McCollum Christoferson Group LLC
All 13F Filings
- Location
- Amherst, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 342,698
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 88 | 342,698 | 13F-HR | McCollum Christoferson Group LLC |
| Q2 2026 | 7/13/2026 | 80 | 340,980 | 13F-HR | McCollum Christoferson Group LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 225.5 K | 65.8% | 0 | 1.266 K | -1.266 K |
| ETFs | 117.2 K | 34.2% | 2.982 K | 0 | 2.982 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
342,698
Holdings
88
QoQ value change ($000)
1,718
(0.5%)
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.