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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
GLDStreetracks Gold Trust
Recent Activity
New Position
0.17%
$926,000
3,811 shares@ $242.99 avg price
CMGChipotle Mexican Grill
Recent Activity
New Position
0.13%
$724,000
12,560 shares@ $57.65 avg price
VWOVanguard Emerging Market
Recent Activity
New Position
0.12%
$671,000
14,033 shares@ $47.82 avg price
BAXBaxter International Inc
Recent Activity
New Position
0.09%
$480,000
12,635 shares@ $37.99 avg price
BXBlackstone Group Lp
Recent Activity
New Position
0.05%
$234,000
1,531 shares@ $152.85 avg price
SWKHStanley Works
Recent Activity
New Position
0.04%
$225,000
2,045 shares@ $110.03 avg price
NEMNewmont Mining Corp
Recent Activity
New Position
0.04%
$221,000
4,127 shares@ $53.55 avg price
NEENextera Energy Inc.
Recent Activity
New Position
0.04%
$218,000
2,577 shares@ $84.6 avg price
MARMarriott Intl Inc Cl A
Recent Activity
New Position
0.04%
$205,000
825 shares@ $248.49 avg price
ULHUniversal Logistics Holdings Inc
Recent Activity
New Position
0.04%
$204,000
4,734 shares@ $43.1 avg price