Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 2, 2021

Total Value ($000): $450,638 (100.0% shares, 0.0% debt)

Holdings (172)

AAPL Apple Computer Inc 7.8%
Value ($000) $34,999 Shares 255,539 Est. Cost $77.32 Unrealized +63.5%
ERIE Erie Indemnity Co Cl A 6.2%
Value ($000) $28,022 Shares 144,928 Est. Cost $184.25 Unrealized +3.2%
MSFT Microsoft Corp 5.9%
Value ($000) $26,750 Shares 98,744 Est. Cost $35.38 Unrealized +591.7%
V Visa 2.8%
Value ($000) $12,530 Shares 53,588 Est. Cost $75.91 Unrealized +191.1%
NKE Nike Inc Class B 2.7%
Value ($000) $12,193 Shares 78,927 Est. Cost $47.44 Unrealized +164.9%
MRK Merck & Co Inc 2.5%
Value ($000) $11,255 Shares 144,727 Est. Cost $32.43 Unrealized +97.7%
AMZN Amazon Com Inc 2.3%
Value ($000) $10,328 Shares 3,002 Est. Cost $28.32 Unrealized +486.9%
GOOGL Alphabet Inc Class A 2.2%
Value ($000) $9,948 Shares 4,074 Est. Cost $115.92 Unrealized 0.0%
BRK/B Berkshire Hathaway Cl B 2.2%
Value ($000) $9,832 Shares 35,376 Est. Cost $183.66 Unrealized +52.1%
SBUX Starbucks Corp 2.1%
Value ($000) $9,613 Shares 85,974 Est. Cost $44.34 Unrealized +129.3%
JNJ Johnson & Johnson 1.9%
Value ($000) $8,696 Shares 52,787 Est. Cost $73.13 Unrealized +98.2%
DIS Disney Walt Hldg Co 1.9%
Value ($000) $8,608 Shares 48,974 Est. Cost $73.69 Unrealized +138.4%
ADBE Adobe Systems Inc 1.8%
Value ($000) $8,174 Shares 13,957 Est. Cost $115.83 Unrealized +345.0%
SPY S P D R TRUST Unit SR 1.5%
Value ($000) $6,755 Shares 15,781 Est. Cost $488.58 Unrealized
MMM Minnesota Mining & Mfg 1.5%
Value ($000) $6,672 Shares 33,588 Est. Cost $99.10 Unrealized +41.7%
HD Home Depot Inc 1.4%
Value ($000) $6,499 Shares 20,379 Est. Cost $90.04 Unrealized +215.2%
ABBV Abbvie Inc 1.4%
Value ($000) $6,126 Shares 54,387 Est. Cost $59.24 Unrealized +60.0%
PG Procter & Gamble Co 1.4%
Value ($000) $6,123 Shares 45,381 Est. Cost $64.56 Unrealized +87.0%
CSCO Cisco Systems Inc 1.3%
Value ($000) $5,725 Shares 108,015 Est. Cost $19.75 Unrealized +132.1%
UNP Union Pacific Corp 1.3%
Value ($000) $5,669 Shares 25,775 Est. Cost $86.03 Unrealized +132.9%
SYK Stryker Corp 1.2%
Value ($000) $5,630 Shares 21,678 Est. Cost $108.34 Unrealized +124.8%
INTC Intel Corp 1.2%
Value ($000) $5,569 Shares 99,193 Est. Cost $19.60 Unrealized +173.4%
HON Honeywell International 1.2%
Value ($000) $5,431 Shares 24,759 Est. Cost $88.94 Unrealized +116.1%
TGT Target Corporation 1.2%
Value ($000) $5,353 Shares 22,143 Est. Cost $49.30 Unrealized +288.5%
QQXT Morgan J P & Co Inc 1.2%
Value ($000) $5,293 Shares 34,031 Est. Cost $168.86 Unrealized
IBM Intl Business Machines 1.1%
Value ($000) $5,171 Shares 35,275 Est. Cost $98.55 Unrealized +15.1%
MCD Mc Donalds Corp 1.1%
Value ($000) $5,108 Shares 22,112 Est. Cost $77.23 Unrealized +171.0%
