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McCollum Christoferson Group

Latest statistics and disclosures from McCollum Christoferson Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, COST, MSFT, WST, ECL, and represent 26.27% of McCollum Christoferson Group's stock portfolio.
Added to shares of these 10 stocks: TSCO (+$5.3M), BYRN, XLF, XLE, XLC, RSP, PPA, VCR, TSLA, AMBA.
Started 6 new stock positions in XLF, RSP, XLE, PPA, AMBA, VCR.
Reduced shares in these 10 stocks: FTV, NOBL, FNV, LFUS, AGG, AAPL, XOM, HLT, CTRA, PEP.
Sold out of its positions in FTV, AGG, LFUS, Mangoceuticals, NOBL, SBEV, VIRI.
McCollum Christoferson Group was a net buyer of stock by $2.7M.
McCollum Christoferson Group has $338M in assets under management (AUM), dropping by -1.96%.
Central Index Key (CIK): 0001727573

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Portfolio Holdings for McCollum Christoferson Group

McCollum Christoferson Group holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Inc Com (AAPL)	6.7	$23M		90k	250.42	View chart
Costco Wholesale Corporation (COST)	5.8	$20M		22k	916.27	View chart
Microsoft Corp Corp Com (MSFT)	5.6	$19M		45k	421.50	View chart
West Pharmaceutical Svcs Inc Com (WST)	4.2	$14M		43k	327.56	View chart
Ecolab Inc Com (ECL)	4.0	$14M		58k	234.32	View chart
Hilton Worldwide Hldgs New (HLT)	3.9	$13M		53k	247.16	View chart
Gartner Inc Com (IT)	3.7	$13M		26k	484.47	View chart
Visa Inc Com Cl A Class A (V)	3.7	$13M		40k	316.04	View chart
Amazon (AMZN)	3.6	$12M		56k	219.39	View chart
Linde (LIN)	3.2	$11M		26k	418.67	View chart
Tesla Motors (TSLA)	2.8	$9.6M	+2%	24k	403.84	View chart
Danaher Corp Corp Com (DHR)	2.8	$9.4M		41k	229.55	View chart
Broadridge Financial Solutions (BR)	2.6	$8.8M		39k	226.09	View chart
Procter & Gamble Company (PG)	2.6	$8.8M		53k	167.65	View chart
Tyler Technologies Inc Com (TYL)	2.6	$8.8M		15k	576.64	View chart
Church & Dwight Inc Com (CHD)	2.6	$8.7M		83k	104.71	View chart
Nextera Energy (NEE)	2.5	$8.5M		118k	71.69	View chart
Analog Devices Inc Com (ADI)	2.5	$8.3M		39k	212.46	View chart
Abbott Laboratories (ABT)	2.4	$8.2M		73k	113.11	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	2.4	$8.2M		15k	538.81	View chart
Pepsi (PEP)	2.4	$8.2M		54k	152.06	View chart
Siteone Landscape Supply (SITE)	2.2	$7.6M		58k	131.77	View chart
Coterra Energy Inc Com (CTRA)	2.1	$7.2M		280k	25.54	View chart
Tractor Supply Co Com (TSCO)	2.0	$6.6M	+399%	125k	53.06	View chart
Steris Plc Registered Shs Isin#ie00bfy8c754 Egistered Shsot (STE)	2.0	$6.6M		32k	205.56	View chart
Northrop Grumman Corp Corp Com (NOC)	1.8	$6.1M		13k	469.29	View chart
American Tower Reit (AMT)	1.7	$5.8M		32k	183.41	View chart
Simply Good Foods (SMPL)	1.5	$5.0M	-2%	128k	38.98	View chart
Canadian Pacific Kansas City Ltd Isin# Ca13646k1084 Ificoa (CP)	1.3	$4.5M		62k	72.38	View chart
M&T Bank Corporation (MTB)	1.3	$4.3M		23k	188.01	View chart
Select Sector Spdr Tr Communication Svcs Select Sector Spdr FD (XLC)	1.2	$4.0M	+8%	41k	96.81	View chart
Franco Nev Corp Com Isin#ca3518581051 Orpor (FNV)	1.1	$3.8M	-6%	32k	117.59	View chart
Schlumberger Ltd Com Isin# An8068571086 Ltdoc (SLB)	1.1	$3.7M		95k	38.34	View chart
Neogen Corp Corp Com (NEOG)	0.9	$3.1M		258k	12.14	View chart
Adobe Systems Incorporated (ADBE)	0.9	$3.0M	+6%	6.7k	444.68	View chart
Byrna Technologies New (BYRN)	0.8	$2.7M	+116%	94k	28.81	View chart
NVIDIA Corporation (NVDA)	0.6	$2.0M	+2%	15k	134.29	View chart
Colgate Palmolive Co Com (CL)	0.6	$1.9M		21k	90.91	View chart
Aptargroup Inc Com (ATR)	0.5	$1.8M		11k	157.10	View chart
Johnson & Johnson (JNJ)	0.3	$999k	-2%	6.9k	144.62	View chart
Select Sector Spdr Tr Financial Financial (XLF)	0.3	$973k	NEW	20k	48.33	View chart
Clorox Co Com (CLX)	0.3	$966k	-5%	5.9k	162.41	View chart
Vanguard World Fds Vanguard Information Technology Etf Etf (VGT)	0.2	$710k		1.1k	621.80	View chart
Verisk Analytics (VRSK)	0.2	$705k		2.6k	275.43	View chart
Disney Walt Co Disney Disney Com (DIS)	0.2	$664k		6.0k	111.35	View chart
Invesco Qqq Trust Series 1 (QQQ)	0.2	$637k	-3%	1.2k	511.23	View chart
Vanguard Index Fds Vanguard Small-cap Etf Cap Etf (VB)	0.2	$618k	+10%	2.6k	240.28	View chart
Mccormick & Co Inc Com Non Vtg Non Vtg (MKC)	0.1	$472k		6.2k	76.24	View chart
Select Sector Spdr Tr Energy Energy (XLE)	0.1	$448k	NEW	5.2k	85.66	View chart
Etf Opportunities Tr Amern Conservative Values Etf Etf (ACVF)	0.1	$402k		9.2k	43.72	View chart
Lilly Eli & Co Co Com (LLY)	0.1	$398k		516.00	772.00	View chart
International Business Machs Corp Corp Com (IBM)	0.1	$391k		1.8k	219.83	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Mkt Etf (VTI)	0.1	$389k		1.3k	289.81	View chart
Woodward Inc Com (WWD)	0.1	$383k		2.3k	166.42	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Cap Etf (VO)	0.1	$372k		1.4k	264.13	View chart
Ishares Tr Core S&p 500 Etf Etf (IVV)	0.1	$356k		605.00	588.68	View chart
Vanguard World Fds Vanguard Communication Svcs Etf Etf (VOX)	0.1	$350k		2.3k	154.96	View chart
Merck & Co (MRK)	0.1	$331k		3.3k	99.48	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$325k		1.5k	220.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$290k	-35%	2.7k	107.57	View chart
Berkshire Hathaway Inc Del Cl B B New (BRK.B)	0.1	$272k		600.00	453.28	View chart
Constellation Energy (CEG)	0.1	$266k		1.2k	223.71	View chart
First Ctzns Bancshares Inc N C Cl A Class A (FCNCA)	0.1	$264k		125.00	2113.02	View chart
Stryker Corp Common Corp Common (SYK)	0.1	$252k		700.00	360.05	View chart
Texas Instrs Inc Com (TXN)	0.1	$247k		1.3k	187.51	View chart
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Etf (RSP)	0.1	$240k	NEW	1.4k	175.23	View chart
Invesco Exchange-traded Fd Tr Aerospace & Defense Etf Etf (PPA)	0.1	$212k	NEW	1.9k	114.73	View chart
Vanguard World Fds Vanguard Consumer Consumer (VCR)	0.1	$208k	NEW	554.00	375.38	View chart
Ambarella (AMBA)	0.1	$200k	NEW	2.8k	72.74	View chart

