Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Columbia Asset Management

Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001585047-24-000004

Total Value
$573,766
Positions
181
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (181)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Computer IncAAPL227,310$52,9639.23%
2Microsoft CorpMSFT97,881$42,1187.34%
3Erie Indemnity Co Cl A29530P10275,036$40,5067.06%
4Amazon Com IncAMZN97,389$18,1473.16%
5Berkshire Hathaway Cl BBRK-A38,506$17,7233.09%
6VisaV58,877$16,1882.82%
7Merck & Co IncMRK134,610$15,2862.66%
8Alphabet Inc Class AGOOG89,335$14,8162.58%
9Broadcom IncAVGO69,148$11,9282.08%
10Johnson & JohnsonJNJ57,905$9,3841.64%
11Intl Business MachinesINTR41,295$9,1291.59%
12Starbucks CorpSBUX93,146$9,0811.58%
13Morgan J P & Co Inc33733E40140,928$8,6301.50%
14Lilly Eli & CompanyLLY9,489$8,4071.47%
15Adobe Systems IncADBE16,106$8,3391.45%
16S P D R TRUST Unit SRSPY14,237$8,1691.42%
17Abbvie IncABBV40,778$8,0531.40%
18Procter & Gamble Co74271810946,235$8,0081.40%
19Amgen IncorporatedAMGN23,072$7,4341.30%
20Nike Inc Class BNKE83,531$7,3841.29%
21Caterpillar IncCAT18,130$7,0911.24%
22Home Depot IncHD16,847$6,8271.19%
23Alphabet Inc Class CGOOG39,556$6,6131.15%
24VerizonVZ141,530$6,3561.11%
25Target CorporationTGT40,451$6,3051.10%
26Stryker CorpSYK16,840$6,0841.06%
27Cisco Systems IncCSCO113,672$6,0501.05%
28Coca Cola CompanyKO83,480$5,9991.05%
29Union Pacific CorpUNP24,260$5,9801.04%
30United Parcel Service BUPS42,285$5,7651.00%
31Deere & CoDAL13,431$5,6050.98%
32Pfizer IncorporatedPFE192,491$5,5710.97%
33ChevronCVX35,996$5,3010.92%
34Mc Donalds CorpMCD17,013$5,1810.90%
35Medtronic IncMDT55,046$4,9560.86%
36Costco Whsl Corp New22160K1055,349$4,7420.83%
37Deckers Outdoor CorpDECK28,536$4,5500.79%
38Vanguard Div Apprec ETF92190884422,280$4,4130.77%
39Pepsico IncorporatedPEP25,458$4,3290.75%
40Disney Walt Hldg Co25468710642,105$4,0500.71%
41Minnesota Mining & MfgMMM28,552$3,9030.68%
42Nvidia CorpNVDA31,914$3,8760.68%
43Bp Amoco Plc AdrBPPFF123,245$3,8690.67%
44American Express CompanyAXP14,150$3,8370.67%
45Qualcomm IncQCOM19,679$3,3460.58%
46Shell PLC ADRRYDAF48,687$3,2110.56%
47Netflix IncNFLX4,496$3,1890.56%
48Honeywell International43851610614,792$3,0580.53%
49Vanguard Small Cap92290875112,422$2,9470.51%
50AT&T IncT-PC132,086$2,9060.51%
51Exxon Mobil CorporationXOM24,481$2,8700.50%
52Vanguard Growth9229087367,045$2,7050.47%
53Illinois Tool Works Inc4523081098,854$2,3200.40%
54ASML Holding NVASMLF2,706$2,2550.39%
55Vanguard Mid Cap9229086298,166$2,1550.38%
56General Mills Inc37033410428,458$2,1020.37%
57Sony Group CorpSNEJF21,275$2,0550.36%
58Citigroup IncC-PR32,066$2,0070.35%
59Public StoragePSA-PS5,391$1,9620.34%
60Waste Management94106L1099,335$1,9380.34%
61Corning IncGLW42,755$1,9300.34%
62Vanguard Total Intl Etf92190976827,671$1,7910.31%
63Sealed Air Corp NewSE48,456$1,7590.31%
64Intel CorpINTC74,926$1,7580.31%
65U S Bancorp Del NewUSB-PS37,117$1,6970.30%
66The Charles Schwab CorpSCHW-PJ25,509$1,6530.29%
67Amern Tower Corp Class A03027X1007,055$1,6410.29%
68Lululemon Athletica IncLULU5,988$1,6250.28%
69D T E Energy CompanyDTK12,127$1,5570.27%
70General Electric CompanyGE7,839$1,4780.26%
71Dow Chemical CompanyDOW26,322$1,4380.25%
72Duke Energy CorporationDUKB12,408$1,4310.25%
73Bank Of New York Co Inc06405810019,397$1,3940.24%
74Blackrock IncBLK1,465$1,3910.24%
751/100 Berkshire Htwy Cla084656107200$1,3820.24%
76Oracle CorporationORCL-PD7,806$1,3300.23%
77Unilever Plc Adr NewUNLYF19,870$1,2910.23%
78Clorox CompanyCLX7,695$1,2540.22%
79Kraft Heinz CompanyKHC34,217$1,2010.21%
80Iron Mountain Inc New46284V1019,747$1,1580.20%
81Emerson Electric CoEMR10,493$1,1480.20%
82Chubb CorporationCB3,972$1,1450.20%
83The Southern CompanySOMN12,431$1,1210.20%
84Generac Holdings IncGD6,754$1,0730.19%
85Goldman Sachs Group IncGSCE2,145$1,0620.19%
86Mondelez Intl Inc Cl A60920710513,874$1,0220.18%
87General Dynamics CorpGD3,296$9960.17%
