McCollum Christoferson Group LLC
All 13F Filings
- Location
- Amherst, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 332,767
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 77 | 332,767 | 13F-HR | McCollum Christoferson Group LLC |
| Q4 2025 | 1/9/2026 | 74 | 345,684 | 13F-HR | McCollum Christoferson Group LLC |
| Q3 2025 | 11/17/2025 | 74 | 348,983 | 13F-HR | McCollum Christoferson Group LLC |
| Q2 2025 | 8/13/2025 | 68 | 336,084 | 13F-HR | McCollum Christoferson Group LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 247.2 K | 74.3% | 0 | 44.2 K | -44.2 K |
| ETFs | 85.62 K | 25.7% | 31.29 K | 0 | 31.29 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
332,767
Holdings
77
QoQ value change ($000)
-12,917
(-3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.