StockDriftsStockDriftsTop 50 Christine Messmer PC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 16.82% | 389.3K | $29.9M | +26.46%(+81.46K) | $77.65(-2.73%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 10.31% | 780.7K | $18.3M | +4.21%(+31.51K) | $23.78(-2.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.09% | 25.3K | $9.0M | -1.71%(-441) | $278.05(+26.40%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.72% | 17.5K | $8.4M | -3.97%(-725) | $291.59(+45.28%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.51% | 33.6K | $8.0M | +0.93%(+308) | $225.03(+22.19%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.49% | 27.5K | $8.0M | +1.14%(+311) | $263.30(+16.47%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4% | 23.4K | $7.1M | +4.56%(+1.02K) | $257.32(+19.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.72% | 17.7K | $6.6M | +3.19%(+547) | $494.70(+1.63%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.97% | 26.3K | $5.3M | +0.51%(+133) | $186.51(+18.21%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.8% | 67.8K | $5.0M | -15.51%(-12.44K) | $74.22(-2.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.81% |
Christine Messmer PC reports $177.48M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are BIV (16.8%), SPHY (10.3%) and GOOGL (5.1%). The top 20 holdings account for 75.66% of reported assets. Its disclosed equity book has returned +4.03% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Christine Messmer PC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2097609). View Christine Messmer PC’s 13F filings on SEC