CHRISTINE MESSMER PC
CIK 2097609 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $177.5M
- Posiciones
- 86
- A fecha de
- 30 de junio de 2026
#6 865 de 9 443 por valor de 13F · top 72.7%
Valor de cartera interanual: +13.5% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 59,43%
- Peso de las 25 principales tenencias
- 80,21%
- Posiciones superiores al 1%
- 21
- Número efectivo de posiciones
- 17,7
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 2,01% Est. compras $16 666 167 · ventas $3 355 987
- Nuevas posiciones
- 8
- Aumentado
- 54
- Disminuido
- 23
- Cerrada
- 2
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
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%
Otro/No mapeado
50,1%
Cartera completa 86 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| BIV | $29 857 481 | 16,82% | 389 276 | $6 100 180 | Subir ×2 | ||
| SPHY | $18 298 706 | 10,31% | 780 662 | $828 468 | Subir ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $9 039 687 | 5,09% | 25 295 | $1 639 184 | Bajar ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $8 372 669 | 4,72% | 17 532 | $2 202 778 | Bajar ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7 998 214 | 4,51% | 33 558 | $1 073 236 | Subir ×2 | ||
| AAPL Apple Inc. - Common Stock | $7 962 589 | 4,49% | 27 518 | $1 057 606 | Subir ×1 | ||
| VB | $7 094 972 | 4,00% | 23 406 | $1 231 605 | Subir ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $6 604 269 | 3,72% | 17 705 | $252 821 | Subir ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5 265 516 | 2,97% | 26 316 | $699 176 | Subir ×2 | ||
| BND Vanguard Total Bond Market ETF | $4 977 538 | 2,80% | 67 805 | $-931 896 | Bajar ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $4 368 247 | 2,46% | 55 273 | $54 154 | Subir ×1 | ||
| VTEB | $4 093 198 | 2,31% | 80 925 | $758 763 | Subir ×1 | ||
| VBR | $3 126 968 | 1,76% | 12 869 | $251 165 | Bajar ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2 894 308 | 1,63% | 33 856 | $1 337 879 | Subir ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $2 829 293 | 1,59% | 66 823 | $-456 394 | Subir ×2 | ||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $2 540 968 | 1,43% | 48 473 | $-202 977 | Bajar ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2 274 652 | 1,28% | 16 637 | $-253 551 | Subir ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2 257 669 | 1,27% | 6 897 | $258 609 | Subir ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2 240 041 | 1,26% | 17 432 | $146 996 | Subir ×2 | ||
| UPS United Parcel Service, Inc. Common Stock | $2 192 724 | 1,24% | 20 397 | $282 429 | Subir ×2 | ||
| VGT | $1 810 567 | 1,02% | 15 149 | $449 187 | Subir ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $1 638 856 | 0,92% | 6 598 | $-187 345 | Subir ×2 | ||
| VYM | $1 614 462 | 0,91% | 10 216 | $2 738 | Bajar ×2 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $1 512 604 | 0,85% | 5 159 | $2 760 | Bajar ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1 492 157 | 0,84% | 2 929 | $-137 324 | Subir ×1 | ||
| VCR | $1 408 065 | 0,79% | 3 550 | $127 476 | Bajar ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1 378 937 | 0,78% | 3 808 | $77 808 | Subir ×2 | ||
| WTRG Essential Utilities, Inc. Common Stock | $1 321 689 | 0,74% | 34 500 | $-97 834 | Bajar ×1 | ||
| GD General Dynamics Corporation Common Stock | $1 320 068 | 0,74% | 3 726 | $157 262 | Subir ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1 284 692 | 0,72% | 9 488 | $50 877 | Subir ×2 | ||
| VTI | $1 276 079 | 0,72% | 3 448 | $165 823 | Bajar ×1 | ||
| HSY The Hershey Company Common Stock | $1 248 358 | 0,70% | 7 115 | $-223 652 | Subir ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1 120 825 | 0,63% | 1 053 | $315 698 | Bajar ×1 | ||
| Q Qnity Electronics, Inc. Common Stock | $1 039 850 | 0,59% | 6 367 | $302 096 | Bajar ×2 | ||
| VIS | $978 302 | 0,55% | 2 715 | $118 709 | Bajar ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $965 341 | 0,54% | 10 999 | $3 235 | Subir ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $948 536 | 0,53% | 1 684 | $306 956 | Subir ×2 | ||
| Emisor desconocido (CUSIP: 26614N201) | $819 266 | 0,46% | 6 040 | Subir ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $720 488 | 0,41% | 1 713 | $149 108 | Subir ×2 | ||
