McCollum Christoferson Group LLC

CIK 0001727573 • 6 13F filings • May 6, 2025 – Jul 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $336.1M68 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	COM	$9.8M	2.9%	71,813 SH	New
ADOBE SYS INC COM	COM	$3.1M	0.9%	8,034 SH	New
AMAZON COM INC COM	COM	$12.4M	3.7%	56,624 SH	New
AMERICAN TOWER CORP NEW COM	COM	$6.5M	1.9%	29,621 SH	New
ANALOG DEVICES INC COM	COM	$9.3M	2.8%	38,883 SH	New
APPLE INC COM	COM	$17.9M	5.3%	87,311 SH	New
APTARGROUP INC COM	COM	$1.7M	0.5%	11,020 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	NEW	$340K	0.1%	700 SH	New
BROADRIDGE FINL SOLUTIONS INC COM	COM	$9.5M	2.8%	38,919 SH	New
BYRNA TECHNOLOGIES INC COM NEW	NEW	$3.0M	0.9%	97,665 SH	New
CANADIAN PACIFIC KANSAS CITY LTD	K1084	$5.1M	1.5%	63,876 SH	New
CHURCH & DWIGHT INC COM	COM	$7.7M	2.3%	80,558 SH	New
CLOROX CO COM	COM	$405K	0.1%	3,375 SH	New
COLGATE PALMOLIVE CO COM	COM	$1.8M	0.5%	19,823 SH	New
CONSTELLATION ENERGY CORP COM	COM	$383K	0.1%	1,188 SH	New
COSTCO WHOLESALE CORP NEW COM	COM	$20.6M	6.1%	20,818 SH	New
COTERRA ENERGY INC COM	COM	$7.2M	2.1%	284,270 SH	New
DANAHER CORP COM	COM	$8.1M	2.4%	40,887 SH	New
DISNEY WALT CO DISNEY COM	COM	$248K	0.1%	2,000 SH	New
ECOLAB INC COM	COM	$15.2M	4.5%	56,402 SH	New
ETF OPPORTUNITIES TR AMERN CONSERVATIVE VALUES ETF	ETF	$395K	0.1%	8,370 SH	New
FIRST CTZNS BANCSHARES INC CL A	A	$245K	0.1%	125 SH	New
FRANCO NEV CORP COM	CA3518581051	$6.6M	2.0%	40,516 SH	New
GARTNER INC COM	COM	$10.4M	3.1%	25,817 SH	New
HILTON WORLDWIDE HLDGS INC COM NEW	NEW	$13.5M	4.0%	50,612 SH	New
INTERNATIONAL BUSINESS MACHS CORP COM	COM	$524K	0.2%	1,779 SH	New
INVESCO EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE ETF	ETF	$262K	0.1%	1,850 SH	New
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF	ETF	$385K	0.1%	2,120 SH	New
INVESCO QQQ TR UNIT SER 1	SER 1	$714K	0.2%	1,295 SH	New
ISHARES BITCOIN TR ETF SHS BEN INT	INT	$277K	0.1%	4,529 SH	New
ISHARES TR CORE S&P 500 ETF	ETF	$376K	0.1%	605 SH	New
ISHARES TR RUSSELL 2000 ETF	ETF	$314K	0.1%	1,455 SH	New
JOHNSON & JOHNSON COM	COM	$1.0M	0.3%	6,614 SH	New
LILLY ELI & CO COM	COM	$359K	0.1%	460 SH	New
LINDE PLC NEW SHS	YS762	$11.8M	3.5%	25,171 SH	New
M & T BK CORP COM	COM	$4.5M	1.4%	23,396 SH	New
MCCORMICK & CO INC COM NON VTG	VTG	$446K	0.1%	5,880 SH	New
MICROSOFT CORP COM	COM	$22.0M	6.5%	44,226 SH	New
NEOGEN CORP COM	COM	$77K	0.0%	16,140 SH	New
NEXTERA ENERGY INC COM	COM	$8.2M	2.4%	118,551 SH	New
NORTHROP GRUMMAN CORP COM	COM	$6.3M	1.9%	12,656 SH	New
