Mccollum Christoferson Group LLC Top Holdings and 13F Report (2025) About Mccollum Christoferson Group LLCInvestment ActivityMccollum Christoferson Group LLC has $338.42 million in total holdings as of December 31, 2024.Mccollum Christoferson Group LLC owns shares of 69 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.98% of the portfolio was purchased this quarter.About 2.17% of the portfolio was sold this quarter.This quarter, Mccollum Christoferson Group LLC has purchased 70 new stocks and bought additional shares in 12 stocks.Mccollum Christoferson Group LLC sold shares of 30 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $22,605,163Costco Wholesale $19,771,274Microsoft $18,908,490West Pharmaceutical Services $14,148,627Ecolab $13,467,776 Largest New Holdings this Quarter Financial Select Sector SPDR Fund $972,883 HoldingEnergy Select Sector SPDR Fund $447,574 HoldingInvesco S&P 500 Equal Weight ETF $240,065 HoldingInvesco Aerospace & Defense ETF $212,251 HoldingVanguard Consumer Discretionary ETF $207,961 Holding Largest Purchases this Quarter Tractor Supply 99,529 shares (about $5.28M)Byrna Technologies 50,800 shares (about $1.46M)Financial Select Sector SPDR Fund 20,130 shares (about $972.88K)Energy Select Sector SPDR Fund 5,225 shares (about $447.57K)Communication Services Select Sector SPDR Fund 3,265 shares (about $316.08K) Largest Sales this Quarter Franco-Nevada 2,295 shares (about $269.87K)Apple 676 shares (about $169.28K)Exxon Mobil 1,460 shares (about $157.05K)Hilton Worldwide 620 shares (about $153.24K)Coterra Energy 5,515 shares (about $140.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMccollum Christoferson Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$22,605,163$169,284 ▼-0.7%90,2696.7%Computer and TechnologyCOSTCostco Wholesale$19,771,274$120,948 ▼-0.6%21,5785.8%Retail/WholesaleMSFTMicrosoft$18,908,490$10,116 ▼-0.1%44,8605.6%Computer and TechnologyWSTWest Pharmaceutical Services$14,148,627$4,586 ▲0.0%43,1944.2%MedicalECLEcolab$13,467,776$39,834 ▼-0.3%57,4764.0%Basic MaterialsHLTHilton Worldwide$13,063,147$153,239 ▼-1.2%52,8533.9%Consumer DiscretionaryITGartner$12,510,469$106,099 ▼-0.8%25,8233.7%Business ServicesVVisa$12,475,679$66,368 ▼-0.5%39,4753.7%Business ServicesAMZNAmazon.com$12,284,743$18,209 ▲0.1%55,9953.6%Retail/WholesaleLINDE PLC NEW SHS ISIN#IE000S9YS762$10,670,642$18,003 ▼-0.2%25,4873.2%COMTSLATesla$9,640,065$201,920 ▲2.1%23,8712.8%Auto/Tires/TrucksDHRDanaher$9,374,363$8,264 ▼-0.1%40,8382.8%MedicalBRBroadridge Financial Solutions$8,827,232$28,261 ▼-0.3%39,0432.6%Business ServicesPGProcter & Gamble$8,819,061$26,824 ▼-0.3%52,6042.6%Consumer StaplesTYLTyler Technologies$8,792,030$50,744 ▼-0.6%15,2472.6%Computer and TechnologyCHDChurch & Dwight$8,662,658$30,366 ▼-0.3%82,7302.6%Consumer StaplesNEENextEra Energy$8,491,322$25,450 ▼-0.3%118,4452.5%UtilitiesADIAnalog Devices$8,300,600$28,682 ▼-0.3%39,0692.5%Computer and TechnologyABTAbbott Laboratories$8,223,889$18,098 ▼-0.2%72,7072.4%MedicalVOOVanguard S&P 500 ETF$8,200,688$140,629 ▲1.7%15,2202.4%ETFPEPPepsiCo$8,182,653$129,555 ▼-1.6%53,8122.4%Consumer StaplesSITESiteOne Landscape Supply$7,598,781$27,672 ▼-0.4%57,6672.2%Industrial ProductsCTRACoterra Energy$7,155,925$140,853 ▼-1.9%280,1852.1%Oils/EnergyTSCOTractor