Top 50 Columbia Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.57% | 198.1K | $50.3M | -0.78%(-1.55K) | $57.33(+421.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.35% | 90.1K | $33.4M | -0.07%(-64) | $51.15(+692.25%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.06% | 74.1K | $21.3M | -4.00%(-3.08K) | $42.92(+838.12%) | 2026-03-31 | |
| ERIE | ERIE INDTY CO | 3.47% | 72.6K | $18.2M | +1.14%(+821) | $198.55(+7.11%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.35% | 84.5K | $17.6M | +0.18%(+148) | $73.81(+265.98%) | 2026-03-31 | |
| V | VISA INC | 2.94% | 51.1K | $15.5M | -1.30%(-671) | $84.68(+278.24%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.8% | 47.5K | $14.7M | -2.33%(-1.13K) | $37.91(+999.28%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.56% | 111.7K | $13.4M | +0.12%(+129) | $23.24(+388.14%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.53% | 54.3K | $13.3M | -3.21%(-1.80K) | $88.23(+161.17%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.03% | 15.1K | $10.7M | -0.17%(-25) | $107.96(+735.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.96% |
| Top 20 Holdings Unweighted | +13.35% | +45.64% |
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