Columbia Asset Management has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $547 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.4M, Microsoft Corp with a value of $45.8M, Alphabet Inc. with a value of $21.3M, Erie Indemnity CO with a value of $20.6M, and Amazon Com Inc with a value of $19.8M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $529M to 547M.

Columbia Asset Management is based out at Ann Arbor, MI

Below you can find more details about Columbia Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $547 Million
Technology: $160 Million
Financial Services: $85.1 Million
Healthcare: $67.5 Million
Consumer Cyclical: $52.5 Million
Communication Services: $48.8 Million
Industrials: $39.1 Million
ETFs: $35.7 Million
Consumer Defensive: $30.8 Million
Other: $28.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $547 Million
  • Prior Value $529 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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