Columbia Asset Management

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Columbia Asset Management reported 167 stock positions worth $534.3 million. Its top holding was Apple (AAPL) at 9.7% of the portfolio, followed by Microsoft (MSFT, 8.9%) and Erie Indemnity Class A (ERIE, 4.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 8, added to 44 and reduced 80. The biggest buy was Johnson & Johnson (JNJ, shares +3%) and the biggest sale Erie Indemnity Class A (ERIE, shares −0%).

Most Recent 13F
Q2 2026
Location
Ann Arbor, MI
CIK
0001585047
Portfolio Value
$534.3M (Q3 2025)
SEC Filing
0002085853-25-000221 ↗ filed Nov 4, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $493.0M Q1 2024 Q2 2024: $536.4M Q2 2024 Q3 2024: $573.8M Q3 2024 Q4 2024: $523.0M Q4 2024 Q1 2025: $489.5M Q1 2025 Q2 2025: $508.7M Q2 2025 Q3 2025: $534.3M $534.3M Q3 2025 Q4 2025: $562.5M Q4 2025 Q1 2026: $525.1M Q1 2026 Q2 2026: $575.2M Q2 2026

Holdings 167 stocks · $534.3M
AAPL Apple Inc. 9.69% 203,343 $51.8M Reduce -2.4%
MSFT Microsoft Corp. 8.91% 91,935 $47.6M Reduce -1.0%
ERIE Erie Indemnity Company Class A 4.25% 71,346 $22.7M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.67% 80,565 $19.6M Reduce -0.1%
AMZN Amazon.com Inc. 3.51% 85,338 $18.7M Reduce -0.6%
V Visa Inc. Class A 3.36% 52,567 $17.9M Reduce -1.9%
AVGO Broadcom Inc. 3.36% 54,351 $17.9M Reduce -1.5%
JPM JPMorgan Chase & Co. 2.03% 34,351 $10.8M Reduce -0.7%
JNJ Johnson & Johnson 1.97% 56,907 $10.6M Add +2.7%
MRK Merck & Co. Inc. 1.78% 113,139 $9.5M Reduce -2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.78% 33,633 $9.5M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.77% 14,157 $9.4M Reduce -5.0%
GOOG Alphabet Inc. Class C 1.72% 37,642 $9.2M Reduce -0.2%
ABBV Abbvie Inc. 1.55% 35,704 $8.3M Reduce -2.1%
CAT Caterpillar Inc. 1.38% 15,461 $7.4M Reduce -1.3%
SBUX Starbucks Corp. 1.36% 86,103 $7.3M Reduce -1.4%
CSCO Cisco Systems Inc. 1.29% 100,817 $6.9M Reduce -3.2%
NVDA Nvidia Corp. 1.22% 34,834 $6.5M Add +5.0%
PG The Procter & Gamble Co. 1.21% 42,222 $6.5M Add +0.2%
AMGN Amgen Inc. 1.21% 22,941 $6.5M Add +1.2%
VZ Verizon Communications Inc. 1.19% 144,614 $6.4M Add +3.1%
NKE Nike Inc. Class B 1.18% 90,647 $6.3M Add +1.9%
LLY Eli Lilly & Co. 1.14% 7,994 $6.1M Add +4.3%
MDT Medtronic PLC 1.10% 61,536 $5.9M Add +2.2%
SYK Stryker Corp. 1.06% 15,282 $5.6M Reduce -0.5%
ADBE Adobe Inc. 1.05% 15,886 $5.6M Add +2.3%
UNP Union Pacific Corp. 1.04% 23,497 $5.6M Add +0.9%
HD Home Depot Inc. 1.02% 13,435 $5.4M Reduce -3.7%
CVX Chevron Corp. 1.01% 34,921 $5.4M Add +0.1%
MCD McDonald's Corp. 0.94% 16,461 $5.0M Reduce -0.3%
