Columbia Asset Management

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Columbia Asset Management reported 173 stock positions worth $562.5 million. Its top holding was Apple (AAPL) at 9.6% of the portfolio, followed by Microsoft (MSFT, 7.8%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q3 2025, it opened 9 new positions, sold out of 3, added to 48 and reduced 74. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
Ann Arbor, MI
CIK
0001585047
Portfolio Value
$562.5M (Q4 2025)
SEC Filing
0002085853-26-000122 ↗ filed Jan 28, 2026

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 Q3 2025 Q4 2025: $562.5M $562.5M Q4 2025 Q1 2026: $525.1M Q1 2026 Q2 2026: $575.2M Q2 2026

Holdings 173 stocks · $562.5M
AAPL Apple Inc. 9.65% 199,639 $54.3M Reduce -1.8%
MSFT Microsoft Corp. 7.75% 90,169 $43.6M Reduce -1.9%
GOOGL Alphabet Inc. Class A 4.29% 77,166 $24.2M Reduce -4.2%
ERIE Erie Indemnity Company Class A 3.66% 71,748 $20.6M Add +0.6%
AMZN Amazon.com Inc. 3.46% 84,341 $19.5M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 3.33% 37,270 $18.7M New
V Visa Inc. Class A 3.23% 51,807 $18.2M Reduce -1.4%
AVGO Broadcom Inc. 2.99% 48,605 $16.8M Reduce -10.6%
MRK Merck & Co. Inc. 2.09% 111,534 $11.7M Reduce -1.4%
JNJ Johnson & Johnson 2.06% 56,069 $11.6M Reduce -1.5%
GOOG Alphabet Inc. Class C 2.00% 35,811 $11.2M Reduce -4.9%
JPM JPMorgan Chase & Co. 1.93% 33,662 $10.8M Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.71% 32,471 $9.6M Reduce -3.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.68% 13,892 $9.5M Reduce -1.9%
LLY Eli Lilly & Co. 1.59% 8,346 $9.0M Add +4.4%
CAT Caterpillar Inc. 1.54% 15,083 $8.6M Reduce -2.4%
ABBV Abbvie Inc. 1.44% 35,484 $8.1M Reduce -0.6%
AMGN Amgen Inc. 1.34% 23,003 $7.5M Add +0.3%
CSCO Cisco Systems Inc. 1.33% 97,003 $7.5M Reduce -3.8%
SBUX Starbucks Corp. 1.26% 84,261 $7.1M Reduce -2.1%
NKE Nike Inc. Class B 1.09% 96,327 $6.1M Add +6.3%
NVDA Nvidia Corp. 1.09% 32,809 $6.1M Reduce -5.8%
VZ Verizon Communications Inc. 1.06% 146,813 $6.0M Add +1.5%
MDT Medtronic PLC 1.06% 62,224 $6.0M Add +1.1%
PG The Procter & Gamble Co. 1.03% 40,483 $5.8M Reduce -4.1%
ADBE Adobe Inc. 0.99% 15,877 $5.6M Reduce -0.1%
UNP Union Pacific Corp. 0.96% 23,402 $5.4M Reduce -0.4%
CVX Chevron Corp. 0.95% 34,920 $5.3M Reduce 0.0%
KO The Coca-Cola Co. 0.91% 73,362 $5.1M Reduce -0.5%
SYK Stryker Corp. 0.91% 14,562 $5.1M Reduce -4.7%
MCD McDonald's Corp. 0.87% 15,962 $4.9M Reduce -3.0%
PFE Pfizer Inc. 0.85% 192,562 $4.8M Add +5.7%
HD Home Depot Inc. 0.80% 13,071 $4.5M Reduce -2.7%
PEP Pepsico Inc. 0.78% 30,584 $4.4M Add +2.6%
AXP American Express Co. 0.78% 11,858 $4.4M Add +0.0%
BP BP PLC-Spons ADR 0.78% 125,904 $4.4M Add +4.0%
VIG Vanguard Dividend Apprec ETF 0.76% 19,522 $4.3M Add +1.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.71% 35,168 $4.0M Reduce -3.1%
COST Costco Wholesale Corp. 0.69% 4,471 $3.9M Add +0.1%
UPS United Parcel Service Class B 0.67% 38,162 $3.8M Add +1.2%
TGT Target Corp. 0.66% 38,240 $3.7M Reduce -1.7%
DE Deere & Co. 0.66% 7,999 $3.7M Reduce -5.0%
