COLUMBIA ADVISORY PARTNERS LLC
Top Portfolio Positions
26 positions ·
$18,989,632 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
65,766 | $3,138,353 | 16.53% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
86,992 | $2,121,734 | 11.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,518 | $1,512,580 | 7.97% | |
| AAPL |
Apple Inc.
Technology
|
5,842 | $1,482,641 | 7.81% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
37,108 | $1,315,107 | 6.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,025 | $1,254,826 | 6.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,425 | $1,162,060 | 6.12% | |
| MU |
Micron Technology Inc
Technology
|
2,866 | $968,249 | 5.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,464 | $912,098 | 4.80% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,808 | $646,065 | 3.40% |
Portfolio Trend
18 quarters · across all stocks
Holdings in HUMA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,114 | 19,958 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $15,073 | 15,685 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $27,291 | 15,685 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $32,781 | 15,685 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $26,742 | 15,685 | Shares | Sole | 2025-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||