KO The Coca-Cola Co. 0.91% 73,694 $4.9M Reduce -2.4%
PFE Pfizer Inc. 0.87% 182,113 $4.6M Reduce -2.2%
PEP Pepsico Inc. 0.78% 29,804 $4.2M Add +16.7%
BP BP PLC-Spons ADR 0.78% 121,029 $4.2M Add +2.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.78% 36,290 $4.2M Reduce -3.1%
VIG Vanguard Dividend Apprec ETF 0.77% 19,162 $4.1M Reduce -1.6%
COST Costco Wholesale Corp. 0.77% 4,466 $4.1M Reduce -3.2%
NFLX Netflix Inc. 0.75% 3,332 $4.0M Reduce -2.5%
AXP American Express Co. 0.74% 11,857 $3.9M Reduce -0.1%
DE Deere & Co. 0.72% 8,424 $3.9M Reduce -5.8%
ORCL Oracle Corp. 0.67% 12,696 $3.6M Reduce -12.4%
TGT Target Corp. 0.65% 38,913 $3.5M Reduce -3.2%
UPS United Parcel Service Class B 0.59% 37,698 $3.1M Reduce -12.2%
SONY Sony Group Corp. - SP ADR 0.59% 109,125 $3.1M Reduce -0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.58% 12,218 $3.1M Reduce -1.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.58% 6,465 $3.1M Add +1.2%
GLW Corning Inc. 0.56% 36,701 $3.0M Reduce -15.7%
SHEL Shell PLC-ADR 0.54% 40,257 $2.9M Reduce -0.6%
C Citigroup Inc. 0.54% 28,299 $2.9M Reduce -3.1%
T AT&T Inc. 0.53% 99,610 $2.8M Reduce -14.3%
HON Honeywell International Inc. 0.52% 13,292 $2.8M Reduce -1.9%
ITW Illinois Tool Works 0.50% 10,330 $2.7M Add +8.1%
MMM 3M Co. 0.49% 17,026 $2.6M Reduce -13.3%
BSV Vanguard Short-Term Bond ETF 0.48% 32,660 $2.6M Add +0.1%
XOM Exxon Mobil Corp. 0.47% 22,465 $2.5M Reduce -1.9%
SCHW Schwab (charles) Corp. 0.46% 25,981 $2.5M Add +1.2%
VXUS Vanguard Total Intl Stock 0.46% 33,762 $2.5M Add +21.9%
DECK Deckers Outdoor Corp. 0.42% 22,187 $2.2M Reduce -1.7%
QCOM Qualcomm Inc. 0.40% 12,972 $2.2M Reduce -1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.40% 7,346 $2.2M Reduce -2.5%
GE General Electric filed as GE AEROSPACE 0.40% 7,065 $2.1M Reduce -1.1%
WM Waste Management Inc. 0.39% 9,335 $2.1M No change
ASML ASML Holding NV-NY Reg SHS 0.33% 1,816 $1.8M Reduce -32.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.32% 15,727 $1.7M Reduce -1.3%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.32% 16,434 $1.7M Add +9.8%
PSA Public Storage 0.30% 5,542 $1.6M Add +6.6%
GS Goldman Sachs Group Inc. 0.30% 2,009 $1.6M Reduce -1.9%
DTE DTE Energy Company 0.30% 11,273 $1.6M Add +0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 10,527 $1.5M Reduce -2.6%
DUK Duke Energy Corp. 0.28% 11,977 $1.5M Add +4.4%
USB US Bancorp 0.27% 30,118 $1.5M Add +1.7%
AMT American Tower Corp. 0.26% 7,291 $1.4M Add +2.0%
GLD SPDR Gold Shares 0.26% 3,934 $1.4M Add +1.3%
IEFA iShares Core MSCI Eafe ETF 0.26% 15,740 $1.4M Add +16.5%
