CHRISTINE MESSMER PC
CIK 2097609 · View on SEC EDGAR ↗
- Portfolio value
- $177.5M
- Positions
- 86
- As of
- June 30, 2026
#6,866 of 9,443 by 13F value · top 72.7%
Portfolio value QoQ: +13.5% 13F does not disclose cash
- Top 10 holdings weight
- 59.43%
- Top 25 holdings weight
- 80.21%
- Positions above 1%
- 21
- Effective number of positions
- 17.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.01% Est. buys $16,666,167 · sells $3,355,987
- New positions
- 8
- Increased
- 54
- Decreased
- 23
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
17.9%
Communication Services
5.8%
Healthcare
5.4%
Retail
4.8%
Industrials
3.5%
Energy
2.4%
Utilities
2.2%
Consumer Staples
1.8%
Telecommunication
1.6%
Financials
1.3%
Logistics & Transportation
1.2%
Materials
1.1%
Consumer Discretionary
0.6%
Real Estate
0.2%
Financial Services
0.2%
Other/Unmapped
50.1%
Full portfolio 86 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BIV | $29,857,481 | 16.82% | 389,276 | $6,100,180 | Up ×2 | ||
| SPHY | $18,298,706 | 10.31% | 780,662 | $828,468 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9,039,687 | 5.09% | 25,295 | $1,639,184 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $8,372,669 | 4.72% | 17,532 | $2,202,778 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7,998,214 | 4.51% | 33,558 | $1,073,236 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $7,962,589 | 4.49% | 27,518 | $1,057,606 | Up ×1 | ||
| VB | $7,094,972 | 4.00% | 23,406 | $1,231,605 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $6,604,269 | 3.72% | 17,705 | $252,821 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,265,516 | 2.97% | 26,316 | $699,176 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $4,977,538 | 2.80% | 67,805 | $-931,896 | Down ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $4,368,247 | 2.46% | 55,273 | $54,154 | Up ×1 | ||
| VTEB | $4,093,198 | 2.31% | 80,925 | $758,763 | Up ×1 | ||
| VBR | $3,126,968 | 1.76% | 12,869 | $251,165 | Down ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2,894,308 | 1.63% | 33,856 | $1,337,879 | Up ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $2,829,293 | 1.59% | 66,823 | $-456,394 | Up ×2 | ||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $2,540,968 | 1.43% | 48,473 | $-202,977 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,274,652 | 1.28% | 16,637 | $-253,551 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,257,669 | 1.27% | 6,897 | $258,609 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,240,041 | 1.26% | 17,432 | $146,996 | Up ×2 | ||
| UPS United Parcel Service, Inc. Common Stock | $2,192,724 | 1.24% | 20,397 | $282,429 | Up ×2 | ||
| VGT | $1,810,567 | 1.02% | 15,149 | $449,187 | Up ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1,638,856 | 0.92% | 6,598 | $-187,345 | Up ×2 | ||
| VYM | $1,614,462 | 0.91% | 10,216 | $2,738 | Down ×2 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $1,512,604 | 0.85% | 5,159 | $2,760 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1,492,157 | 0.84% | 2,929 | $-137,324 | Up ×1 | ||
| VCR | $1,408,065 | 0.79% | 3,550 | $127,476 | Down ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1,378,937 | 0.78% | 3,808 | $77,808 | Up ×2 | ||
| WTRG Essential Utilities, Inc. Common Stock | $1,321,689 | 0.74% | 34,500 | $-97,834 | Down ×1 | ||
| GD General Dynamics Corporation Common Stock | $1,320,068 | 0.74% | 3,726 | $157,262 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,284,692 | 0.72% | 9,488 | $50,877 | Up ×2 | ||
| VTI | $1,276,079 | 0.72% | 3,448 | $165,823 | Down ×1 | ||
| HSY The Hershey Company Common Stock | $1,248,358 | 0.70% | 7,115 | $-223,652 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1,120,825 | 0.63% | 1,053 | $315,698 | Down ×1 | ||
| Q Qnity Electronics, Inc. Common Stock | $1,039,850 | 0.59% | 6,367 | $302,096 | Down ×2 | ||
| VIS | $978,302 | 0.55% | 2,715 | $118,709 | Down ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $965,341 | 0.54% | 10,999 | $3,235 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $948,536 | 0.53% | 1,684 | $306,956 | Up ×2 | ||
| Unknown issuer (CUSIP: 26614N201) | $819,266 | 0.46% | 6,040 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $720,488 | 0.41% | 1,713 | $149,108 | Up ×2 | ||
