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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 Q4 2024 · Filed February 12, 2025 · Accession 0001667731-25-000251

Total Value
$547.1M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL220,945$55.3M10.11%
2MICROSOFT CORPMSFT96,208$40.6M7.41%
3ERIE INDTY CO29530P10273,521$30.3M5.54%
4AMAZON COM INCAMZN90,508$19.9M3.63%
5VISA INCV56,291$17.8M3.25%
6ALPHABET INCGOOG82,801$15.7M2.86%
7BROADCOM INCAVGO63,907$14.8M2.71%
8MERCK & CO INCMRK130,379$13.0M2.37%
9JPMORGAN CHASE & CO.VYLD38,444$9.2M1.68%
10INTERNATIONAL BUSINESS MACHSINTR38,962$8.6M1.57%
11SPDR S&P 500 ETF TRSPY14,290$8.4M1.53%
12STARBUCKS CORPSBUX90,767$8.3M1.51%
13JOHNSON & JOHNSONJNJ55,101$8.0M1.46%
14ALPHABET INCGOOG38,925$7.4M1.35%
15PROCTER AND GAMBLE CO74271810943,679$7.3M1.34%
16ABBVIE INCABBV38,656$6.9M1.26%
17ADOBE INCADBE15,292$6.8M1.24%
18CISCO SYS INCCSCO109,226$6.5M1.18%
19NIKE INCNKE83,354$6.3M1.15%
20ELI LILLY & COLLY8,072$6.2M1.14%
21CATERPILLAR INCCAT16,946$6.1M1.12%
22HOME DEPOT INCHD15,004$5.8M1.07%
23AMGEN INCAMGN22,196$5.8M1.06%
24STRYKER CORPORATIONSYK15,933$5.7M1.05%
25DEERE & CODE12,625$5.3M0.98%
26DECKERS OUTDOOR CORPDECK25,968$5.3M0.96%
27UNION PAC CORPUNP22,990$5.2M0.96%
28VERIZON COMMUNICATIONS INCVZ130,387$5.2M0.95%
29TARGET CORPTGT37,035$5.0M0.91%
30UNITED PARCEL SERVICE INCUPS39,660$5.0M0.91%
31CHEVRON CORP NEWCVX33,965$4.9M0.90%
32MCDONALDS CORPMCD16,639$4.8M0.88%
33COCA COLA COKO77,429$4.8M0.88%
34DISNEY WALT CO25468710641,797$4.7M0.85%
35COSTCO WHSL CORP NEW22160K1054,904$4.5M0.82%
36PFIZER INCPFE163,854$4.3M0.79%
37MEDTRONIC PLCMDT53,636$4.3M0.78%
38NVIDIA CORPORATIONNVDA31,043$4.2M0.76%
39VANGUARD SPECIALIZED FUNDS92190884420,972$4.1M0.75%
40NETFLIX INCNFLX4,311$3.8M0.70%
41AMERICAN EXPRESS COAXP12,697$3.8M0.69%
42PEPSICO INCPEP24,401$3.7M0.68%
43BP PLCBPPFF114,718$3.4M0.62%
443M COMMM25,872$3.3M0.61%
45HONEYWELL INTL INC43851610613,655$3.1M0.56%
46VANGUARD INDEX FDS92290875112,694$3.1M0.56%
47AT&T INCT-PC130,116$3.0M0.54%
48QUALCOMM INCQCOM18,240$2.8M0.51%
49SHELL PLCRYDAF42,112$2.6M0.48%
50VANGUARD BD INDEX FDS92193782733,796$2.6M0.48%
51EXXON MOBIL CORPXOM24,069$2.6M0.47%
52VANGUARD INDEX FDS9229087366,304$2.6M0.47%
53CORNING INCGLW48,156$2.3M0.42%
54ORACLE CORPORCL-PD13,606$2.3M0.41%
55SONY GROUP CORPSNEJF106,498$2.3M0.41%
56ILLINOIS TOOL WKS INC4523081098,884$2.3M0.41%
57VANGUARD INDEX FDS9229086298,398$2.2M0.41%
58CITIGROUP INCC-PR31,380$2.2M0.40%
59LULULEMON ATHLETICA INCLULU5,552$2.1M0.39%
60GOLDMAN SACHS GROUP INCGSCE2,011,000$2.0M0.36%
61SCHWAB CHARLES CORPSCHW-PJ25,563$1.9M0.35%
62WASTE MGMT INC DEL94106L1099,335$1.9M0.34%
63US BANCORP DELUSB-PS36,382$1.7M0.32%
64ASML HOLDING N VASMLF2,473$1.7M0.31%
65VANGUARD STAR FDS92190976828,603$1.7M0.31%
66GENERAL MLS INC37033410426,258$1.7M0.31%
67GENERAL MTRS CO37045V1001,606,000$1.6M0.29%
68FORD MTR CO DEL3453708601,623,000$1.6M0.29%
