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McCollum Christoferson Group LLC
RIA/Wealth
McCollum Christoferson Group LLC is a RIA/Wealth based in Troy, MI led by Katherine Ann Christoferson, reporting $441.7M in AUM as of Q3 2025 with VOO as the largest holding (7% allocation).
Managing PartnerKatherine Ann Christoferson
- Portfolio Value
- $349.0M
- Positions
- 74
- Top Holding
- VOO at 7.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in McCollum Christoferson Group LLC's portfolio (47% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.5M | 7.02% | +$13.4M Bought | — 40.0K shares | |
Software - Infrastructure Technology | $23.7M | 6.79% | +$782.1K Bought | 0.00% 45.7K shares | |
Consumer Electronics Technology | $19.2M | 5.51% | -$3.0M Sold | 0.00% 75.5K shares | |
Discount Stores Consumer Defensive | $19.2M | 5.51% | -$57.4K Sold | 0.00% 20.8K shares | |
Chemicals - Specialty Basic Materials | $15.4M | 4.41% | -$53.4K Sold | 0.02% 56.2K shares | |
Financial - Credit Services Financial Services | $13.2M | 3.78% | -$24.6K Sold | 0.00% 38.6K shares | |
Travel Lodging Consumer Cyclical | $13.0M | 3.73% | -$122.5K Sold | 0.02% 50.1K shares | |
Specialty Retail Consumer Cyclical | $12.8M | 3.67% | +$374.8K Bought | 0.00% 58.3K shares | |
Chemicals - Specialty Basic Materials | $11.9M | 3.41% | -$41.3K Sold | 0.01% 25.1K shares | |
Medical - Instruments & Supplies Healthcare | $10.9M | 3.13% | -$506.8K Sold | 0.06% 41.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in McCollum Christoferson Group LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for McCollum Christoferson Group LLC
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