Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 26, 2022

Total Value ($000): $394,446 (100.0% shares, 0.0% debt)

Holdings (167)

AAPL Apple Computer Inc 8.8%
Value ($000) $34,847 Shares 254,880 Est. Cost $80.50 Unrealized +84.7%
MSFT Microsoft Corp 6.4%
Value ($000) $25,142 Shares 97,896 Est. Cost $49.24 Unrealized +435.0%
ERIE Erie Indemnity Co Cl A 5.4%
Value ($000) $21,135 Shares 109,972 Est. Cost $184.25 Unrealized -11.0%
MRK Merck & Co Inc 3.4%
Value ($000) $13,334 Shares 146,254 Est. Cost $32.87 Unrealized +141.0%
V Visa 2.8%
Value ($000) $11,231 Shares 57,044 Est. Cost $88.06 Unrealized +128.3%
BRK/B Berkshire Hathaway Cl B 2.5%
Value ($000) $10,011 Shares 36,669 Est. Cost $188.18 Unrealized +66.7%
JNJ Johnson & Johnson 2.5%
Value ($000) $9,874 Shares 55,623 Est. Cost $77.01 Unrealized +107.7%
GOOGL Alphabet Inc Class A 2.4%
Value ($000) $9,360 Shares 4,295 Est. Cost $117.39 Unrealized -0.5%
AMZN Amazon Com Inc 2.3%
Value ($000) $8,914 Shares 83,924 Est. Cost $121.98 Unrealized +2.6%
NKE Nike Inc Class B 2.0%
Value ($000) $7,975 Shares 78,033 Est. Cost $47.44 Unrealized +134.6%
ABBV Abbvie Inc 1.9%
Value ($000) $7,452 Shares 48,658 Est. Cost $59.78 Unrealized +124.3%
PFE Pfizer Incorporated 1.8%
Value ($000) $6,903 Shares 131,660 Est. Cost $23.49 Unrealized +78.8%
SBUX Starbucks Corp 1.7%
Value ($000) $6,806 Shares 89,102 Est. Cost $45.29 Unrealized +55.4%
PG Procter & Gamble Co 1.6%
Value ($000) $6,253 Shares 43,489 Est. Cost $64.56 Unrealized +112.7%
SPY S P D R TRUST Unit SR 1.6%
Value ($000) $6,148 Shares 16,297 Est. Cost $482.56 Unrealized
ADBE Adobe Systems Inc 1.6%
Value ($000) $6,126 Shares 16,735 Est. Cost $172.37 Unrealized +136.1%
UNP Union Pacific Corp 1.4%
Value ($000) $5,498 Shares 25,779 Est. Cost $86.03 Unrealized +142.7%
HD Home Depot Inc 1.4%
Value ($000) $5,468 Shares 19,936 Est. Cost $90.04 Unrealized +198.8%
DIS Disney Walt Hldg Co 1.3%
Value ($000) $5,325 Shares 56,411 Est. Cost $78.96 Unrealized +37.3%
KO Coca Cola Company 1.3%
Value ($000) $5,260 Shares 83,617 Est. Cost $30.49 Unrealized +86.2%
IBM Intl Business Machines 1.3%
Value ($000) $5,251 Shares 37,188 Est. Cost $100.27 Unrealized +17.2%
AMGN Amgen Incorporated 1.3%
Value ($000) $4,968 Shares 20,419 Est. Cost $120.44 Unrealized +81.5%
UPS United Parcel Service B 1.2%
Value ($000) $4,927 Shares 26,993 Est. Cost $101.61 Unrealized +50.9%
CSCO Cisco Systems Inc 1.2%
Value ($000) $4,868 Shares 114,166 Est. Cost $20.91 Unrealized +104.8%
MCD Mc Donalds Corp 1.2%
Value ($000) $4,822 Shares 19,531 Est. Cost $77.23 Unrealized +193.1%
CVX Chevron 1.2%
Value ($000) $4,610 Shares 31,844 Est. Cost $71.07 Unrealized +100.8%
PEP Pepsico Incorporated 1.1%
Value ($000) $4,433 Shares 26,599 Est. Cost $68.44 Unrealized +118.9%
GOOG Alphabet Inc Class C 1.1%
Value ($000) $4,386 Shares 2,005 Est. Cost $118.29 Unrealized -0.9%
VZ Verizon 1.1%
Value ($000) $4,301 Shares 84,753 Est. Cost $31.45 Unrealized +27.5%
MMM Minnesota Mining & Mfg 1.1%
Value ($000) $4,290 Shares 33,151 Est. Cost $99.26 Unrealized +6.0%
INTC Intel Corp 1.1%
Value ($000) $4,256 Shares 113,762 Est. Cost $22.70 Unrealized +78.9%
QQXT Morgan J P & Co Inc 1.1%