VB Vanguard Most SM-Cap ETF-Usd 0.65% 14,066 $3.6M Add +15.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.57% 6,594 $3.2M Add +2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.56% 10,854 $3.1M Add +47.8%
NFLX Netflix Inc. 0.54% 32,598 $3.1M Reduce -2.2%
GLW Corning Inc. 0.54% 34,626 $3.0M Reduce -5.7%
C Citigroup Inc. 0.54% 25,803 $3.0M Reduce -8.8%
SHEL Shell PLC-ADR 0.52% 39,890 $2.9M Reduce -0.9%
SONY Sony Group Corp. - SP ADR 0.50% 109,700 $2.8M Add +0.5%
XOM Exxon Mobil Corp. 0.49% 22,691 $2.7M Add +1.0%
VXUS Vanguard Total Intl Stock 0.47% 34,694 $2.6M Add +2.8%
HON Honeywell International Inc. 0.46% 13,293 $2.6M Add +0.0%
MMM 3M Co. 0.46% 16,166 $2.6M Reduce -5.0%
BSV Vanguard Short-Term Bond ETF 0.46% 32,691 $2.6M Add +0.1%
SCHW Schwab (charles) Corp. 0.46% 25,630 $2.6M Reduce -1.4%
ITW Illinois Tool Works 0.45% 10,390 $2.6M Add +0.6%
T AT&T Inc. 0.43% 96,445 $2.4M Reduce -3.2%
DECK Deckers Outdoor Corp. 0.39% 21,167 $2.2M Reduce -4.6%
GE General Electric filed as GE AEROSPACE 0.38% 6,980 $2.2M Reduce -1.2%
QCOM Qualcomm Inc. 0.37% 12,323 $2.1M Reduce -5.0%
WM Waste Management Inc. 0.36% 9,335 $2.1M No change
ASML ASML Holding NV-NY Reg SHS 0.35% 1,856 $2.0M Add +2.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.33% 18,175 $1.9M Add +10.6%
ORCL Oracle Corp. 0.31% 8,907 $1.7M Reduce -29.8%
USB US Bancorp 0.30% 31,993 $1.7M Add +6.2%
GS Goldman Sachs Group Inc. 0.30% 1,936 $1.7M Reduce -3.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 10,502 $1.6M Reduce -0.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.28% 13,537 $1.6M Reduce -13.9%
GLD SPDR Gold Shares 0.28% 3,934 $1.6M No change
BATRK Atlanta Braves Holdings in-C 0.27% 38,395 $1.5M Add +21.2%
DUK Duke Energy Corp. 0.26% 12,434 $1.5M Add +3.8%
IEFA iShares Core MSCI Eafe ETF 0.26% 16,132 $1.4M Add +2.5%
PSA Public Storage 0.25% 5,473 $1.4M Reduce -1.3%
DTE DTE Energy Company 0.24% 10,316 $1.3M Reduce -8.5%
AMT American Tower Corp. 0.23% 7,417 $1.3M Add +1.7%
EXPE Expedia Group Inc. 0.23% 4,545 $1.3M No change
EMR Emerson Electric Co. 0.23% 9,538 $1.3M Add +0.0%
AEP American Electric Power 0.22% 10,532 $1.2M Add +7.5%
GD General Dynamics Corp. 0.21% 3,528 $1.2M Reduce -1.5%
UL Unilever PLC-Sponsored ADR 0.20% 16,933 $1.1M Add +3.3%
MU Micron Technology Inc. 0.20% 3,875 $1.1M Reduce -0.1%
CLX Clorox Company 0.20% 10,966 $1.1M Add +8.7%
IWR iShares Russell Mid-Cap ETF 0.19% 10,872 $1.0M No change
ORLY O'reilly Automotive Inc. 0.18% 11,325 $1.0M No change
CB Chubb Ltd. 0.18% 3,296 $1.0M Reduce -3.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 18,583 $1.0M Reduce -1.9%
VRTX Vertex Pharmaceuticals Inc. 0.18% 2,243 $1.0M Add +305.6%
BLK BlackRock Inc. 0.18% 944 $1.0M Reduce -3.6%
WMT Walmart Inc. 0.17% 8,620 $960K Add +1.2%
LULU Lululemon Athletica Inc. 0.16% 4,405 $915K Reduce -8.3%
PM Philip Morris International 0.16% 5,455 $875K No change
LRCX Lam Research Corp. 0.14% 4,750 $813K No change
RIO Rio Tinto PLC-Spon ADR 0.14% 10,090 $808K Add +15.5%
INTC Intel Corp. 0.14% 21,315 $787K Reduce -17.1%
AZN Astrazeneca PLC-Spons ADR 0.14% 8,379 $770K No change
