CHRISTINE MESSMER PC
Sector Allocation
- Other49.6%$88.0M
- Technology23.6%$41.9M
- Healthcare5.4%$9.5M
- Consumer Discretionary5.3%$9.5M
- Industrials4.6%$8.2M
- Energy2.4%$4.3M
- Utilities2.2%$3.9M
- Consumer Staples1.8%$3.2M
- Communication Services1.8%$3.1M
- Materials1.6%$2.8M
AUM History
13fpro.ai/research/fund/christine-messmer-pc-2097609
Conviction and streaks
Stable · top 10 = 59.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$29.9M
- SPDR$18.3M
GOOGL
$9.0MTSM
$8.4MAMZN
$8.0MAAPL
$8.0M- VANGUARD$7.1M
MSFT
$6.6MNVDA
$5.3M- VANGUARD$5.0M
- VANGUARD$4.4M
- VANGUARD$4.1M
- VANGUARD$3.1M
- VANGUARD$2.9M
VZ
$2.8MGSK
$2.5MXOM.R34088
$2.3MJPM
$2.3MMRK
$2.2MUPS
$2.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/christine-messmer-pc-2097609
CHRISTINE MESSMER PC 13F holdings — Q2 2026
$177.5M portfolio (+13.5% QoQ) · 86 holdings · Q2 2026 13F · top 10 are 59% of the stock portfolio
- 1
VANGUARD BD INDEX FDS - INTERMED TERM
$29.9M
16.8% of stocks
+26%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST PORT HIGH ETF
$18.3M
10.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
5.1% of stocks
-2%This quarter-1.3%Since filed3+ qtrsHeld$8.4M
4.7% of stocks
-4%This quarter+2.1%Since filed3+ qtrsHeld$8.0M
4.5% of stocks
+0.9%This quarter+6.6%Since filed3+ qtrsHeld$8.0M
4.5% of stocks
+1%This quarter+6.9%Since filed3+ qtrsHeld- 7
VANGUARD INDEX FDS - SMALL CP ETF
$7.1M
4.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $6.6M
3.7% of stocks
+3%This quarter+39.6%Since filed3+ qtrsHeld$5.3M
3.0% of stocks
+0.5%This quarter+3.5%Since filed3+ qtrsHeld- 10
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$5.0M
2.8% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS - INTERMED TERM | $29.9M | 16.8% | +26% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST PORT HIGH ETF | $18.3M | 10.3% | +4% | — | — | — | — | |
| 3 | $9.0M | 5.1% | -2% | -1.3% | 3+ qtrsTrimmed 2 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $8.4M | 4.7% | -4% | +2.1% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $8.0M | 4.5% | +0.9% | +6.6% | 3+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $8.0M | 4.5% | +1% | +6.9% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INDEX FDS - SMALL CP ETF | $7.1M | 4.0% | +5% | — | — | — | — | |
| 8 | $6.6M | 3.7% | +3% | +39.6% | 3+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.3M | 3.0% | +0.5% | +3.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $5.0M | 2.8% | -16% | — | — | — | — |
All holdings — CHRISTINE MESSMER PC (Q2 2026)
86 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $4.4M | 2.5% | 55K | +2% | — | — | 13F |
| 12 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $4.1M | 2.3% | 81K | +21% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - SM CP VAL ETFetf/fund | — | $3.1M | 1.8% | 13K | -3% | — | — | 13F |
| 14 | — | VANGUARD STAR FDS - VG TL INTL STK Fetf/fund | — | $2.9M | 1.6% | 34K | +68% | — | — | 13F |
| 15 | VERIZON COMMUNICATIONS INC | Communication Services | $2.8M | 1.6% | 67K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GSK plcadr | Healthcare | $2.5M | 1.4% | 48K | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $2.3M | 1.3% | 17K | +12% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JPMORGAN CHASE & CO | Financials | $2.3M | 1.3% | 6,897 | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Merck & Co., Inc. | Healthcare | $2.2M | 1.3% | 17K | +0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNITED PARCEL SERVICE INC | Industrials | $2.2M | 1.2% | 20K | +5% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $1.8M | 1.0% | 15K | +676% | — | — | 13F |