88Rowe T Price Group IncTROW9,054$9860.17%
89Ishares Russell Midcap46428749911,064$9750.17%
90Expedia IncEXPE6,505$9630.17%
91Amer Electric Pwr Co Inc0255371019,368$9610.17%
92Carrier Global CorpCARR11,901$9580.17%
93Ishares Core Msci Eafe46432F84212,130$9470.17%
94Streetracks Gold TRUSTGLD3,811$9260.16%
95Sherwin Williams CoSHW2,368$9040.16%
96Bank Of America Corp06050510422,494$8930.16%
97O Reilly Automotive New67103H107775$8920.16%
98Air Prod & Chemicals IncAIIR2,935$8740.15%
99JPMorgan Equity Premium Income ETF46641Q33213,739$8180.14%
100Invesco NASDAQ 100 ETFIVZ3,845$7720.13%
101Rio Tinto ADRRTNTF10,404$7400.13%
102Genuine Parts CoGPC5,262$7350.13%
103Philip Morris Intl Inc7181721096,000$7280.13%
104Chipotle Mexican GrillCMG12,560$7240.13%
105Cigna Corp1255231002,079$7200.13%
106Altria (Phillip Morris)MO13,670$6980.12%
107Wal-Mart Stores IncWMT8,584$6930.12%
108Vanguard Emerging Market92204285814,033$6710.12%
109Ferrari N VRACE1,425$6700.12%
110Astrazeneca Plc AdrAZN8,485$6610.12%
111Mohawk Industries Inc6081901044,050$6510.11%
112Tesla Motors IncTSLA2,481$6490.11%
113Abbott LaboratoriesABLZF5,641$6430.11%
114C V S Corp DelCVS10,142$6380.11%
115Old Dominion FreightODFL3,158$6270.11%
116Microchip Technology IncMCHPP7,433$5970.10%
117Eaton CorporationETN1,755$5820.10%
118Comcast Corp New Cl ACCZ13,709$5730.10%
119Mettler Toledo Intl IncfMTD375$5620.10%
120Comerica Incorporated2003401079,321$5580.10%
121Diageo Plc New AdrDGEAF3,923$5510.10%
122Unitedhealth Group IncUNH887$5180.09%
123Auto Data ProcessingADP1,871$5180.09%
124T J X Cos Inc8725401094,399$5170.09%
125Enphase Energy IncENPH4,415$4990.09%
126Colgate-Palmolive CoCL4,800$4980.09%
127Micron Technology IncMU4,760$4940.09%
128J P Morgan NASDAQ EQT PRM INC ETF46654Q2038,919$4900.09%
129Hershey CompanyHSY2,524$4840.08%
130Baxter International Inc07181310912,635$4800.08%
131Paypal Holdings IncoPYPL6,005$4690.08%
132Seagate Technology PlcSE4,150$4550.08%
133First TRUST Internet33733E3022,110$4470.08%
134Ishares Core S&P464287200766$4420.08%
135Lowes Companies Inc5486611071,598$4330.08%
136Kimberly-Clark CorpKMB2,960$4210.07%
137Vanguard S&P 500 Etf922908363793$4190.07%
138Yeti Holdings IncorporatYETI10,055$4130.07%
139Lam Research CorporationLRCX475$3880.07%
140F D X CorporationFDX1,418$3880.07%
141Nasdaq 100 SharesIVZ792$3870.07%
142Meta Platforms Inc Class AMETA669$3830.07%
143Nestle S A Reg B AdrNFG3,772$3800.07%
144Mastercard IncMA766$3780.07%
145Intuit IncINTU602$3740.07%
146GlaxosmithklineGLAXF9,130$3730.07%
147Texas Instruments Inc8825081041,783$3680.06%
148Kroger CompanyKR6,353$3640.06%
149Masco CorpMAS4,250$3570.06%
150Ford Motor CompanyGD33,276$3510.06%
151Datadog IncDDOG3,050$3510.06%
152Bristol-Myers Squibb CoCELG-RI6,690$3460.06%
153Gilead Sciences IncGILD3,910$3280.06%
154First Tst Nasdaq3373451021,700$3250.06%
155Regeneron Pharms IncREGN304$3200.06%
156Walgreens Boots Allianc93142710834,212$3070.05%
157Ishares Tr Russell464287614810$3040.05%
158Boeing CoBA-PA1,982$3010.05%
159W P Carey & Co L L C92936U1094,725$2940.05%
160Vanguard Small-Cap Value ETF9229086111,408$2830.05%
161Vertex Pharmaceuticals92532F106599$2790.05%
162Universal Display CorpOLED1,308$2750.05%
163Consolidated Edison IncED2,558$2660.05%
164Ubs Ag NewUBS8,552$2640.05%
165Waters Corp941848103705$2540.04%
166Vanguard Health Care92204A504900$2540.04%
167PhillipsPSX1,878$2470.04%
168Cummins IncCMI725$2350.04%
169Sysco CorporationSYY3,000$2340.04%
170Blackstone Group LpBX1,531$2340.04%
171Stanley WorksSWKHL2,045$2250.04%
172Ge Vernova Llc ComGEV880$2240.04%
173Newmont Mining CorpNEMCL4,127$2210.04%
174Nextera Energy Inc.NEE-PW2,577$2180.04%
175Hewlett-Packard CompanyHPQ6,050$2170.04%
176Schwab US Broad Market8085241033,231$2150.04%
177Juniper Networks Inc48203R1045,500$2140.04%
178Electronic Arts IncEA1,450$2080.04%
179Marriott Intl Inc Cl A571903202825$2050.04%
180Universal Logistics Holdings IncULH4,734$2040.04%
181Warner Bros Discovery IncWBD22,801$1880.03%