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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 Q3 2025 · Filed November 17, 2025 · Accession 0001727573-25-000013

Total Value
$349.0M
Positions
74
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (74)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF92290836340,014$24.5M7.02%
2MICROSOFT CORP COMMSFT45,736$23.7M6.79%
3APPLE INC COMAAPL75,486$19.2M5.51%
4COSTCO WHSL CORP NEW COM22160K10520,756$19.2M5.51%
5ECOLAB INC COMECL56,207$15.4M4.41%
6VISA INC COM CL AV38,636$13.2M3.78%
7HILTON WORLDWIDE HLDGS INC COMHLT50,140$13.0M3.73%
8AMAZON COM INC COMAMZN58,331$12.8M3.67%
9LINDE PLC SHSLIN25,084$11.9M3.41%
10WEST PHARMACEUTICAL SVSC INC COM95530610541,701$10.9M3.13%
11TESLA INC COMTSLA23,236$10.3M2.96%
12ABBOTT LABS COMABLZF71,523$9.6M2.75%
13ANALOG DEVICES INC COMADI38,683$9.5M2.72%
14BROADRIDGE FINL SOLUTIONS INC COM11133T10338,599$9.2M2.63%
15FRANCO NEV CORP COMFNV40,501$9.0M2.59%
16NEXTERA ENERGY INC COMNEE-PW117,667$8.9M2.55%
17DANAHER CORPORATION COM23585110240,988$8.1M2.33%
18TYLER TECHNOLOGIES INC COMTYL15,435$8.1M2.31%
19NORTHROP GRUMMAN CORP COMNOC12,649$7.7M2.21%
20STERIS PLC SHS USDSTE29,241$7.2M2.07%
21TRACTOR SUPPLY CO COMTSCO125,270$7.1M2.04%
22SITEONE LANDSCAPE SUPPLY INC COMSITE54,692$7.0M2.02%
23CAPITAL GROUP GROWTH ETF14020G101154,750$6.8M1.95%
24COTERRA ENERGY INC COMCTRA280,170$6.6M1.90%
25GARTNER INC COMIT25,155$6.6M1.89%
26M & T BK CORP COM55261F10432,986$6.5M1.87%
27AMERICAN TOWER CORP NEW COM03027X10031,706$6.1M1.75%
28COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85245,275$5.4M1.54%
29CANADIAN PACIFIC KANSAS CITY COMCP63,596$4.7M1.36%
30FINANCIAL SELECT SECTOR SPDR FUND81369Y60577,260$4.2M1.19%
31NVIDIA CORPORATION COMNVDA20,110$3.8M1.08%
32PROCTER AND GAMBLE CO COM74271810917,749$2.7M0.78%
33CHURCH & DWIGHT CO INC COMCHD30,783$2.7M0.77%
34RTX CORPORATION COMRTX15,090$2.5M0.72%
35BYRNA TECHNOLOGIES INC COM NEWBYRN98,035$2.2M0.62%
36VANGUARD SMALL-CAP ETF9229087516,553$1.7M0.48%
37PEPSICO INC COMPEP11,858$1.7M0.48%
38COLGATE PALMOLIVE CO COMCL19,003$1.5M0.44%
39APTARGROUP INC COMATR10,420$1.4M0.40%
40ELI LILLY & CO COMLLY1,710$1.3M0.37%
41JOHNSON & JOHNSON COMJNJ6,614$1.2M0.35%
42INVESCO QQQ TRUST SERIES IIVZ1,522$913,7630.26%
43VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,142$852,6510.24%
44FIRST CTZNS BANCSHARES INC DEL CL A31946M103375$670,9350.19%
45CATERPILLAR INC COMCAT1,400$668,0100.19%
46VERISK ANALYTICS INC COMVRSK2,545$640,0930.18%
47EXXON MOBIL CORP COMXOM4,571$515,3800.15%
48DUKE ENERGY CORP NEW COM NEWDUKB4,079$504,7760.14%
49INTERNATIONAL BUSINESS MACHS COMINTR1,779$501,9630.14%
50ENERGY SELECT SECTOR SPDR FUND81369Y5065,535$494,4970.14%
51WOODWARD INC COMWWD1,800$454,8780.13%
52VANGUARD MID-CAP ETF9229086291,523$447,3660.13%
53VANGUARD TOTAL STOCK MARKET ETF9229087691,361$446,6390.13%
54ISHARES BITCOIN TRUST ETFIBIT6,645$431,9250.12%
55CONSTELLATION ENERGY CORP COMCEG1,296$426,4750.12%
56CLOROX CO DEL COMCLX3,375$416,1380.12%
57AMERICAN CONSERVATIVE VALUES ETF26923N1088,370$412,6910.12%
58ISHARES CORE S&P 500 ETF464287200605$404,9270.12%
59INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,120$402,1640.12%
60VANGUARD COMMUNICATION SERVICES ETF92204A8842,091$392,5430.11%
61ISHARES RUSSELL 2000 ETF4642876551,495$361,7300.10%
62BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A700$351,9180.10%
63PHILIP MORRIS INTL INC COM7181721092,000$324,4000.09%
64JPMORGAN CHASE & CO. COMVYLD1,000$315,4300.09%
65STRYKER CORPORATION COMSYK780$288,3430.08%
66INVESCO AEROSPACE & DEFENSE ETFIVZ1,850$287,5830.08%
67HOME DEPOT INC COMHD650$263,3740.08%
68DISNEY WALT CO COM2546871062,000$229,0000.07%
69AMBARELLA INC SHSAMBA2,750$226,9300.07%
70ABBVIE INC COMABBV950$219,9630.06%
71LITTELFUSE INC COMLFUS840$217,5680.06%
72WALMART INC COMWMT2,091$215,4980.06%
73PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4672,000$206,1400.06%
74VANGUARD CONSUMER DISCRETIONARY ETF92204A108518$205,2060.06%