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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 VOO, MSFT, AAPL, COST, ECL, and represent 29.41% of McCollum Christoferson Group's stock portfolio.
Added to shares of these 10 stocks: VOO, VB, CGGR, COF, XLE, XLC, RSP, IBIT, IBM, XLF.
Started 1 new stock position in COF.
Reduced shares in these 10 stocks: CTRA, IT, HLT, MSFT, COST, CP, ECL, V, AMT, AMZN.
Sold out of its position in AMBA.
McCollum Christoferson Group was a net seller of stock by $-2.1M.
McCollum Christoferson Group has $346M in assets under management (AUM), dropping by -0.95%.
Central Index Key (CIK): 0001727573

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Portfolio Holdings for McCollum Christoferson Group

McCollum Christoferson Group holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	8.0	$28M	+10%	44k	627.13	View chart
Microsoft Corp Stock (MSFT)	6.3	$22M	-2%	45k	483.62	View chart
Apple Stock (AAPL)	5.9	$20M		75k	271.86	View chart
Costco Whsl Corp Stock (COST)	5.1	$18M	-2%	20k	862.34	View chart
Ecolab Stock (ECL)	4.2	$14M	-2%	55k	262.52	View chart
Hilton Worldwide Hldgs Stock (HLT)	4.0	$14M	-3%	49k	287.25	View chart
Visa Inc Com Cl A Stock (V)	3.8	$13M	-2%	38k	350.71	View chart
Amazon Stock (AMZN)	3.8	$13M	-2%	57k	230.82	View chart
West Pharmaceutical Svsc Stock (WST)	3.3	$11M		41k	275.14	View chart
Linde Stock (LIN)	3.0	$11M		25k	426.39	View chart
Tesla Stock (TSLA)	3.0	$10M		23k	449.72	View chart
Analog Devices Stock (ADI)	3.0	$10M	-2%	38k	271.20	View chart
Nextera Energy Stock (NEE)	2.7	$9.3M		116k	80.28	View chart
Danaher Corporation Stock (DHR)	2.7	$9.3M		41k	228.92	View chart
Abbott Labs Stock (ABT)	2.5	$8.8M	-2%	70k	125.29	View chart
Broadridge Finl Solutions Stock (BR)	2.4	$8.4M	-2%	38k	223.17	View chart
Franco Nev Corp Stock (FNV)	2.4	$8.3M		40k	207.28	View chart
Capital Group Growth Etf Etf (CGGR)	2.2	$7.7M	+11%	172k	44.47	View chart
Steris Plc Shs Usd Stock (STE)	2.1	$7.3M		29k	253.52	View chart
Northrop Grumman Corp Stock (NOC)	2.0	$7.0M	-2%	12k	570.21	View chart
Tyler Technologies Stock (TYL)	2.0	$6.9M		15k	453.95	View chart
Siteone Landscape Supply Stock (SITE)	1.9	$6.7M		54k	124.56	View chart
M & T Bk Corp Stock (MTB)	1.9	$6.7M		33k	201.48	View chart
Tractor Supply Stock (TSCO)	1.8	$6.2M		124k	50.01	View chart
Coterra Energy Stock (CTRA)	1.7	$6.0M	-18%	228k	26.32	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.6	$5.5M	+3%	47k	117.72	View chart
Gartner Stock (IT)	1.6	$5.4M	-15%	21k	252.28	View chart
American Tower Corp Reit (AMT)	1.5	$5.3M	-5%	30k	175.57	View chart
Canadian Pacific Kansas City Stock (CP)	1.3	$4.4M	-6%	59k	73.63	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	1.2	$4.3M		78k	54.77	View chart
Nvidia Corporation Stock (NVDA)	1.1	$3.7M		20k	186.50	View chart
Rtx Corporation Stock (RTX)	0.8	$2.8M		15k	183.40	View chart
Church & Dwight Stock (CHD)	0.7	$2.6M		30k	83.85	View chart
Procter And Gamble Stock (PG)	0.7	$2.5M		18k	143.31	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$2.5M	+47%	9.7k	257.95	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.8M		1.7k	1074.68	View chart
Pepsico Stock (PEP)	0.5	$1.7M	-2%	12k	143.52	View chart
Byrna Technologies Stock (BYRN)	0.4	$1.5M	-9%	89k	16.79	View chart
Colgate Palmolive Stock (CL)	0.4	$1.5M		19k	79.02	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.4M		6.6k	206.95	View chart
Aptargroup Stock (ATR)	0.4	$1.3M		10k	121.96	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$944k		1.5k	614.31	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$861k		1.1k	753.78	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	0.2	$805k		375.00	2146.18	View chart
Caterpillar Stock (CAT)	0.2	$802k		1.4k	572.87	View chart
Capital One Finl Corp Stock (COF)	0.2	$739k	NEW	3.1k	242.36	View chart
International Business Machs Stock (IBM)	0.2	$603k	+14%	2.0k	296.21	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$576k	+132%	13k	44.71	View chart
Verisk Analytics Stock (VRSK)	0.2	$569k		2.5k	223.69	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$559k	+37%	2.9k	191.56	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$552k		4.6k	120.34	View chart
Woodward Stock (WWD)	0.2	$544k		1.8k	302.32	View chart
Duke Energy Corp Stock (DUK)	0.1	$478k		4.1k	117.21	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$465k	+41%	9.4k	49.65	View chart
American Conservative Values Etf Etf (ACVF)	0.1	$465k	+12%	9.4k	49.39	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$456k		1.4k	335.27	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$442k		1.5k	290.22	View chart
Constellation Energy Corp Stock (CEG)	0.1	$425k	-7%	1.2k	353.27	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$414k		605.00	684.94	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$405k		2.1k	193.63	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$375k		1.5k	246.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$352k		700.00	502.65	View chart
Clorox Co Del Stock (CLX)	0.1	$336k		3.3k	100.83	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$322k		1.0k	322.22	View chart
Philip Morris Intl Stock (PM)	0.1	$321k		2.0k	160.40	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.1	$302k	+4%	1.9k	156.63	View chart
Walmart Stock (WMT)	0.1	$283k	+21%	2.5k	111.41	View chart
Stryker Corporation Stock (SYK)	0.1	$274k		780.00	351.47	View chart
Disney Walt Stock (DIS)	0.1	$228k		2.0k	113.77	View chart
Home Depot Stock (HD)	0.1	$224k		650.00	344.10	View chart
Abbvie Stock (ABBV)	0.1	$217k		950.00	228.49	View chart
Littelfuse Stock (LFUS)	0.1	$213k		840.00	252.92	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.1	$208k		2.0k	104.07	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$204k		518.00	393.92	View chart

Past Filings by McCollum Christoferson Group

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

McCollum Christoferson Group 2025 Q4 filed Jan. 9, 2026
McCollum Christoferson Group 2025 Q3 filed Nov. 17, 2025
McCollum Christoferson Group 2025 Q2 filed Aug. 13, 2025
McCollum Christoferson Group 2025 Q1 filed May 6, 2025
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

View all past filings

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