McCollum Christoferson Group LLC

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McCollum Christoferson Group LLC ✚
CRD #	268812
SEC #	801-106540
CIK #	0001727573
AUM	$378.1 MM (2023-03-29)
Employees	5 (60% Investors, 0% Brokers)
Phone	716-854-5400
Address	500 Corporate Parkway Amherst, NY 14226
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($MM) Copy

CIK	Period
0001727573
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Apple Inc	2,382,844.0	17.7
	West Pharmaceutical Services Inc	21,960.5	17.0
	Microsoft Corp	1,918,222.4	14.7
	Costco Wholesale Corp /NEW	207,576.9	12.7
	Tractor Supply Co /DE/	21,844.9	11.5
	Danaher Corp /DE/	183,136.1	11.0
	PepsiCo Inc	226,773.9	10.7
	Ecolab Inc	43,790.9	10.7
	FPL Group Inc	150,166.4	9.9
	Gartner Inc	19,281.9	9.8
	VISA Inc	419,260.5	9.5
	Johnson & Johnson	465,600.2	8.6
	Siteone Landscape Supply Inc	5,317.5	8.5
	Procter & Gamble Co	338,108.9	8.5
	Hilton Worldwide Holdings Inc	32,086.1	8.5
	Analog Devices Inc	77,186.0	8.4
	Church & Dwight Co Inc /DE/	22,123.7	8.1
	Cabot Oil & Gas Corp	22,312.7	8.1
	Abbott Laboratories	187,298.3	7.7
	American Tower Corp /MA/	117,747.1	7.3
	Steris PLC	20,471.4	6.7
	McCormick & Co Inc	23,279.8	6.3
	Broadridge Financial Solutions Inc	16,547.7	6.2
	Amazon Com Inc	1,092,997.8	5.9
	Walt Disney Co	174,716.7	5.9
	Northrop Grumman Corp /DE/	72,230.4	5.8
	Tyler Technologies Inc	13,860.5	5.6
	Medtronic Holdings Ltd	118,520.9	5.4



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AUM Breakdown	Accounts	AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals)	354	137.0
(b) Individuals (high net worth individuals)	80	227.4
(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	1.8
(h) Charitable organizations	8	8.8
(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	3.1
(n) Other	0	0.0
Total	736	378.1
By Discretionary
Discretionary	736	378.1
Non-Discretionary	0	0.0
Total	736	378.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		378.1
Total	736	378.1

EDGAR Form	CIK	2011 - 2023
13F-HR	[0001727573]

Comparable Firms	State	AUM ($BB)
Wellington Shields & Co LLC ✚	NY	0.4
Allen Wealth Management LLC ✚	NC	0.4
Walter C Flower & Co Inc ✚	LA	0.4
Bromfield Sneider Wealth Advisors Inc ✚	MA	0.4
Financial Designs Corporation ✚	CA	0.4
Cypress Capital Partners LLC ✚	IL	0.4
Goldstone Financial Group LLC ✚	IL	0.4
Solidarity Wealth LLC ✚	UT	0.4
Seabridge Investment Advisors LLC ✚	NJ	0.4
Arjuna Capital LLC ✚	NC	0.4

Assets, Funds, Holdings