McCollum Christoferson Group LLC holds a diversified book of 80 stocks worth $341.0M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened SS Industrial Select Sector and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1727573/holdings"
Use Arkolith to show McCollum Christoferson Group LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% 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
Other tracked managers holding the same core names as McCollum Christoferson Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $535.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $489.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $160.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $159.2B |
| UBS Group AG | 80 / 80 | $137.3B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $98.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $78.5B |
| LPL Financial LLC | 80 / 80 | $76.2B |
Ranked by how many of McCollum Christoferson Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 S&P 500 ETF ETF | $25.9M | 95.2K | 7.6% | ▼−1.1% Reduced · −1K sh | |
| 2 | Apple Inc Com Stock | $19.2M | 93.4K | 5.6% | ▼−4.8% Reduced · −5K sh | |
| 3 | Costco Wholesale Corporation Com Stock | $15.7M | 94.1K | 4.6% | ▼−0.6% Reduced · −549 sh | |
| 4 | Microsoft Corp Com Stock | $14.7M | 83.8K | 4.3% | ▼−0.9% Reduced · −758 sh | |
| 5 | State Street Technology Select Sector SPDR ETF ETF | $14.7M | 77.1K | 4.3% | ▲+38% Added · +21K sh | |
| 6 | West Pharmaceutical SVSC Inc Com Stock | $13.3M | 64.2K | 3.9% | ▼−2.2% Reduced · −1K sh | |
| 7 | Capital Group Growth ETF ETF | $13.2M | 295.4K | 3.9% | ▼−6.2% Reduced · −20K sh | |
| 8 | Ecolab Inc Com Stock | $12.9M | 112.7K | 3.8% | ▼−1.2% Reduced · −1K sh | |
| 9 | Amazon Com Inc Com Stock | $12.3M | 119.5K | 3.6% | ▼−1.4% Reduced · −2K sh | |
| 10 | Analog Devices Inc Com Stock | $12.2M | 95.0K | 3.6% | ▼−1.8% Reduced · −2K sh | |
| 11 | Hilton Worldwide Hldgs Inc Com Stock | $11.5M | 104.1K | 3.4% | ▼−5.2% Reduced · −6K sh | |
| 12 | Visa Inc Com CL A Stock | $11.2M | 82.5K | 3.3% | ▼−1.1% Reduced · −888 sh | |
| 13 | Linde PLC SHS Stock | $11.1M | 35.1K | 3.2% | ▼−2.1% Reduced · −762 sh | |
| 14 | State Street Communication Services Select Sector SPDR ETF ETF | $9.4M | 104.1K | 2.8% | ▼−3.3% Reduced · −4K sh | |
| 15 | Tesla Inc Com Stock | $9.0M | 57.2K | 2.6% | ▼−1.1% Reduced · −656 sh | |
| 16 | State Street Financial Select Sector SPDR ETF ETF | $8.5M | 169.8K | 2.5% | ▼−5.5% Reduced · −10K sh | |
| 17 | NextEra Energy Inc Com Stock | $7.4M | 128.2K | 2.2% | ▼−2.3% Reduced · −3K sh | |
| 18 | Franco Nev Corp Com Stock | $7.3M | 69.8K | 2.1% | ▼−2.0% Reduced · −1K sh | |
| 19 | Steris PLC SHS Usd Stock | $6.9M | 32.7K | 2.0% | ▲+22% Added · +6K sh | |
| 20 | International Business Machs Com Stock | $6.8M | 24.2K | 2.0% | ▲12× Added · +22K sh | |
| 21 | State Street Industrial Select Sector SPDR ETF ETF | $5.9M | 31.8K | 1.7% | ▲New New position | |
| 22 | Ishares Biotechnology ETF ETF | $5.9M | 30.9K | 1.7% | ▲New New position | |
