Mc Collum Christoferson Group LLC Portfolio Holdings

Mc Collum Christoferson Group LLC

  • $319 Million
  • Q2 2025

Mc Collum Christoferson Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $319 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22M, Costco Wholesale Corp with a value of $20.6M, Apple Inc. with a value of $17.9M, Ecolab Inc. with a value of $15.2M, and Visa Inc. with a value of $13.7M.

Examining the 13F form we can see an increase of $7.37M in the current position value, from $312M to 319M.

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 $319 Million
Technology: $85.1 Million
Consumer Defensive: $50.1 Million
Consumer Cyclical: $39.9 Million
Healthcare: $37.9 Million
ETFs: $25 Million
Basic Materials: $21.8 Million
Financial Services: $18.9 Million
Industrials: $17.6 Million
Other: $22.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466M
$3.02 Million 0.95% of portfolio
97,665
Q2 2025 Added 1.81%
$1.13B
$77,000 0.02% of portfolio
16,140
Q2 2025 Reduced 93.66%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $319 Million
  • Prior Value $312 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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