69PUBLIC STORAGE OPER COPSA-PS4,974$1.5M0.27%
70DTE ENERGY CODTK11,854$1.4M0.26%
71BANK NEW YORK MELLON CORP06405810017,952$1.4M0.25%
72DUKE ENERGY CORP NEWDUKB12,378$1.3M0.24%
73INTEL CORPINTC65,388$1.3M0.24%
74AMERICAN TOWER CORP NEW03027X1007,021$1.3M0.24%
75GE AEROSPACE3696043017,674$1.3M0.23%
76EMERSON ELEC COEMR10,134$1.3M0.23%
77GOLDMAN SACHS GROUP INCGSCE2,163$1.2M0.23%
78CLOROX CO DELCLX7,595$1.2M0.23%
79EXPEDIA GROUP INCEXPE6,505$1.2M0.22%
80AMGEN INCAMGN1,200,000$1.2M0.22%
81CHIPOTLE MEXICAN GRILL INCCMG18,454$1.1M0.20%
82SEALED AIR CORP NEWSE32,607$1.1M0.20%
83KRAFT HEINZ COKHC33,992$1.0M0.19%
84PRICE T ROWE GROUP INCTROW9,209$1.0M0.19%
85UNILEVER PLCUNLYF18,265$1.0M0.19%
86GENERAC HLDGS INCGNRC6,544$1.0M0.19%
87CHUBB LIMITEDCB3,627$1.0M0.18%
88ORACLE CORPORCL-PD1,015,000$1.0M0.18%
89TJX COS INC NEW8725401098,152$984,8430.18%
90TOLL BROTHERS INCTOL986,000$982,7920.18%
91SOUTHERN COSOMN11,885$978,3460.18%
92ISHARES TR46428749911,065$978,1630.18%
93BANK AMERICA CORP06050510422,098$971,1930.18%
94IRON MTN INC DEL46284V1019,087$955,1350.17%
95TESLA INCTSLA2,341$945,3970.17%
96MCDONALDS CORPMCD950,000$941,5990.17%
97DOW INCDOW23,058$925,3180.17%
98OREILLY AUTOMOTIVE INC67103H107775$918,9950.17%
99STANLEY BLACK & DECKER INCSWK909,000$909,1180.17%
100LENNAR CORPLEN-B904,000$903,6640.17%
101ISHARES TR46432F84212,563$882,9160.16%
102AMERICAN ELEC PWR CO INC0255371019,496$875,8350.16%
103ABBVIE INCABBV844,000$831,9810.15%
104MONDELEZ INTL INC60920710513,874$828,6940.15%
105CARRIER GLOBAL CORPORATIONCARR11,901$812,3620.15%
106WALMART INCWMT8,959$809,4170.15%
107INVESCO EXCH TRADED FD TR IIIVZ3,776$794,6590.15%
108J P MORGAN EXCHANGE TRADED F46641Q33213,634$784,3640.14%
109SHERWIN WILLIAMS COSHW2,303$782,8590.14%
110AIR PRODS & CHEMS INCAIIR2,695$781,6580.14%
111GENERAL DYNAMICS CORPGD2,928$771,4990.14%
112ALTRIA GROUP INCMO13,570$709,5750.13%
113PHILIP MORRIS INTL INC7181721095,850$704,0480.13%
114WALGREENS BOOTS ALLIANCE INC931427108684,000$663,1330.12%
115V F CORPVFC665,000$658,8160.12%
116ABBOTT LABSABLZF5,641$638,0540.12%
117FERRARI N VRACE1,425$605,3970.11%
118GENUINE PARTS COGPC5,175$604,2330.11%
119AMERICAN EXPRESS COAXP590,000$588,4980.11%
120EATON CORP PLCETN1,755$582,4320.11%
121THE CIGNA GROUP1255231002,079$574,0950.10%
122BERKSHIRE HATHAWAY INC DELBRK-A575,000$566,3530.10%
123ASTRAZENECA PLCAZN8,485$555,9370.10%
124OLD DOMINION FREIGHT LINE INODFL3,128$551,7790.10%
125COMERICA INC2003401078,921$551,7640.10%
126AUTOMATIC DATA PROCESSING INADP1,858$543,9530.10%
127BROADCOM INCAVGO550,000$542,9330.10%
128PAYPAL HLDGS INCPYPL5,850$499,2980.09%
129DIAGEO PLCDGEAF3,923$498,7310.09%
130J P MORGAN EXCHANGE TRADED F46654Q2038,838$498,2860.09%
131ALLISON TRANSMISSION HLDGS IALSN4,525$488,9720.09%
132COMCAST CORP NEWCCZ12,899$484,0990.09%
133RIO TINTO PLCRTNTF8,064$474,2270.09%
134METTLER TOLEDO INTERNATIONALMTD375$458,8800.08%
