McCollum Christoferson Group LLC

CIK 0001727573 · AMHERST, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

McCollum Christoferson Group LLC reported 80 positions worth $341.0M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: VOO (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$341.0M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.2%
Est. Net Flow (Q)
2026 Q2
10 / 80 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD S&P 500 ETFSH$25.9M7.60%95,210
2AAPLAPPLE INC COMSH$19.2M5.64%93,389
3COSTCOSTCO WHOLESALE CORPORATION COMSH$15.7M4.59%94,120
4MSFTMICROSOFT CORP COMSH$14.7M4.31%83,769
5XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSH$14.7M4.31%77,149
6WSTWEST PHARMACEUTICAL SVSC INC COMSH$13.3M3.89%64,183
7CGGRCAPITAL GROUP GROWTH ETFSH$13.2M3.86%295,409
8ECLECOLAB INC COMSH$12.9M3.78%112,703
9AMZNAMAZON COM INC COMSH$12.3M3.62%119,505
10ADIANALOG DEVICES INC COMSH$12.2M3.59%94,995

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does McCollum Christoferson Group LLC hold as of Q2 2026?

McCollum Christoferson Group LLC reported 80 positions worth $341.0M in its Q2 2026 13F filing. Largest positions: VOO (7.6%), AAPL (5.6%), COST (4.6%), MSFT (4.3%) and XLK (4.3%).

What did McCollum Christoferson Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did McCollum Christoferson Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.