cost $35.63 Unrealized -32.7%
MCHP Microchip Technology Inc 0.1%
Value ($000) $442 Shares 4,200 Est. Cost $16.31 Unrealized +147.3%
Kraft Heinz Company 0.1%
Value ($000) $430 Shares 13,472 Est. Cost $62.50 Unrealized
HPQ Hewlett-Packard Company 0.1%
Value ($000) $415 Shares 23,824 Est. Cost $16.19 Unrealized -19.2%
HSY Hershey Company 0.1%
Value ($000) $396 Shares 3,057 Est. Cost $74.85 Unrealized +57.2%
FDN First TRUST Internet 0.1%
Value ($000) $395 Shares 2,315 Est. Cost $143.92 Unrealized
CI Cigna Corp 0.1%
Value ($000) $391 Shares 2,086 Est. Cost $167.01 Unrealized +3.9%
AMT Amern Tower Corp Class A 0.1%
Value ($000) $384 Shares 1,486 Est. Cost $129.53 Unrealized +62.6%
GM General Motors Corp 0.1%
Value ($000) $384 Shares 15,170 Est. Cost $27.38 Unrealized -14.3%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $383 Shares 1,938 Est. Cost $179.59 Unrealized -8.6%
ACN Accenture Ltd Cl A 0.1%
Value ($000) $383 Shares 1,783 Est. Cost $81.32 Unrealized +114.7%
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $380 Shares 3,445 Est. Cost $54.05 Unrealized -24.5%
Slack Technologies Inc 0.1%
Value ($000) $372 Shares 11,960 Est. Cost $224.80 Unrealized
F Ford Motor Company 0.1%
Value ($000) $372 Shares 61,173 Est. Cost $7.46 Unrealized -43.7%
NVDA Nvidia Corp 0.1%
Value ($000) $365 Shares 961 Est. Cost $6.47 Unrealized +24.6%
WAT Waters Corp 0.1%
Value ($000) $352 Shares 1,951 Est. Cost $131.52 Unrealized +43.7%
MAS Masco Corp 0.1%
Value ($000) $351 Shares 7,000 Est. Cost $15.53 Unrealized +153.6%
Kellogg Company 0.1%
Value ($000) $345 Shares 5,224 Est. Cost $40.45 Unrealized +22.3%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $345 Shares 15,305 Est. Cost $73.02 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $345 Shares 2,316 Est. Cost $58.23 Unrealized +118.1%
GD General Dynamics Corp 0.1%
Value ($000) $342 Shares 2,285 Est. Cost $151.78 Unrealized -18.1%
TRV Travelers Group Inc 0.1%
Value ($000) $332 Shares 2,907 Est. Cost $105.83 Unrealized -11.6%
MAR Marriott Intl Inc Cl A 0.1%
Value ($000) $326 Shares 3,800 Est. Cost $74.97 Unrealized +11.7%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $320 Shares 5,623 Est. Cost $47.48 Unrealized 0.0%
LUV Square Inc 0.1%
Value ($000) $318 Shares 3,029 Est. Cost $15.26 Unrealized +93.7%
Juniper Networks Inc 0.1%
Value ($000) $277 Shares 12,125 Est. Cost $22.85 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $276 Shares 935 Est. Cost $218.85 Unrealized +19.3%
HPE Hewlett Packard Ente 0.1%
Value ($000) $248 Shares 25,444 Est. Cost $9.78 Unrealized -16.0%
ED Consolidated Edison Inc 0.1%
Value ($000) $241 Shares 3,352 Est. Cost $38.95 Unrealized +60.8%
Unilever Plc Adr New 0.1%
Value ($000) $234 Shares 4,271 Est. Cost $41.67 Unrealized
VFC V F Corporation 0.1%
Value ($000) $226 Shares 3,715 Est. Cost $51.84 Unrealized +12.3%
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $214 Shares 754 Est. Cost $283.82 Unrealized
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $205 Shares 46,692 Est. Cost $4.39 Unrealized
ORLY O Reilly Automotive New 0.0%
Value ($000) $200 Shares 475 Est. Cost $26.14 Unrealized 0.0%
EW Edwards Lifesciences 0.0%
Value ($000) $200 Shares 2,895 Est. Cost $65.42 Unrealized +8.6%
TJX T J X Cos Inc 0.0%
Value ($000) $197 Shares 3,892 Est. Cost $43.11 Unrealized +8.2%
EA Electronic Arts Inc 0.0%
Value ($000) $194 Shares 1,470 Est. Cost $114.88 Unrealized 0.0%
Viacomcbs Inc 0.0%
Value ($000) $182 Shares 7,800 Est. Cost $23.33 Unrealized
Total S A Adr 0.0%
Value ($000) $182 Shares 4,736 Est. Cost $38.43 Unrealized
ISRG Intuit Inc 0.0%
Value ($000) $178 Shares 600 Est. Cost $179.26 Unrealized 0.0%
PSX Phillips 0.0%
Value ($000) $177 Shares 2,462 Est. Cost $56.22 Unrealized 0.0%
PHG Kon Philips Elec Nv Newf 0.0%
Value ($000) $176 Shares 3,757 Est. Cost $46.85 Unrealized
OLED Universal Display Corp 0.0%
Value ($000) $172 Shares 1,150 Est. Cost $90.93 Unrealized +53.9%
China Mobile Ltd Adr 0.0%
Value ($000) $167 Shares 4,958 Est. Cost $33.68 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $165 Shares 6,390 Est. Cost $25.06 Unrealized 0.0%
SVC Service Pptys Tr 0.0%
Value ($000) $117 Shares 16,480 Est. Cost $25.65 Unrealized
Cr Suisse Asset Mgmt Fd 0.0%
Value ($000) $108 Shares 40,000 Est. Cost $32.20 Unrealized