135SHERWIN WILLIAMS COSHW460,000$453,8830.08%
136ISHARES TR464287200766$450,9290.08%
137DATADOG INCDDOG3,090$441,5300.08%
138COLGATE PALMOLIVE COCL4,800$436,3680.08%
139KROGER COKR441,000$432,8350.08%
140VANGUARD INDEX FDS922908363794$427,7500.08%
141HERSHEY COHSY2,524$427,4390.08%
142MICROCHIP TECHNOLOGY INC.MCHPP7,433$426,2830.08%
143MONDELEZ INTL INC609207105416,000$408,6910.07%
144MICRON TECHNOLOGY INCMU4,660$392,1860.07%
145KIMBERLY-CLARK CORPKMB2,960$387,8780.07%
146YETI HLDGS INCYETI9,930$382,4040.07%
147BRISTOL-MYERS SQUIBB COCELG-RI6,690$378,3860.07%
148INTUITINTU602$378,3570.07%
149FEDEX CORPFDX1,327$373,2920.07%
150META PLATFORMS INCMETA634$371,2610.07%
151BAXTER INTL INC07181310912,410$361,8760.07%
152GILEAD SCIENCES INCGILD3,910$361,1790.07%
153BOEING COBA-PA367,000$360,3990.07%
154BOEING COBA-PA1,982$350,8140.06%
155SEAGATE TECHNOLOGY HLDNGS PLSE4,050$349,5560.06%
156CVS HEALTH CORPCVS7,698$345,5830.06%
157STARBUCKS CORPSBUX351,000$343,8620.06%
158UNITEDHEALTH GROUP INCUNH676$341,9610.06%
159KROGER COKR5,535$338,4650.06%
160ISHARES TR464287614810$325,2800.06%
161VERTEX PHARMACEUTICALS INCVRTX802$322,9650.06%
162CVS HEALTH CORPCVS329,000$322,8630.06%
163JPMORGAN CHASE & CO.VYLD326,000$321,5470.06%
164KRAFT HEINZ COKHC329,000$321,3190.06%
165HOME DEPOT INCHD317,000$319,5670.06%
166MASCO CORPMAS4,250$308,4230.06%
167GE VERNOVA INCGEV924$303,9310.06%
168WALGREENS BOOTS ALLIANCE INC93142710831,987$298,4390.05%
169FORD MTR CO DEL34537086029,058$287,6740.05%
170QUALCOMM INCQCOM287,000$283,6220.05%
171TAPESTRY INCTPR282,000$280,7990.05%
172COMCAST CORP NEWCCZ284,000$280,7110.05%
173VANGUARD INDEX FDS9229086111,408$279,0370.05%
174BANK AMERICA CORP060505104278,000$273,6300.05%
175BLACKSTONE INCBX1,531$263,9750.05%
176LOWES COS INC5486611071,067$263,3360.05%
177WATERS CORP941848103705$261,5410.05%
178UBS GROUP AGUBS8,552$259,2970.05%
179WP CAREY INC92936U1094,725$257,4180.05%
180ALTRIA GROUP INCMO248,000$251,7770.05%
181TEXAS INSTRS INC8825081041,338$250,8880.05%
182APPLE INCAAPL250,000$243,6260.04%
183WHITE MTNS INS GROUP LTDG9618E107125$243,1330.04%
184WARNER BROS DISCOVERY INCWBD22,801$241,0070.04%
185DUKE ENERGY CORP NEWDUKB245,000$237,5240.04%
186GSK PLCGLAXF6,885$232,8610.04%
187MARRIOTT INTL INC NEW571903202825$230,1260.04%
188SYSCO CORPSYY3,000$229,3800.04%
189KINDER MORGAN INC DELEP-PC8,366$229,2280.04%
190VANGUARD WORLD FD92204A504900$228,3210.04%
191CONSOLIDATED EDISON INCED2,558$228,2500.04%
192SMUCKER J M CO8326964052,057$226,5170.04%
193HP INCHPQ225,000$220,4820.04%
194SCHWAB STRATEGIC TR8085241029,693$220,0310.04%
195MASTERCARD INCORPORATEDMA417$219,7440.04%
196VANGUARD INTL EQUITY INDEX F9220427421,855$217,9250.04%
197UNIVERSAL LOGISTICS HLDGS INULH4,734$217,4800.04%
198LOWES COS INC548661107220,000$216,4670.04%
199PALANTIR TECHNOLOGIES INCPLTR2,851$215,6210.04%
200PHILLIPS 66PSX1,878$213,9610.04%
