StockDriftsStockDriftsTop 50 McCollum Christoferson Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 7.6% | 95.2K | $25.9M | -1.16%(-1.11K) | $565.79(+25.96%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 5.64% | 93.4K | $19.2M | -4.81%(-4.72K) | $94.66(+222.62%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 4.59% | 94.1K | $15.7M | -0.58%(-549) | $749.09(+27.33%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.31% | 83.8K | $14.7M | -0.90%(-758) | $250.60(+93.96%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 4.31% | 77.1K | $14.7M | +38.24%(+21.34K) | $144.13(+32.33%) | 2026-06-30 | |
| WST | WEST PHARMACEUTICAL SVSC INC COM | 3.89% | 64.2K | $13.3M | -2.17%(-1.42K) | $161.70(+116.09%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.86% | 295.4K | $13.2M | -6.23%(-19.61K) | $42.41(+10.90%) | 2026-06-30 | |
| ECL | ECOLAB INC COM | 3.78% | 112.7K | $12.9M | -1.18%(-1.34K) | $204.41(+34.94%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 3.62% | 119.5K | $12.3M | -1.36%(-1.65K) | $148.62(+76.65%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC COM | 3.59% | 95.0K | $12.2M | -1.83%(-1.77K) | $219.23(+79.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.94% | +29.28% | +3.17% | +16.91% |
| Top 20 Holdings Unweighted | +9.42% | +31.00% | +3.38% | +18.07% |
McCollum Christoferson Group LLC reports $340.98M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are VOO (7.6%), AAPL (5.6%) and COST (4.6%). The top 20 holdings account for 71.29% of reported assets. Its disclosed equity book has returned +29.28% on a three-year cumulative basis. 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 McCollum Christoferson Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727573). View McCollum Christoferson Group LLC’s 13F filings on SEC