Columbia Asset Management
•CIK: 1585047•Filing: Q4 2025
**Columbia Asset Management** manages $563M across a portfolio of 173 positions. The fund maintains significant exposure to mega-cap technology names, led by AAPL at $54.3M and MSFT at $43.6M. Further notable allocations include GOOGL ($24.2M) and AMZN ($19.5M), alongside defensive plays in ERIE ($20.6M) and BRK/B ($18.7M). This concentration suggests a core focus on established, market-leading growth and stability across sectors.
Total AUM
$562.5M
QoQ Performance
+6.1%
Positions
162
Top 10 Concentration
42.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL9.6%
MSFT7.8%
GOOGL4.3%
ERIE3.7%
AMZN3.5%
BRK/B3.3%
V3.2%
AVGO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology32.9%
Other23.8%
Financial11.7%
Healthcare10.9%
Consumer8.5%
Industrial5.3%
Consumer Staples2.1%
Communication1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑49 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023