| 23 | State Street Energy Select Sector SPDR ETF ETF | $5.6M | 105.0K | 1.6% | ▼−2.6% Reduced · −3K sh | |
| 24 | Siteone Landscape Supply Inc Com Stock | $5.1M | 76.3K | 1.5% | ▼−7.0% Reduced · −6K sh | |
| 25 | First Trust Nasdaq Cybersecurity ETF ETF | $4.7M | 52.5K | 1.4% | ▼−1.6% Reduced · −854 sh | |
| 26 | Vanguard Small-Cap ETF ETF | $4.5M | 14.7K | 1.3% | ▲+57% Added · +5K sh | |
| 27 | Nvidia Corporation Com Stock | $4.4M | 30.2K | 1.3% | ▼−2.2% Reduced · −680 sh | |
| 28 | Northrop Grumman Corp Com Stock | $3.7M | 41.5K | 1.1% | ▼−2.5% Reduced · −1K sh | |
| 29 | Invesco Aerospace & Defense ETF ETF | $3.7M | 21.0K | 1.1% | ▲+5.8% Added · +1K sh | |
| 30 | Global X U.S. Infrastructure Development ETF ETF | $3.1M | 52.1K | 0.9% | ▲New New position | |
| 31 | RTX Corporation Com Stock | $2.9M | 15.1K | 0.8% | —Held | |
| 32 | Devon Energy Corp New Com Stock | $2.8M | 68.3K | 0.8% | ▲New New position | |
| 33 | Church & Dwight Co Inc Com Stock | $2.6M | 26.8K | 0.8% | ▼−10% Reduced · −3K sh | |
| 34 | Procter & Gamble Co Com Stock | $2.6M | 17.6K | 0.8% | ▼−0.2% Reduced · −35 sh | |
| 35 | Servicenow Inc Com Stock | $2.5M | 25.3K | 0.7% | ▲New New position | |
| 36 | M & T BK Corp Com Stock | $2.5M | 10.3K | 0.7% | ▼−69% Reduced · −23K sh | |
| 37 | Vaneck Uranium And Nuclear ETF ETF | $2.4M | 20.5K | 0.7% | ▲+2.5% Added · +508 sh | |
| 38 | Fastenal Co Com Stock | $2.4M | 49.0K | 0.7% | ▼−0.8% Reduced · −420 sh | |
| 39 | State Street Utilities Select Sector SPDR ETF ETF | $2.3M | 50.5K | 0.7% | ▲+3.1% Added · +2K sh | |
| 40 | Canadian Pacific Kansas City Com Stock | $2.2M | 37.0K | 0.7% | ▼−0.6% Reduced · −240 sh | |
| 41 | Eli Lilly & Co Com Stock | $2.1M | 1.7K | 0.6% | —Held | |
| 42 | Danaher Corp Del Com Stock | $1.9M | 46.7K | 0.6% | ▼−38% Reduced · −28K sh | |
| 43 | American Tower Corp Com REIT | $1.8M | 35.1K | 0.5% | ▼−16% Reduced · −6K sh | |
| 44 | Johnson & Johnson Com Stock | $1.7M | 6.6K | 0.5% | —Held | |
| 45 | Colgate Palmolive Co Com Stock | $1.6M | 17.1K | 0.5% | ▼−7.0% Reduced · −1K sh | |
| 46 | Caterpillar Inc Com Stock | $1.5M | 1.4K | 0.5% | —Held | |
| 47 | Pepsico Inc Com Stock | $1.4M | 10.1K | 0.4% | ▼−12% Reduced · −1K sh | |
| 48 | Aptargroup Inc Com Stock | $1.1M | 8.4K | 0.3% | ▼−15% Reduced · −2K sh | |
| 49 | Tractor Supply Co Com Stock | $987K | 54.6K | 0.3% | ▼−62% Reduced · −91K sh | |
| 50 | Invesco QQQ Trust Series I ETF | $985K | 1.3K | 0.3% | ▼−5.3% Reduced · −75 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 80 | $341.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 10, 2026 | 77 | $332.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 74 | $345.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 74 | $349.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 68 | $336.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 68 | $327.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 69 | $338.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 70 | $345.2M | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.