McCollum Christoferson Group LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Allison Jaffe, Chief Compliance Officer, reports a total of 88 securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and technology giants. The top holdings include the Vanguard S&P 500 ETF, which accounts for 96,692 shares, and Apple Inc., with 94,030 shares. Other significant positions include Microsoft Corporation (161,220 shares), Amazon.com Inc. (169,911 shares), and the Vanguard Information Technology ETF (6,042 shares).
Major industrial and financial names are also present, with Berkshire Hathaway Inc. Class B holding 74,723 shares, Visa Inc. Class A holding 82,119 shares, and JPMorgan Chase & Co. holding 1,202 shares. The filing also lists positions in Procter & Gamble Co., Eli Lilly & Co., and Chevron Corporation.
