Portfolio (Quarterly)
Guide ↗
McCollum Christoferson Group LLC
· CIK 0001727573| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BR | BROADRIDGE FINL SOLUTIONS INC COM | Technology | 44,183 | $5.6M | 1.68% | SOLD |
| 2 | TYL | TYLER TECHNOLOGIES INC COM | Technology | 21,815 | $4.4M | 1.31% | SOLD |
| 3 | CTRA | COTERRA ENERGY INC COM | Energy | 98,864 | $3.5M | 1.04% | SOLD |
| 4 | XOM | EXXON MOBIL CORP COM | Energy | 4,734 | $803K | 0.24% | SOLD |
| 5 | CLX | CLOROX CO DEL COM | Consumer Defensive | 3,230 | $335K | 0.10% | SOLD |
| 6 | CVX | CHEVRON CORPORATION COM | Energy | 1,113 | $230K | 0.07% | SOLD |
Sector Allocation
Technology
27.1%
Consumer Cyclical
15.1%
Basic Materials
13.9%
Healthcare
12.3%
Consumer Defensive
10.8%
Industrials
7.5%
Financial Services
7.3%
Utilities
3.8%
Energy
1.3%
Real Estate
0.8%