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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
DALDeere & Co
Recent Activity
Increased 3.16%
0.98%
$5.605M
13,431 shares@ $417.32 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
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
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