McCollum Christoferson Group LLC

CIK: 1727573SEC EDGAR →

Portfolio Value

$104.0B

Holdings

77

As of

Q1 2026

New Positions

77

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CAPITAL GROUP GROWTH ETF

315,023$12.0B
11.54%
2

AMAZON COM INC COM

121,155$11.1B
10.70%
3

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

107,710$10.2B
9.78%
4

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

179,753$8.3B
7.96%
5

NEXTERA ENERGY INC COM

131,232$8.1B
7.75%
6

DANAHER CORP DEL COM

75,055$7.3B
7.00%
7

ABBOTT LABORATORIES COM

103,225$6.8B
6.52%
8

SITEONE LANDSCAPE SUPPLY INC COM

82,051$6.7B
6.47%
9

STATE STREET ENERGY SELECT SECTOR SPDR ETF

107,748$6.6B
6.35%
10

TRACTOR SUPPLY CO COM

145,260$5.5B
5.30%

Sector Breakdown

Sector# HoldingsValue%
Financial Services24$43.1B41.5%
Consumer Cyclical5$16.7B16.0%
Healthcare9$14.1B13.5%
Industrials8$11.1B10.7%
Utilities4$8.1B7.8%
Consumer Defensive7$4.4B4.2%
Energy3$3.5B3.3%
Real Estate1$3.0B2.9%
Technology10$97.6M0.1%
Basic Materials3$32.6M0.0%
Unknown3$1.5M0.0%