Columbia Asset Management
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 575,234
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 168 | 575,234 | 13F-HR | Columbia Asset Management |
| Q1 2026 | 4/20/2026 | 170 | 525,089 | 13F-HR | Columbia Asset Management |
| Q4 2025 | 1/28/2026 | 174 | 562,652 | 13F-HR | Columbia Asset Management |
| Q3 2025 | 11/4/2025 | 168 | 534,415 | 13F-HR | Columbia Asset Management |
| Q2 2025 | 7/18/2025 | 170 | 508,782 | 13F-HR | Columbia Asset Management |
| Q1 2014 | 5/23/2014 | 171 | 229,920 | 13F-HR | Columbia Asset Management |
| Q4 2013 | 2/11/2014 | 182 | 226,084 | 13F-HR | Columbia Asset Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 531.8 K | 92.4% | 46.22 K | 0 | 46.22 K |
| ETFs | 40.92 K | 7.1% | 3.94 K | 0 | 3.94 K |
| Debt | 2.55 K | 0.4% | 0 | 15 | -15 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
575,234
Holdings
168
QoQ value change ($000)
50,145
(9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.