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Portfolio (Quarterly) Guide ↗

McCollum Christoferson Group LLC

· CIK 0001727573
13F Portfolio $333M AUM 77 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 35 Added 21 Reduced 6 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES RUSSELL 2000 ETF 1,105.0 $274K 0.08% -417.0 -27.4% $248.00 +17.1%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Consumer Cyclical 15.2%
Healthcare 14.1%
Basic Materials 13.3%
Consumer Defensive 10.9%
Industrials 8.0%
Financial Services 7.9%
Utilities 3.7%
Energy 1.8%
Real Estate 1.2%