Arkolith/Funds/Christine Messmer PC

Christine Messmer PC

CIK 2097609
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Christine Messmer PC holds a focused book of 86 stocks worth $177.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Alphabet Inc-CL A. Their largest long position is Vanguard Intermediate-Term B at 17% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CHRISTINE MESSMER PC's latest
holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
54
existing
Trimmed
23
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.9%
+12.8%/yr · since Feb '26
Their reported book
+4.0%
held from quarter-end
S&P 500
+7.5%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Christine Messmer PC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.9 points over this window.

Growth of $10,000 cloning Christine Messmer PC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
59%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
23%
Health Care
5%
Consumer Discretionary
5%
Industrials
5%
Utilities
3%
Communication Services
2%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

86 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard BD Index FDS
INTERMED TERM
$29.9M389.3K
16.8%
+26%
Added · +81K sh
2SPDR Series Trust
ST PORT HIGH ETF
$18.3M780.7K
10.3%
+4.2%
Added · +32K sh
3Alphabet Inc
CAP STK CL A
$9.0M25.3K
5.1%
−1.7%
Reduced · −441 sh
4Taiwan Semiconductor Manufac
SPONSORED ADS
$8.4M17.5K
4.7%
−4.0%
Reduced · −725 sh
5Amazon Com Inc
COM
$8.0M33.6K
4.5%
+0.9%
Added · +308 sh
6Apple Inc
COM
$8.0M27.5K
4.5%
+1.1%
Added · +311 sh
7Vanguard Index FDS
SMALL CP ETF
$7.1M23.4K
4.0%
+4.5%
Added · +1K sh
8Microsoft Corp
COM
$6.6M17.7K
3.7%
+3.2%
Added · +547 sh
9Nvidia Corporation
COM
$5.3M26.3K
3.0%
+0.5%
Added · +133 sh
10Vanguard BD Index FDS
TOTAL BND MRKT
$5.0M67.8K
2.8%
−16%
Reduced · −12K sh
11Vanguard Scottsdale FDS
SHRT TRM CORP BD
$4.4M55.3K
2.5%
+1.6%
Added · +850 sh
12Vanguard Mun BD FDS
TAX EXEMPT BD
$4.1M80.9K
2.3%
+21%
Added · +14K sh
13Vanguard Index FDS
SM CP VAL ETF
$3.1M12.9K
1.8%
−2.8%
Reduced · −368 sh
14Vanguard Star FDS
VG TL INTL STK F
$2.9M33.9K
1.6%
+68%
Added · +14K sh
15Verizon Communications Inc
COM
$2.8M66.8K
1.6%
+2.1%
Added · +1K sh
16GSK PLC
SPONSORED ADR
$2.5M48.5K
1.4%
−2.5%
Reduced · −1K sh
17Exxon Mobil Corp
COM
$2.3M16.6K
1.3%
+12%
Added · +2K sh
18JPMorgan Chase & Co
COM
$2.3M6.9K
1.3%
+1.5%
Added · +101 sh
19Merck & Co Inc
COM
$2.2M17.4K
1.3%
+0.2%
Added · +32 sh
20United Parcel Svcs Inc
CL B
$2.2M20.4K
1.2%
+5.0%
Added · +979 sh
21Vanguard World FD
INF TECH ETF
$1.8M15.1K
1.0%
+676%
Added · +13K sh
22Constellation Energy Corp
COM
$1.6M6.6K
0.9%
+0.9%
Added · +58 sh
23Vanguard Whitehall FDS
HIGH DIV YLD
$1.6M10.2K
0.9%
−6.1%
Reduced · −667 sh
24Air Products And Chemicals I
COM
$1.5M5.2K
0.9%
−0.8%
Reduced · −39 sh
25Lockheed Martin Corp
COM
$1.5M2.9K
0.8%
+8.6%
Added · +233 sh
26Vanguard World FD
CONSUM DIS ETF
$1.4M3.5K
0.8%
−0.5%
Reduced · −17 sh
27Amgen Inc
COM
$1.4M3.8K
0.8%
+3.0%
Added · +110 sh
28Essential Utils Inc
COM
$1.3M34.5K
0.7%
−2.1%
Reduced · −750 sh
29General Dynamics Corp
COM
$1.3M3.7K
0.7%
+10.0%
Added · +338 sh
30Pepsico Inc
COM
$1.3M9.5K
0.7%
+19%
Added · +2K sh
31Vanguard Index FDS
TOTAL STK MKT
$1.3M3.4K
0.7%
−0.4%
Reduced · −13 sh
32Hershey Co
COM
$1.2M7.1K
0.7%
+0.5%
Added · +34 sh
33Caterpillar Inc
COM
$1.1M1.1K
0.6%
−7.3%
Reduced · −83 sh
34Qnity Electronics Inc
COMMON STOCK
$1.0M6.4K
0.6%
−0.4%
Reduced · −27 sh
35Vanguard World FD
INDUSTRIAL ETF
$978K2.7K
0.6%
−1.4%
Reduced · −38 sh
36NextEra Energy Inc
COM
$965K11.0K
0.5%
+6.2%
Added · +640 sh
37Meta Platforms Inc
CL A
$949K1.7K
0.5%
+50%
Added · +563 sh
38Dupont De Nemours Inc
COMMON STOCK
$819K6.0K
0.5%
New
New position
39Tesla Inc
COM
$720K1.7K
0.4%
+11%
Added · +176 sh
40Vanguard Specialized Funds
DIV APP ETF
$688K2.9K
0.4%
+0.3%
Added · +10 sh
41Qualcomm Inc
COM
$676K3.7K
0.4%
−11%
Reduced · −469 sh
42Bristol-Myers Squibb Co
COM
$660K11.5K
0.4%
+17%
Added · +2K sh
43Medtronic PLC
SHS
$644K8.2K
0.4%
−14%
Reduced · −1K sh
44Vanguard World FD
HEALTH CAR ETF
$631K2.1K
0.4%
−4.9%
Reduced · −109 sh
45Oneok Inc New
COM
$602K6.9K
0.3%
+17%
Added · +1K sh
46Novo-Nordisk A S
ADR
$584K12.2K
0.3%
+20%
Added · +2K sh
47Vanguard Index FDS
SML CP GRW ETF
$566K1.5K
0.3%
−5.0%
Reduced · −81 sh
48United Rentals Inc
COM
$565K499
0.3%
+0.2%
Added · +1 sh
49Marvell Technology Inc
COM
$557K1.9K
0.3%
New
New position
50Fidelity Comwlth TR
NASDAQ COMPSIT
$518K5.0K
0.3%
+0.1%
Added · +7 sh
Showing 50 of 86 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202686$177.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202680$156.4M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202679$153.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.