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Jessica Hoard

@Columbia Asset Management

Latest period2024 - Q3ReportedManaged Assets$573.766MTotal holdings179
Assets growth rate6.97%Assets growth rate (2-Q avg)7.89%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbia Asset Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Columbia Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 573.766M in assets, with a quarterly growth rate of 6.97% and a 2-quarter average growth rate of 7.89%. The portfolio is managed by Jessica Hoard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Computer Inc
Recent Activity
Decreased -1.12%
9.24%
$52.963M
227,310 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.29%
7.35%
$42.118M
97,881 shares@ $430.3 avg price
ERIEErie Indemnity Co Cl A
Recent Activity
Decreased -0.82%
7.06%
$40.506M
75,036 shares@ $539.83 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.86%
3.17%
$18.147M
97,389 shares@ $186.34 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -0.09%
3.09%
$17.723M
38,506 shares@ $460.27 avg price
VVisa
Recent Activity
Decreased -1.14%
2.83%
$16.188M
58,877 shares@ $274.95 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.43%
2.67%
$15.286M
134,610 shares@ $113.56 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -0.91%
2.59%
$14.816M
89,335 shares@ $165.85 avg price
AVGOBroadcom Inc
Recent Activity
Increased 838.62%
2.08%
$11.928M
69,148 shares@ $172.5 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.27%
1.64%
$9.384M
57,905 shares@ $162.06 avg price