Mccollum Christoferson Group LLC Top Holdings and 13F Report (2025) About Mccollum Christoferson Group LLCInvestment ActivityMccollum Christoferson Group LLC has $336.08 million in total holdings as of June 30, 2025.Mccollum Christoferson Group LLC owns shares of 68 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.80% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Mccollum Christoferson Group LLC has purchased 68 new stocks and bought additional shares in 18 stocks.Mccollum Christoferson Group LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $21,998,455Costco Wholesale $20,608,571Apple $17,913,598Ecolab $15,196,955Visa $13,743,275 Largest New Holdings this Quarter 46438F101 - ISHARES BITCOIN TR ETF SHS BEN INT $277,220 Holding931142103 - Walmart $204,458 Holding92204A108 - Vanguard Consumer Discretionary ETF $200,725 Holding Largest Purchases this Quarter Financial Select Sector SPDR Fund 52,620 shares (about $2.76M)Franco-Nevada 6,730 shares (about $1.10M)Vanguard S&P 500 ETF 624 shares (about $354.45K)ISHARES BITCOIN TR ETF SHS BEN INT 4,529 shares (about $277.22K)NVIDIA 1,505 shares (about $237.77K) Largest Sales this Quarter Neogen 238,571 shares (about $1.14M)Costco Wholesale 508 shares (about $502.89K)Walt Disney 3,960 shares (about $491.08K)STERIS 1,710 shares (about $410.78K)PepsiCo 3,072 shares (about $405.63K) 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 PortfolioSectorMSFTMicrosoft$21,998,455$216,373 ▼-1.0%44,2266.5%Computer and TechnologyCOSTCostco Wholesale$20,608,571$502,890 ▼-2.4%20,8186.1%Retail/WholesaleAAPLApple$17,913,598$361,510 ▼-2.0%87,3115.3%Computer and TechnologyECLEcolab$15,196,955$200,463 ▼-1.3%56,4024.5%Basic MaterialsVVisa$13,743,275$180,010 ▼-1.3%38,7084.1%Business ServicesHLTHilton Worldwide$13,480,000$276,994 ▼-2.0%50,6124.0%Consumer DiscretionaryAMZNAmazon.com$12,422,739$192,844 ▲1.6%56,6243.7%Retail/WholesaleLINDE PLC NEW SHS$11,809,730$81,168 ▼-0.7%25,1713.5%YS762ITGartner$10,435,748$4,851 ▲0.0%25,8173.1%Business ServicesVOOVanguard S&P 500 ETF$10,315,993$354,451 ▲3.6%18,1613.1%ETFABTAbbott Laboratories$9,767,286$93,575 ▼-0.9%71,8132.9%MedicalWSTWest Pharmaceutical Services$9,546,900$1,750 ▼0.0%43,6332.8%MedicalBRBroadridge Financial Solutions$9,458,485$2,673 ▼0.0%38,9192.8%Computer and TechnologyADIAnalog Devices$9,254,932$18,804 ▼-0.2%38,8832.8%Computer and TechnologyTYLTyler Technologies$9,168,271$65,212 ▲0.7%15,4652.7%Computer and TechnologyPGProcter & Gamble$8,292,128$89,856 ▼-1.1%52,0472.5%Consumer StaplesNEENextEra Energy$8,229,810$24,228 ▼-0.3%118,5512.4%UtilitiesDHRDanaher$8,076,818$14,420 ▲0.2%40,8872.4%MedicalCHDChurch & Dwight$7,742,429$135,515 ▼-1.7%80,5582.3%Consumer StaplesTSLATesla$7,365,582$49,555 ▲0.7%23,1872.2%Auto/Tires/TrucksCTRACoterra Energy$7,214,773$44,288 ▲0.6%284,2702.1%EnergySTESTERIS$7,018,268$410,776 ▼-5.5%29,2162.1%MedicalSITESiteOne Landscape Supply$6,942,198$13,908 ▼-0.2%57,4022.1%IndustrialsFNVFranco-Nevada$6,641,383$1,103,182 ▲19.9%40,5162.0%Basic