Supply$6,603,582$5,281,009 ▲399.3%124,4552.0%Retail/WholesaleSTESTERIS$6,602,793$56,323 ▼-0.8%32,1212.0%MedicalNOCNorthrop Grumman$6,063,696$51,622 ▲0.9%12,9211.8%AerospaceAMTAmerican Tower$5,812,997$85,102 ▼-1.4%31,6941.7%FinanceSMPLSimply Good Foods$4,983,788$109,339 ▼-2.1%127,8551.5%Consumer StaplesCPCanadian Pacific Kansas City$4,482,748$56,817 ▲1.3%61,9351.3%TransportationMTBM&T Bank$4,304,6770.0%22,8961.3%FinanceXLCCommunication Services Select Sector SPDR Fund$3,986,636$316,085 ▲8.6%41,1801.2%ETFFNVFranco-Nevada$3,805,330$269,869 ▼-6.6%32,3611.1%Basic MaterialsSLBSchlumberger$3,653,419$21,854 ▼-0.6%95,2901.1%Oils/EnergyNEOGNeogen$3,129,923$5,888 ▼-0.2%257,8190.9%MedicalADBEAdobe$3,001,145$178,761 ▲6.3%6,7490.9%Computer and TechnologyBYRNByrna Technologies$2,717,359$1,463,548 ▲116.7%94,3200.8%Business ServicesNVDANVIDIA$2,043,625$42,704 ▲2.1%15,2180.6%Computer and TechnologyCLColgate-Palmolive$1,918,0190.0%21,0980.6%Consumer StaplesATRAptarGroup$1,793,2970.0%11,4150.5%Industrial ProductsJNJJohnson & Johnson$999,180$28,924 ▼-2.8%6,9090.3%MedicalXLFFinancial Select Sector SPDR Fund$972,883$972,883 ▲New Holding20,1300.3%ETFCLXClorox$965,527$55,219 ▼-5.4%5,9450.3%Consumer StaplesVGTVanguard Information Technology ETF$710,0960.0%1,1420.2%ETFVRSKVerisk Analytics$704,8250.0%2,5590.2%Business ServicesDISWalt Disney$663,6460.0%5,9600.2%Consumer DiscretionaryQQQInvesco QQQ$636,481$23,005 ▼-3.5%1,2450.2%FinanceVBVanguard Small-Cap ETF$618,240$56,466 ▲10.1%2,5730.2%ETFMKCMcCormick & Company, Incorporated$471,544$4,574 ▼-1.0%6,1850.1%Consumer StaplesXLEEnergy Select Sector SPDR Fund$447,574$447,574 ▲New Holding5,2250.1%ETFACVFAmerican Conservative Values ETF$402,2240.0%9,2000.1%ETFLLYEli Lilly and Company$398,3520.0%5160.1%MedicalIBMInternational Business Machines$391,0780.0%1,7790.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$388,6350.0%1,3410.1%ETFWWDWoodward$382,7660.0%2,3000.1%AerospaceVOVanguard Mid-Cap ETF$371,8950.0%1,4080.1%ETFIVViShares Core S&P 500 ETF$356,1510.0%6050.1%ETFVOXVanguard Communication Services ETF$350,3650.0%2,2610.1%ETFMRKMerck & Co., Inc.$330,7710.0%3,3250.1%MedicalIWMiShares Russell 2000 ETF$325,2530.0%1,4720.1%FinanceXOMExxon Mobil$289,471$157,052 ▼-35.2%2,6910.1%Oils/EnergyBRK.BBerkshire Hathaway$271,9680.0%6000.1%FinanceCEGConstellation Energy$265,7670.0%1,1880.1%Oils/EnergyFCNCAFirst Citizens BancShares$264,1280.0%1250.1%FinanceSYKStryker$252,0350.0%7000.1%MedicalTXNTexas Instruments$246,5760.0%1,3150.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$240,065$240,065 ▲New Holding1,3700.1%ETFPPAInvesco Aerospace & Defense ETF$212,251$212,251 ▲New Holding1,8500.1%ETFVCRVanguard Consumer Discretionary ETF$207,961$207,961 ▲New Holding5540.1%ETFAMBAAmbarella$200,035$200,035 ▲New Holding2,7500.1%Computer and TechnologyFTVFortive$0$4,596,725 ▼-100.0%00.0%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$0$283,982 ▼-100.0%00.0%ETFLFUSLittelfuse$0$222,810 ▼-100.0%00.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$0$202,540 ▼-100.0%00.0%FinanceMGRXMangoceuticals$0$20,249 ▼-100.0%00.0%MedicalSBEVSplash Beverage Group$0$7,056 ▼-100.0%00.0%Consumer StaplesVIRIVirios Therapeutics$0$5,695 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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