§ 13F · FUND PROFILE
McCollum Christoferson Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $336M (13F)Positions · 68Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 96K | $23M | 7.0% | +118% |
| 2 | AAPL | APPLE INC COM | 98K | $18M | 5.4% | +31% |
| 3 | COST | COSTCO WHOLESALE CORPORATION COM | 95K | $17M | 5.2% | +367% |
| 4 | MSFT | MICROSOFT CORP COM | 85K | $15M | 4.5% | +89% |
| 5 | ECL | ECOLAB INC COM | 114K | $13M | 3.8% | +107% |
| 6 | HLT | HILTON WORLDWIDE HLDGS INC COM | 110K | $12M | 3.7% | +127% |
| 7 | CGGR | CAPITAL GROUP GROWTH ETF | 315K | $12M | 3.6% | +83% |
| 8 | AMZN | AMAZON COM INC COM | 121K | $11M | 3.3% | +112% |
| 9 | LIN | LINDE PLC SHS | 36K | $11M | 3.3% | +45% |
| 10 | ADI | ANALOG DEVICES INC COM | 97K | $10M | 3.1% | +157% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MCCOLLUM SIGNAL
AC read
McCollum Christoferson Group LLC is a Other fund managing $336 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed