Long-term investor
Mccollum Christoferson Group LLC @mccollumchristofersongro
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001727573).
Record
- Tracked since 2025-06-30 (434 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +3.4% · 6 months -25.2% · 1 year -23.3% · all -23.3%
- Max drawdown -27.6% · Sharpe -1.01 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 7.6% · long · since 2025-06-30
- AAPL · 5.6% · long · since 2025-06-30
- COST · 4.6% · long · since 2025-06-30
- MSFT · 4.3% · long · since 2025-06-30
- XLK · 4.3% · long · since 2026-03-31
- WST · 3.9% · long · since 2025-06-30
- CGGR · 3.9% · long · since 2025-09-30
- ECL · 3.8% · long · since 2025-06-30
- AMZN · 3.6% · long · since 2025-06-30
- ADI · 3.6% · long · since 2025-06-30
- HLT · 3.4% · long · since 2025-06-30
- V · 3.3% · long · since 2025-06-30