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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
3023⤦Exxon Mobil Corporation
Recent Activity
Decreased -1.27%
0.51%
$2.87M
24,481 shares@ $117.24 avg price
GDFord Motor Company
Recent Activity
Decreased -17.65%
0.43%
$2.42M
43,326 shares@ $55.86 avg price
CCitigroup Inc
Recent Activity
Decreased -1.8%
0.35%
$2.007M
32,066 shares@ $62.59 avg price
SEESealed Air Corp New
Recent Activity
Decreased -22.22%
0.31%
$1.759M
48,456 shares@ $36.31 avg price
INTCIntel Corp
Recent Activity
Decreased -31.45%
0.31%
$1.758M
74,926 shares@ $23.47 avg price
USBU S Bancorp Del New
Recent Activity
Decreased -15.67%
0.3%
$1.697M
37,117 shares@ $45.73 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -36.13%
0.29%
$1.625M
5,988 shares@ $271.38 avg price
DTED T E Energy Company
Recent Activity
Decreased -0.15%
0.28%
$1.557M
12,127 shares@ $128.4 avg price
DOWDow Chemical Company
Recent Activity
Decreased -2.31%
0.26%
$1.438M
26,322 shares@ $54.64 avg price
BKBank Of New York Co Inc
Recent Activity
Decreased -3.21%
0.25%
$1.394M
19,397 shares@ $71.87 avg price