McCollum Christoferson Group LLC

13F filer · CIK 0001727573

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$341MU.S. long equity reported on 13F

Positions586 new · 6 closed

Net flow last quarter-$33.7MBuys minus sells

Top 10 positions weight39.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202658 positions
AAPLApple Inc.	$19.2M	5.64%	0.00%	-4.8%	Q4 2017
COSTCostco Wholesale Corp	$15.7M	4.59%	0.02%	-0.6%	Q4 2017
MSFTMicrosoft Corp	$14.7M	4.31%	0.00%	-0.9%	Q4 2017
WSTWest Pharmaceutical Services Inc	$13.3M	3.89%	0.09%	-2.2%	Q4 2017
ECLEcolab Inc.	$12.9M	3.78%	0.04%	-1.2%	Q4 2017
AMZNAmazon Com Inc	$12.3M	3.62%	0.00%	-1.4%	Q4 2017
ADIAnalog Devices Inc	$12.2M	3.59%	0.02%	-1.8%	Q4 2017
HLTHilton Worldwide Holdings Inc.	$11.5M	3.36%	0.05%	-5.2%	Q3 2018
VVisa Inc.	$11.2M	3.28%	0.00%	-1.1%	Q4 2017
LINLinde PLC	$11.1M	3.24%	0.01%	-2.1%	Q2 2020
TSLATesla, Inc.	$9.03M	2.65%	0.00%	-1.1%	Q2 2024
NEENextera Energy Inc	$7.36M	2.16%	0.01%	-2.3%	Q4 2017
FNVFRANCO NEVADA Corp	$7.29M	2.14%	0.04%	-2.0%	Q2 2023
STESTERIS plc	$6.88M	2.02%	0.03%	+21.7%	Q2 2020
IBMInternational Business Machines Corp	$6.81M	2.00%	0.00%	+1088.7%	Q4 2017
SITESiteOne Landscape Supply, Inc.	$5.13M	1.51%	0.17%	-7.0%	Q4 2017
NVDANvidia Corp	$4.39M	1.29%	0.00%	-2.2%	Q2 2024
NOCNorthrop Grumman Corp	$3.7M	1.09%	0.03%	-2.5%	Q1 2023
RTXRTX Corp	$2.87M	0.84%	0.00%	Not reported	Q3 2025
DVNDevon Energy Corp	$2.82M	0.83%	0.01%	New	Q2 2026
CHDChurch & Dwight Co Inc	$2.6M	0.76%	0.01%	-10.4%	Q4 2017
PGPROCTER & GAMBLE Co	$2.58M	0.76%	0.00%	-0.2%	Q4 2017
NOWServiceNow, Inc.	$2.52M	0.74%	0.00%	New	Q2 2026