201ELECTRONIC ARTS INCEA1,450$212,1350.04%
202ENPHASE ENERGY INCENPH3,005$206,3830.04%
2033M COMMM215,000$206,3610.04%
204GARMIN LTDGRMN1,000$206,2600.04%
205HP INCHPQ6,050$197,4120.04%
206VERIZON COMMUNICATIONS INCVZ180,000$175,4540.03%
207DISNEY WALT CO254687106160,010$169,4130.03%
208CARRIER GLOBAL CORPORATIONCARR170,000$169,2700.03%
209THERMO FISHER SCIENTIFIC INCTMO160,000$159,0570.03%
210STANLEY BLACK & DECKER INCSWK1,945$156,1640.03%
211DIAGEO PLCDGEAF150,000$152,2620.03%
212CUMMINS INCCMI400$139,4400.03%
213V F CORPVFC6,440$138,2020.03%
214PEPSICO INCPEP137,000$136,7750.02%
215FEDEX CORPFDX135,000$130,8580.02%
216CAMPBELL SOUP COCPB130,000$129,6630.02%
217WESTERN DIGITAL CORP.WDC130,000$128,5380.02%
218T-MOBILE US INCTMUSZ125,000$123,5920.02%
219UNITED PARCEL SERVICE INCUPS120,000$119,7090.02%
220CUMMINS INCCMI120,000$116,8180.02%
221AT&T INCT-PC112,000$110,0230.02%
222BRISTOL-MYERS SQUIBB COCELG-RI110,000$109,6260.02%
223LOCKHEED MARTIN CORPLMT220$106,9070.02%
224CITIGROUP INCC-PR105,000$104,3800.02%
225GOODYEAR TIRE & RUBR CO38255010195,000$95,4750.02%
226DISCOVER FINL SVCS25470910894,000$92,9730.02%
227DELTA AIR LINES INC DELDAL85,000$86,4880.02%
228MICROSOFT CORPMSFT87,000$85,6240.02%
229GENERAL MTRS CO37045V1001,591$84,7530.02%
230INTERNATIONAL BUSINESS MACHSINTR85,000$79,3360.01%
231BECTON DICKINSON & COBDX75,000$75,5640.01%
232DEERE & CODE70,000$69,6280.01%
233BECTON DICKINSON & COBDX296$67,1540.01%
234SCHWAB CHARLES CORPSCHW-PJ55,000$55,5800.01%
235ABBOTT LABSABLZF55,000$54,7440.01%
236HASBRO INCHAS55,000$53,7350.01%
237WELLTOWER INCWELL55,000$53,1570.01%
238JOHNSON & JOHNSONJNJ50,000$48,7040.01%
239WP CAREY INC92936U10946,000$45,5250.01%
240OREILLY AUTOMOTIVE INC67103H10745,000$43,6610.01%
241AMAZON COM INCAMZN40,000$38,8460.01%
242TEXAS INSTRS INC88250810435,000$35,0170.01%
243EDISON INTL28102010735,000$34,9760.01%
244TARGET CORPTGT35,000$34,7250.01%
245HASBRO INCHAS585$32,7070.01%
246DTE ENERGY CODTK30,000$30,0260.01%
247T-MOBILE US INCTMUSZ125$27,5910.01%
248KOHLS CORPKSS26,000$25,8250.00%
249MARRIOTT VACATIONS WORLDWIDEVAC25,000$24,9390.00%
250US BANCORP DELUSB-PS25,000$24,8920.00%
251DOW INCDOW25,000$24,1880.00%
252YUM BRANDS INCYUM173$23,1500.00%
253DELTA AIR LINES INC DELDAL365$22,0830.00%
254YUM BRANDS INCYUM20,000$20,0000.00%
255HERSHEY COHSY20,000$19,8200.00%
256GE AEROSPACE36960430120,000$19,3880.00%
257KEURIG DR PEPPER INCKDP600$19,2720.00%
258SOUTHWEST AIRLS CO84474110815,000$14,9960.00%
259WALMART INCWMT15,000$14,9210.00%
260LOCKHEED MARTIN CORPLMT15,000$14,8490.00%
261MOLSON COORS BEVERAGE COTAP-A15,000$14,6220.00%
262WELLS FARGO CO NEW94974610111,000$10,9530.00%
263SOUTHERN COSOMN10,000$10,1860.00%
264INTEL CORPINTC10,000$9,9550.00%
265KEURIG DR PEPPER INCKDP10,000$9,5760.00%
266SOUTHWEST AIRLS CO844741108250$8,4050.00%
267WELLS FARGO CO NEW94974610143$3,0200.00%
268LENNAR CORPLEN-B20$2,7270.00%