Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McCollum Christoferson Group LLC (CIK 1727573) reported $332.8M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($23.2M, 6.98%), AAPL ($18.1M, 5.43%), COST ($17.2M, 5.17%), MSFT ($14.9M, 4.47%), ECL ($12.7M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $23.2M | 6.98% | 96,324 | Added |
| 2 | AAPL | APPLE INC COM | $18.1M | 5.43% | 98,106 | Added |
| 3 | COST | COSTCO WHOLESALE CORPORATION COM | $17.2M | 5.17% | 94,669 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $14.9M | 4.47% | 84,527 | Added |
| 5 | ECL | ECOLAB INC COM | $12.7M | 3.81% | 114,044 | Added |
| 6 | HLT | HILTON WORLDWIDE HLDGS INC COM | $12.3M | 3.69% | 109,880 | Added |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | $12.0M | 3.61% | 315,023 | Added |
| 8 | AMZN | AMAZON COM INC COM | $11.1M | 3.35% | 121,155 | Added |
| 9 | LIN | LINDE PLC SHS | $10.9M | 3.29% | 35,836 | Added |
| 10 | ADI | ANALOG DEVICES INC COM | $10.4M | 3.12% | 96,765 | Added |
| 11 | XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.2M | 3.05% | 107,710 | Added |
| 12 | V | VISA INC COM CL A | $10.1M | 3.04% | 83,430 | Added |
| 13 | WST | WEST PHARMACEUTICAL SVSC INC COM | $9.6M | 2.89% | 65,606 | Added |
| 14 | FNV | FRANCO NEV CORP COM | $9.0M | 2.70% | 71,222 | Added |
| 15 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $8.3M | 2.49% | 179,753 | Added |
| 16 | TSLA | TESLA INC COM | $8.2M | 2.47% | 57,904 | Added |
| 17 | NEE | NEXTERA ENERGY INC COM | $8.1M | 2.42% | 131,232 | Added |
| 18 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.4M | 2.23% | 55,806 | New |
| 19 | DHR | DANAHER CORP DEL COM | $7.3M | 2.19% | 75,055 | Added |
| 20 | MTB | M & T BK CORP COM | $6.8M | 2.05% | 33,009 | Added |
| 21 | ABT | ABBOTT LABORATORIES COM | $6.8M | 2.04% | 103,225 | Added |
| 22 | SITE | SITEONE LANDSCAPE SUPPLY INC COM | $6.7M | 2.02% | 82,051 | Added |
| 23 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6.6M | 1.98% | 107,748 | Added |
| 24 | STE | STERIS PLC SHS USD | $5.9M | 1.78% | 26,843 | Trimmed |
| 25 | NOC | NORTHROP GRUMMAN CORP COM | $5.7M | 1.71% | 42,520 | Added |
Source: SEC Form 13F filings · as of 2026-03-31