MTBM&T Bank Corp	$2.46M	0.72%	0.01%	-68.7%	Q4 2017
FASTFastenal Co	$2.35M	0.69%	0.00%	-0.9%	Q1 2026
CPCanadian Pacific Kansas City Ltd	$2.24M	0.66%	0.00%	-0.6%	Q4 2022
LLYELI LILLY & Co	$2.05M	0.60%	0.00%	Not reported	Q3 2020
DHRDanaher Corp	$1.91M	0.56%	0.01%	-37.8%	Q4 2017
AMTAmerican Tower Corp	$1.78M	0.52%	0.01%	-15.6%	Q4 2017
JNJJohnson & Johnson	$1.68M	0.49%	0.00%	Not reported	Q4 2017
CLColgate Palmolive Co	$1.57M	0.46%	0.00%	-7.0%	Q4 2017
CATCaterpillar Inc	$1.54M	0.45%	0.00%	Not reported	Q3 2025
PEPPepsico Inc	$1.36M	0.40%	0.00%	-11.8%	Q4 2017
ATRAptargroup, Inc.	$1.06M	0.31%	0.01%	-15.2%	Q4 2017
TSCOTractor Supply Co	$987K	0.29%	0.01%	-62.4%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$985K	0.29%	Not reported	-5.3%	Q2 2020
FCNCAFirst Citizens Bancshares Inc	$780K	0.23%	Not reported	Not reported	Q1 2024
WWDWoodward, Inc.	$766K	0.22%	0.00%	Not reported	Q4 2017
COFCapital One Financial Corp	$761K	0.22%	0.00%	Not reported	Q4 2025
DUKDuke Energy CORP	$516K	0.15%	0.00%	Not reported	Q1 2020
VRSKVerisk Analytics, Inc.	$481K	0.14%	0.00%	+7.4%	Q4 2017
LFUSLittelfuse Inc	$382K	0.11%	0.00%	Not reported	Q3 2018
PMPhilip Morris International Inc.	$362K	0.11%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$359K	0.11%	0.00%	Not reported	Q3 2025
BRK.BBerkshire Hathaway Inc	$350K	0.10%	Not reported	Not reported	Q3 2018
ABTAbbott Laboratories	$315K	0.09%	0.00%	-60.7%	Q4 2017
CEGConstellation Energy Corp	$310K	0.09%	0.00%	+3.7%	Q3 2024
GEVGE Vernova Inc.	$277K	0.08%	0.00%	Not reported	Q1 2026
TXNTexas Instruments Inc	$258K	0.08%	0.00%	-18.8%	Q4 2020
GOOGLAlphabet Inc.	$247K	0.07%	0.00%	Not reported	Q4 2017

