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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

McCollum Christoferson Group LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001727573-25-000011

Total Value
$336.1M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT44,226$22.0M6.55%
2COSTCO WHOLESALE CORP NEW COM22160K10520,818$20.6M6.13%
3APPLE INC COMAAPL87,311$17.9M5.33%
4ECOLAB INC COMECL56,402$15.2M4.52%
5VISA INC COM CL AV38,708$13.7M4.09%
6HILTON WORLDWIDE HLDGS INC COM NEWHLT50,612$13.5M4.01%
7AMAZON COM INC COMAMZN56,624$12.4M3.70%
8LINDE PLC NEW SHSLIN25,171$11.8M3.51%
9GARTNER INC COMIT25,817$10.4M3.11%
10VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836318,161$10.3M3.07%
11ABBOTT LABS COMABLZF71,813$9.8M2.91%
12WEST PHARMACEUTICAL SVCS INC COM95530610543,633$9.5M2.84%
13BROADRIDGE FINL SOLUTIONS INC COM11133T10338,919$9.5M2.81%
14ANALOG DEVICES INC COMADI38,883$9.3M2.75%
15TYLER TECHNOLOGIES INC COMTYL15,465$9.2M2.73%
16PROCTER & GAMBLE CO COM74271810952,047$8.3M2.47%
17NEXTERA ENERGY INC COMNEE-PW118,551$8.2M2.45%
18DANAHER CORP COM23585110240,887$8.1M2.40%
19CHURCH & DWIGHT INC COMCHD80,558$7.7M2.30%
20TESLA INC COMTSLA23,187$7.4M2.19%
21COTERRA ENERGY INC COMCTRA284,270$7.2M2.15%
22STERIS PLC REGISTERED SHSSTE29,216$7.0M2.09%
23SITEONE LANDSCAPE SUPPLY INC COMSITE57,402$6.9M2.07%
24FRANCO NEV CORP COMFNV40,516$6.6M1.98%
25TRACTOR SUPPLY CO COMTSCO125,250$6.6M1.97%
26PEPSICO INC COMPEP50,009$6.6M1.96%
27AMERICAN TOWER CORP NEW COM03027X10029,621$6.5M1.95%
28NORTHROP GRUMMAN CORP COMNOC12,656$6.3M1.88%
29CANADIAN PACIFIC KANSAS CITY LTDCP63,876$5.1M1.51%
30SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD81369Y85244,780$4.9M1.45%
31M & T BK CORP COM55261F10423,396$4.5M1.35%
32SIMPLY GOOD FOODS CO COMSMPL125,985$4.0M1.18%
33SELECT SECTOR SPDR TR FINANCIAL81369Y60575,550$4.0M1.18%
34ADOBE SYS INC COMADBE8,034$3.1M0.92%
35BYRNA TECHNOLOGIES INC COM NEWBYRN97,665$3.0M0.90%
36NVIDIA CORP COMNVDA18,830$3.0M0.89%
37COLGATE PALMOLIVE CO COMCL19,823$1.8M0.54%
38APTARGROUP INC COMATR11,020$1.7M0.51%
39JOHNSON & JOHNSON COMJNJ6,614$1.0M0.30%
40VERISK ANALYTICS INC COMVRSK2,559$797,1290.24%
41VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,142$757,4660.23%
42INVESCO QQQ TR UNIT SER 1IVZ1,295$714,3740.21%
43VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF9229087512,843$673,7340.20%
44WOODWARD INC COMWWD2,300$563,7070.17%
45INTERNATIONAL BUSINESS MACHS CORP COMINTR1,779$524,4140.16%
46SELECT SECTOR SPDR TR ENERGY81369Y5065,535$469,4230.14%
47MCCORMICK & CO INC COM NON VTGMKC-V5,880$445,8220.13%
48CLOROX CO COMCLX3,375$405,2360.12%
49VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF9229087691,311$398,4520.12%
50ETF OPPORTUNITIES TR AMERN CONSERVATIVE VALUES ETF26923N1088,370$394,7070.12%
51VANGUARD INDEX FDS VANGUARD MID-CAP ETF9229086291,403$392,6010.12%
52INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETFIVZ2,120$385,2890.11%
53CONSTELLATION ENERGY CORP COMCEG1,188$383,4390.11%
54ISHARES TR CORE S&P 500 ETF464287200605$375,6450.11%
55LILLY ELI & CO COMLLY460$358,5840.11%
56VANGUARD WORLD FDS VANGUARD COMMUNICATION SVCS ETF92204A8842,091$357,6240.11%
57BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A700$340,0390.10%
58ISHARES TR RUSSELL 2000 ETF4642876551,455$313,9740.09%
59ISHARES BITCOIN TR ETF SHS BEN INTIBIT4,529$277,2200.08%
60STRYKER CORP COMMONSYK700$276,9410.08%
61TEXAS INSTRS INC COM8825081041,315$273,0200.08%
62INVESCO EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE ETFIVZ1,850$262,1270.08%
63DISNEY WALT CO DISNEY COM2546871062,000$248,0200.07%
64FIRST CTZNS BANCSHARES INC CL A31946M103125$244,5590.07%
65WALMART INC COMWMT2,091$204,4580.06%
66PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF74348A4672,000$201,4000.06%
67VANGUARD WORLD FDS VANGUARD CONSUMER92204A108554$200,7250.06%
68NEOGEN CORP COMNEOG16,140$77,1490.02%