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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
VUGVanguard Growth
Recent Activity
Increased 11.32%
0.48%
$2.705M
7,045 shares@ $383.97 avg price
ITWIllinois Tool Works Inc
Recent Activity
Increased 1.5%
0.41%
$2.32M
8,854 shares@ $262.03 avg price
ASMLAsml Holding Nv
Recent Activity
Increased 3.13%
0.4%
$2.255M
2,706 shares@ $833.34 avg price
VOVanguard Mid Cap
Recent Activity
Increased 0.92%
0.38%
$2.155M
8,166 shares@ $263.9 avg price
GISGeneral Mills Inc
Recent Activity
Increased 1.24%
0.37%
$2.102M
28,458 shares@ $73.87 avg price
PSAPublic Storage
Recent Activity
Increased 9.47%
0.35%
$1.962M
5,391 shares@ $363.94 avg price
GLWCorning Inc
Recent Activity
Increased 15.48%
0.34%
$1.93M
42,755 shares@ $45.15 avg price
VXUSVanguard Total Intl Etf
Recent Activity
Increased 1.46%
0.32%
$1.791M
27,671 shares@ $64.73 avg price
SCHWThe Charles Schwab Corp
Recent Activity
Increased 2.33%
0.29%
$1.653M
25,509 shares@ $64.81 avg price
AMTAmern Tower Corp Class A
Recent Activity
Increased 8.29%
0.29%
$1.641M
7,055 shares@ $232.61 avg price