CHRISTINE MESSMER PC
CIK: 0002097609SEC EDGAR →
Portfolio Value
$153.3M
Holdings
79
As of
Q4 2025
New Positions
79
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 233,690 | $18.2M | 11.87% |
| 2 | SPDR SERIES TRUST | 733,810 | $17.4M | 11.33% |
| 3 | ALPHABET INC | 26,942 | $8.4M | 5.50% |
| 4 | MICROSOFT CORP | 16,698 | $8.1M | 5.27% |
| 5 | APPLE INC | 28,619 | $7.8M | 5.07% |
| 6 | AMAZON COM INC | 32,544 | $7.5M | 4.90% |
| 7 | VANGUARD BD INDEX FDS | 91,338 | $6.8M | 4.41% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 19,145 | $5.8M | 3.79% |
| 9 | VANGUARD SCOTTSDALE FDS | 72,596 | $5.8M | 3.77% |
| 10 | VANGUARD INDEX FDS | 20,981 | $5.4M | 3.53% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $78.4M | 51.1% |
| Technology | 10 | $29.9M | 19.5% |
| Communication Services | 3 | $9.4M | 6.1% |
| Consumer Cyclical | 3 | $8.5M | 5.6% |
| Healthcare | 8 | $7.8M | 5.1% |
| Industrials | 10 | $7.0M | 4.5% |
| Utilities | 3 | $4.2M | 2.8% |
| Energy | 4 | $3.0M | 2.0% |
| Consumer Defensive | 4 | $2.9M | 1.9% |
| Basic Materials | 3 | $1.9M | 1.3% |
| Unknown | 1 | $207K | 0.1% |