Value ($000) $4,177 Shares 37,097 Est. Cost $165.29 Unrealized
HON Honeywell International 1.0%
Value ($000) $4,002 Shares 23,025 Est. Cost $88.94 Unrealized +87.0%
SYK Stryker Corp 1.0%
Value ($000) $3,986 Shares 20,035 Est. Cost $108.34 Unrealized +108.5%
CAT Caterpillar Inc 1.0%
Value ($000) $3,832 Shares 21,436 Est. Cost $82.31 Unrealized +139.7%
AVGO Broadcom Inc 1.0%
Value ($000) $3,801 Shares 7,825 Est. Cost $26.55 Unrealized +97.3%
TGT Target Corporation 0.9%
Value ($000) $3,488 Shares 24,696 Est. Cost $60.65 Unrealized +180.6%
BSV Vanguard Short-Term Bond ETF 0.9%
Value ($000) $3,358 Shares 43,727 Est. Cost $82.05 Unrealized
LULU Lululemon Athletica Inc 0.8%
Value ($000) $3,254 Shares 11,938 Est. Cost $109.84 Unrealized +191.8%
SONY Sonos Inc 0.7%
Value ($000) $2,750 Shares 49,115 Est. Cost $47.83 Unrealized
QCOM Qualcomm Inc 0.7%
Value ($000) $2,734 Shares 21,405 Est. Cost $71.33 Unrealized +75.1%
VIG Vanguard Div Apprec ETF 0.7%
Value ($000) $2,613 Shares 18,210 Est. Cost $148.53 Unrealized
BP Bp Amoco Plc Adr 0.7%
Value ($000) $2,571 Shares 90,696 Est. Cost $30.13 Unrealized
DTE D T E Energy Company 0.6%
Value ($000) $2,525 Shares 19,924 Est. Cost $80.58 Unrealized +42.8%
Exxon Mobil Corporation 0.6%
Value ($000) $2,368 Shares 27,656 Est. Cost $82.98 Unrealized
T AT&T Inc 0.6%
Value ($000) $2,342 Shares 111,733 Est. Cost $14.33 Unrealized +13.8%
DAL Deere & Co 0.6%
Value ($000) $2,239 Shares 7,478 Est. Cost $41.44 Unrealized -10.5%
AXP American Express Company 0.6%
Value ($000) $2,225 Shares 16,052 Est. Cost $69.64 Unrealized +126.2%
SHEL Shell PLC ADR 0.6%
Value ($000) $2,201 Shares 42,094 Est. Cost $52.29 Unrealized
GIS General Mills Inc 0.5%
Value ($000) $2,096 Shares 27,783 Est. Cost $43.46 Unrealized +42.3%
COST Costco Whsl Corp New 0.5%
Value ($000) $1,991 Shares 4,155 Est. Cost $225.40 Unrealized +115.1%
CVS C V S Corp Del 0.5%
Value ($000) $1,892 Shares 20,424 Est. Cost $54.00 Unrealized +59.1%
VO Vanguard Mid Cap 0.5%
Value ($000) $1,878 Shares 9,535 Est. Cost $148.99 Unrealized
DUK Duke Energy Corporation 0.4%
Value ($000) $1,692 Shares 15,782 Est. Cost $57.34 Unrealized +66.3%
Walgreens Boots Allianc 0.4%
Value ($000) $1,647 Shares 43,445 Est. Cost $49.88 Unrealized
C Citigroup Inc 0.4%
Value ($000) $1,613 Shares 35,081 Est. Cost $44.71 Unrealized -2.1%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $1,599 Shares 8,774 Est. Cost $98.93 Unrealized +85.0%
BAC Bank Of America Corp 0.4%
Value ($000) $1,561 Shares 50,158 Est. Cost $15.18 Unrealized +115.7%
META Meta Platforms Inc Class A 0.4%
Value ($000) $1,493 Shares 9,257 Est. Cost $189.89 Unrealized +0.9%
WM Waste Management 0.4%
Value ($000) $1,429 Shares 9,339 Est. Cost $62.53 Unrealized +136.6%
VB Vanguard Small Cap 0.4%
Value ($000) $1,428 Shares 8,111 Est. Cost $150.14 Unrealized
Medtronic Inc 0.4%
Value ($000) $1,414 Shares 15,751 Est. Cost $176.24 Unrealized
LLY Lilly Eli & Company 0.4%
Value ($000) $1,391 Shares 4,289 Est. Cost $40.36 Unrealized +620.7%
VXUS Vanguard Total Intl Etf 0.3%
Value ($000) $1,275 Shares 24,698 Est. Cost $56.40 Unrealized
IRM Iron Mountain Inc New 0.3%
Value ($000) $1,199 Shares 24,631 Est. Cost $45.77 Unrealized 0.0%
