Columbia Asset Management - Portfolio overview

Columbia Asset Management has 178 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 9.51%
  2. MSFT - MICROSOFT CORP, 6.31%
  3. GOOGL - ALPHABET INC, 4.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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