Mccollum Christoferson Group LLC Top Holdings and 13F Report (2025) About Mccollum Christoferson Group LLCInvestment ActivityMccollum Christoferson Group LLC has $327.76 million in total holdings as of March 31, 2025.Mccollum Christoferson Group LLC owns shares of 68 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Mccollum Christoferson Group LLC has purchased 69 new stocks and bought additional shares in 20 stocks.Mccollum Christoferson Group LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Costco Wholesale $20,169,704Apple $19,785,785Microsoft $16,765,293Ecolab $14,487,654Visa $13,743,289 Largest New Holdings this Quarter 74348A467 - ProShares S&P 500 Aristocrats ETF $204,360 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,317 shares (about $1.19M)Adobe 865 shares (about $331.75K)Schlumberger 6,695 shares (about $279.85K)Communication Services Select Sector SPDR Fund 2,415 shares (about $232.93K)NVIDIA 2,107 shares (about $228.36K) Largest Sales this Quarter American Tower 1,485 shares (about $323.14K)Hilton Worldwide 1,201 shares (about $273.29K)STERIS 1,195 shares (about $270.85K)Apple 1,196 shares (about $265.67K)Costco Wholesale 252 shares (about $238.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMccollum Christoferson Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOSTCostco Wholesale$20,169,704$238,337 ▼-1.2%21,3266.2%Retail/WholesaleAAPLApple$19,785,785$265,667 ▼-1.3%89,0736.0%Computer and TechnologyMSFTMicrosoft$16,765,293$74,703 ▼-0.4%44,6615.1%Computer and TechnologyECLEcolab$14,487,654$83,662 ▼-0.6%57,1464.4%Basic MaterialsVVisa$13,743,289$91,120 ▼-0.7%39,2154.2%Business ServicesLINDE PLC NEW SHS ISIN#IE000S9YS762$11,801,180$66,587 ▼-0.6%25,3443.6%COMHLTHilton Worldwide$11,753,413$273,288 ▼-2.3%51,6523.6%Consumer DiscretionaryITGartner$10,831,391$7,555 ▼-0.1%25,8053.3%Business ServicesAMZNAmazon.com$10,606,044$47,565 ▼-0.4%55,7453.2%Retail/WholesaleWSTWest Pharmaceutical Services$9,770,347$100,074 ▲1.0%43,6413.0%MedicalABTAbbott Laboratories$9,617,258$27,326 ▼-0.3%72,5012.9%MedicalBRBroadridge Financial Solutions$9,438,968$27,398 ▼-0.3%38,9302.9%Business ServicesCHDChurch & Dwight$9,023,857$83,889 ▼-0.9%81,9682.8%Consumer StaplesVOOVanguard S&P 500 ETF$9,012,440$1,190,730 ▲15.2%17,5372.7%ETFPGProcter & Gamble$8,965,967$1,193 ▲0.0%52,6112.7%Consumer StaplesTYLTyler Technologies$8,927,243$62,790 ▲0.7%15,3552.7%Computer and TechnologyNEENextEra Energy$8,428,821$32,255 ▲0.4%118,9002.6%UtilitiesDHRDanaher$8,366,870$4,920 ▼-0.1%40,8142.6%MedicalCTRACoterra Energy$8,164,973$67,626 ▲0.8%282,5252.5%EnergyPEPPepsiCo$7,958,965$109,606 ▼-1.4%53,0812.4%Consumer StaplesADIAnalog Devices$7,857,467$21,579 ▼-0.3%38,9622.4%Computer and TechnologySTESTERIS$7,009,378$270,847 ▼-3.7%30,9262.1%MedicalSITESiteOne Landscape Supply$6,984,864$18,216 ▼-0.3%57,5172.1%IndustrialsTSCOTractor