GOOG Alphabet Inc Class C 1.1%
Value ($000) $5,095 Shares 2,033 Est. Cost $118.29 Unrealized 0.0%
T AT&T Inc 1.1%
Value ($000) $5,064 Shares 175,946 Est. Cost $14.27 Unrealized +19.0%
CAT Caterpillar Inc 1.1%
Value ($000) $4,984 Shares 22,902 Est. Cost $78.64 Unrealized +169.4%
KO Coca Cola Company 1.1%
Value ($000) $4,810 Shares 88,896 Est. Cost $30.49 Unrealized +55.1%
VZ Verizon 1.0%
Value ($000) $4,655 Shares 83,078 Est. Cost $31.30 Unrealized +38.7%
META Facebook Inc Class A 1.0%
Value ($000) $4,583 Shares 13,180 Est. Cost $189.89 Unrealized +67.8%
PFE Pfizer Incorporated 1.0%
Value ($000) $4,425 Shares 113,011 Est. Cost $21.03 Unrealized +47.4%
PYPL Paypal Holdings Inco 1.0%
Value ($000) $4,364 Shares 14,972 Est. Cost $52.18 Unrealized +405.1%
AMGN Amgen Incorporated 1.0%
Value ($000) $4,347 Shares 17,832 Est. Cost $107.83 Unrealized +97.1%
LULU Lululemon Athletica Inc 0.9%
Value ($000) $4,221 Shares 11,565 Est. Cost $97.18 Unrealized +238.9%
PEP Pepsico Incorporated 0.9%
Value ($000) $4,215 Shares 28,449 Est. Cost $68.44 Unrealized +84.4%
AVGO Broadcom Inc 0.9%
Value ($000) $4,174 Shares 8,754 Est. Cost $26.55 Unrealized +58.4%
UPS United Parcel Service B 0.9%
Value ($000) $3,978 Shares 19,130 Est. Cost $77.47 Unrealized +111.9%
CVS C V S Corp Del 0.8%
Value ($000) $3,712 Shares 44,492 Est. Cost $53.60 Unrealized +31.5%
CVX Chevron 0.7%
Value ($000) $3,373 Shares 32,204 Est. Cost $70.93 Unrealized +22.8%
BSV Vanguard Short-Term Bond ETF 0.7%
Value ($000) $3,177 Shares 38,672 Est. Cost $82.15 Unrealized
GLW Corning Inc 0.7%
Value ($000) $2,970 Shares 72,608 Est. Cost $25.12 Unrealized +52.5%
SONY Sonos Inc 0.7%
Value ($000) $2,964 Shares 34,360 Est. Cost $26.62 Unrealized
DTE D T E Energy Company 0.6%
Value ($000) $2,823 Shares 21,780 Est. Cost $79.45 Unrealized +26.1%
Medtronic Inc 0.6%
Value ($000) $2,800 Shares 22,558 Est. Cost $176.24 Unrealized
AXP American Express Company 0.6%
Value ($000) $2,758 Shares 16,694 Est. Cost $67.37 Unrealized +119.5%
BP Bp Amoco Plc Adr 0.6%
Value ($000) $2,616 Shares 99,005 Est. Cost $30.13 Unrealized
BAC Bank Of America Corp 0.5%
Value ($000) $2,358 Shares 57,198 Est. Cost $15.18 Unrealized +140.9%
QCOM Qualcomm Inc 0.5%
Value ($000) $2,309 Shares 16,154 Est. Cost $53.32 Unrealized +129.1%
ITW Illinois Tool Works Inc 0.5%
Value ($000) $2,171 Shares 9,709 Est. Cost $97.06 Unrealized +111.2%
VO Vanguard Mid Cap 0.5%
Value ($000) $2,158 Shares 9,090 Est. Cost $144.56 Unrealized
DECK Deckers Outdoor Corp 0.5%
Value ($000) $2,152 Shares 5,604 Est. Cost $27.85 Unrealized +102.6%
GIS General Mills Inc 0.5%
Value ($000) $2,033 Shares 33,364 Est. Cost $43.46 Unrealized +21.7%
VIG Vanguard Div Apprciation 0.4%
