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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
IEFAIshares Core Msci Eafe
Recent Activity
Increased 2.32%
0.17%
$947,000
12,130 shares@ $78.08 avg price
APDAir Prod & Chemicals Inc
Recent Activity
Increased 3.35%
0.16%
$874,000
2,935 shares@ $297.79 avg price
QQQMInvesco Nasdaq 100 Etf
Recent Activity
Increased 29.9%
0.14%
$772,000
3,845 shares@ $200.79 avg price
MOAltria (phillip Morris)
Recent Activity
Increased 0.74%
0.13%
$698,000
13,670 shares@ $51.07 avg price
WMTWal-mart Stores Inc
Recent Activity
Increased 0.03%
0.13%
$693,000
8,584 shares@ $80.74 avg price
ODFLOld Dominion Freight
Recent Activity
Increased 0.2%
0.11%
$627,000
3,158 shares@ $198.55 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Increased 26.08%
0.1%
$573,000
13,709 shares@ $41.8 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 9.38%
0.1%
$518,000
887 shares@ $584.0 avg price
ADPAuto Data Processing
Recent Activity
Increased 0.17%
0.1%
$518,000
1,871 shares@ $276.86 avg price
TJXT J X Cos Inc
Recent Activity
Increased 28.48%
0.1%
$517,000
4,399 shares@ $117.53 avg price