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Mccollum Christoferson Group Llc

Portfolio Manager
McCollum Christoferson Group LLC
Performance
-3.65% (2026 Q1)
AUM (13F)
$332.77M
# of Holdings
77
Performance Rank
Allocation (Top 20)
68.45%

Mccollum Christoferson Group Llc Holdings Map

Top 50 Mccollum Christoferson Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD S&P 500 ETF
6.98%96.3K$23.2M
+118.12%(+52.16K)
2025-Q1: 17.5K shares2025-Q2: 18.2K shares2025-Q3: 40.0K shares2025-Q4: 44.2K shares2026-Q1: 96.3K shares
$566.07(+17.53%)
2026-03-31
AAPL
APPLE INC COM
5.43%98.1K$18.1M
+30.82%(+23.11K)
2025-Q1: 89.1K shares2025-Q2: 87.3K shares2025-Q3: 75.5K shares2025-Q4: 75.0K shares2026-Q1: 98.1K shares
$94.66(+200.23%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION COM
5.17%94.7K$17.2M
+367.18%(+74.41K)
2025-Q1: 21.3K shares2025-Q2: 20.8K shares2025-Q3: 20.8K shares2025-Q4: 20.3K shares2026-Q1: 94.7K shares
$749.09(+35.69%)
2026-03-31
MSFT
MICROSOFT CORP COM
4.47%84.5K$14.9M
+88.62%(+39.71K)
2025-Q1: 44.7K shares2025-Q2: 44.2K shares2025-Q3: 45.7K shares2025-Q4: 44.8K shares2026-Q1: 84.5K shares
$250.60(+64.16%)
2026-03-31
ECL
ECOLAB INC COM
3.81%114.0K$12.7M
+107.41%(+59.06K)
2025-Q1: 57.1K shares2025-Q2: 56.4K shares2025-Q3: 56.2K shares2025-Q4: 55.0K shares2026-Q1: 114.0K shares
$204.41(+26.04%)
2026-03-31
HLT
HILTON WORLDWIDE HLDGS INC COM
3.69%109.9K$12.3M
+126.59%(+61.39K)
2025-Q1: 51.7K shares2025-Q2: 50.6K shares2025-Q3: 50.1K shares2025-Q4: 48.5K shares2026-Q1: 109.9K shares
$202.23(+54.66%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
3.61%315.0K$12.0M
+83.09%(+142.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 154.8K shares2025-Q4: 172.1K shares2026-Q1: 315.0K shares
$42.41(+6.46%)
2026-03-31
AMZN
AMAZON COM INC COM
3.35%121.2K$11.1M
+112.42%(+64.12K)
2025-Q1: 55.7K shares2025-Q2: 56.6K shares2025-Q3: 58.3K shares2025-Q4: 57.0K shares2026-Q1: 121.2K shares
$148.62(+84.06%)
2026-03-31
LIN
LINDE PLC SHS
3.29%35.8K$10.9M
+45.46%(+11.20K)
2025-Q1: 25.3K shares2025-Q2: 25.2K shares2025-Q3: 25.1K shares2025-Q4: 24.6K shares2026-Q1: 35.8K shares
$331.26(+51.03%)
2026-03-31
ADI
ANALOG DEVICES INC COM
3.12%96.8K$10.4M
+156.61%(+59.06K)
2025-Q1: 39.0K shares2025-Q2: 38.9K shares2025-Q3: 38.7K shares2025-Q4: 37.7K shares2026-Q1: 96.8K shares
$219.23(+84.63%)
2026-03-31

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