DOW Dow Chemical Company 0.3%
Value ($000) $1,097 Shares 21,246 Est. Cost $38.65 Unrealized +34.0%
Paramount Global Class B 0.3%
Value ($000) $1,084 Shares 43,915 Est. Cost $24.68 Unrealized
DECK Deckers Outdoor Corp 0.3%
Value ($000) $1,081 Shares 4,234 Est. Cost $27.85 Unrealized +56.7%
RIO Rio Tinto ADR 0.3%
Value ($000) $1,062 Shares 17,410 Est. Cost $62.51 Unrealized
GD Ford Motor Company 0.3%
Value ($000) $1,014 Shares 72,505 Est. Cost $173.38 Unrealized +23.1%
SO The Southern Company 0.3%
Value ($000) $995 Shares 13,950 Est. Cost $30.80 Unrealized +108.7%
APD Air Prod & Chemicals Inc 0.2%
Value ($000) $945 Shares 3,928 Est. Cost $226.20 Unrealized -2.4%
AEP Amer Electric Pwr Co Inc 0.2%
Value ($000) $934 Shares 9,736 Est. Cost $37.89 Unrealized +128.6%
EMR Emerson Electric Co 0.2%
Value ($000) $931 Shares 11,701 Est. Cost $44.16 Unrealized +85.4%
PSA Public Storage 0.2%
Value ($000) $918 Shares 2,935 Est. Cost $257.31 Unrealized +12.3%
GLW Corning Inc 0.2%
Value ($000) $893 Shares 28,354 Est. Cost $25.12 Unrealized +23.6%
CB Chubb Corporation 0.2%
Value ($000) $867 Shares 4,411 Est. Cost $130.67 Unrealized +50.2%
DEO Diageo Plc New Adr 0.2%
Value ($000) $864 Shares 4,964 Est. Cost $131.11 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $832 Shares 7,661 Est. Cost $54.38 Unrealized +95.1%
1/100 Berkshire Htwy Cla 0.2%
Value ($000) $818 Shares 200 Est. Cost $4115.00 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.2%
Value ($000) $806 Shares 12,987 Est. Cost $25.83 Unrealized +121.6%
ABNB Airbnb Inc 0.2%
Value ($000) $800 Shares 8,976 Est. Cost $158.38 Unrealized -17.8%
WPC W P Carey & Co L L C 0.2%
Value ($000) $785 Shares 9,470 Est. Cost $73.00 Unrealized
FDX F D X Corporation 0.2%
Value ($000) $767 Shares 3,383 Est. Cost $156.38 Unrealized +25.8%
PYPL Paypal Holdings Inco 0.2%
Value ($000) $751 Shares 10,748 Est. Cost $60.00 Unrealized +44.3%
Kraft Heinz Company 0.2%
Value ($000) $748 Shares 19,606 Est. Cost $49.68 Unrealized
IWR Ishares Russell Midcap 0.2%
Value ($000) $715 Shares 11,058 Est. Cost $84.16 Unrealized
GPC Genuine Parts Co 0.2%
Value ($000) $714 Shares 5,372 Est. Cost $63.64 Unrealized +89.1%
General Electric Company 0.2%
Value ($000) $681 Shares 10,693 Est. Cost $22.31 Unrealized
MO Altria (Phillip Morris) 0.2%
Value ($000) $669 Shares 16,005 Est. Cost $22.94 Unrealized +67.6%
GLD Streetracks Gold TRUST 0.2%
Value ($000) $638 Shares 3,785 Est. Cost $165.67 Unrealized
AZN Astrazeneca Plc Adr 0.2%
Value ($000) $629 Shares 9,519 Est. Cost $33.65 Unrealized
AMT Amern Tower Corp Class A 0.2%
Value ($000) $620 Shares 2,424 Est. Cost $168.27 Unrealized +32.0%
PM Philip Morris Intl Inc 0.2%
Value ($000) $617 Shares 6,250 Est. Cost $52.31 Unrealized +63.3%
VFC V F Corporation 0.2%
Value ($000) $614 Shares 13,900 Est. Cost $72.25 Unrealized -30.6%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $570 Shares 1,920 Est. Cost $211.89 Unrealized +33.8%
ASML ASML Holding NV 0.1%
Value ($000) $567 Shares 1,192 Est. Cost $641.84 Unrealized
QTEC First Tst Nasdaq 0.1%
Value ($000) $556 Shares 4,858 Est. Cost $82.37 Unrealized
HSY Hershey Company 0.1%
Value ($000) $556 Shares 2,585 Est. Cost $74.85 Unrealized +165.4%
