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Mccollum Christoferson Group LLC
McCollum Christoferson Group LLC is an investment adviser headquartered in Amherst, New York. Founded in 2011, the firm manages investment portfolios for individuals (including high net worth individuals), charitable organizations, and pension/profit sharing plans. As of March 2025, the firm manages over $440 million in assets and employs approximately 6 people, primarily serving clients in the United States.
Investment Strategy
McCollum Christoferson Group LLC manages client portfolios with a discretionary investment mandate, primarily investing in public equities (as reported in 13F filings), tailored to the needs of individuals (including high net worth clients), charitable organizations, and pension/profit sharing plans. The firm employs a client-focused approach, constructing diversified portfolios across sectors, with active monitoring and adjustments in response to client objectives and market conditions.
Latest 13F Filing Activity
Mccollum Christoferson Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 68 equity positions with a total 13F market value of $336M. The fund increased holdings in Microsoft Corp. Com, Select Sector SPDR TR Financial, Amazon Com Inc. Com among other positions. Mccollum Christoferson Group LLC reduced exposure to Schlumberger LTD Com Isin# An8068571086, Neogen Corp. Com, Apple Inc. Com among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.55% | $22.0M | 44,226 | $85.80 | $497.41 | +$5.2M |
C COST | COSTCO WHOLESALE CORP NEW COM | 6.13% | $20.6M | 20,818 | $189.52 | $989.94 | +$438.9K |
A AAPL | APPLE INC COM | 5.33% | $17.9M | 87,311 | $45.15 | $205.17 | -$1.9M |
E ECL | ECOLAB INC COM | 4.52% | $15.2M | 56,402 | $140.44 | $269.44 | +$709.3K |
V V | VISA INC COM CL A | 4.09% | $13.7M | 38,708 | $128.69 | $355.05 | -$14 |
Industry Allocation
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