Mccollum Christoferson Group LLC Top Holdings and 13F Report (2026) About Mccollum Christoferson Group LLCInvestment ActivityMccollum Christoferson Group LLC has $332.77 million in total holdings as of March 31, 2026.Mccollum Christoferson Group LLC owns shares of 77 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 43.94% of the portfolio was purchased this quarter.About 3.00% of the portfolio was sold this quarter.This quarter, Mccollum Christoferson Group LLC has purchased 74 new stocks and bought additional shares in 37 stocks.Mccollum Christoferson Group LLC sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $23,214,426Apple $18,072,739Costco Wholesale $17,216,065Microsoft $14,878,276Ecolab $12,672,281 Largest New Holdings this Quarter 81369Y803 - Technology Select Sector SPDR Fund $7,416,617 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $3,346,485 Holding92189F601 - VanEck Uranium and Nuclear ETF $2,665,531 Holding311900104 - Fastenal $2,291,464 Holding81369Y886 - Utilities Select Sector SPDR Fund $2,245,857 Holding Largest Purchases this Quarter Costco Wholesale 74,405 shares (about $13.53M)Vanguard S&P 500 ETF 52,164 shares (about $12.57M)Technology Select Sector SPDR Fund 55,806 shares (about $7.42M)Microsoft 39,713 shares (about $6.99M)Hilton Worldwide 61,388 shares (about $6.87M) Largest Sales this Quarter Coterra Energy 128,806 shares (about $4.53M)Canadian Pacific Kansas City 21,919 shares (about $1.21M)STERIS 1,858 shares (about $410.86K)Vanguard Information Technology ETF 333 shares (about $232.34K)iShares Core S&P 500 ETF 165 shares (about $107.78K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$23,214,426$12,571,709 ▲118.1%96,3247.0%ETFAAPLApple$18,072,739$4,257,795 ▲30.8%98,1065.4%Computer and TechnologyCOSTCostco Wholesale$17,216,065$13,530,948 ▲367.2%94,6695.2%Retail/WholesaleMSFTMicrosoft$14,878,276$6,990,204 ▲88.6%84,5274.5%Computer and TechnologyECLEcolab$12,672,281$6,562,598 ▲107.4%114,0443.8%Basic MaterialsHLTHilton Worldwide$12,295,514$6,869,285 ▲126.6%109,8803.7%Consumer DiscretionaryCGGRCapital Group Growth ETF$11,997,484$5,444,556 ▲83.1%315,0233.6%ETFAMZNAmazon.com$11,132,581$5,891,709 ▲112.4%121,1553.3%Retail/WholesaleLINDE PLC SHS$10,935,893$3,417,848 ▲45.5%35,8363.3%StockADIAnalog Devices$10,385,420$6,338,256 ▲156.6%96,7653.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$10,165,943$5,735,627 ▲129.5%107,7103.1%ETFVVisa$10,130,989$5,545,633 ▲120.9%83,4303.0%Business ServicesWSTWest Pharmaceutical Services$9,625,070$3,597,334 ▲59.7%65,6062.9%MedicalFNVFranco-Nevada$8,996,193$3,943,966 ▲78.1%71,2222.7%Basic MaterialsXLFFinancial Select Sector SPDR Fund$8,273,312$4,666,438 ▲129.4%179,7532.5%ETFTSLATesla$8,232,941$4,992,600 ▲154.1%57,9042.5%Auto/Tires/TrucksNEENextEra Energy$8,064,151$932,313 ▲13.1%131,2322.4%UtilitiesXLKTechnology Select Sector SPDR Fund$7,416,617$7,416,617 ▲New Holding55,8062.2%ETFDHRDanaher$7,277,878$3,338,777 ▲84.8%75,0552.2%MedicalMTBM&T Bank$6,823,632$207 ▲0.0%33,0092.1%FinanceABTAbbott Laboratories$6,782,639$2,185,491 ▲47.5%103,2252.0%MedicalSITESiteOne Landscape Supply$6,730,487$2,312,372 ▲52.3%82,0512.0%IndustrialsXLEEnergy Select Sector SPDR Fund$6,600,642$5,811,613 ▲736.6%107,7482.0%ETFSTESTERIS$5,935,793$410,860 ▼-6.5%26,8431.8%MedicalNOCNorthrop Grumman$5,675,694$4,034,254 ▲245.8%42,5201.7%AerospaceBRBroadridge Financial Solutions$5,577,457$829,240 ▲17.5%44,1831.7%Computer and TechnologyTSCOTractor Supply$5,512,382$807,580 ▲17.2%145,2601.7%Retail/WholesaleTYLTyler Technologies$4,372,020$1,336,758 ▲44.0%21,8151.3%Computer