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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2097609/holdings"
Use Arkolith to show CHRISTINE MESSMER PC's latest holdings, largest changes, and filing provenance.
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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS INTERMED TERM | $29.9M | 389.3K | 16.8% | ▲+26% Added · +81K sh | |
| 2 | SPDR Series Trust ST PORT HIGH ETF | $18.3M | 780.7K | 10.3% | ▲+4.2% Added · +32K sh | |
| 3 | Alphabet Inc CAP STK CL A | $9.0M | 25.3K | 5.1% | ▼−1.7% Reduced · −441 sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.4M | 17.5K | 4.7% | ▼−4.0% Reduced · −725 sh | |
| 5 | Amazon Com Inc COM | $8.0M | 33.6K | 4.5% | ▲+0.9% Added · +308 sh | |
| 6 | Apple Inc COM | $8.0M | 27.5K | 4.5% | ▲+1.1% Added · +311 sh | |
| 7 | Vanguard Index FDS SMALL CP ETF | $7.1M | 23.4K | 4.0% | ▲+4.5% Added · +1K sh | |
| 8 | Microsoft Corp COM | $6.6M | 17.7K | 3.7% | ▲+3.2% Added · +547 sh | |
| 9 | Nvidia Corporation COM | $5.3M | 26.3K | 3.0% | ▲+0.5% Added · +133 sh | |
| 10 | Vanguard BD Index FDS TOTAL BND MRKT | $5.0M | 67.8K | 2.8% | ▼−16% Reduced · −12K sh | |
| 11 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $4.4M | 55.3K | 2.5% | ▲+1.6% Added · +850 sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.1M | 80.9K | 2.3% | ▲+21% Added · +14K sh | |
| 13 | Vanguard Index FDS SM CP VAL ETF | $3.1M | 12.9K | 1.8% | ▼−2.8% Reduced · −368 sh | |
| 14 | Vanguard Star FDS VG TL INTL STK F | $2.9M | 33.9K | 1.6% | ▲+68% Added · +14K sh | |
| 15 | Verizon Communications Inc COM | $2.8M | 66.8K | 1.6% | ▲+2.1% Added · +1K sh | |
| 16 | GSK PLC SPONSORED ADR | $2.5M | 48.5K | 1.4% | ▼−2.5% Reduced · −1K sh | |
| 17 | Exxon Mobil Corp COM | $2.3M | 16.6K | 1.3% | ▲+12% Added · +2K sh | |
| 18 | JPMorgan Chase & Co COM | $2.3M | 6.9K | 1.3% | ▲+1.5% Added · +101 sh | |
| 19 | Merck & Co Inc COM | $2.2M | 17.4K | 1.3% | ▲+0.2% Added · +32 sh | |
| 20 | United Parcel Svcs Inc CL B | $2.2M | 20.4K | 1.2% | ▲+5.0% Added · +979 sh | |
| 21 | Vanguard World FD INF TECH ETF | $1.8M | 15.1K | 1.0% | ▲+676% Added · +13K sh | |
| 22 | Constellation Energy Corp COM | $1.6M | 6.6K | 0.9% | ▲+0.9% Added · +58 sh | |
| 23 | Vanguard Whitehall FDS HIGH DIV YLD | $1.6M | 10.2K | 0.9% | ▼−6.1% Reduced · −667 sh | |
| 24 | Air Products And Chemicals I COM | $1.5M | 5.2K | 0.9% | ▼−0.8% Reduced · −39 sh | |
| 25 | Lockheed Martin Corp COM | $1.5M | 2.9K | 0.8% | ▲+8.6% Added · +233 sh | |
| 26 | Vanguard World FD CONSUM DIS ETF | $1.4M | 3.5K | 0.8% | ▼−0.5% Reduced · −17 sh | |
| 27 | Amgen Inc COM | $1.4M | 3.8K | 0.8% | ▲+3.0% Added · +110 sh | |
| 28 | Essential Utils Inc COM | $1.3M | 34.5K | 0.7% | ▼−2.1% Reduced · −750 sh | |
| 29 | General Dynamics Corp COM | $1.3M | 3.7K | 0.7% | ▲+10.0% Added · +338 sh | |
| 30 | Pepsico Inc COM | $1.3M | 9.5K | 0.7% | ▲+19% Added · +2K sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $1.3M | 3.4K | 0.7% | ▼−0.4% Reduced · −13 sh | |
| 32 | Hershey Co COM | $1.2M | 7.1K | 0.7% | ▲+0.5% Added · +34 sh | |
| 33 | Caterpillar Inc COM | $1.1M | 1.1K | 0.6% | ▼−7.3% Reduced · −83 sh | |
| 34 | Qnity Electronics Inc COMMON STOCK | $1.0M | 6.4K | 0.6% | ▼−0.4% Reduced · −27 sh | |
| 35 | Vanguard World FD INDUSTRIAL ETF | $978K | 2.7K | 0.6% | ▼−1.4% Reduced · −38 sh | |
| 36 | NextEra Energy Inc COM | $965K | 11.0K | 0.5% | ▲+6.2% Added · +640 sh | |
| 37 | Meta Platforms Inc CL A | $949K | 1.7K | 0.5% | ▲+50% Added · +563 sh | |
| 38 | Dupont De Nemours Inc COMMON STOCK | $819K | 6.0K | 0.5% | ▲New New position | |
| 39 | Tesla Inc COM | $720K | 1.7K | 0.4% | ▲+11% Added · +176 sh | |
| 40 | Vanguard Specialized Funds DIV APP ETF | $688K | 2.9K | 0.4% | ▲+0.3% Added · +10 sh | |
| 41 | Qualcomm Inc COM | $676K | 3.7K | 0.4% | ▼−11% Reduced · −469 sh | |
| 42 | Bristol-Myers Squibb Co COM | $660K | 11.5K | 0.4% | ▲+17% Added · +2K sh | |
| 43 | Medtronic PLC SHS | $644K | 8.2K | 0.4% | ▼−14% Reduced · −1K sh | |
| 44 | Vanguard World FD HEALTH CAR ETF | $631K | 2.1K | 0.4% | ▼−4.9% Reduced · −109 sh | |
| 45 | Oneok Inc New COM | $602K | 6.9K | 0.3% | ▲+17% Added · +1K sh | |
| 46 | Novo-Nordisk A S ADR | $584K | 12.2K | 0.3% | ▲+20% Added · +2K sh | |
| 47 | Vanguard Index FDS SML CP GRW ETF | $566K | 1.5K | 0.3% | ▼−5.0% Reduced · −81 sh | |
| 48 | United Rentals Inc COM | $565K | 499 | 0.3% | ▲+0.2% Added · +1 sh | |
| 49 | Marvell Technology Inc COM | $557K | 1.9K | 0.3% | ▲New New position | |
| 50 | Fidelity Comwlth TR NASDAQ COMPSIT | $518K | 5.0K | 0.3% | ▲+0.1% Added · +7 sh |
As-of date vs the date the SEC received each filing
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.