| VIG | $688 000 | 0,39% | 2 908 | $64 738 | Subir ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $675 948 | 0,38% | 3 658 | $144 483 | Bajar ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $660 395 | 0,37% | 11 461 | $64 309 | Subir ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $644 389 | 0,36% | 8 237 | $-189 043 | Bajar ×2 | ||
| VHT | $630 734 | 0,36% | 2 109 | $26 801 | Bajar ×2 | ||
| OKE ONEOK, Inc. Common Stock | $601 552 | 0,34% | 6 919 | $67 122 | Subir ×1 | ||
| NVO Novo Nordisk A/S Common Stock | $584 245 | 0,33% | 12 187 | $210 497 | Subir ×1 | ||
| VBK | $566 397 | 0,32% | 1 549 | $73 653 | Bajar ×2 | ||
| URI United Rentals, Inc. Common Stock | $565 255 | 0,32% | 499 | $202 469 | Subir ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $557 322 | 0,31% | 1 871 | Subir ×1 | |||
| ONEQ Fidelity Nasdaq Composite Index ETF | $518 472 | 0,29% | 5 023 | $92 571 | Subir ×2 | ||
| VOE | $517 904 | 0,29% | 2 621 | $37 141 | Subir ×2 | ||
| JNJ Johnson & Johnson Common Stock | $515 952 | 0,29% | 2 032 | $22 055 | Subir ×2 | ||
| ORCL Oracle Corporation Common Stock | $514 654 | 0,29% | 3 512 | $1 672 | Subir ×2 | ||
| RTX RTX Corporation Common Stock | $511 567 | 0,29% | 2 696 | $-6 453 | Subir ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $508 201 | 0,29% | 1 345 | $196 210 | Subir ×2 | ||
| VTV | $490 986 | 0,28% | 2 253 | $51 136 | Subir ×2 | ||
| STLD Steel Dynamics, Inc. - Common Stock | $483 816 | 0,27% | 2 108 | $105 272 | Subir ×1 | ||
| VAW | $468 839 | 0,26% | 2 049 | $8 279 | Subir ×1 | ||
| ENB Enbridge Inc Common Stock | $450 551 | 0,25% | 8 311 | $43 461 | Subir ×1 | ||
| ABBV AbbVie Inc. Common Stock | $449 075 | 0,25% | 1 785 | $64 112 | Subir ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $426 414 | 0,24% | 2 607 | $123 018 | Subir ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $421 071 | 0,24% | 851 | $105 759 | Bajar ×1 | ||
| STZ Constellation Brands, Inc. Common Stock | $406 162 | 0,23% | 2 920 | $140 389 | Subir ×1 | ||
| SLB SLB Limited Common Shares | $397 670 | 0,22% | 8 554 | $-57 046 | Bajar ×2 | ||
| XLK XLK | $376 973 | 0,21% | 1 979 | $114 335 | Subir ×2 | ||
| VUG | $346 378 | 0,20% | 4 021 | $53 591 | Subir ×1 | ||
| VDC | $325 093 | 0,18% | 1 442 | $-24 911 | Bajar ×2 | ||
| CVX Chevron Corporation Common Stock | $319 766 | 0,18% | 1 929 | $-75 661 | Subir ×2 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $316 515 | 0,18% | 12 893 | $-58 873 | Bajar ×2 | ||
| MGC | $312 078 | 0,18% | 1 141 | $43 159 | Subir ×2 | ||
| FIS Fidelity National Information Services, Inc. Common Stock | $307 734 | 0,17% | 7 915 | $-121 485 | Bajar ×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 | Subir ×1 | ||
| VOO | $286 977 | 0,16% | 418 | $38 008 | Subir ×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 | Subir ×2 | ||
| HII Huntington Ingalls Industries, Inc. Common Stock | $267 818 | 0,15% | 957 | $-94 030 | Subir ×1 | ||
| CPB The Campbell's Company - Common Stock | $256 602 | 0,14% | 11 522 | $-108 016 | Bajar ×2 | ||
| VPU | $250 315 | 0,14% | 1 279 | $-1 437 | Subir ×1 | ||
| SAP SAP SE ADS | $229 624 | 0,13% | 1 490 | Subir ×1 | |||
| VO | $229 081 | 0,13% | 2 843 | $24 891 | Subir ×2 | ||
| IVV | $227 561 | 0,13% | 304 | ||||
| MPC Marathon Petroleum Corporation Common Stock | $223 326 | 0,13% | 873 | Subir ×1 | |||
| PFE Pfizer, Inc. Common Stock | $210 705 | 0,12% | 8 750 | $-1 763 | Subir ×1 | ||
| APH Amphenol Corporation Common Stock | $208 939 | 0,12% | 1 185 | Subir ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $202 608 | 0,11% | 574 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| BIV | Compró más | +81K | +$6.1M |
| TSM | Reducido | -725 | +$2.2M |
| GOOGL | Reducido | -441 | +$1.6M |
| VXUS | Compró más | +14K | +$1.3M |
| VB | Compró más | +1K | +$1.2M |
| AMZN | Compró más | +308 | +$1.1M |
| AAPL | Compró más | +311 | +$1.1M |
| BND | Reducido | -12K | -$932K |
| SPHY | Compró más | +32K | +$828K |
| VTEB | Compró más | +14K | +$759K |
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| DD | 30 de junio de 2026 | 17 842 | $817 170 | 2,8% |
| UNH | 31 de marzo de 2026 | 781 | $257 827 | 45,9% |
| MMM | 31 de marzo de 2026 | 1 489 | $238 317 | 26,2% |
| IIIN | 30 de junio de 2026 | 6 908 | $232 176 | 7,4% |
| IVV | 31 de marzo de 2026 | 304 | $208 129 | Ya no se rastrea |
| SWKS | 31 de marzo de 2026 | 3 270 | $207 371 | 29,7% |