| VIG | $688,000 | 0.39% | 2,908 | $64,738 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $675,948 | 0.38% | 3,658 | $144,483 | Down ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $660,395 | 0.37% | 11,461 | $64,309 | Up ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $644,389 | 0.36% | 8,237 | $-189,043 | Down ×2 | ||
| VHT | $630,734 | 0.36% | 2,109 | $26,801 | Down ×2 | ||
| OKE ONEOK, Inc. Common Stock | $601,552 | 0.34% | 6,919 | $67,122 | Up ×1 | ||
| NVO Novo Nordisk A/S Common Stock | $584,245 | 0.33% | 12,187 | $210,497 | Up ×1 | ||
| VBK | $566,397 | 0.32% | 1,549 | $73,653 | Down ×2 | ||
| URI United Rentals, Inc. Common Stock | $565,255 | 0.32% | 499 | $202,469 | Up ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $557,322 | 0.31% | 1,871 | Up ×1 | |||
| ONEQ Fidelity Nasdaq Composite Index ETF | $518,472 | 0.29% | 5,023 | $92,571 | Up ×2 | ||
| VOE | $517,904 | 0.29% | 2,621 | $37,141 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $515,952 | 0.29% | 2,032 | $22,055 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $514,654 | 0.29% | 3,512 | $1,672 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $511,567 | 0.29% | 2,696 | $-6,453 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $508,201 | 0.29% | 1,345 | $196,210 | Up ×2 | ||
| VTV | $490,986 | 0.28% | 2,253 | $51,136 | Up ×2 | ||
| STLD Steel Dynamics, Inc. - Common Stock | $483,816 | 0.27% | 2,108 | $105,272 | Up ×1 | ||
| VAW | $468,839 | 0.26% | 2,049 | $8,279 | Up ×1 | ||
| ENB Enbridge Inc Common Stock | $450,551 | 0.25% | 8,311 | $43,461 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $449,075 | 0.25% | 1,785 | $64,112 | Up ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $426,414 | 0.24% | 2,607 | $123,018 | Up ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $421,071 | 0.24% | 851 | $105,759 | Down ×1 | ||
| STZ Constellation Brands, Inc. Common Stock | $406,162 | 0.23% | 2,920 | $140,389 | Up ×1 | ||
| SLB SLB Limited Common Shares | $397,670 | 0.22% | 8,554 | $-57,046 | Down ×2 | ||
| XLK XLK | $376,973 | 0.21% | 1,979 | $114,335 | Up ×2 | ||
| VUG | $346,378 | 0.20% | 4,021 | $53,591 | Up ×1 | ||
| VDC | $325,093 | 0.18% | 1,442 | $-24,911 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $319,766 | 0.18% | 1,929 | $-75,661 | Up ×2 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $316,515 | 0.18% | 12,893 | $-58,873 | Down ×2 | ||
| MGC | $312,078 | 0.18% | 1,141 | $43,159 | Up ×2 | ||
| FIS Fidelity National Information Services, Inc. Common Stock | $307,734 | 0.17% | 7,915 | $-121,485 | Down ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $298,644 | 0.17% | 719 | ||||
| MCD McDonald's Corporation Common Stock | $288,860 | 0.16% | 1,069 | $-41,124 | Up ×1 | ||
| VOO | $286,977 | 0.16% | 418 | $38,008 | Up ×2 | ||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $278,266 | 0.16% | 1,057 | $57,268 | |||
| SYY Sysco Corporation Common Stock | $275,754 | 0.16% | 3,299 | $58,418 | Up ×2 | ||
| HII Huntington Ingalls Industries, Inc. Common Stock | $267,818 | 0.15% | 957 | $-94,030 | Up ×1 | ||
| CPB The Campbell's Company - Common Stock | $256,602 | 0.14% | 11,522 | $-108,016 | Down ×2 | ||
| VPU | $250,315 | 0.14% | 1,279 | $-1,437 | Up ×1 | ||
| SAP SAP SE ADS | $229,624 | 0.13% | 1,490 | Up ×1 | |||
| VO | $229,081 | 0.13% | 2,843 | $24,891 | Up ×2 | ||
| IVV | $227,561 | 0.13% | 304 | ||||
| MPC Marathon Petroleum Corporation Common Stock | $223,326 | 0.13% | 873 | Up ×1 | |||
| PFE Pfizer, Inc. Common Stock | $210,705 | 0.12% | 8,750 | $-1,763 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $208,939 | 0.12% | 1,185 | Up ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $202,608 | 0.11% | 574 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BIV | Bought more | +81K | +$6.1M |
| TSM | Trimmed | -725 | +$2.2M |
| GOOGL | Trimmed | -441 | +$1.6M |
| VXUS | Bought more | +14K | +$1.3M |
| VB | Bought more | +1K | +$1.2M |
| AMZN | Bought more | +308 | +$1.1M |
| AAPL | Bought more | +311 | +$1.1M |
| BND | Trimmed | -12K | -$932K |
| SPHY | Bought more | +32K | +$828K |
| VTEB | Bought more | +14K | +$759K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| DD | June 30, 2026 | 17,842 | $817,170 | 3.0% |
| UNH | March 31, 2026 | 781 | $257,827 | 45.0% |
| MMM | March 31, 2026 | 1,489 | $238,317 | 24.2% |
| IIIN | June 30, 2026 | 6,908 | $232,176 | 2.9% |
| IVV | March 31, 2026 | 304 | $208,129 | No longer tracked |
| SWKS | March 31, 2026 | 3,270 | $207,371 | 30.0% |