Value ($000) $1,806 Shares 11,670 Est. Cost $145.03 Unrealized
DAL Deere & Co 0.4%
Value ($000) $1,788 Shares 5,069 Est. Cost $43.20 Unrealized +4.3%
DUK Duke Energy Corporation 0.4%
Value ($000) $1,741 Shares 17,638 Est. Cost $57.34 Unrealized +46.3%
C Citigroup Inc 0.4%
Value ($000) $1,735 Shares 24,517 Est. Cost $44.09 Unrealized +42.3%
Exxon Mobil Corporation 0.4%
Value ($000) $1,690 Shares 26,798 Est. Cost $82.64 Unrealized
VXUS Vanguard Total Intl Etf 0.4%
Value ($000) $1,630 Shares 24,824 Est. Cost $56.51 Unrealized
Viacomcbs Inc 0.3%
Value ($000) $1,562 Shares 34,561 Est. Cost $36.32 Unrealized
General Electric Company 0.3%
Value ($000) $1,549 Shares 115,049 Est. Cost $22.31 Unrealized
BABA Alibaba Group Hldg Adr 0.3%
Value ($000) $1,515 Shares 6,680 Est. Cost $333.12 Unrealized
Royal Dutch Shell A Adrf 0.3%
Value ($000) $1,485 Shares 36,760 Est. Cost $48.54 Unrealized
Walgreens Boots Allianc 0.3%
Value ($000) $1,368 Shares 26,000 Est. Cost $52.27 Unrealized
COST Costco Whsl Corp New 0.3%
Value ($000) $1,348 Shares 3,408 Est. Cost $155.27 Unrealized +131.2%
WM Waste Management 0.3%
Value ($000) $1,331 Shares 9,499 Est. Cost $62.53 Unrealized +105.6%
BA Boeing Co 0.3%
Value ($000) $1,288 Shares 5,376 Est. Cost $162.57 Unrealized +48.7%
EMR Emerson Electric Co 0.3%
Value ($000) $1,284 Shares 13,342 Est. Cost $44.16 Unrealized +93.6%
VB Vanguard Small Cap 0.3%
Value ($000) $1,146 Shares 5,089 Est. Cost $133.12 Unrealized
PAWZ Proshares Pet Care Etf 0.2%
Value ($000) $1,121 Shares 13,830 Est. Cost $65.67 Unrealized
GD Ford Motor Company 0.2%
Value ($000) $1,113 Shares 74,921 Est. Cost $170.31 Unrealized +0.3%
Kraft Heinz Company 0.2%
Value ($000) $1,100 Shares 26,964 Est. Cost $49.68 Unrealized
CB Chubb Corporation 0.2%
Value ($000) $1,080 Shares 6,795 Est. Cost $130.67 Unrealized +18.8%
DOW Dow Chemical Company 0.2%
Value ($000) $1,073 Shares 16,949 Est. Cost $35.14 Unrealized +45.3%
MRNA Moderna Inc 0.2%
Value ($000) $1,054 Shares 4,485 Est. Cost $178.71 Unrealized 0.0%
Lam Research Corporation 0.2%
Value ($000) $1,018 Shares 1,565 Est. Cost $323.57 Unrealized
AEP Amer Electric Pwr Co Inc 0.2%
Value ($000) $1,014 Shares 11,987 Est. Cost $37.89 Unrealized +91.9%
LLY Lilly Eli & Company 0.2%
Value ($000) $984 Shares 4,289 Est. Cost $40.36 Unrealized +375.4%
DEO Diageo Plc New Adr 0.2%
Value ($000) $950 Shares 4,954 Est. Cost $131.11 Unrealized
SO The Southern Company 0.2%
Value ($000) $946 Shares 15,638 Est. Cost $30.80 Unrealized +74.6%
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $924 Shares 14,794 Est. Cost $25.83 Unrealized +111.5%
ABT Abbott Laboratories 0.2%
Value ($000) $888 Shares 7,661 Est. Cost $53.52 Unrealized +100.4%
FDX F D X Corporation 0.2%
