McCollum Christoferson Group LLC
•CIK: 1727573•Filing: Q4 2025
**McCollum Christoferson Group LLC** manages $346M across a diversified portfolio of 74 positions. The fund exhibits significant concentration in mega-cap technology and consumer staples, with top holdings including VOO at $27.7M and MSFT at $21.7M. Further notable allocations include AAPL ($20.4M), COST ($17.5M), and a substantial $13.2M each in V and AMZN. This structure suggests a core focus on established market leaders across technology, consumer discretionary, and broad market exposure.
Total AUM
$345.7M
QoQ Performance
-0.9%
Positions
74
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
MSFT
AAPL
COST
VOO8.0%
MSFT6.3%
AAPL5.9%
COST5.1%
ECL4.2%
HLT4.0%
V3.8%
AMZN3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.7%
Consumer16.0%
Technology13.4%
ETF8.1%
Materials7.2%
Healthcare6.2%
Financial4.2%
Utilities2.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑16 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023