Columbia Asset Management
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 562,652
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
114
(0.0% of total reported value)
· QoQ Δ:
-1
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 541.5 K | 96.3% | 25.79 K | 0 | 25.79 K |
| ETFs | 18.44 K | 3.3% | 2.453 K | 0 | 2.453 K |
| Debt | 2.576 K | 0.5% | 0 | 1 | -1 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
562,652
Holdings
174
QoQ value change ($000)
28,237
(5.3%)
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.