Value ($000) $888 Shares 2,977 Est. Cost $148.70 Unrealized +81.8%
IWR Ishares Russell Midcap 0.2%
Value ($000) $876 Shares 11,056 Est. Cost $84.16 Unrealized
GM General Motors Corp 0.2%
Value ($000) $845 Shares 14,275 Est. Cost $30.62 Unrealized +85.2%
LUV Square Inc 0.2%
Value ($000) $809 Shares 3,319 Est. Cost $33.44 Unrealized +66.8%
QTEC First Tst Nasdaq 0.2%
Value ($000) $808 Shares 5,079 Est. Cost $82.37 Unrealized
GPC Genuine Parts Co 0.2%
Value ($000) $808 Shares 6,392 Est. Cost $63.64 Unrealized +74.0%
PAYX Organon &Co Common Stock 0.2%
Value ($000) $799 Shares 26,407 Est. Cost $87.44 Unrealized +1.0%
DOCU Docusign Inc 0.2%
Value ($000) $789 Shares 2,822 Est. Cost $229.60 Unrealized -2.6%
ENPH Enphase Energy Inc 0.2%
Value ($000) $768 Shares 4,185 Est. Cost $134.04 Unrealized +9.4%
ESPO Vaneck Vectors Video 0.2%
Value ($000) $758 Shares 10,450 Est. Cost $66.93 Unrealized
MO Altria (Phillip Morris) 0.2%
Value ($000) $737 Shares 15,455 Est. Cost $22.62 Unrealized +50.2%
CARR Carrier Global Corp 0.2%
Value ($000) $735 Shares 15,123 Est. Cost $17.28 Unrealized +142.9%
VWO Vanguard Emerging Market 0.2%
Value ($000) $724 Shares 13,329 Est. Cost $51.14 Unrealized
SEE Sealed Air Corp New 0.2%
Value ($000) $699 Shares 11,800 Est. Cost $27.42 Unrealized +79.8%
DDOG Datadog Inc 0.2%
Value ($000) $699 Shares 6,720 Est. Cost $41.22 Unrealized +119.2%
AZN Astrazeneca Plc Adr 0.2%
Value ($000) $689 Shares 11,507 Est. Cost $33.65 Unrealized
CLX Clorox Company 0.2%
Value ($000) $685 Shares 3,810 Est. Cost $65.09 Unrealized +141.9%
GLD Streetracks Gold TRUST 0.1%
Value ($000) $663 Shares 4,003 Est. Cost $165.63 Unrealized
RACE Ferrari N V 0.1%
Value ($000) $651 Shares 3,160 Est. Cost $97.52 Unrealized +113.8%
ORCL Oracle Corporation 0.1%
Value ($000) $639 Shares 8,208 Est. Cost $30.12 Unrealized +144.4%
GILD Gilead Sciences Inc 0.1%
Value ($000) $637 Shares 9,258 Est. Cost $53.96 Unrealized +3.5%
SPHR Madison Square Garden En 0.1%
Value ($000) $609 Shares 7,247 Est. Cost $36.08 Unrealized +13.3%
PM Philip Morris Intl Inc 0.1%
Value ($000) $606 Shares 6,110 Est. Cost $51.74 Unrealized +47.7%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $605 Shares 1,084 Est. Cost $503.83 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $601 Shares 9,001 Est. Cost $36.82 Unrealized +46.4%
BIIB Biogen Idec Inc 0.1%
Value ($000) $582 Shares 1,680 Est. Cost $302.94 Unrealized 0.0%
MCHP Microchip Technology Inc 0.1%
Value ($000) $574 Shares 3,830 Est. Cost $16.31 Unrealized +323.9%
NVDA Nvidia Corp 0.1%
Value ($000) $568 Shares 709 Est. Cost $7.95 Unrealized +101.1%
NFLX Netflix Inc 0.1%
Value ($000) $567 Shares 1,074 Est. Cost $51.12 Unrealized 0.0%
FDN First TRUST Internet 0.1%
