Columbia Asset Management
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 525,089
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 485.5 K | 92.5% | 0 | 55.99 K | -55.99 K |
| ETFs | 36.98 K | 7.0% | 18.55 K | 0 | 18.55 K |
| Debt | 2.565 K | 0.5% | 0 | 11 | -11 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
525,089
Holdings
170
QoQ value change ($000)
-37,563
(-6.7%)
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.