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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGT VANGUARD WORLD FD 15,149.0 $1.8M 1.02% NEW $119.52 +0.5%
22 CEG CONSTELLATION ENERGY CORP Utilities 6,598.0 $1.6M 0.92% NEW $248.39 +11.4%
23 VYM VANGUARD WHITEHALL FDS 10,216.0 $1.6M 0.91% NEW $158.03 +3.9%
24 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,159.0 $1.5M 0.85% NEW $293.20 +5.1%
25 LMT LOCKHEED MARTIN CORP Industrials 2,929.0 $1.5M 0.84% NEW $509.44 +10.7%
26 VCR VANGUARD WORLD FD 3,550.0 $1.4M 0.79% NEW $396.64 -0.7%
27 AMGN AMGEN INC Healthcare 3,808.0 $1.4M 0.78% NEW $362.12 +19.4%
28 WTRG ESSENTIAL UTILS INC Utilities 34,500.0 $1.3M 0.74% NEW $38.31 +7.3%
29 GD GENERAL DYNAMICS CORP Industrials 3,726.0 $1.3M 0.74% NEW $354.29 +7.1%
30 PEP PEPSICO INC Consumer Defensive 9,488.0 $1.3M 0.72% NEW $135.40 +4.2%
31 VTI VANGUARD INDEX FDS 3,448.0 $1.3M 0.72% NEW $370.09 +2.5%
32 HSY HERSHEY CO Consumer Defensive 7,115.0 $1.2M 0.70% NEW $175.45 +2.0%
33 CAT CATERPILLAR INC Industrials 1,053.0 $1.1M 0.63% NEW $1064.41 -24.8%
34 Q QNITY ELECTRONICS INC Technology 6,367.0 $1.0M 0.59% NEW $163.32 -26.4%
35 VIS VANGUARD WORLD FD 2,715.0 $978K 0.55% NEW $360.33 -5.9%
36 NEE NEXTERA ENERGY INC Utilities 10,999.0 $965K 0.54% NEW $87.77 -6.8%
37 META META PLATFORMS INC Communication Services 1,684.0 $949K 0.53% NEW $563.26 +2.6%
38 DUPONT DE NEMOURS INC 6,040.0 $819K 0.46% NEW $135.64
39 TSLA TESLA INC Consumer Cyclical 1,713.0 $720K 0.41% NEW $420.60 -17.1%
40 VIG VANGUARD SPECIALIZED FUNDS 2,908.0 $688K 0.39% NEW $236.59 +2.7%
Page 2 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%