test

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
SBUXStarbucks Corp
Recent Activity
Decreased -0.81%
1.59%
$9.081M
93,146 shares@ $97.5 avg price
QQXTMorgan J P & Co Inc
Recent Activity
Decreased -0.58%
1.51%
$8.63M
40,928 shares@ $210.86 avg price
LLYLilly Eli & Company
Recent Activity
Decreased -0.51%
1.47%
$8.407M
9,489 shares@ $885.98 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -0.46%
1.4%
$8.008M
46,235 shares@ $173.21 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.36%
1.24%
$7.091M
18,130 shares@ $391.12 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.34%
1.19%
$6.827M
16,847 shares@ $405.24 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -0.37%
1.16%
$6.613M
39,556 shares@ $167.19 avg price
SYKStryker Corp
Recent Activity
Decreased -0.56%
1.07%
$6.084M
16,840 shares@ $361.29 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -0.05%
1.06%
$6.05M
113,672 shares@ $53.23 avg price
KOCoca Cola Company
Recent Activity
Decreased -0.29%
1.05%
$5.999M
83,480 shares@ $71.87 avg price