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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
UNPUnion Pacific Corp
Recent Activity
Decreased -0.07%
1.05%
$5.98M
24,260 shares@ $246.5 avg price
PFEPfizer Incorporated
Recent Activity
Decreased -1.16%
0.98%
$5.571M
192,491 shares@ $28.95 avg price
CVXChevron
Recent Activity
Decreased -4.29%
0.93%
$5.301M
35,996 shares@ $147.27 avg price
MCDMc Donalds Corp
Recent Activity
Decreased -3.09%
0.91%
$5.181M
17,013 shares@ $304.54 avg price
PEPPepsico Incorporated
Recent Activity
Decreased -1.66%
0.76%
$4.329M
25,458 shares@ $170.05 avg price
DISDisney Walt Hldg Co
Recent Activity
Decreased -3.32%
0.71%
$4.05M
42,105 shares@ $96.19 avg price
MMMMinnesota Mining & Mfg
Recent Activity
Decreased -1.97%
0.69%
$3.903M
28,552 shares@ $136.7 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -3.21%
0.59%
$3.346M
19,679 shares@ $170.03 avg price
SHELShell Plc Adr
Recent Activity
Decreased -3.17%
0.56%
$3.211M
48,687 shares@ $65.96 avg price
HONHoneywell International
Recent Activity
Decreased -1.75%
0.54%
$3.058M
14,792 shares@ $206.74 avg price