CHRISTINE MESSMER PC

Q2 2026 13F-HR Holdings

Location
Collegeville, PA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$177,484
Net value change ($000)
+21,087 (13.5%)
New positions
8
Sold out positions
2
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIV 6,100 25.7%
TSM 2,203 35.7%
GOOGL 1,639 22.1%
VXUS 1,338 86.0%
VB 1,232 21.0%
AMZN 1,073 15.5%
AAPL 1,058 15.3%
SPHY 829 4.7%
DUPONT DE NEMOURS INC 819 NEW
VTEB 759 22.8%
Top Reduces (Value $000, Stocks/ETFs)
BND -931 -15.8%
DD -817 -100.0%
VZ -457 -13.9%
XOM -253 -10.0%
IIIN -232 -100.0%
HSY -224 -15.2%
GSK -203 -7.4%
MDT -189 -22.7%
CEG -187 -10.2%
LMT -137 -8.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type