Christine Messmer PC
Net buyer this quarter
$177M
59
+$2.94M
31.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $9.04M | 5.09% | 0.00% | -1.7% | Q4 2025 |
 TSM | $8.37M | 4.72% | 0.00% | -4.0% | Q4 2025 |
 AMZN | $8M | 4.51% | 0.00% | +0.9% | Q4 2025 |
 AAPL | $7.96M | 4.49% | 0.00% | +1.1% | Q4 2025 |
 MSFT | $6.6M | 3.72% | 0.00% | +3.2% | Q4 2025 |
 NVDA | $5.27M | 2.97% | 0.00% | +0.5% | Q4 2025 |
 VZ | $2.83M | 1.59% | 0.00% | +2.1% | Q4 2025 |
 GSK | $2.54M | 1.43% | 0.00% | -2.5% | Q4 2025 |
 XOM | $2.27M | 1.28% | 0.00% | +11.6% | Q4 2025 |
 JPM | $2.26M | 1.27% | 0.00% | +1.5% | Q4 2025 |
 MRK | $2.24M | 1.26% | 0.00% | +0.2% | Q4 2025 |
 UPS | $2.19M | 1.24% | 0.00% | +5.0% | Q4 2025 |
 CEG | $1.64M | 0.92% | 0.00% | +0.9% | Q4 2025 |
 VYM | $1.61M | 0.91% | Not reported | -6.1% | Q4 2025 |
 APD | $1.51M | 0.85% | 0.00% | -0.8% | Q4 2025 |
 LMT | $1.49M | 0.84% | 0.00% | +8.6% | Q4 2025 |
 AMGN | $1.38M | 0.78% | 0.00% | +3.0% | Q4 2025 |
 WTRG | $1.32M | 0.74% | 0.01% | -2.1% | Q4 2025 |
 GD | $1.32M | 0.74% | 0.00% | +10.0% | Q4 2025 |
 PEP | $1.28M | 0.72% | 0.00% | +19.4% | Q4 2025 |
 HSY | $1.25M | 0.70% | 0.00% | +0.5% | Q4 2025 |
 CAT | $1.12M | 0.63% | 0.00% | -7.3% | Q4 2025 |
 Q | $1.04M | 0.59% | 0.00% | -0.4% | Q4 2025 |
 NEE | $965K | 0.54% | 0.00% | +6.2% | Q4 2025 |
 META | $949K | 0.53% | Not reported | +50.2% | Q4 2025 |
 DD | $819K | 0.46% | 0.00% | +1.6% | Q4 2025 |
 TSLA | $720K | 0.41% | 0.00% | +11.5% | Q4 2025 |
 QCOM | $676K | 0.38% | 0.00% | -11.4% | Q4 2025 |
 BMY | $660K | 0.37% | 0.00% | +16.6% | Q4 2025 |
 MDT | $644K | 0.36% | 0.00% | -14.4% | Q4 2025 |
 OKE | $602K | 0.34% | 0.00% | +17.0% | Q1 2026 |
 NVO | $584K | 0.33% | Not reported | +19.8% | Q1 2026 |
 URI | $565K | 0.32% | 0.00% | +0.2% | Q4 2025 |
 MRVL | $557K | 0.31% | 0.00% | New | Q2 2026 |
 JNJ | $516K | 0.29% | 0.00% | +0.5% | Q4 2025 |
 ORCL | $515K | 0.29% | 0.00% | +0.7% | Q4 2025 |
 RTX | $512K | 0.29% | 0.00% | +0.4% | Q4 2025 |
 AVGO | $508K | 0.29% | 0.00% | +33.4% | Q4 2025 |
 STLD | $484K | 0.27% | 0.00% | +0.2% | Q4 2025 |
 ENB | $451K | 0.25% | 0.00% | +10.5% | Q4 2025 |
 ABBV | $449K | 0.25% | 0.00% | +0.9% | Q4 2025 |
 AMT | $426K | 0.24% | 0.00% | +48.3% | Q1 2026 |
 ROK | $421K | 0.24% | 0.00% | -3.2% | Q4 2025 |
 STZ | $406K | 0.23% | Not reported | +64.8% | Q1 2026 |
 SLB | $398K | 0.22% | 0.00% | -3.3% | Q4 2025 |
 CVX | $320K | 0.18% | 0.00% | +0.9% | Q4 2025 |
 CMCSA | $317K | 0.18% | 0.00% | -1.4% | Q4 2025 |
 FIS | $308K | 0.17% | 0.00% | -13.5% | Q4 2025 |
