DOSSIER · 13F-HR · Q2 2026

McCollum Christoferson Group LLC

$341M in tracked AUM across 80 positions as of Q2 2026.

MC
CIK 0001727573 · last filed Jun 30, 2026
Total AUM
$341M
as of Q2 2026
Holdings
80
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

McCollum Christoferson Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$26M95K7.6%
02
AAPL
APPLE INC COM
$19M93K5.6%
03
COST
COSTCO WHOLESALE CORPORATION COM
$16M94K4.6%
04
MSFT
MICROSOFT CORP COM
$15M84K4.3%
05
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$15M77K4.3%
06
WST
WEST PHARMACEUTICAL SVSC INC COM
$13M64K3.9%
07
CGGR
CAPITAL GROUP GROWTH ETF
$13M295K3.9%
08
ECL
ECOLAB INC COM
$13M113K3.8%
09
AMZN
AMAZON COM INC COM
$12M120K3.6%
10
ADI
ANALOG DEVICES INC COM
$12M95K3.6%

Filing history

2026Q2Jun 30
$341M 2.5%
80 positionsView →
2026Q1Mar 31
$333M 3.7%
77 positionsView →
2025Q4Dec 31
$346M 0.9%
74 positionsView →
2025Q3Sep 30
$349M 3.8%
74 positionsView →
2025Q2Jun 30
$336M 2.5%
68 positionsLocked
2025Q1Mar 31
$328M 3.1%
68 positionsLocked
2024Q4Dec 31
$338M 2.0%
69 positionsLocked
2024Q3Sep 30
$345M 2.7%
70 positionsLocked
2024Q2Jun 30
$336M 2.8%
70 positionsLocked
2024Q1Mar 31
$346M 4.6%
64 positionsLocked
2023Q4Dec 31
$331M 1.6%
65 positionsLocked
2023Q3Sep 30
$325M 7.3%
68 positionsLocked
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