Fund Holdings

McCollum Christoferson Group LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
55,80677,149+21,3437,416,61714,698,4274.31%+7,281,810
INTERNATIONAL BUSINESS MACHS COM(IBM)2,03724,213+22,176493,7486,808,9382.00%+6,315,190
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
031,767+31,76705,884,2011.73%+5,884,201
ISHARES BIOTECHNOLOGY ETF030,924+30,92405,881,4361.72%+5,881,436
WEST PHARMACEUTICAL SVSC INC COM(WST)65,60664,183-1,4239,625,07013,263,6433.89%+3,638,573
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
052,120+52,12003,070,9100.90%+3,070,910
DEVON ENERGY CORP NEW COM(DVN)068,302+68,30202,822,2390.83%+2,822,239
VANGUARD S&P 500 ETF96,32495,210-1,11423,214,42625,908,4137.60%+2,693,987
SERVICENOW INC COM(NOW)025,341+25,34102,515,8540.74%+2,515,854
VANGUARD SMALL-CAP ETF9,34314,710+5,3672,447,1194,458,8951.31%+2,011,776
ANALOG DEVICES INC COM(ADI)96,76594,995-1,77010,385,42012,246,3213.59%+1,860,901
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
53,39052,536-8543,346,4854,720,3601.38%+1,373,875
AMAZON COM INC COM(AMZN)121,155119,505-1,65011,132,58112,336,8193.62%+1,204,238
APPLE INC COM(AAPL)98,10693,389-4,71718,072,73919,237,0335.64%+1,164,294
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
315,023295,409-19,61411,997,48413,161,3703.86%+1,163,886
VISA INC COM CL A(V)83,43082,542-88810,130,98911,188,8363.28%+1,057,847
STERIS PLC SHS USD(STE)26,84332,673+5,8305,935,7936,879,9542.02%+944,161
TESLA INC COM(TSLA)57,90457,248-6568,232,9419,034,1702.65%+801,229
CATERPILLAR INC COM(CAT)1,4501,45001,027,2671,544,1050.45%+516,838
ELI LILLY & CO COM(LLY)1,7101,71001,572,8072,051,0250.60%+478,218
NVIDIA CORPORATION COM(NVDA)30,91230,232-6803,942,8164,386,3221.29%+443,506
INVESCO AEROSPACE & DEFENSE ETF
AEROSPACE DEFN
19,81020,957+1,1473,282,5173,702,0541.09%+419,537
ALPHABET INC CAP STK CL A(GOOG)0691+6910246,9430.07%+246,943
AMBARELLA INC SHS(AMBA)02,750+2,7500235,9500.07%+235,950
ECOLAB INC COM(ECL)114,044112,703-1,34112,672,28112,895,2553.78%+222,974
ABBVIE INC COM(ABBV)0850+8500213,8940.06%+213,894
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
8096,472+5,663564,455773,5330.23%+209,078
AMPHENOL CORP CL A01,165+1,1650205,4130.06%+205,413
CANADIAN PACIFIC KANSAS CITY COM(CP)37,25737,017-2402,056,3392,243,2750.66%+186,936
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
179,753169,818-9,9358,273,3128,450,1582.48%+176,846
INVESCO QQQ TRUST SERIES I1,4121,337-75814,978984,5670.29%+169,589
AMERICAN CONSERVATIVE VALUES ETF
AMERICAN CONSER
8,82010,060+1,240419,955548,5660.16%+128,611
WOODWARD INC COM(WWD)1,8001,8000644,256765,7920.22%+121,536
LINDE PLC SHS(LIN)35,83635,074-76210,935,89311,051,1403.24%+115,247
LITTELFUSE INC COM(LFUS)8408400285,054382,4770.11%+97,423
FIRST CTZNS BANCSHARES INC DEL CL A(FCNCA)3753750706,748780,2960.23%+73,548
GE VERNOVA INC COM(GEV)2362360206,004277,2670.08%+71,263
CAPITAL ONE FINL CORP COM(COF)3,7913,7910691,592760,5500.22%+68,958
JOHNSON & JOHNSON COM(JNJ)6,6146,61401,616,7261,679,7580.49%+63,032
FASTENAL CO COM(FAST)49,38548,965-4202,291,4642,351,7890.69%+60,325
ISHARES RUSSELL 2000 ETF1,1051,090-15274,040327,4910.10%+53,451
TEXAS INSTRS INC COM(TXN)1,065865-200206,759257,8310.08%+51,072
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