Value ($000) $567 Shares 2,315 Est. Cost $143.92 Unrealized
TNDM Tandem Diabetes Care 0.1%
Value ($000) $563 Shares 5,785 Est. Cost $83.01 Unrealized +7.4%
ODFL Old Dominion Freight 0.1%
Value ($000) $542 Shares 2,137 Est. Cost $43.18 Unrealized +190.1%
MTD Mettler Toledo Intl Incf 0.1%
Value ($000) $540 Shares 390 Est. Cost $424.71 Unrealized +203.7%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $533 Shares 1,405 Est. Cost $185.61 Unrealized +72.1%
HPE Hewlett Packard Ente 0.1%
Value ($000) $501 Shares 34,340 Est. Cost $10.26 Unrealized +34.1%
CI Cigna Corp 0.1%
Value ($000) $495 Shares 2,086 Est. Cost $167.01 Unrealized +37.5%
BK Bank Of New York Co Inc 0.1%
Value ($000) $494 Shares 9,650 Est. Cost $35.78 Unrealized +22.5%
AMT Amern Tower Corp Class A 0.1%
Value ($000) $482 Shares 1,784 Est. Cost $140.10 Unrealized +57.9%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $475 Shares 3,549 Est. Cost $71.71 Unrealized +56.7%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $474 Shares 3,361 Est. Cost $24.56 Unrealized +78.4%
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $459 Shares 8,053 Est. Cost $29.95 Unrealized +63.8%
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $451 Shares 3,612 Est. Cost $53.65 Unrealized -3.3%
HSY Hershey Company 0.1%
Value ($000) $450 Shares 2,585 Est. Cost $74.85 Unrealized +101.3%
Azek Co Inc 0.1%
Value ($000) $448 Shares 10,560 Est. Cost $38.91 Unrealized
VHT Vanguard Health Care 0.1%
Value ($000) $447 Shares 1,810 Est. Cost $228.73 Unrealized
ORLY O Reilly Automotive New 0.1%
Value ($000) $439 Shares 775 Est. Cost $29.91 Unrealized +20.0%
YETI Yeti Holdings Incorporat 0.1%
Value ($000) $437 Shares 4,761 Est. Cost $59.98 Unrealized +44.7%
Glaxosmith 0.1%
Value ($000) $434 Shares 10,896 Est. Cost $44.56 Unrealized
RUN Sunrun Inc 0.1%
Value ($000) $421 Shares 7,550 Est. Cost $48.29 Unrealized 0.0%
IWD Ishares Russell 1000 Val 0.1%
Value ($000) $406 Shares 2,562 Est. Cost $118.10 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $398 Shares 1,053 Est. Cost $299.96 Unrealized +12.9%
EXAS Exact Sciences Corporati 0.1%
Value ($000) $393 Shares 3,165 Est. Cost $97.58 Unrealized +22.3%
CL Colgate-Palmolive Co 0.1%
Value ($000) $390 Shares 4,800 Est. Cost $49.42 Unrealized +48.6%
Sirius Satellite Radio 0.1%
Value ($000) $387 Shares 59,100 Est. Cost $5.74 Unrealized
BWA Borg Warner Inc 0.1%
Value ($000) $374 Shares 7,695 Est. Cost $41.16 Unrealized 0.0%
Kellogg Company 0.1%
Value ($000) $371 Shares 5,763 Est. Cost $45.18 Unrealized +14.1%
SYY Sysco Corporation 0.1%
Value ($000) $368 Shares 4,738 Est. Cost $34.40 Unrealized +107.3%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $361 Shares 10,620 Est. Cost $73.02 Unrealized