BATRK Atlanta Braves Holdings in-C 0.25% 31,685 $1.3M Add +15.3%
EMR Emerson Electric Co. 0.23% 9,537 $1.3M Add +0.0%
CLX Clorox Company 0.23% 10,085 $1.2M Add +5.6%
GD General Dynamics Corp. 0.23% 3,583 $1.2M Add +7.2%
ORLY O'reilly Automotive Inc. 0.23% 11,325 $1.2M No change
BLK BlackRock Inc. 0.21% 979 $1.1M Reduce -4.4%
AEP American Electric Power 0.21% 9,794 $1.1M Add +3.1%
UL Unilever PLC 0.20% 18,455 $1.1M Add +0.1%
SO The Southern Co. 0.20% 11,447 $1.1M Add +0.0%
IWR iShares Russell Mid-Cap ETF 0.20% 10,872 $1.0M No change
UNH Unitedhealth Group Inc. 0.19% 2,875 $993K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 18,948 $978K Reduce -3.3%
EXPE Expedia Group Inc. 0.18% 4,545 $971K Reduce -25.5%
CB Chubb Ltd. 0.18% 3,425 $967K Reduce -3.5%
GNRC Generac Holdings Inc. 0.17% 5,584 $935K Reduce -4.5%
MO Altria Group Inc. 0.17% 13,525 $893K Reduce -0.7%
PM Philip Morris International 0.17% 5,455 $885K No change
WMT Walmart Inc. 0.16% 8,520 $878K Reduce -5.0%
INTC Intel Corp. 0.16% 25,728 $863K Reduce -19.8%
LULU Lululemon Athletica Inc. 0.16% 4,805 $855K Reduce -10.1%
MDLZ Mondelez International Inc. Class A 0.16% 13,674 $854K No change
GIS General Mills Inc. 0.15% 15,870 $800K Reduce -4.6%
GPC Genuine Parts Co. 0.15% 5,725 $793K Add +9.3%
SEE Sealed Air Corp. 0.15% 22,234 $786K Reduce -6.6%
KHC The Kraft Heinz Co. 0.14% 28,546 $743K Reduce -3.9%
VWO Vanguard Ftse Emerging Marke 0.14% 13,572 $735K Reduce -5.9%
CARR Carrier Global Corp. 0.13% 11,576 $691K No change
ABT Abbott Laboratories 0.13% 5,041 $675K No change
SHW The Sherwin-Williams Co. 0.13% 1,943 $673K Reduce -5.8%
ETN Eaton Corp. PLC 0.12% 1,755 $657K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.12% 6,392 $652K No change
QQQM Invesco Nasdaq 100 ETF 0.12% 2,631 $650K Reduce -37.5%
MU Micron Technology Inc. 0.12% 3,880 $649K Reduce -15.3%
TSLA Tesla Inc. 0.12% 1,446 $643K Reduce -6.8%
AZN Astrazeneca PLC-Spons ADR 0.12% 8,379 $643K No change
LRCX Lam Research Corp. 0.12% 4,750 $636K No change
RACE Ferrari NV 0.12% 1,275 $619K No change
GEV GE Vernova Inc. 0.11% 977 $601K Add +2.6%
CI The Cigna Group 0.11% 2,079 $599K No change
RIO Rio Tinto PLC-Spon ADR 0.11% 8,737 $577K Add +9.7%
NEM Newmont Corp. 0.10% 6,381 $538K Add +1.8%
ADP Automatic Data Processing 0.10% 1,758 $516K Add +0.1%
IVV iShares Core S&P 500 ETF 0.10% 766 $513K No change
CHDN Churchill Downs Inc. 0.10% 5,270 $511K New
MCHP Microchip Technology Inc. 0.09% 7,433 $477K No change
HSY The Hershey Co. 0.09% 2,524 $472K No change
CMCSA Comcast Corp. Class A 0.09% 14,829 $466K Add +3.8%
MTD Mettler-Toledo International 0.09% 375 $460K No change
