Institutional Fund
Mccollum Christoferson Group LLC
Amherst, NYCIK 17275735 filings on record
Portfolio Value
$332.77M
Q1 2026
Holdings
77
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-3.7%
from $345.68M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.0%
- Apple Inc5.4%
- Costco Whsl Corp New5.2%
- Microsoft Corp4.5%
- Ecolab Inc3.8%
- Hilton Worldwide Hldgs Inc3.7%
- Other70.4%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 96.3K | $23.21M | 7.0% | +52.2K | Added |
| 2 | Apple Inc | 98.1K | $18.07M | 5.4% | +23.1K | Added |
| 3 | Costco Whsl Corp New | 94.7K | $17.22M | 5.2% | +74.4K | Added |
| 4 | Microsoft Corp | 84.5K | $14.88M | 4.5% | +39.7K | Added |
| 5 | Ecolab Inc | 114.0K | $12.67M | 3.8% | +59.1K | Added |
| 6 | Hilton Worldwide Hldgs Inc | 109.9K | $12.30M | 3.7% | +61.4K | Added |
| 7 | Capital Group Growth ETF | 315.0K | $12.00M | 3.6% | +143.0K | Added |
| 8 | Amazon Com Inc | 121.2K | $11.13M | 3.3% | +64.1K | Added |
| 9 | Linde PLC | 35.8K | $10.94M | 3.3% | +11.2K | Added |
| 10 | Analog Devices Inc | 96.8K | $10.39M | 3.1% | +59.1K | Added |
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