MDLZ Mondelez International Inc. Class A 0.13% 13,854 $746K Add +1.3%
GNRC Generac Holdings Inc. 0.13% 5,454 $744K Reduce -2.3%
VWO Vanguard Ftse Emerging Marke 0.13% 13,834 $744K Add +1.9%
MO Altria Group Inc. 0.13% 12,890 $743K Reduce -4.7%
CMCSA Comcast Corp. Class A 0.12% 22,869 $684K Add +54.2%
GIS General Mills Inc. 0.12% 14,600 $679K Reduce -8.0%
SO The Southern Co. 0.12% 7,765 $677K Reduce -32.2%
QQQM Invesco Nasdaq 100 ETF 0.12% 2,631 $665K No change
TSLA Tesla Inc. 0.12% 1,446 $650K No change
CHDN Churchill Downs Inc. 0.12% 5,685 $647K Add +7.9%
SEE Sealed Air Corp. 0.11% 15,560 $645K Reduce -30.0%
GEV GE Vernova Inc. 0.11% 979 $640K Add +0.2%
KHC The Kraft Heinz Co. 0.11% 25,502 $618K Reduce -10.7%
SHW The Sherwin-Williams Co. 0.11% 1,893 $613K Reduce -2.6%
NEM Newmont Corp. 0.11% 6,057 $605K Reduce -5.1%
CARR Carrier Global Corp. 0.11% 11,226 $593K Reduce -3.0%
GPC Genuine Parts Co. 0.10% 4,690 $577K Reduce -18.1%
ABT Abbott Laboratories 0.10% 4,591 $575K Reduce -8.9%
CI The Cigna Group 0.10% 2,079 $572K No change
ETN Eaton Corp. PLC 0.10% 1,755 $559K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.09% 6,392 $530K No change
IVV iShares Core S&P 500 ETF 0.09% 766 $525K No change
UNH Unitedhealth Group Inc. 0.09% 1,585 $523K Reduce -44.9%
MTD Mettler-Toledo International 0.09% 375 $523K No change
MCHP Microchip Technology Inc. 0.08% 7,433 $474K No change
RACE Ferrari NV 0.08% 1,275 $471K No change
CMA Comerica Inc. 0.08% 5,321 $463K Reduce -11.3%
HSY The Hershey Co. 0.08% 2,524 $459K No change
ADP Automatic Data Processing 0.08% 1,761 $453K Add +0.2%
META Meta Platforms Inc. Class A 0.08% 656 $433K Add +6.0%
BA The Boeing Co. 0.08% 1,962 $426K No change
CVS CVS Health Corp. 0.07% 5,248 $417K Reduce -1.9%
ODFL Old Dominion Freight Line 0.07% 2,558 $401K Reduce -1.2%
INTU Intuit Inc. 0.07% 602 $399K No change
JEPI JPMorgan Equity Premium Inco 0.07% 6,894 $395K No change
FDX FedEx Corp. 0.07% 1,329 $384K Add +0.1%
GILD Gilead Sciences Inc. 0.07% 3,085 $379K No change
TD Toronto-Dominion Bank 0.06% 3,835 $361K New
CL Colgate-Palmolive Co. 0.06% 4,570 $361K Reduce -8.1%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.06% 8,020 $354K No change
AEM Agnico Eagle Mines Ltd. 0.06% 2,030 $344K No change
AGI Alamos Gold Inc. Class A 0.06% 8,695 $335K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,573 $333K Add +3.3%
UBS UBS Group AG-Reg 0.06% 6,936 $321K No change
DEO Diageo PLC-Sponsored ADR 0.06% 3,723 $321K No change
DDOG Datadog Inc. Class A 0.05% 2,240 $305K No change
EQNR Equinor ASA-Spon ADR 0.05% 12,885 $304K Add +49.2%
KMB Kimberly-Clark Corp. 0.05% 2,960 $299K No change
EA Electronic Arts Inc. 0.05% 1,450 $296K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.05% 5,028 $292K No change
BMY Bristol-Myers Squibb Co. 0.05% 5,165 $279K No change
WAT Waters Corp. 0.05% 705 $268K No change
GSK GSK PLC-Spon ADR 0.05% 5,328 $261K Reduce -13.0%
SIRI Sirius XM Holdings Inc. 0.05% 12,995 $260K Add +15.7%
WTM White Mountains Insurance GP 0.05% 125 $260K No change
PLTR Palantir Technologies Inc. Class A 0.05% 1,450 $258K Reduce -1.0%
MAR Marriott International Class A 0.05% 825 $256K No change
ED Consolidated Edison Inc. 0.05% 2,558 $254K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.04% 2,505 $245K Reduce -20.0%
PSX Phillips 66 0.04% 1,878 $242K No change
SCHF Schwab Intl Equity ETF 0.04% 10,073 $242K New
VHT Vanguard Health Care ETF 0.04% 840 $242K No change
MAS Masco Corp. 0.04% 3,750 $238K No change
DOW Dow Inc. 0.04% 10,172 $238K Reduce -22.8%
WPC WP Carey Inc. 0.04% 3,625 $233K Reduce -2.7%
MNST Monster Beverage Corp. 0.04% 2,895 $222K New
CTVA Corteva Inc. 0.04% 3,262 $219K Add +0.1%
MA Mastercard Inc. Class A 0.04% 366 $209K No change
STX Seagate Technology Holdings 0.04% 750 $207K Reduce -31.8%
IWD iShares Russell 1000 Value E 0.04% 980 $206K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.04% 2,250 $206K No change
CMI Cummins Inc. 0.04% 400 $204K New
GRMN Garmin Ltd. 0.04% 1,000 $203K No change
F Ford Motor Co. filed as FORD MTR CO 0.03% 11,908 $156K Reduce -12.8%
IWN iShares Russell 2000 Value E 0.02% 646 $117K New
IWM iShares Russell 2000 ETF 0.01% 128 $32K New
VTI VG Morningstar TS MKT ETF-US 0.00% 25 $8K New

Options reported separately and not counted above: DIS calls ($114K).

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -1.9% 7.75% −1.16
AVGO Broadcom Inc. Reduce -10.6% 2.99% −0.37
ORCL Oracle Corp. Reduce -29.8% 0.31% −0.36
HD Home Depot Inc. Reduce -2.7% 0.80% −0.22
NFLX Netflix Inc. Reduce -2.2% 0.54% −0.20
PG The Procter & Gamble Co. Reduce -4.1% 1.03% −0.18
SYK Stryker Corp. Reduce -4.7% 0.91% −0.15
V Visa Inc. Class A Reduce -1.4% 3.23% −0.13
NVDA Nvidia Corp. Reduce -5.8% 1.09% −0.13
ABBV Abbvie Inc. Reduce -0.6% 1.44% −0.11
SBUX Starbucks Corp. Reduce -2.1% 1.26% −0.10
T AT&T Inc. Reduce -3.2% 0.43% −0.10
JPM JPMorgan Chase & Co. Reduce -2.0% 1.93% −0.10
UNH Unitedhealth Group Inc. Reduce -44.9% 0.09% −0.09
SO The Southern Co. Reduce -32.2% 0.12% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.9% 1.68% −0.08
UNP Union Pacific Corp. Reduce -0.4% 0.96% −0.08
MCD McDonald's Corp. Reduce -3.0% 0.87% −0.07
CVX Chevron Corp. Reduce 0.0% 0.95% −0.07
DIS The Walt Disney Co. Reduce -3.1% 0.71% −0.07
IBM Intl Business Machines Corp. Reduce -3.5% 1.71% −0.07
DTE DTE Energy Company Reduce -8.5% 0.24% −0.06
ADBE Adobe Inc. Reduce -0.1% 0.99% −0.06
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.06
DE Deere & Co. Reduce -5.0% 0.66% −0.06
PSA Public Storage Reduce -1.3% 0.25% −0.05
AMZN Amazon.com Inc. Reduce -1.2% 3.46% −0.05
GPC Genuine Parts Co. Reduce -18.1% 0.10% −0.05
GNRC Generac Holdings Inc. Reduce -2.3% 0.13% −0.04
AAPL Apple Inc. Reduce -1.8% 9.65% −0.04
BX Blackstone Inc. Sold out 0.00% −0.04
BNY Bank of New York Mellon Corp. Reduce -13.9% 0.28% −0.04
MPC Marathon Petroleum Corp. Sold out 0.00% −0.04
MO Altria Group Inc. Reduce -4.7% 0.13% −0.04
MMM 3M Co. Reduce -5.0% 0.46% −0.03
BLK BlackRock Inc. Reduce -3.6% 0.18% −0.03
SEE Sealed Air Corp. Reduce -30.0% 0.11% −0.03
DECK Deckers Outdoor Corp. Reduce -4.6% 0.39% −0.03
KHC The Kraft Heinz Co. Reduce -10.7% 0.11% −0.03