META Meta Platforms Inc. Class A 0.09% 619 $455K No change
BA The Boeing Co. 0.08% 1,962 $423K No change
INTU Intuit Inc. 0.08% 602 $411K No change
CMA Comerica Inc. 0.08% 5,996 $411K Reduce -6.6%
CVS CVS Health Corp. 0.08% 5,348 $403K Reduce -18.9%
CL Colgate-Palmolive Co. 0.07% 4,970 $397K No change
JEPI JPMorgan Equity Premium Inco 0.07% 6,894 $394K Reduce -49.4%
KMB Kimberly-Clark Corp. 0.07% 2,960 $368K No change
ODFL Old Dominion Freight Line 0.07% 2,588 $364K Reduce -0.4%
DEO Diageo PLC-Sponsored ADR 0.07% 3,723 $355K No change
GILD Gilead Sciences Inc. 0.06% 3,085 $342K No change
AEM Agnico Eagle Mines Ltd. 0.06% 2,030 $342K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.06% 3,130 $340K Add +4.5%
DDOG Datadog Inc. Class A 0.06% 2,240 $319K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,523 $318K Add +4.5%
CMG Chipotle Mexican Grill Inc. 0.06% 8,069 $316K Reduce -59.4%
FDX FedEx Corp. 0.06% 1,328 $313K No change
AGI Alamos Gold Inc. Class A 0.06% 8,695 $303K No change
DOW Dow Inc. 0.06% 13,167 $302K Reduce -11.4%
EA Electronic Arts Inc. 0.05% 1,450 $292K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.05% 5,028 $289K Reduce -43.1%
UBS UBS Group AG-Reg 0.05% 6,936 $284K Reduce -12.1%
PLTR Palantir Technologies Inc. Class A 0.05% 1,465 $267K Reduce -30.5%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.05% 8,020 $266K Reduce -8.0%
GSK GSK PLC-Spon ADR 0.05% 6,123 $264K Add +11.0%
MAS Masco Corp. 0.05% 3,750 $264K No change
SIRI Sirius XM Holdings Inc. 0.05% 11,230 $261K Reduce -8.6%
STX Seagate Technology Holdings 0.05% 1,100 $260K Reduce -71.8%
ED Consolidated Edison Inc. 0.05% 2,558 $257K No change
PSX Phillips 66 0.05% 1,878 $255K No change
WPC WP Carey Inc. 0.05% 3,725 $252K Reduce -7.5%
GRMN Garmin Ltd. 0.05% 1,000 $246K No change
BMY Bristol-Myers Squibb Co. 0.04% 5,165 $233K Reduce -15.2%
BX Blackstone Inc. 0.04% 1,331 $227K New
CTVA Corteva Inc. 0.04% 3,260 $220K Add +0.1%
VHT Vanguard Health Care ETF 0.04% 840 $218K Reduce -6.7%
VRTX Vertex Pharmaceuticals Inc. 0.04% 553 $217K Add +11.0%
MAR Marriott International Class A 0.04% 825 $215K No change
MPC Marathon Petroleum Corp. 0.04% 1,100 $212K New
WAT Waters Corp. 0.04% 705 $211K No change
EQNR Equinor ASA-Spon ADR 0.04% 8,635 $211K New
WTM White Mountains Insurance GP 0.04% 125 $209K No change
MA Mastercard Inc. Class A 0.04% 366 $208K Reduce -3.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.04% 2,250 $206K New
F Ford Motor Co. filed as FORD MTR CO 0.03% 13,658 $163K No change

Options reported separately and not counted above: DIS calls ($115K).

