Columbia Asset Management has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 168 separate securities held by the firm, with a total value of approximately $575.9 million.
The portfolio is diversified across a wide range of sectors. Technology companies represent a significant portion of the holdings, with Microsoft Corp. holding the largest position at approximately $45.1 million. Other major technology holdings include Apple Inc., Amazon.com Inc., NVIDIA Corp., and Meta Platforms Inc.
Healthcare stocks are also well represented, with Merck & Co. Inc. and Pfizer Inc. appearing as top holdings. Additionally, the portfolio includes substantial positions in consumer staples such as Procter & Gamble Co. and Coca-Cola Co., as well as energy companies like Chevron Corporation and ExxonMobil Holdings Corp.
The filing indicates that all positions were held in common stock and managed by Jessica Hoard, the firm's Chief Compliance Officer.