Supply$6,859,675$2,204 ▲0.0%124,4952.1%Retail/WholesaleAMTAmerican Tower$6,573,478$323,136 ▼-4.7%30,2092.0%FinanceNOCNorthrop Grumman$6,559,360$56,321 ▼-0.9%12,8112.0%AerospaceTSLATesla$5,968,714$217,694 ▼-3.5%23,0311.8%Auto/Tires/TrucksFNVFranco-Nevada$5,323,322$224,523 ▲4.4%33,7861.6%Basic MaterialsCPCanadian Pacific Kansas City$4,436,510$90,176 ▲2.1%63,2201.4%TransportationSMPLSimply Good Foods$4,381,265$28,454 ▼-0.6%127,0301.3%Consumer StaplesSLBSchlumberger$4,262,973$279,851 ▲7.0%101,9851.3%EnergyXLCCommunication Services Select Sector SPDR Fund$4,204,738$232,927 ▲5.9%43,5951.3%ETFMTBM&T Bank$4,182,035$89,375 ▲2.2%23,3961.3%FinanceADBEAdobe$2,920,197$331,753 ▲12.8%7,6140.9%Computer and TechnologyNEOGNeogen$2,208,344$26,946 ▼-1.2%254,7110.7%MedicalCLColgate-Palmolive$1,925,348$51,535 ▼-2.6%20,5480.6%Consumer StaplesNVDANVIDIA$1,877,684$228,357 ▲13.8%17,3250.6%Computer and TechnologyATRAptarGroup$1,693,7580.0%11,4150.5%IndustrialsBYRNByrna Technologies$1,615,377$27,028 ▲1.7%95,9250.5%Business ServicesXLFFinancial Select Sector SPDR Fund$1,142,143$139,468 ▲13.9%22,9300.3%ETFJNJJohnson & Johnson$1,113,450$32,339 ▼-2.8%6,7140.3%MedicalCLXClorox$875,4010.0%5,9450.3%Consumer StaplesVRSKVerisk Analytics$761,6100.0%2,5590.2%Business ServicesVBVanguard Small-Cap ETF$630,435$59,872 ▲10.5%2,8430.2%ETFVGTVanguard Information Technology ETF$619,3980.0%1,1420.2%ETFDISWalt Disney$588,2520.0%5,9600.2%Consumer DiscretionaryQQQInvesco QQQ$583,8050.0%1,2450.2%FinanceXLEEnergy Select Sector SPDR Fund$526,591$38,315 ▲7.8%5,6350.2%ETFMKCMcCormick & Company, Incorporated$494,683$14,404 ▼-2.8%6,0100.2%Consumer StaplesIBMInternational Business Machines$442,3660.0%1,7790.1%Computer and TechnologyLLYEli Lilly and Company$426,1700.0%5160.1%MedicalWWDWoodward$419,7270.0%2,3000.1%AerospaceACVFAmerican Conservative Values ETF$393,9440.0%9,2000.1%ETFVTIVanguard Total Stock Market ETF$368,5600.0%1,3410.1%ETFRSPInvesco S&P 500 Equal Weight ETF$367,248$129,923 ▲54.7%2,1200.1%ETFVOVanguard Mid-Cap ETF$362,844$1,293 ▼-0.4%1,4030.1%ETFIVViShares Core S&P 500 ETF$339,9500.0%6050.1%ETFXOMExxon Mobil$320,0410.0%2,6910.1%EnergyBRK.BBerkshire Hathaway$319,5480.0%6000.1%FinanceIWMiShares Russell 2000 ETF$306,616$12,967 ▲4.4%1,5370.1%FinanceVOXVanguard Communication Services ETF$290,993$44,517 ▼-13.3%1,9610.1%ETFSYKStryker$260,5750.0%7000.1%MedicalCEGConstellation Energy$239,5360.0%1,1880.1%EnergyTXNTexas Instruments$236,3060.0%1,3150.1%Computer and TechnologyFCNCAFirst Citizens BancShares$231,7650.0%1250.1%FinancePPAInvesco Aerospace & Defense ETF$215,6180.0%1,8500.1%ETFMRKMerck & Co., Inc.$215,424$83,028 ▼-27.8%2,4000.1%MedicalNOBLProShares S&P 500 Aristocrats ETF$204,360$204,360 ▲New Holding2,0000.1%ETFVCRVanguard Consumer Discretionary ETF$0$207,961 ▼-100.0%00.0%ETFAMBAAmbarella$0$200,035 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