Portfolio Sells Q2 2025 → Q3 2025
ERIE Erie Indemnity Company Class A Reduce -0.1% 4.25% −0.62
V Visa Inc. Class A Reduce -1.9% 3.36% −0.38
UPS United Parcel Service Class B Reduce -12.2% 0.59% −0.26
SBUX Starbucks Corp. Reduce -1.4% 1.36% −0.21
IBM Intl Business Machines Corp. Reduce -1.5% 1.78% −0.20
AMZN Amazon.com Inc. Reduce -0.6% 3.51% −0.20
DE Deere & Co. Reduce -5.8% 0.72% −0.17
MSFT Microsoft Corp. Reduce -1.0% 8.91% −0.17
CMG Chipotle Mexican Grill Inc. Reduce -59.4% 0.06% −0.16
NFLX Netflix Inc. Reduce -2.5% 0.75% −0.15
SYK Stryker Corp. Reduce -0.5% 1.06% −0.14
DIS The Walt Disney Co. Reduce -3.1% 0.78% −0.14
KO The Coca-Cola Co. Reduce -2.4% 0.91% −0.14
T AT&T Inc. Reduce -14.3% 0.53% −0.13
CSCO Cisco Systems Inc. Reduce -3.2% 1.29% −0.13
TGT Target Corp. Reduce -3.2% 0.65% −0.13
COST Costco Wholesale Corp. Reduce -3.2% 0.77% −0.12
HON Honeywell International Inc. Reduce -1.9% 0.52% −0.10
MMM 3M Co. Reduce -13.3% 0.49% −0.09
ASML ASML Holding NV-NY Reg SHS Reduce -32.3% 0.33% −0.09
LULU Lululemon Athletica Inc. Reduce -10.1% 0.16% −0.09
JEPI JPMorgan Equity Premium Inco Reduce -49.4% 0.07% −0.08
PYPL PayPal Holdings Inc. Sold out 0.00% −0.07
QQQM Invesco Nasdaq 100 ETF Reduce -37.5% 0.12% −0.07
STX Seagate Technology Holdings Reduce -71.8% 0.05% −0.06
VT Vanguard Tot World STK ETF Sold out 0.00% −0.05
WBD Warner Bros Discovery Inc. Sold out 0.00% −0.05
APD Air Products & Chemicals Inc. Sold out 0.00% −0.05
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.0% 1.77% −0.04
KR Kroger Co. Sold out 0.00% −0.04
DUOL Duolingo Sold out 0.00% −0.04
JEPQ JPM Nasdaq Equity Premium Reduce -43.1% 0.05% −0.04
OLED Universal Display Corp. Sold out 0.00% −0.04
DECK Deckers Outdoor Corp. Reduce -1.7% 0.42% −0.04
SHEL Shell PLC-ADR Reduce -0.6% 0.54% −0.02
CB Chubb Ltd. Reduce -3.5% 0.18% −0.02
MRK Merck & Co. Inc. Reduce -2.1% 1.78% −0.02
DOW Dow Inc. Reduce -11.4% 0.06% −0.02
EXPE Expedia Group Inc. Reduce -25.5% 0.18% −0.02
GIS General Mills Inc. Reduce -4.6% 0.15% −0.02
PFE Pfizer Inc. Reduce -2.2% 0.87% −0.02
ODFL Old Dominion Freight Line Reduce -0.4% 0.07% −0.01
CVS CVS Health Corp. Reduce -18.9% 0.08% −0.01
SHW The Sherwin-Williams Co. Reduce -5.8% 0.13% −0.01
MCD McDonald's Corp. Reduce -0.3% 0.94% −0.01
BMY Bristol-Myers Squibb Co. Reduce -15.2% 0.04% −0.01
KHC The Kraft Heinz Co. Reduce -3.9% 0.14% −0.01
XOM Exxon Mobil Corp. Reduce -1.9% 0.47% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.5% 0.40% −0.01

Portfolio Buys Q2 2025 → Q3 2025
JNJ Johnson & Johnson Add +2.7% 1.97% +0.31
NVDA Nvidia Corp. Add +5.0% 1.22% +0.19
UNH Unitedhealth Group Inc. New 0.19% +0.19
PEP Pepsico Inc. Add +16.7% 0.78% +0.12
