DOSSIER · 13F-HR · Q3 2026

McCollum Christoferson Group LLC

$343M in tracked AUM across 88 positions as of Q3 2026.

MC
CIK 0001727573 · last filed Sep 30, 2026
Total AUM
$343M
as of Q3 2026
Holdings
88
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

McCollum Christoferson Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$27M97K8.0%
02
AAPL
APPLE INC COM
$22M94K6.5%
03
MSFT
MICROSOFT CORP COM
$20M161K5.8%
04
COST
COSTCO WHOLESALE CORPORATION COM
$15M94K4.4%
05
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$15M75K4.3%
06
WST
WEST PHARMACEUTICAL SVSC INC COM
$14M64K4.0%
07
AMZN
AMAZON COM INC COM
$13M170K3.7%
08
ECL
ECOLAB INC COM
$13M112K3.7%
09
ADI
ANALOG DEVICES INC COM
$12M95K3.5%
10
V
VISA INC COM CL A
$12M82K3.4%

Filing history

2026Q3Sep 30
$343M▲ 0.5%
88 positionsView →
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 positionsLocked
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
Showing 12 of 34