Mc Collum Christoferson Group LLC Portfolio Holdings

Mc Collum Christoferson Group LLC

  • $312 Million
  • Q1 2025

Mc Collum Christoferson Group LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $312 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $20.2M, Apple Inc. with a value of $19.8M, Microsoft Corp with a value of $16.8M, Ecolab Inc. with a value of $14.5M, and Visa Inc. with a value of $13.7M.

Examining the 13F form we can see an decrease of $11.7M in the current position value, from $323M to 312M.

Mc Collum Christoferson Group LLC is based out at Amherst, NY

Below you can find more details about Mc Collum Christoferson Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $312 Million
Technology: $79.1 Million
Consumer Defensive: $53.8 Million
Healthcare: $40.7 Million
Consumer Cyclical: $35.2 Million
Basic Materials: $19.8 Million
ETFs: $19.6 Million
Financial Services: $18.5 Million
Industrials: $16.3 Million
Other: $28.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $312 Million
  • Prior Value $323 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Mc Collum Christoferson Group LLC Portfolio

Follow Mc Collum Christoferson Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Collum Christoferson Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Collum Christoferson Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email