Q1 2026Reported Apr 10, 202658 positions
AAPLApple Inc.	$18.1M	5.43%	0.00%	+30.8%	Q4 2017
COSTCostco Wholesale Corp	$17.2M	5.17%	0.02%	+367.2%	Q4 2017
MSFTMicrosoft Corp	$14.9M	4.47%	0.00%	+88.6%	Q4 2017
ECLEcolab Inc.	$12.7M	3.81%	0.04%	+107.4%	Q4 2017
HLTHilton Worldwide Holdings Inc.	$12.3M	3.69%	0.05%	+126.6%	Q3 2018
AMZNAmazon Com Inc	$11.1M	3.35%	0.00%	+112.4%	Q4 2017
LINLinde PLC	$10.9M	3.29%	0.01%	+45.5%	Q2 2020
ADIAnalog Devices Inc	$10.4M	3.12%	0.02%	+156.6%	Q4 2017
VVisa Inc.	$10.1M	3.04%	0.00%	+120.9%	Q4 2017
WSTWest Pharmaceutical Services Inc	$9.63M	2.89%	0.09%	+59.7%	Q4 2017
FNVFRANCO NEVADA Corp	$9M	2.70%	0.04%	+78.1%	Q2 2023
TSLATesla, Inc.	$8.23M	2.47%	0.00%	+154.1%	Q2 2024
NEENextera Energy Inc	$8.06M	2.42%	0.01%	+13.1%	Q4 2017
DHRDanaher Corp	$7.28M	2.19%	0.01%	+84.8%	Q4 2017
MTBM&T Bank Corp	$6.82M	2.05%	0.02%	0.0%	Q4 2017
ABTAbbott Laboratories	$6.78M	2.04%	0.01%	+47.5%	Q4 2017
SITESiteOne Landscape Supply, Inc.	$6.73M	2.02%	0.19%	+52.3%	Q4 2017
STESTERIS plc	$5.94M	1.78%	0.03%	-6.5%	Q2 2020
NOCNorthrop Grumman Corp	$5.68M	1.71%	0.03%	+245.8%	Q1 2023
BRBroadridge Financial Solutions, Inc.	$5.58M	1.68%	0.04%	+17.5%	Q4 2019
TSCOTractor Supply Co	$5.51M	1.66%	0.03%	+17.2%	Q4 2017
TYLTyler Technologies Inc	$4.37M	1.31%	0.05%	+44.0%	Q3 2020
NVDANvidia Corp	$3.94M	1.18%	0.00%	+54.0%	Q2 2024
CTRACentra Software Inc	$3.47M	1.04%	Not reported	-56.6%	Q1 2022
AMTAmerican Tower Corp	$3M	0.90%	0.01%	+38.7%	Q4 2017
RTXRTX Corp	$2.92M	0.88%	0.00%	+0.3%	Q3 2025
CHDChurch & Dwight Co Inc	$2.79M	0.84%	0.01%	-1.8%	Q4 2017
PGPROCTER & GAMBLE Co	$2.55M	0.77%	0.00%	-0.5%	Q4 2017
FASTFastenal Co	$2.29M	0.69%	0.00%	New	Q1 2026
CPCanadian Pacific Kansas City Ltd	$2.06M	0.62%	0.00%	-37.0%	Q4 2022
PEPPepsico Inc	$1.77M	0.53%	0.00%	-0.7%	Q4 2017
JNJJohnson & Johnson	$1.62M	0.49%	0.00%	Not reported	Q4 2017
LLYELI LILLY & Co	$1.57M	0.47%	0.00%	Not reported	Q3 2020
CLColgate Palmolive Co	$1.57M	0.47%	0.00%	-1.6%	Q4 2017
ATRAptargroup, Inc.	$1.25M	0.38%	0.02%	-4.6%	Q4 2017
CATCaterpillar Inc	$1.03M	0.31%	0.00%	+3.6%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$815K	0.24%	Not reported	-8.1%	Q2 2020
XOMExxonMobil Holdings Corp	$803K	0.24%	0.00%	+3.3%	Q4 2017
FCNCAFirst Citizens Bancshares Inc	$707K	0.21%	Not reported	Not reported	Q1 2024
COFCapital One Financial Corp	$692K	0.21%	0.00%	+24.3%	Q4 2025
WWDWoodward, Inc.	$644K	0.19%	0.00%	Not reported	Q4 2017
DUKDuke Energy CORP	$534K	0.16%	0.00%	Not reported	Q1 2020
IBMInternational Business Machines Corp	$494K	0.15%	0.00%	Not reported	Q4 2017
VRSKVerisk Analytics, Inc.	$473K	0.14%	0.00%	-2.0%	Q4 2017
CEGConstellation Energy Corp	$336K	0.10%	0.00%	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$335K	0.10%	Not reported	Not reported	Q3 2018
CLXClorox Co	$335K	0.10%	0.00%	-3.0%	Q4 2017
PMPhilip Morris International Inc.	$331K	0.10%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$323K	0.10%	0.00%	+9.8%	Q3 2025
WMTWalmart Inc.	$294K	0.09%	0.00%	-6.9%	Q2 2025

