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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
BLKBlackrock Inc
Recent Activity
Decreased -0.13%
0.25%
$1.391M
1,465 shares@ $949.49 avg price
5007⤦Kraft Heinz Company
Recent Activity
Decreased -6.36%
0.21%
$1.201M
34,217 shares@ $35.1 avg price
IRMIron Mountain Inc New
Recent Activity
Decreased -0.4%
0.21%
$1.158M
9,747 shares@ $118.81 avg price
EXPEExpedia Inc
Recent Activity
Decreased -7.33%
0.17%
$963,000
6,505 shares@ $148.04 avg price
BACBank Of America Corp
Recent Activity
Decreased -25.43%
0.16%
$893,000
22,494 shares@ $39.7 avg price
RIORio Tinto Adr
Recent Activity
Decreased -23.6%
0.13%
$740,000
10,404 shares@ $71.13 avg price
AZNAstrazeneca Plc Adr
Recent Activity
Decreased -2.4%
0.12%
$661,000
8,485 shares@ $77.91 avg price
MHKMohawk Industries Inc
Recent Activity
Decreased -1.81%
0.12%
$651,000
4,050 shares@ $160.75 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -29.83%
0.12%
$649,000
2,481 shares@ $261.59 avg price
CVSC V S Corp Del
Recent Activity
Decreased -24.35%
0.12%
$638,000
10,142 shares@ $62.91 avg price