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Portfolio (Quarterly) Guide ↗

CHRISTINE MESSMER PC

· CIK 0002097609
13F Portfolio $177M AUM 86 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 86 New
Page 1 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIV VANGUARD BD INDEX FDS 389,276.0 $29.9M 16.82% NEW $76.70 -1.7%
2 SPHY SPDR SERIES TRUST 780,662.0 $18.3M 10.31% NEW $23.44 -0.5%
3 GOOGL ALPHABET INC Communication Services 25,295.0 $9.0M 5.09% NEW $357.37 -3.0%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17,532.0 $8.4M 4.72% NEW $477.56 -12.6%
5 AMZN AMAZON COM INC Consumer Cyclical 33,558.0 $8.0M 4.51% NEW $238.34 +11.8%
6 AAPL APPLE INC Technology 27,518.0 $8.0M 4.49% NEW $289.36 +10.5%
7 VB VANGUARD INDEX FDS 23,406.0 $7.1M 4.00% NEW $303.13 -0.8%
8 MSFT MICROSOFT CORP Technology 17,705.0 $6.6M 3.72% NEW $373.02 +37.7%
9 NVDA NVIDIA CORPORATION Technology 26,316.0 $5.3M 2.97% NEW $200.09 +8.7%
10 BND VANGUARD BD INDEX FDS 67,805.0 $5.0M 2.80% NEW $73.41 -1.5%
11 VCSH VANGUARD SCOTTSDALE FDS 55,273.0 $4.4M 2.46% NEW $79.03 -0.7%
12 VTEB VANGUARD MUN BD FDS 80,925.0 $4.1M 2.31% NEW $50.58 -2.3%
13 VBR VANGUARD INDEX FDS 12,869.0 $3.1M 1.76% NEW $242.98 +1.6%
14 VXUS VANGUARD STAR FDS 33,856.0 $2.9M 1.63% NEW $85.49 +2.4%
15 VZ VERIZON COMMUNICATIONS INC Communication Services 66,823.0 $2.8M 1.59% NEW $42.34 +18.3%
16 GSK GSK PLC Healthcare 48,473.0 $2.5M 1.43% NEW $52.42 -3.1%
17 XOM EXXON MOBIL CORP Energy 16,637.0 $2.3M 1.28% NEW $136.72 +14.6%
18 JPM JPMORGAN CHASE & CO Financial Services 6,897.0 $2.3M 1.27% NEW $327.34 +9.3%
19 MRK MERCK & CO INC Healthcare 17,432.0 $2.2M 1.26% NEW $128.50 +15.4%
20 UPS UNITED PARCEL SVCS INC Industrials 20,397.0 $2.2M 1.24% NEW $107.50 -2.0%
Page 1 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.7%
Communication Services 14.8%
Healthcare 10.7%
Consumer Cyclical 10.4%
Industrials 8.9%
Energy 4.8%
Utilities 4.4%
Consumer Defensive 3.9%
Financial Services 2.5%
Basic Materials 2.3%