Q4 2025Reported Jan 9, 202658 positions
MSFTMicrosoft Corp	$21.7M	6.27%	0.00%	-2.0%	Q4 2017
AAPLApple Inc.	$20.4M	5.90%	0.00%	-0.7%	Q4 2017
COSTCostco Wholesale Corp	$17.5M	5.06%	0.00%	-2.4%	Q4 2017
ECLEcolab Inc.	$14.4M	4.18%	0.02%	-2.2%	Q4 2017
HLTHilton Worldwide Holdings Inc.	$13.9M	4.03%	0.02%	-3.3%	Q3 2018
VVisa Inc.	$13.2M	3.83%	0.00%	-2.3%	Q4 2017
AMZNAmazon Com Inc	$13.2M	3.81%	0.00%	-2.2%	Q4 2017
WSTWest Pharmaceutical Services Inc	$11.3M	3.27%	0.06%	-1.5%	Q4 2017
LINLinde PLC	$10.5M	3.04%	0.01%	-1.8%	Q2 2020
TSLATesla, Inc.	$10.2M	2.96%	0.00%	-1.9%	Q2 2024
ADIAnalog Devices Inc	$10.2M	2.96%	0.01%	-2.5%	Q4 2017
NEENextera Energy Inc	$9.32M	2.70%	0.01%	-1.4%	Q4 2017
DHRDanaher Corp	$9.3M	2.69%	0.01%	-0.9%	Q4 2017
ABTAbbott Laboratories	$8.77M	2.54%	0.00%	-2.2%	Q4 2017
BRBroadridge Financial Solutions, Inc.	$8.39M	2.43%	0.03%	-2.6%	Q4 2019
FNVFRANCO NEVADA Corp	$8.29M	2.40%	0.02%	-1.2%	Q2 2023
STESTERIS plc	$7.28M	2.10%	0.03%	-1.9%	Q2 2020
NOCNorthrop Grumman Corp	$7.01M	2.03%	0.01%	-2.8%	Q1 2023
TYLTyler Technologies Inc	$6.88M	1.99%	0.03%	-1.9%	Q3 2020
SITESiteOne Landscape Supply, Inc.	$6.71M	1.94%	0.12%	-1.5%	Q4 2017
MTBM&T Bank Corp	$6.65M	1.92%	0.02%	+0.1%	Q4 2017
TSCOTractor Supply Co	$6.2M	1.79%	0.02%	-1.0%	Q4 2017
CTRACentra Software Inc	$5.99M	1.73%	Not reported	-18.7%	Q1 2022
ITGartner Inc	$5.38M	1.56%	0.03%	-15.3%	Q4 2017
AMTAmerican Tower Corp	$5.26M	1.52%	0.01%	-5.5%	Q4 2017
CPCanadian Pacific Kansas City Ltd	$4.36M	1.26%	0.01%	-7.0%	Q4 2022
NVDANvidia Corp	$3.74M	1.08%	0.00%	-0.2%	Q2 2024
RTXRTX Corp	$2.77M	0.80%	0.00%	Not reported	Q3 2025
CHDChurch & Dwight Co Inc	$2.55M	0.74%	0.01%	-1.2%	Q4 2017
PGPROCTER & GAMBLE Co	$2.54M	0.74%	0.00%	Not reported	Q4 2017
LLYELI LILLY & Co	$1.84M	0.53%	0.00%	Not reported	Q3 2020
PEPPepsico Inc	$1.65M	0.48%	0.00%	-3.0%	Q4 2017
BYRNByrna Technologies Inc.	$1.49M	0.43%	0.39%	-9.8%	Q3 2024
CLColgate Palmolive Co	$1.48M	0.43%	0.00%	-1.6%	Q4 2017
JNJJohnson & Johnson	$1.37M	0.40%	0.00%	Not reported	Q4 2017
ATRAptargroup, Inc.	$1.27M	0.37%	0.02%	Not reported	Q4 2017
QQQInvesco QQQ Trust, Series 1	$944K	0.27%	Not reported	+1.0%	Q2 2020
FCNCAFirst Citizens Bancshares Inc	$805K	0.23%	Not reported	Not reported	Q1 2024
CATCaterpillar Inc	$802K	0.23%	0.00%	Not reported	Q3 2025
COFCapital One Financial Corp	$739K	0.21%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$603K	0.17%	0.00%	+14.5%	Q4 2017
VRSKVerisk Analytics, Inc.	$569K	0.16%	0.00%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$552K	0.16%	0.00%	+0.3%	Q4 2017
WWDWoodward, Inc.	$544K	0.16%	0.00%	Not reported	Q4 2017
DUKDuke Energy CORP	$478K	0.14%	0.00%	Not reported	Q1 2020
IBITiShares Bitcoin Trust ETF	$465K	0.13%	0.00%	+41.0%	Q2 2025
CEGConstellation Energy Corp	$425K	0.12%	0.00%	-7.1%	Q3 2024
BRK.BBerkshire Hathaway Inc	$352K	0.10%	Not reported	Not reported	Q3 2018
CLXClorox Co	$336K	0.10%	0.00%	-1.3%	Q4 2017
JPMJPMorgan Chase & Co	$322K	0.09%	0.00%	Not reported	Q3 2025

