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ALLISON JAFFE

Mccollum Christoferson Group Llc

Assets Managed
$340.98M
Holdings
80
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
2.47%(2Q avg: -0.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mccollum Christoferson Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Mccollum Christoferson Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 340.98M in assets, with a quarterly growth rate of 2.47% and a 2-quarter average growth rate of -0.63%. The portfolio is managed by ALLISON JAFFE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.15%
7.6%
$25.908M
95,210 shares@ $272.12 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.8%
5.65%
$19.237M
93,389 shares@ $205.99 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.57%
4.6%
$15.654M
94,120 shares@ $166.32 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.89%
4.32%
$14.71M
83,769 shares@ $175.6 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 38.25%
4.32%
$14.698M
77,149 shares@ $190.52 avg price
WST
West Pharmaceutical Services
Recent Activity
Decreased -2.16%
3.89%
$13.264M
64,183 shares@ $206.66 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -6.22%
3.86%
$13.161M
295,409 shares@ $44.56 avg price
ECL
Ecolab Inc
Recent Activity
Decreased -1.17%
3.79%
$12.895M
112,703 shares@ $114.42 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.36%
3.62%
$12.337M
119,505 shares@ $103.24 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -1.82%
3.6%
$12.246M
94,995 shares@ $128.92 avg price

1-10 of 80