MaterialsTSCOTractor Supply$6,609,443$39,841 ▲0.6%125,2502.0%Retail/WholesalePEPPepsiCo$6,603,188$405,627 ▼-5.8%50,0092.0%Consumer StaplesAMTAmerican Tower$6,546,833$129,960 ▼-1.9%29,6211.9%FinanceNOCNorthrop Grumman$6,327,747$77,497 ▼-1.2%12,6561.9%AerospaceCPCanadian Pacific Kansas City$5,064,941$52,016 ▲1.0%63,8761.5%TransportationXLCCommunication Services Select Sector SPDR Fund$4,859,973$128,608 ▲2.7%44,7801.4%ETFMTBM&T Bank$4,538,5900.0%23,3961.4%FinanceSMPLSimply Good Foods$3,979,866$33,012 ▼-0.8%125,9851.2%Consumer StaplesXLFFinancial Select Sector SPDR Fund$3,956,554$2,755,710 ▲229.5%75,5501.2%ETFADBEAdobe$3,108,194$162,490 ▲5.5%8,0340.9%Computer and TechnologyBYRNByrna Technologies$3,015,895$53,731 ▲1.8%97,6650.9%Business ServicesNVDANVIDIA$2,974,952$237,775 ▲8.7%18,8300.9%Computer and TechnologyCLColgate-Palmolive$1,801,911$65,903 ▼-3.5%19,8230.5%Consumer StaplesATRAptarGroup$1,723,859$61,790 ▼-3.5%11,0200.5%IndustrialsJNJJohnson & Johnson$1,010,289$15,275 ▼-1.5%6,6140.3%MedicalVRSKVerisk Analytics$797,1290.0%2,5590.2%Business ServicesVGTVanguard Information Technology ETF$757,4660.0%1,1420.2%ETFQQQInvesco QQQ$714,374$27,582 ▲4.0%1,2950.2%FinanceVBVanguard Small-Cap ETF$673,7340.0%2,8430.2%ETFWWDWoodward$563,7070.0%2,3000.2%AerospaceIBMInternational Business Machines$524,4140.0%1,7790.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$469,423$8,481 ▼-1.8%5,5350.1%ETFMKCMcCormick & Company, Incorporated$445,822$9,857 ▼-2.2%5,8800.1%Consumer StaplesCLXClorox$405,236$308,580 ▼-43.2%3,3750.1%Consumer StaplesVTIVanguard Total Stock Market ETF$398,452$9,118 ▼-2.2%1,3110.1%ETFACVFAmerican Conservative Values ETF$394,707$39,141 ▼-9.0%8,3700.1%ETFVOVanguard Mid-Cap ETF$392,6010.0%1,4030.1%ETFRSPInvesco S&P 500 Equal Weight ETF$385,2890.0%2,1200.1%ETFCEGConstellation Energy$383,4390.0%1,1880.1%EnergyIVViShares Core S&P 500 ETF$375,6450.0%6050.1%ETFLLYEli Lilly and Company$358,584$43,654 ▼-10.9%4600.1%MedicalVOXVanguard Communication Services ETF$357,624$22,234 ▲6.6%2,0910.1%ETFBRK.BBerkshire Hathaway$340,039$48,577 ▲16.7%7000.1%FinanceIWMiShares Russell 2000 ETF$313,974$17,695 ▼-5.3%1,4550.1%FinanceISHARES BITCOIN TR ETF SHS BEN INT$277,220$277,220 ▲New Holding4,5290.1%INTSYKStryker$276,9410.0%7000.1%MedicalTXNTexas Instruments$273,0200.0%1,3150.1%Computer and TechnologyPPAInvesco Aerospace & Defense ETF$262,1270.0%1,8500.1%ETFDISWalt Disney$248,020$491,080 ▼-66.4%2,0000.1%Consumer DiscretionaryFCNCAFirst Citizens BancShares$244,5590.0%1250.1%FinanceWMTWalmart$204,458$204,458 ▲New Holding2,0910.1%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$201,4000.0%2,0000.1%ETFVCRVanguard Consumer Discretionary ETF$200,725$200,725 ▲New Holding5540.1%ETFNEOGNeogen$77,149$1,140,366 ▼-93.7%16,1400.0%MedicalSLBSchlumberger$0$4,262,973 ▼-100.0%00.0%EnergyXOMExxon Mobil$0$320,041 ▼-100.0%00.0%EnergyMRKMerck & Co., Inc.$0$215,424 ▼-100.0%00.0%MedicalShowing 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. 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