IEFA Ishares Core Msci Eafe 0.1%
Value ($000) $551 Shares 9,370 Est. Cost $58.80 Unrealized
CI Cigna Corp 0.1%
Value ($000) $550 Shares 2,086 Est. Cost $167.01 Unrealized +44.5%
DDOG Datadog Inc 0.1%
Value ($000) $545 Shares 5,725 Est. Cost $41.22 Unrealized +166.6%
VWO Vanguard Emerging Market 0.1%
Value ($000) $543 Shares 13,036 Est. Cost $51.04 Unrealized
BK Bank Of New York Co Inc 0.1%
Value ($000) $515 Shares 12,355 Est. Cost $37.54 Unrealized +6.7%
VUG Vanguard Growth 0.1%
Value ($000) $514 Shares 2,306 Est. Cost $262.54 Unrealized
MU Micron Technology Inc 0.1%
Value ($000) $511 Shares 9,245 Est. Cost $68.99 Unrealized -3.6%
Lam Research Corporation 0.1%
Value ($000) $509 Shares 1,195 Est. Cost $323.57 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $495 Shares 6,430 Est. Cost $36.82 Unrealized +76.5%
HAS Hasbro Inc 0.1%
Value ($000) $490 Shares 5,985 Est. Cost $78.88 Unrealized -6.3%
ENPH Enphase Energy Inc 0.1%
Value ($000) $463 Shares 2,370 Est. Cost $134.04 Unrealized +34.9%
MTD Mettler Toledo Intl Incf 0.1%
Value ($000) $448 Shares 390 Est. Cost $424.71 Unrealized +195.8%
MCHP Microchip Technology Inc 0.1%
Value ($000) $445 Shares 7,660 Est. Cost $45.09 Unrealized +35.0%
ODFL Old Dominion Freight 0.1%
Value ($000) $443 Shares 1,730 Est. Cost $43.18 Unrealized +197.6%
CARR Carrier Global Corp 0.1%
Value ($000) $440 Shares 12,343 Est. Cost $18.76 Unrealized +98.8%
GM General Motors Corp 0.1%
Value ($000) $439 Shares 13,810 Est. Cost $30.87 Unrealized +17.3%
NFG Nestle S A Reg B Adr 0.1%
Value ($000) $420 Shares 3,612 Est. Cost $53.65 Unrealized +30.8%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $408 Shares 690 Est. Cost $537.97 Unrealized +20.2%
EA Electronic Arts Inc 0.1%
Value ($000) $407 Shares 3,345 Est. Cost $124.98 Unrealized 0.0%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $406 Shares 3,005 Est. Cost $71.71 Unrealized +60.0%
BA Boeing Co 0.1%
Value ($000) $403 Shares 2,947 Est. Cost $162.57 Unrealized -9.3%
Unilever Plc Adr New 0.1%
Value ($000) $395 Shares 8,625 Est. Cost $71.72 Unrealized
CLX Clorox Company 0.1%
Value ($000) $389 Shares 2,760 Est. Cost $65.09 Unrealized +94.5%
CL Colgate-Palmolive Co 0.1%
Value ($000) $385 Shares 4,800 Est. Cost $49.42 Unrealized +45.3%
ADP Auto Data Processing 0.1%
Value ($000) $374 Shares 1,782 Est. Cost $58.23 Unrealized +247.8%
Kellogg Company 0.1%
Value ($000) $373 Shares 5,228 Est. Cost $45.18 Unrealized +26.9%
SPHR Madison Square Garden En 0.1%
Value ($000) $373 Shares 7,085 Est. Cost $35.83 Unrealized -13.0%
PAYX Organon &Co Common Stock 0.1%
Value ($000) $373 Shares 11,063 Est. Cost $87.96 Unrealized +28.3%
SYY Sysco Corporation 0.1%
Value ($000) $372 Shares 4,388 Est. Cost $34.40 Unrealized +120.2%
SEE Sealed Air Corp New 0.1%
Value ($000) $364 Shares 6,300 Est. Cost $27.42 Unrealized +113.1%
UNH Unitedhealth Group Inc 0.1%
Value ($000) $364 Shares 708 Est. Cost $260.75 Unrealized +80.7%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $346 Shares 2,845 Est. Cost $24.56 Unrealized +79.3%
ABBNY Abb Ltd Adr 0.1%
Value ($000) $337 Shares 12,595 Est. Cost $64.39 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $336 Shares 4,808 Est. Cost $30.12 Unrealized +131.9%