 UNH | $299K | 0.17% | 0.00% | Not reported | Q4 2025 |
 MCD | $289K | 0.16% | 0.00% | +0.7% | Q4 2025 |
| Q1 2026 | |||||
| GOOGL | $7.4M | 4.73% | 0.00% | -4.5% | Q4 2025 |
| AMZN | $6.92M | 4.43% | 0.00% | +2.2% | Q4 2025 |
| AAPL | $6.9M | 4.42% | 0.00% | -4.9% | Q4 2025 |
| MSFT | $6.35M | 4.06% | 0.00% | +2.8% | Q4 2025 |
| TSM | $6.17M | 3.95% | 0.00% | -4.6% | Q4 2025 |
| NVDA | $4.57M | 2.92% | 0.00% | +0.2% | Q4 2025 |
| VZ | $3.29M | 2.10% | 0.00% | +5.4% | Q4 2025 |
| GSK | $2.74M | 1.75% | 0.00% | +4.7% | Q4 2025 |
| XOM | $2.53M | 1.62% | 0.00% | -6.9% | Q4 2025 |
| MRK | $2.09M | 1.34% | 0.00% | +1.9% | Q4 2025 |
| JPM | $2M | 1.28% | 0.00% | +2.7% | Q4 2025 |
| UPS | $1.91M | 1.22% | 0.00% | +16.0% | Q4 2025 |
| CEG | $1.83M | 1.17% | 0.00% | +5.8% | Q4 2025 |
| LMT | $1.63M | 1.04% | 0.00% | -0.7% | Q4 2025 |
| VYM | $1.61M | 1.03% | Not reported | -23.6% | Q4 2025 |
| APD | $1.51M | 0.97% | 0.00% | +30.0% | Q4 2025 |
| HSY | $1.47M | 0.94% | 0.00% | +1.5% | Q4 2025 |
| WTRG | $1.42M | 0.91% | 0.01% | +8.5% | Q4 2025 |
| AMGN | $1.3M | 0.83% | 0.00% | +1.0% | Q4 2025 |
| PEP | $1.23M | 0.79% | 0.00% | +17.6% | Q4 2025 |
| GD | $1.16M | 0.74% | 0.00% | -4.2% | Q4 2025 |
| NEE | $962K | 0.62% | 0.00% | +1.7% | Q4 2025 |
| MDT | $833K | 0.53% | 0.00% | -4.4% | Q4 2025 |
| DD | $817K | 0.52% | 0.00% | +24.3% | Q4 2025 |
| CAT | $805K | 0.51% | 0.00% | +0.2% | Q4 2025 |
| Q | $738K | 0.47% | 0.00% | -2.0% | Q4 2025 |
| META | $642K | 0.41% | Not reported | +42.6% | Q4 2025 |
| BMY | $596K | 0.38% | 0.00% | +12.3% | Q4 2025 |
| TSLA | $571K | 0.37% | 0.00% | +1.0% | Q4 2025 |
| OKE | $534K | 0.34% | 0.00% | New | Q1 2026 |
| QCOM | $531K | 0.34% | 0.00% | -5.3% | Q4 2025 |
| RTX | $518K | 0.33% | 0.00% | -21.6% | Q4 2025 |
| ORCL | $513K | 0.33% | 0.00% | +1.3% | Q4 2025 |
| JNJ | $494K | 0.32% | 0.00% | +0.6% | Q4 2025 |
| SLB | $455K | 0.29% | 0.00% | -19.4% | Q4 2025 |
| FIS | $429K | 0.27% | 0.00% | -18.8% | Q4 2025 |
| ENB | $407K | 0.26% | 0.00% | Not reported | Q4 2025 |
| CVX | $395K | 0.25% | 0.00% | +1.0% | Q4 2025 |
| ABBV | $385K | 0.25% | 0.00% | +0.7% | Q4 2025 |
| STLD | $379K | 0.24% | 0.00% | -6.4% | Q4 2025 |
| CMCSA | $375K | 0.24% | 0.00% | -4.9% | Q4 2025 |
| NVO | $374K | 0.24% | Not reported | New | Q1 2026 |
 CPB | $365K | 0.23% | 0.01% | -3.4% | Q4 2025 |
| URI | $363K | 0.23% | 0.00% | +0.2% | Q4 2025 |
 HII | $362K | 0.23% | 0.00% | -0.6% | Q4 2025 |
| MCD | $330K | 0.21% | 0.00% | -6.4% | Q4 2025 |
| ROK | $315K | 0.20% | 0.00% | +0.5% | Q4 2025 |
| AVGO | $312K | 0.20% | 0.00% | +0.2% | Q4 2025 |
