SEC 13F Intelligence

Managers / Q1 2026

Columbia Asset Management

CIK 0001585047 · 924 NORTH MAIN STREET, SUITE 1, ANN ARBOR, MI, 48104 · 2695124997

Reported Value
$525M
Q1 2026
Positions
170
Filings on Record
29
2019–present window
Filed
Apr 21, 2026
original filing

Summary

Columbia Asset Management reported $525M in U.S.-listed holdings across 170 positions for Q1 2026.

Its largest position, AAPL, represents 9.6% of the portfolio.

Compared with Q4 2025, the fund opened 8 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $329MQ4 ’18Q1 ’19: $375MQ2 ’19: $380MQ3 ’19: $384MQ4 ’19: $4.2BQ4 ’19Q1 ’20: $405MQ2 ’20: $418MQ3 ’20: $437MQ4 ’20: $496MQ4 ’20Q1 ’21: $551MQ2 ’21: $451MQ3 ’21: $458MQ4 ’21: $493MQ4 ’21Q2 ’22: $394MQ3 ’22: $380MQ4 ’22: $412MQ1 ’23: $444,575Q1 ’23Q2 ’23: $469,950Q3 ’23: $452,924Q4 ’23: $493,201Q1 ’24: $493,001Q1 ’24Q2 ’24: $536,410Q3 ’24: $573,766Q4 ’24: $547MQ1 ’25: $511MQ1 ’25Q2 ’25: $509MQ3 ’25: $534MQ4 ’25: $563MQ1 ’26: $525MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$525M170Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$563M174Jan 28, 202613F-HRchanges · EDGAR ↗
Q3 2025$534M168Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$509M170Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$511M232Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$547M268Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$573,766181Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$536,410172Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$493,001167May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$493,201168Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$452,924166Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$469,950171Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$444,575168May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$412M166Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$380M185Nov 3, 202213F-HRchanges · EDGAR ↗
Q2 2022$394M169Aug 26, 202213F-HRchanges · EDGAR ↗
Q4 2021$493M188Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$458M184Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$451M173Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$551M181May 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$496M178Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$437M165Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$418M160Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$405M151May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.2B174Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$384M169Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$380M168Aug 15, 201913F-HRchanges · EDGAR ↗
Q1 2019$375M224May 20, 201913F-HRchanges · EDGAR ↗
Q4 2018$329M206Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.