and TechnologyNVDANVIDIA$3,942,816$1,382,384 ▲54.0%30,9121.2%Computer and TechnologyCTRACoterra Energy$3,474,081$4,526,243 ▼-56.6%98,8641.0%EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$3,346,485$3,346,485 ▲New Holding53,3901.0%ManufacturingPPAInvesco Aerospace & Defense ETF$3,282,517$2,963,545 ▲929.1%19,8101.0%ETFAMTAmerican Tower$2,999,425$836,522 ▲38.7%41,5570.9%FinanceRTXRTX$2,918,963$8,102 ▲0.3%15,1320.9%AerospaceCHDChurch & Dwight$2,788,682$50,393 ▼-1.8%29,8830.8%Consumer StaplesNLRVanEck Uranium and Nuclear ETF$2,665,531$2,665,531 ▲New Holding20,0130.8%ETFPGProcter & Gamble$2,550,377$13,288 ▼-0.5%17,6570.8%Consumer StaplesVBVanguard Small-Cap ETF$2,447,119$81,195 ▼-3.2%9,3430.7%ETFFASTFastenal$2,291,464$2,291,464 ▲New Holding49,3850.7%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$2,245,857$2,245,857 ▲New Holding48,9400.7%ETFCPCanadian Pacific Kansas City$2,056,339$1,209,783 ▼-37.0%37,2570.6%TransportationPEPPepsiCo$1,773,101$13,200 ▼-0.7%11,4180.5%Consumer StaplesJNJJohnson & Johnson$1,616,7260.0%6,6140.5%MedicalLLYEli Lilly and Company$1,572,8070.0%1,7100.5%MedicalCLColgate-Palmolive$1,569,510$24,972 ▼-1.6%18,4150.5%Consumer StaplesATRAptarGroup$1,252,639$60,490 ▼-4.6%9,9400.4%IndustrialsCATCaterpillar$1,027,267$35,423 ▲3.6%1,4500.3%IndustrialsQQQInvesco QQQ$814,978$72,147 ▼-8.1%1,4120.2%FinanceXOMExxonMobil$803,170$25,619 ▲3.3%4,7340.2%EnergyFCNCAFirst Citizens BancShares$706,7480.0%3750.2%FinanceCOFCapital One Financial$691,592$135,181 ▲24.3%3,7910.2%FinanceWWDWoodward$644,2560.0%1,8000.2%AerospaceVGTVanguard Information Technology ETF$564,455$232,341 ▼-29.2%8090.2%ETFDUKDuke Energy$534,1040.0%4,0790.2%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$495,154$65,253 ▼-11.6%2,5800.1%ETFIBMInternational Business Machines$493,7480.0%2,0370.1%Computer and TechnologyVRSKVerisk Analytics$473,426$9,487 ▼-2.0%2,4950.1%Business ServicesACVFAmerican Conservative Values ETF$419,955$28,568 ▼-6.4%8,8200.1%ETFVOVanguard Mid-Cap ETF$404,062$33,313 ▼-7.6%1,4070.1%ETFVOXVanguard Communication Services ETF$360,579$15,466 ▼-4.1%2,0050.1%ETFVTIVanguard Total Stock Market ETF$340,379$96,243 ▼-22.0%1,0610.1%ETFCEGConstellation Energy$336,2280.0%1,2040.1%EnergyBRK.BBerkshire Hathaway$335,4400.0%7000.1%FinanceCLXClorox$334,725$10,363 ▼-3.0%3,2300.1%Consumer StaplesPMPhilip Morris International$330,6800.0%2,0000.1%Consumer StaplesJPMJPMorgan Chase & Co.$322,988$28,828 ▲9.8%1,0980.1%FinanceWALMART INC COM$294,171$21,625 ▼-6.8%2,3670.1%StockIVViShares Core S&P 500 ETF$287,412$107,780 ▼-27.3%4400.1%ETFLFUSLittelfuse$285,0540.0%8400.1%Computer and TechnologyIWMiShares Russell 2000 ETF$274,040$103,416 ▼-27.4%1,1050.1%FinanceSYKStryker$270,758$14,458 ▲5.6%8240.1%MedicalCVXChevron$230,280$230,280 ▲New Holding1,1130.1%EnergyHDHome Depot$229,565$15,787 ▲7.4%6980.1%Retail/WholesaleMRKMerck & Co., Inc.$220,732$220,732 ▲New Holding1,8350.1%MedicalTXNTexas Instruments$206,759$206,759 ▲New Holding1,0650.1%Computer and TechnologyGE VERNOVA INC COM$206,004$206,004 ▲New Holding2360.1%StockITGartner$39,420$9,847 ▲33.3%28,4060.0%Business ServicesBYRNByrna Technologies$0$1,485,596 ▼-100.0%00.0%Business ServicesISHARES BITCOIN TRUST ETF$0$465,320 ▼-100.0%00.0%ETFDISWalt Disney$0$227,540 ▼-100.0%00.0%Consumer DiscretionaryABBVAbbVie$0$217,066 ▼-100.0%00.0%MedicalNOBLProShares S&P 500 Aristocrats ETF$0$208,140 ▼-100.0%00.0%ETFVCRVanguard Consumer Discretionary ETF$0$204,051 ▼-100.0%00.0%ETFShowing 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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