ETF MG Alternative Harvest 0.1%
Value ($000) $355 Shares 17,236 Est. Cost $22.75 Unrealized
ADP Auto Data Processing 0.1%
Value ($000) $352 Shares 1,774 Est. Cost $58.23 Unrealized +202.7%
Mohawk Industries Inc 0.1%
Value ($000) $340 Shares 1,770 Est. Cost $192.30 Unrealized
Shyft Group Inc 0.1%
Value ($000) $338 Shares 9,040 Est. Cost $28.33 Unrealized
HPQ Hewlett-Packard Company 0.1%
Value ($000) $330 Shares 10,920 Est. Cost $17.37 Unrealized +56.5%
COTY Coty Inc 0.1%
Value ($000) $327 Shares 35,000 Est. Cost $9.08 Unrealized 0.0%
II-VI Inc 0.1%
Value ($000) $327 Shares 4,500 Est. Cost $72.67 Unrealized
EW Edwards Lifesciences 0.1%
Value ($000) $307 Shares 2,960 Est. Cost $67.63 Unrealized +39.4%
MAS Masco Corp 0.1%
Value ($000) $295 Shares 5,000 Est. Cost $15.53 Unrealized +264.0%
INTU Intuit Inc 0.1%
Value ($000) $294 Shares 600 Est. Cost $340.30 Unrealized +23.8%
NEM Newmont Mining Corp 0.1%
Value ($000) $291 Shares 4,586 Est. Cost $57.93 Unrealized 0.0%
Juniper Networks Inc 0.1%
Value ($000) $274 Shares 10,025 Est. Cost $22.94 Unrealized
IWF Ishares Tr Russell 0.1%
Value ($000) $274 Shares 1,011 Est. Cost $217.91 Unrealized
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $261 Shares 663 Est. Cost $283.82 Unrealized
VFC V F Corporation 0.1%
Value ($000) $260 Shares 3,165 Est. Cost $52.71 Unrealized +58.1%
GOOS Canada Goose Holdings 0.1%
Value ($000) $258 Shares 5,900 Est. Cost $39.54 Unrealized +3.1%
WDC Western Digital Corp 0.1%
Value ($000) $256 Shares 3,600 Est. Cost $33.07 Unrealized +62.9%
TJX T J X Cos Inc 0.1%
Value ($000) $256 Shares 3,802 Est. Cost $57.76 Unrealized +10.2%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $256 Shares 890 Est. Cost $240.18 Unrealized +8.6%
Unilever Plc Adr New 0.1%
Value ($000) $256 Shares 4,380 Est. Cost $42.25 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $254 Shares 1,175 Est. Cost $198.05 Unrealized -1.3%
ETN Eaton Corporation 0.1%
Value ($000) $252 Shares 1,700 Est. Cost $133.92 Unrealized 0.0%
TSLA Tesla Motors Inc 0.1%
Value ($000) $250 Shares 368 Est. Cost $173.54 Unrealized +25.1%
WAT Waters Corp 0.1%
Value ($000) $244 Shares 705 Est. Cost $131.52 Unrealized +140.7%
HAS Hasbro Inc 0.1%
Value ($000) $240 Shares 2,535 Est. Cost $78.31 Unrealized +1.7%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $224 Shares 560 Est. Cost $224.80 Unrealized +64.2%
OLED Universal Display Corp 0.0%
Value ($000) $222 Shares 1,000 Est. Cost $90.93 Unrealized +130.5%
ED Consolidated Edison Inc 0.0%
Value ($000) $218 Shares 3,045 Est. Cost $38.95 Unrealized +67.3%
SLB Schlumberger Ltd 0.0%
Value ($000) $210 Shares 6,575 Est. Cost $23.71 Unrealized +17.1%
Blackrock Inc 0.0%
Value ($000) $207 Shares 237 Est. Cost $873.42 Unrealized