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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
5850⤦Medtronic Inc
Recent Activity
Increased 10.56%
0.87%
$4.956M
55,046 shares@ $90.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.38%
0.83%
$4.742M
5,349 shares@ $886.53 avg price
DECKDeckers Outdoor Corp
Recent Activity
Increased 458.88%
0.8%
$4.55M
28,536 shares@ $159.45 avg price
VIGVanguard Div Apprec Etf
Recent Activity
Increased 3.29%
0.77%
$4.413M
22,280 shares@ $198.08 avg price
NVDANvidia Corp
Recent Activity
Increased 9.18%
0.68%
$3.876M
31,914 shares@ $121.46 avg price
BPBp Amoco Plc Adr
Recent Activity
Increased 3.65%
0.68%
$3.869M
123,245 shares@ $31.4 avg price
AXPAmerican Express Company
Recent Activity
Increased 2.03%
0.67%
$3.837M
14,150 shares@ $271.17 avg price
NFLXNetflix Inc
Recent Activity
Increased 7.41%
0.56%
$3.189M
4,496 shares@ $709.3 avg price
VBVanguard Small Cap
Recent Activity
Increased 2.18%
0.52%
$2.947M
12,422 shares@ $237.25 avg price
TAt&t Inc
Recent Activity
Increased 1.27%
0.51%
$2.906M
132,086 shares@ $22.01 avg price