| AMT | $303K | 0.19% | 0.00% | New | Q1 2026 |
| STZ | $266K | 0.17% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $8.43M | 5.50% | 0.00% | New | Q4 2025 |
| MSFT | $8.08M | 5.27% | 0.00% | New | Q4 2025 |
| AAPL | $7.78M | 5.07% | 0.00% | New | Q4 2025 |
| AMZN | $7.51M | 4.90% | 0.00% | New | Q4 2025 |
| TSM | $5.82M | 3.79% | 0.00% | New | Q4 2025 |
| NVDA | $4.87M | 3.18% | 0.00% | New | Q4 2025 |
| VZ | $2.53M | 1.65% | 0.00% | New | Q4 2025 |
| GSK | $2.33M | 1.52% | 0.00% | New | Q4 2025 |
| CEG | $2.18M | 1.42% | 0.00% | New | Q4 2025 |
| JPM | $2.13M | 1.39% | 0.00% | New | Q4 2025 |
| VYM | $2.04M | 1.33% | Not reported | New | Q4 2025 |
| XOM | $1.93M | 1.26% | 0.00% | New | Q4 2025 |
| MRK | $1.8M | 1.17% | 0.00% | New | Q4 2025 |
| UPS | $1.66M | 1.08% | 0.00% | New | Q4 2025 |
| LMT | $1.31M | 0.86% | 0.00% | New | Q4 2025 |
| HSY | $1.27M | 0.83% | 0.00% | New | Q4 2025 |
| WTRG | $1.25M | 0.81% | 0.01% | New | Q4 2025 |
| AMGN | $1.2M | 0.78% | 0.00% | New | Q4 2025 |
| GD | $1.19M | 0.78% | 0.00% | New | Q4 2025 |
| APD | $988K | 0.64% | 0.00% | New | Q4 2025 |
| PEP | $969K | 0.63% | 0.00% | New | Q4 2025 |
| MDT | $966K | 0.63% | 0.00% | New | Q4 2025 |
| NEE | $818K | 0.53% | 0.00% | New | Q4 2025 |
| FIS | $748K | 0.49% | 0.00% | New | Q4 2025 |
| QCOM | $746K | 0.49% | 0.00% | New | Q4 2025 |
| TSLA | $684K | 0.45% | 0.00% | New | Q4 2025 |
| ORCL | $671K | 0.44% | 0.00% | New | Q4 2025 |
| CAT | $650K | 0.42% | 0.00% | New | Q4 2025 |
| RTX | $628K | 0.41% | 0.00% | New | Q4 2025 |
| DD | $577K | 0.38% | 0.00% | New | Q4 2025 |
| Q | $533K | 0.35% | 0.00% | New | Q4 2025 |
| META | $519K | 0.34% | Not reported | New | Q4 2025 |
| CPB | $472K | 0.31% | 0.01% | New | Q4 2025 |
| BMY | $472K | 0.31% | 0.00% | New | Q4 2025 |
| SLB | $421K | 0.27% | 0.00% | New | Q4 2025 |
| JNJ | $416K | 0.27% | 0.00% | New | Q4 2025 |
| CMCSA | $411K | 0.27% | 0.00% | New | Q4 2025 |
| URI | $402K | 0.26% | 0.00% | New | Q4 2025 |
| ABBV | $401K | 0.26% | 0.00% | New | Q4 2025 |
| STLD | $381K | 0.25% | 0.00% | New | Q4 2025 |
| ENB | $360K | 0.23% | 0.00% | New | Q4 2025 |
| AVGO | $348K | 0.23% | 0.00% | New | Q4 2025 |
| MCD | $347K | 0.23% | 0.00% | New | Q4 2025 |
| ROK | $341K | 0.22% | 0.00% | New | Q4 2025 |
| HII | $326K | 0.21% | 0.00% | New | Q4 2025 |
| CVX | $289K | 0.19% | 0.00% | New | Q4 2025 |
 ZBRA | $270K | 0.18% | 0.00% | New | Q4 2025 |
| UNH | $258K | 0.17% | 0.00% | New | Q4 2025 |
 MMM | $238K | 0.16% | 0.00% | New | Q4 2025 |
 IIIN | $224K | 0.15% | 0.04% | New | Q4 2025 |