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| Happy Holidays!! thanks for using AUM13F!! |
| McCollum Christoferson Group LLC
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| CRD # | 268812 |
| SEC # | 801-106540 |
| CIK # | 0001727573 |
| AUM | $441.7 M (2025-03-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 716-854-5400 |
| Address | 500 Corporate Parkway Amherst, NY 14226-1263 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001727573 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.0 | ||
| Costco Wholesale Corp /NEW | 20.6 | ||
| Apple Inc | 17.9 | ||
| Ecolab Inc | 15.2 | ||
| VISA Inc | 13.7 | ||
| Hilton Worldwide Holdings Inc | 13.5 | ||
| Amazon Com Inc | 12.4 | ||
| Linde PLC | 11.8 | ||
| Gartner Inc | 10.4 | ||
| Abbott Laboratories | 9.8 | ||
| West Pharmaceutical Services Inc | 9.5 | ||
| Broadridge Financial Solutions Inc | 9.5 | ||
| Analog Devices Inc | 9.3 | ||
| Tyler Technologies Inc | 9.2 | ||
| Procter & Gamble Co | 8.3 | ||
| FPL Group Inc | 8.2 | ||
| Danaher Corp /DE/ | 8.1 | ||
| Church & Dwight Co Inc /DE/ | 7.7 | ||
| Tesla Motors Inc | 7.4 | ||
| Cabot Oil & Gas Corp | 7.2 | ||
| Steris PLC | 7.0 | ||
| Siteone Landscape Supply Inc | 6.9 | ||
| Franco Nevada Corp | 6.6 | ||
| Tractor Supply Co /DE/ | 6.6 | ||
| PepsiCo Inc | 6.6 | ||
| American Tower Corp /MA/ | 6.5 | ||
| Northrop Grumman Corp /DE/ | 6.3 | ||
| Canadian Pacific Railway Ltd/Cn | 5.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 89.4 |
| (b) Individuals (high net worth individuals) | 125 | 341.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.2 |
| (h) Charitable organizations | 10 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 787 | 441.7 |
| By Discretionary | ||
| Discretionary | 787 | 441.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 787 | 441.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 441.7 | |
| Total | 787 | 441.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727573] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
|
Hendley & Co Inc
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|
OH | 0.4 |
|
Pine Harbor Wealth Management LLC
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|
VA | 0.4 |
|
Compass Financial Advisory Services LLC
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|
FL | 0.4 |
|
Orion Investment Co
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|
MO | 0.4 |
|
Pathway Financial Advisers LLC
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|
IN | 0.4 |
|
Cahill Wealth Management LLC
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|
MI | 0.4 |
|
Bemanaged Financial Services Inc
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|
MI | 0.4 |
|
WFA Asset Management Corp
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|
WI | 0.4 |
|
Lefavi Wealth Management Inc
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|
UT | 0.4 |