account_balance

Investment manager · 13F filer · SEC CIK 1727573

McCollum Christoferson Group LLC

Reported value$343Mas of Sep 30, 2026
Positions88 13 new, 5 sold out
Top 10 weight47.3%VOO alone is 8%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard S&P 500 ETF 8.0% Held
AAPL Apple Inc. 6.5% HeldMSFT Microsoft Corp 5.8% Added +92%COST Costco Wholesale Corp 4.4% Held
XLK State Street Technology Select Sector SPDR ETF 4.3% Trimmed −2%
WST West Pharmaceutical Services Inc 4.0% HeldAMZN Amazon.com Inc 3.7% Added +42%ECL Ecolab Inc. 3.7% HeldADI Analog Devices Inc 3.5% HeldV Visa Inc. 3.4% Held
CGGR Capital Group Growth ETF 3.3% Trimmed −14%
HLT Hilton Worldwide Holdings Inc. 3.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist