Long-term investor
Columbia Asset Management @columbiaassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001585047).
Record
- Tracked since 2025-06-30 (448 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +15.9% · all +15.9%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.6% · long · since 2025-06-30
- MSFT · 5.8% · long · since 2025-06-30
- GOOGL · 4.5% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- 29530P102 · 3.0% · long · since 2025-06-30
- AVGO · 3.0% · long · since 2025-06-30
- V · 3.0% · long · since 2025-06-30
- BRK-B · 2.9% · long · since 2025-12-31
- CAT · 2.6% · long · since 2025-06-30
- MRK · 2.5% · long · since 2025-06-30
- JNJ · 2.3% · long · since 2025-06-30
- 02079K107 · 2.1% · long · since 2025-06-30