Glaxosmithkline 0.1%
Value ($000) $334 Shares 7,671 Est. Cost $44.56 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $331 Shares 2,182 Est. Cost $17.47 Unrealized +7.8%
YETI Yeti Holdings Incorporat 0.1%
Value ($000) $327 Shares 7,560 Est. Cost $60.91 Unrealized -20.3%
HPQ Hewlett-Packard Company 0.1%
Value ($000) $319 Shares 9,726 Est. Cost $17.37 Unrealized +84.6%
WDC Western Digital Corp 0.1%
Value ($000) $309 Shares 6,900 Est. Cost $40.01 Unrealized 0.0%
ORLY O Reilly Automotive New 0.1%
Value ($000) $300 Shares 475 Est. Cost $29.91 Unrealized +43.9%
FDN First TRUST Internet 0.1%
Value ($000) $294 Shares 2,315 Est. Cost $143.92 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $288 Shares 1,175 Est. Cost $198.05 Unrealized +10.6%
VHT Vanguard Health Care 0.1%
Value ($000) $285 Shares 1,210 Est. Cost $228.73 Unrealized
IWD Ishares Russell 1000 Val 0.1%
Value ($000) $284 Shares 1,960 Est. Cost $118.10 Unrealized
EW Edwards Lifesciences 0.1%
Value ($000) $281 Shares 2,960 Est. Cost $67.63 Unrealized +53.1%
IVV Ishares Core S&P 0.1%
Value ($000) $269 Shares 709 Est. Cost $430.18 Unrealized
Vmware Inc Cl A 0.1%
Value ($000) $269 Shares 2,360 Est. Cost $113.98 Unrealized
RACE Ferrari N V 0.1%
Value ($000) $264 Shares 1,440 Est. Cost $97.52 Unrealized +104.1%
Juniper Networks Inc 0.1%
Value ($000) $256 Shares 8,975 Est. Cost $24.05 Unrealized
MAS Masco Corp 0.1%
Value ($000) $253 Shares 5,000 Est. Cost $15.53 Unrealized +217.6%
ED Consolidated Edison Inc 0.1%
Value ($000) $252 Shares 2,645 Est. Cost $38.95 Unrealized +115.8%
GILD Gilead Sciences Inc 0.1%
Value ($000) $244 Shares 3,945 Est. Cost $54.71 Unrealized -1.1%
Snowflake Inc 0.1%
Value ($000) $239 Shares 1,722 Est. Cost $42.41 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $233 Shares 346 Est. Cost $182.16 Unrealized +49.8%
WAT Waters Corp 0.1%
Value ($000) $233 Shares 705 Est. Cost $131.52 Unrealized +141.3%
INTU Intuit Inc 0.1%
Value ($000) $231 Shares 600 Est. Cost $340.30 Unrealized +18.9%
Blackrock Inc 0.1%
Value ($000) $231 Shares 380 Est. Cost $607.89 Unrealized
PAWZ Proshares Pet Care Etf 0.1%
Value ($000) $230 Shares 4,351 Est. Cost $65.67 Unrealized
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $223 Shares 5,689 Est. Cost $35.32 Unrealized +8.6%
HPE Hewlett Packard Ente 0.1%
Value ($000) $216 Shares 16,324 Est. Cost $10.31 Unrealized +32.2%
NFLX Netflix Inc 0.1%
Value ($000) $216 Shares 1,236 Est. Cost $55.60 Unrealized -60.1%
ETN Eaton Corporation 0.1%
Value ($000) $214 Shares 1,700 Est. Cost $133.92 Unrealized -1.0%
LOGI Logitech International SA 0.1%
Value ($000) $207 Shares 3,975 Est. Cost $57.52 Unrealized 0.0%
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $207 Shares 598 Est. Cost $283.82 Unrealized
Sirius Satellite Radio 0.0%
Value ($000) $181 Shares 29,500 Est. Cost $5.76 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $139 Shares 10,348 Est. Cost $18.55 Unrealized 0.0%
Cr Suisse Asset Mgmt Fd 0.0%
Value ($000) $109 Shares 40,000 Est. Cost $3.42 Unrealized
Putnam Premier Inc Tr 0.0%
Value ($000) $76 Shares 20,000 Est. Cost $3.80 Unrealized