CHDN Churchill Downs Inc. New 0.10% +0.10
VXUS Vanguard Total Intl Stock Add +21.9% 0.46% +0.09
BP BP PLC-Spons ADR Add +2.7% 0.78% +0.09
MDT Medtronic PLC Add +2.2% 1.10% +0.06
BX Blackstone Inc. New 0.04% +0.04
ITW Illinois Tool Works Add +8.1% 0.50% +0.04
MPC Marathon Petroleum Corp. New 0.04% +0.04
EQNR Equinor ASA-Spon ADR New 0.04% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF New 0.04% +0.04
GD General Dynamics Corp. Add +7.2% 0.23% +0.04
IEFA iShares Core MSCI Eafe ETF Add +16.5% 0.26% +0.04
CVX Chevron Corp. Add +0.1% 1.01% +0.03
TROW T Rowe Price Group Inc. Add +9.8% 0.32% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +1.2% 0.58% +0.03
GLD SPDR Gold Shares Add +1.3% 0.26% +0.03
NEM Newmont Corp. Add +1.8% 0.10% +0.03
GPC Genuine Parts Co. Add +9.3% 0.15% +0.02
RIO Rio Tinto PLC-Spon ADR Add +9.7% 0.11% +0.02
GEV GE Vernova Inc. Add +2.6% 0.11% +0.01
AEP American Electric Power Add +3.1% 0.21% +0.01
DUK Duke Energy Corp. Add +4.4% 0.28% +0.01
USB US Bancorp Add +1.7% 0.27% +0.01
GSK GSK PLC-Spon ADR Add +11.0% 0.05% +0.01
CLX Clorox Company Add +5.6% 0.23% +0.01
SJM The JM Smucker Co. Add +4.5% 0.06% +0.01
DTE DTE Energy Company Add +0.0% 0.30% +0.00
SCHW Schwab (charles) Corp. Add +1.2% 0.46% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +4.5% 0.06% +0.00
PSA Public Storage Add +6.6% 0.30% −0.00
VRTX Vertex Pharmaceuticals Inc. Add +11.0% 0.04% −0.00
VZ Verizon Communications Inc. Add +3.1% 1.19% −0.00
SO The Southern Co. Add +0.0% 0.20% −0.00
BATRK Atlanta Braves Holdings in-C Add +15.3% 0.25% −0.01
CTVA Corteva Inc. Add +0.1% 0.04% −0.01
ADP Automatic Data Processing Add +0.1% 0.10% −0.01
CMCSA Comcast Corp. Class A Add +3.8% 0.09% −0.01
UNP Union Pacific Corp. Add +0.9% 1.04% −0.01
EMR Emerson Electric Co. Add +0.0% 0.23% −0.02
UL Unilever PLC Add +0.1% 0.20% −0.02
BSV Vanguard Short-Term Bond ETF Add +0.1% 0.48% −0.02
AMGN Amgen Inc. Add +1.2% 1.21% −0.03
LLY Eli Lilly & Co. Add +4.3% 1.14% −0.03
AMT American Tower Corp. Add +2.0% 0.26% −0.05
NKE Nike Inc. Class B Add +1.9% 1.18% −0.06
PG The Procter & Gamble Co. Add +0.2% 1.21% −0.11
ADBE Adobe Inc. Add +2.3% 1.05% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 168$575.2MAAPL, MSFT, GOOGL, AMZN, ERIE
Q1 2026 170$525.1MAAPL, MSFT, GOOGL, ERIE, AMZN
Q4 2025 173$562.5MAAPL, MSFT, GOOGL, ERIE, AMZN
Q3 2025 167$534.3MAAPL, MSFT, ERIE, GOOGL, AMZN
Q2 2025 169$508.7MMSFT, AAPL, ERIE, V, AMZN
Q1 2025 177$489.5MAAPL, MSFT, ERIE, V, AMZN
Q4 2024 185$523.0MAAPL, MSFT, ERIE, AMZN, V
Q3 2024 179$573.8MAAPL, MSFT, ERIE, AMZN, BRK.B
Q2 2024 170$536.4MAAPL, MSFT, ERIE, AMZN, MRK
Q1 2024 164$493.0MAAPL, MSFT, ERIE, V, MRK