Q3 2025Reported Nov 17, 202558 positions
MSFTMicrosoft Corp	$23.7M	6.79%	0.00%	+3.4%	Q4 2017
AAPLApple Inc.	$19.2M	5.51%	0.00%	-13.5%	Q4 2017
COSTCostco Wholesale Corp	$19.2M	5.51%	0.00%	-0.3%	Q4 2017
ECLEcolab Inc.	$15.4M	4.41%	0.02%	-0.4%	Q4 2017
VVisa Inc.	$13.2M	3.78%	0.00%	-0.2%	Q4 2017
HLTHilton Worldwide Holdings Inc.	$13M	3.73%	0.02%	-0.9%	Q3 2018
AMZNAmazon Com Inc	$12.8M	3.67%	0.00%	+3.0%	Q4 2017
LINLinde PLC	$11.9M	3.41%	0.01%	-0.4%	Q2 2020
WSTWest Pharmaceutical Services Inc	$10.9M	3.13%	0.06%	-4.4%	Q4 2017
TSLATesla, Inc.	$10.3M	2.96%	0.00%	+0.2%	Q2 2024
ABTAbbott Laboratories	$9.58M	2.75%	0.00%	-0.4%	Q4 2017
ADIAnalog Devices Inc	$9.5M	2.72%	0.01%	-0.5%	Q4 2017
BRBroadridge Financial Solutions, Inc.	$9.19M	2.63%	0.03%	-0.8%	Q4 2019
FNVFRANCO NEVADA Corp	$9.03M	2.59%	0.02%	0.0%	Q2 2023
NEENextera Energy Inc	$8.88M	2.55%	0.01%	-0.8%	Q4 2017
DHRDanaher Corp	$8.13M	2.33%	0.01%	+0.3%	Q4 2017
TYLTyler Technologies Inc	$8.07M	2.31%	0.03%	-0.2%	Q3 2020
NOCNorthrop Grumman Corp	$7.71M	2.21%	0.01%	-0.1%	Q1 2023
STESTERIS plc	$7.24M	2.07%	0.03%	+0.1%	Q2 2020
TSCOTractor Supply Co	$7.12M	2.04%	0.02%	0.0%	Q4 2017
SITESiteOne Landscape Supply, Inc.	$7.04M	2.02%	0.12%	-4.7%	Q4 2017
CTRACentra Software Inc	$6.63M	1.90%	Not reported	-1.4%	Q1 2022
ITGartner Inc	$6.61M	1.89%	0.03%	-2.6%	Q4 2017
MTBM&T Bank Corp	$6.52M	1.87%	0.02%	+41.0%	Q4 2017
AMTAmerican Tower Corp	$6.1M	1.75%	0.01%	+7.0%	Q4 2017
CPCanadian Pacific Kansas City Ltd	$4.74M	1.36%	0.01%	-0.4%	Q4 2022
NVDANvidia Corp	$3.75M	1.08%	0.00%	+6.8%	Q2 2024
PGPROCTER & GAMBLE Co	$2.73M	0.78%	0.00%	-65.9%	Q4 2017
CHDChurch & Dwight Co Inc	$2.7M	0.77%	0.01%	-61.8%	Q4 2017
RTXRTX Corp	$2.53M	0.72%	0.00%	New	Q3 2025
BYRNByrna Technologies Inc.	$2.17M	0.62%	0.43%	+0.4%	Q3 2024
PEPPepsico Inc	$1.67M	0.48%	0.00%	-76.3%	Q4 2017
CLColgate Palmolive Co	$1.52M	0.44%	0.00%	-4.1%	Q4 2017
ATRAptargroup, Inc.	$1.39M	0.40%	0.02%	-5.4%	Q4 2017
LLYELI LILLY & Co	$1.3M	0.37%	0.00%	+271.7%	Q3 2020
JNJJohnson & Johnson	$1.23M	0.35%	0.00%	Not reported	Q4 2017
QQQInvesco QQQ Trust, Series 1	$914K	0.26%	Not reported	+17.5%	Q2 2020
FCNCAFirst Citizens Bancshares Inc	$671K	0.19%	Not reported	+200.0%	Q1 2024
CATCaterpillar Inc	$668K	0.19%	0.00%	New	Q3 2025
VRSKVerisk Analytics, Inc.	$640K	0.18%	0.00%	-0.6%	Q4 2017
XOMExxonMobil Holdings Corp	$515K	0.15%	0.00%	Not reported	Q4 2017
DUKDuke Energy CORP	$505K	0.14%	0.00%	Not reported	Q1 2020
IBMInternational Business Machines Corp	$502K	0.14%	0.00%	Not reported	Q4 2017
WWDWoodward, Inc.	$455K	0.13%	0.00%	-21.7%	Q4 2017
IBITiShares Bitcoin Trust ETF	$432K	0.12%	0.00%	+46.7%	Q2 2025
CEGConstellation Energy Corp	$426K	0.12%	0.00%	+9.1%	Q3 2024
CLXClorox Co	$416K	0.12%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$352K	0.10%	Not reported	Not reported	Q3 2018
PMPhilip Morris International Inc.	$324K	0.09%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$315K	0.09%	0.00%	New	Q3 2025

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