48,94050,465+1,5252,245,8572,288,0830.67%+42,226
VANGUARD MID-CAP ETF1,4075,538+4,131404,062446,1970.13%+42,135
JPMORGAN CHASE & CO COM(JPM)1,0981,0980322,988359,4080.11%+36,420
PROCTER & GAMBLE CO COM(PG)17,65717,622-352,550,3772,584,0900.76%+33,713
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
2,5802,480-100495,154527,6700.15%+32,516
PHILIP MORRIS INTL INC COM(PM)2,0002,0000330,680361,8200.11%+31,140
HOME DEPOT INC COM(HD)6986980229,565246,1710.07%+16,606
BERKSHIRE HATHAWAY INC DEL CL B NEW7007000335,440350,2730.10%+14,833
VANGUARD TOTAL STOCK MARKET ETF1,061956-105340,379353,7580.10%+13,379
VANGUARD COMMUNICATION SERVICES ETF
COMM SRVC ETF
2,0052,0050360,579368,8200.11%+8,241
VERISK ANALYTICS INC COM(VRSK)2,4952,680+185473,426481,1400.14%+7,714
COLGATE PALMOLIVE CO COM(CL)18,41517,120-1,2951,569,5101,569,5620.46%+52
GARTNER INC COM(IT)28,40628,406039,42037,4090.01%-2,011
MERCK & CO INC COM(MRK)1,8351,635-200220,732210,0980.06%-10,634
DUKE ENERGY CORP NEW COM NEW(DUK)4,0794,0790534,104516,3200.15%-17,784
CONSTELLATION ENERGY CORP COM(CEG)1,2041,249+45336,228310,2350.09%-25,993
ISHARES CORE S&P 500 ETF440340-100287,412254,6230.07%-32,789
STRYKER CORPORATION COM(SYK)824724-100270,758227,9440.07%-42,814
RTX CORPORATION COM(RTX)15,13215,13202,918,9632,870,9940.84%-47,969
WALMART INC COM(WMT)2,3671,917-450294,171217,1190.06%-77,052
MICROSOFT CORP COM(MSFT)84,52783,769-75814,878,27614,709,7354.31%-168,541
CHURCH & DWIGHT CO INC COM(CHD)29,88326,789-3,0942,788,6822,595,3180.76%-193,364
APTARGROUP INC COM9,9408,430-1,5101,252,6391,055,4360.31%-197,203
CHEVRON CORPORATION COM(CVX)1,1130-1,113230,2800-230,280
VANECK URANIUM AND NUCLEAR ETF
URANI NUCLE ETF
20,01320,521+5082,665,5312,380,0260.70%-285,505
CLOROX CO DEL COM(CLX)3,2300-3,230334,7250-334,725
PEPSICO INC COM(PEP)11,41810,067-1,3511,773,1011,363,0720.40%-410,029
NEXTERA ENERGY INC COM(NEE)131,232128,248-2,9848,064,1517,361,0482.16%-703,103
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
ST STR SVC ETF
107,710104,120-3,59010,165,9439,439,8462.77%-726,097
EXXON MOBIL CORP COM4,7340-4,734803,1700-803,170
HILTON WORLDWIDE HLDGS INC COM(HLT)109,880104,126-5,75412,295,51411,454,6823.36%-840,832
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
107,748104,978-2,7706,600,6425,575,3821.64%-1,025,260
AMERICAN TOWER CORP COM(AMT)41,55735,062-6,4952,999,4251,781,7140.52%-1,217,711
COSTCO WHOLESALE CORPORATION COM(COST)94,66994,120-54917,216,06515,653,9804.59%-1,562,085
SITEONE LANDSCAPE SUPPLY INC COM(SITE)82,05176,324-5,7276,730,4875,134,1831.51%-1,596,304
FRANCO NEV CORP COM(FNV)71,22269,770-1,4528,996,1937,293,0382.14%-1,703,155
NORTHROP GRUMMAN CORP COM(NOC)42,52041,455-1,0655,675,6943,703,3201.09%-1,972,374
COTERRA ENERGY INC COM98,8640-98,8643,474,0810-3,474,081
M & T BK CORP COM(MTB)33,00910,322-22,6876,823,6322,456,7330.72%-4,366,899
TYLER TECHNOLOGIES INC COM(TYL)21,8150-21,8154,372,0200-4,372,020
TRACTOR SUPPLY CO COM(TSCO)145,26054,581-90,6795,512,382987,4210.29%-4,524,961
DANAHER CORP DEL COM(DHR)75,05546,676-28,3797,277,8781,905,8540.56%-5,372,024
BROADRIDGE FINL SOLUTIONS INC COM(BR)44,1830-44,1835,577,4570-5,577,457
ABBOTT LABORATORIES COM103,22540,581-62,6446,782,639314,5570.09%-6,468,082
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