Past Filings by McCollum Christoferson Group

SEC 13F filings are viewable for McCollum Christoferson Group going back to 2017

McCollum Christoferson Group 2024 Q4 filed Feb. 11, 2025
McCollum Christoferson Group 2024 Q3 filed Oct. 16, 2024
McCollum Christoferson Group 2024 Q2 filed July 30, 2024
McCollum Christoferson Group 2024 Q1 filed April 26, 2024
McCollum Christoferson Group 2023 Q4 filed Jan. 19, 2024
McCollum Christoferson Group 2023 Q3 filed Nov. 8, 2023
McCollum Christoferson Group 2023 Q2 filed July 28, 2023
McCollum Christoferson Group 2023 Q1 filed May 2, 2023
McCollum Christoferson Group 2022 Q4 filed Feb. 7, 2023
McCollum Christoferson Group 2022 Q3 filed Nov. 1, 2022
McCollum Christoferson Group 2022 Q2 filed Aug. 10, 2022
McCollum Christoferson Group 2022 Q1 filed May 10, 2022
McCollum Christoferson Group 2021 Q4 filed Feb. 9, 2022
McCollum Christoferson Group 2021 Q3 filed Oct. 13, 2021
McCollum Christoferson Group 2021 Q2 filed July 14, 2021
McCollum Christoferson Group 2021 Q1 filed April 22, 2021

View all past filings

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