NVIDIA CORP COM	COM	$3.0M	0.9%	18,830 SH	New
PEPSICO INC COM	COM	$6.6M	2.0%	50,009 SH	New
PROCTER & GAMBLE CO COM	COM	$8.3M	2.5%	52,047 SH	New
PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF	ETF	$201K	0.1%	2,000 SH	New
SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD	FD	$4.9M	1.4%	44,780 SH	New
SELECT SECTOR SPDR TR ENERGY	ENERGY	$469K	0.1%	5,535 SH	New
SELECT SECTOR SPDR TR FINANCIAL	FINANCIAL	$4.0M	1.2%	75,550 SH	New
SIMPLY GOOD FOODS CO COM	COM	$4.0M	1.2%	125,985 SH	New
SITEONE LANDSCAPE SUPPLY INC COM	COM	$6.9M	2.1%	57,402 SH	New
STERIS PLC REGISTERED SHS	C754	$7.0M	2.1%	29,216 SH	New
STRYKER CORP COMMON	COMMON	$277K	0.1%	700 SH	New
TESLA INC COM	COM	$7.4M	2.2%	23,187 SH	New
TEXAS INSTRS INC COM	COM	$273K	0.1%	1,315 SH	New
TRACTOR SUPPLY CO COM	COM	$6.6M	2.0%	125,250 SH	New
TYLER TECHNOLOGIES INC COM	COM	$9.2M	2.7%	15,465 SH	New
VANGUARD INDEX FDS S&P 500 ETF SHS NEW	NEW	$10.3M	3.1%	18,161 SH	New
VANGUARD INDEX FDS VANGUARD MID-CAP ETF	ETF	$393K	0.1%	1,403 SH	New
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF	ETF	$674K	0.2%	2,843 SH	New
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF	ETF	$398K	0.1%	1,311 SH	New
VANGUARD WORLD FDS VANGUARD COMMUNICATION SVCS ETF	ETF	$358K	0.1%	2,091 SH	New
VANGUARD WORLD FDS VANGUARD CONSUMER	CONSUMER	$201K	0.1%	554 SH	New
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$757K	0.2%	1,142 SH	New
VERISK ANALYTICS INC COM	COM	$797K	0.2%	2,559 SH	New
VISA INC COM CL A	A	$13.7M	4.1%	38,708 SH	New
WALMART INC COM	COM	$204K	0.1%	2,091 SH	New
WEST PHARMACEUTICAL SVCS INC COM	COM	$9.5M	2.8%	43,633 SH	New
WOODWARD INC COM	COM	$564K	0.2%	2,300 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES COM — $6.8M
AMAZON COM INC COM — $11.1M
AMERICAN CONSERVATIVE VALUES ETF — $420K
AMERICAN TOWER CORP COM — $3.0M
ANALOG DEVICES INC COM — $10.4M
APPLE INC COM — $18.1M
APTARGROUP INC COM — $1.3M
BERKSHIRE HATHAWAY INC DEL CL B NEW — $335K
BROADRIDGE FINL SOLUTIONS INC COM — $5.6M
CANADIAN PACIFIC KANSAS CITY COM — $2.1M
CAPITAL GROUP GROWTH ETF — $12.0M
CAPITAL ONE FINL CORP COM — $692K
CATERPILLAR INC COM — $1.0M
CHEVRON CORPORATION COM — $230K
CHURCH & DWIGHT CO INC COM — $2.8M
CLOROX CO DEL COM — $335K
COLGATE PALMOLIVE CO COM — $1.6M
CONSTELLATION ENERGY CORP COM — $336K
COSTCO WHOLESALE CORPORATION COM — $17.2M
COTERRA ENERGY INC COM — $3.5M
… and 57 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001727573-26-000012	—	View
Jan 9, 2026	Q4 2025	13F-HR	0001727573-26-000002	$345.7M	View
Nov 17, 2025