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| McCollum Christoferson Group LLC
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| CRD # | 268812 |
| SEC # | 801-106540 |
| CIK # | 0001727573 |
| AUM | 415.8 M (2026-03-23) |
| 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) | |
|---|---|---|---|
| Analog Devices Inc | 37.7 | ||
| Hilton Worldwide Holdings Inc | 34.4 | ||
| Ecolab Inc | 31.4 | ||
| Microsoft Corp | 31.2 | ||
| Amazon Com Inc | 28.5 | ||
| Visa Inc | 28.3 | ||
| Tesla Motors Inc | 24.1 | ||
| Northrop Grumman Corp /DE/ | 21.1 | ||
| Apple Inc | 19.2 | ||
| Costco Wholesale Corp /NEW | 15.7 | ||
| West Pharmaceutical Services Inc | 13.3 | ||
| Linde PLC | 11.1 | ||
| Danaher Corp /DE/ | 8.9 | ||
| FPL Group Inc | 7.4 | ||
| Franco Nevada Corp | 7.3 | ||
| Steris PLC | 6.9 | ||
| International Business Machines Corp | 6.8 | ||
| American Tower Corp /MA/ | 5.7 | ||
| Siteone Landscape Supply Inc | 5.1 | ||
| Nvidia Corp | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 78.8 |
| (b) Individuals (high net worth individuals) | 124 | 328.7 |
| (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 | 2.3 |
| (h) Charitable organizations | 9 | 5.0 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 815 | 415.8 |
| By Discretionary | ||
| Discretionary | 815 | 415.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 815 | 415.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.8 | |
| Total | 815 | 415.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727573] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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