QCOM Qualcomm Inc. Reduce -5.0% 0.37% −0.03
GIS General Mills Inc. Reduce -8.0% 0.12% −0.03
GLW Corning Inc. Reduce -5.7% 0.54% −0.02
ABT Abbott Laboratories Reduce -8.9% 0.10% −0.02
CARR Carrier Global Corp. Reduce -3.0% 0.11% −0.02
INTC Intel Corp. Reduce -17.1% 0.14% −0.02
SJM The JM Smucker Co. Reduce -20.0% 0.04% −0.02
SHEL Shell PLC-ADR Reduce -0.9% 0.52% −0.02
GD General Dynamics Corp. Reduce -1.5% 0.21% −0.02
SHW The Sherwin-Williams Co. Reduce -2.6% 0.11% −0.02
GE General Electric Reduce -1.2% 0.38% −0.02

Portfolio Buys Q3 2025 → Q4 2025
BRK.B Berkshire Hathaway Inc. Class B New 3.33% +3.33
LLY Eli Lilly & Co. Add +4.4% 1.59% +0.45
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +47.8% 0.56% +0.16
VRTX Vertex Pharmaceuticals Inc. Add +305.6% 0.18% +0.14
AMGN Amgen Inc. Add +0.3% 1.34% +0.13
UPS United Parcel Service Class B Add +1.2% 0.67% +0.08
TD Toronto-Dominion Bank New 0.06% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +15.1% 0.65% +0.06
SCHF Schwab Intl Equity ETF New 0.04% +0.04
AXP American Express Co. Add +0.0% 0.78% +0.04
MNST Monster Beverage Corp. New 0.04% +0.04
IWD iShares Russell 1000 Value E New 0.04% +0.04
CMI Cummins Inc. New 0.04% +0.04
RIO Rio Tinto PLC-Spon ADR Add +15.5% 0.14% +0.04
CMCSA Comcast Corp. Class A Add +54.2% 0.12% +0.03
USB US Bancorp Add +6.2% 0.30% +0.03
ASML ASML Holding NV-NY Reg SHS Add +2.2% 0.35% +0.02
BATRK Atlanta Braves Holdings in-C Add +21.2% 0.27% +0.02
IWN iShares Russell 2000 Value E New 0.02% +0.02
CHDN Churchill Downs Inc. Add +7.9% 0.12% +0.02
TROW T Rowe Price Group Inc. Add +10.6% 0.33% +0.02
EQNR Equinor ASA-Spon ADR Add +49.2% 0.05% +0.01
XOM Exxon Mobil Corp. Add +1.0% 0.49% +0.01
AEP American Electric Power Add +7.5% 0.22% +0.01
FDX FedEx Corp. Add +0.1% 0.07% +0.01
WMT Walmart Inc. Add +1.2% 0.17% +0.01
IWM iShares Russell 2000 ETF New 0.01% +0.01
VTI VG Morningstar TS MKT ETF-US New 0.00% +0.00
GEV GE Vernova Inc. Add +0.2% 0.11% +0.00
VXUS Vanguard Total Intl Stock Add +2.8% 0.47% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +3.3% 0.06% −0.00
IEFA iShares Core MSCI Eafe ETF Add +2.5% 0.26% −0.00
CTVA Corteva Inc. Add +0.1% 0.04% −0.00
SIRI Sirius XM Holdings Inc. Add +15.7% 0.05% −0.00
PEP Pepsico Inc. Add +2.6% 0.78% −0.00
BP BP PLC-Spons ADR Add +4.0% 0.78% −0.00
VWO Vanguard Ftse Emerging Marke Add +1.9% 0.13% −0.01
UL Unilever PLC-Sponsored ADR Add +3.3% 0.20% −0.01
META Meta Platforms Inc. Class A Add +6.0% 0.08% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +2.0% 0.57% −0.01
EMR Emerson Electric Co. Add +0.0% 0.23% −0.01
VIG Vanguard Dividend Apprec ETF Add +1.9% 0.76% −0.01
ADP Automatic Data Processing Add +0.2% 0.08% −0.02
PFE Pfizer Inc. Add +5.7% 0.85% −0.02
DUK Duke Energy Corp. Add +3.8% 0.26% −0.02
BSV Vanguard Short-Term Bond ETF Add +0.1% 0.46% −0.02
MDLZ Mondelez International Inc. Class A Add +1.3% 0.13% −0.03
AMT American Tower Corp. Add +1.7% 0.23% −0.03
MDT Medtronic PLC Add +1.1% 1.06% −0.03
CLX Clorox Company Add +8.7% 0.20% −0.04

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