| 22 | Constellation Energy Corp | Utilities | $1.6M | 0.9% | 6,598 | +0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $1.6M | 0.9% | 10K | -6% | — | — | 13F |
| 24 | Air Products & Chemicals, Inc. | Materials | $1.5M | 0.8% | 5,159 | -0.8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | LOCKHEED MARTIN CORP | Industrials | $1.5M | 0.8% | 2,929 | +9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $1.4M | 0.8% | 3,550 | -0.5% | |||
| 27 | $AMGN | AMGEN INC | Healthcare | $1.4M | 0.8% | 3,808 | +3% | |||
| 28 | $WTRG | Essential Utilities, Inc. | Utilities | $1.3M | 0.7% | 35K | -2% | |||
| 29 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.3M | 0.7% | 3,726 | +10% | |||
| 30 | $PEP | PEPSICO INC | Consumer Staples | $1.3M | 0.7% | 9,488 | +19% | |||
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.3M | 0.7% | 3,448 | -0.4% | |||
| 32 | $HSY | HERSHEY CO | Consumer Staples | $1.2M | 0.7% | 7,115 | +0.5% | |||
| 33 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.6% | 1,053 | -7% | |||
| 34 | $Q | Qnity Electronics, Inc. | Technology | $1.0M | 0.6% | 6,367 | -0.4% | |||
| 35 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $978K | 0.6% | 2,715 | -1% | |||
| 36 | $NEE | NEXTERA ENERGY INC | Utilities | $965K | 0.5% | 11K | +6% | |||
| 37 | $META | Meta Platforms, Inc. | Technology | $949K | 0.5% | 1,684 | +50% | |||
| 38 | $DD | DuPont de Nemours, Inc. | Materials | $819K | 0.5% | 6,040 | -66% | |||
| 39 | $TSLA | Tesla, Inc. | Consumer Discretionary | $720K | 0.4% | 1,713 | +11% | |||
| 40 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $688K | 0.4% | 2,908 | +0.3% | |||
| 41 | $QCOM | QUALCOMM INC/DE | Technology | $676K | 0.4% | 3,658 | -11% | |||
| 42 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $660K | 0.4% | 11K | +17% | |||
| 43 | $MDT | Medtronic plc | Healthcare | $644K | 0.4% | 8,237 | -14% | |||
| 44 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $631K | 0.4% | 2,109 | -5% | |||
| 45 | $OKE | ONEOK INC /NEW/ | Energy | $602K | 0.3% | 6,919 | +17% | |||
| 46 | $NVO | NOVO NORDISK A S | Healthcare | $584K | 0.3% | 12K | +20% | |||
| 47 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $566K | 0.3% | 1,549 | -5% | |||
| 48 | $URI | UNITED RENTALS, INC. | Industrials | $565K | 0.3% | 499 | +0.2% | |||
| 49 | $MRVL | Marvell Technology, Inc. | Technology | $557K | 0.3% | 1,871 | New | |||
| 50 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $518K | 0.3% | 5,023 | +0.1% | |||
| 51 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $518K | 0.3% | 2,621 | +0.5% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $516K | 0.3% | 2,032 | +0.5% | |||
| 53 | $ORCL | ORACLE CORP | Technology | $515K | 0.3% | 3,512 | +0.7% | |||
| 54 | $RTX | RTX Corp | Industrials | $512K | 0.3% | 2,696 | +0.4% | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $508K | 0.3% | 1,345 | +33% | |||
| 56 | — | VANGUARD INDEX FDS - VALUE ETF | — | $491K | 0.3% | 2,253 | +0.5% | |||
| 57 | $STLD | STEEL DYNAMICS INC | Materials | $484K | 0.3% | 2,108 | +0.2% | |||
| 58 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $469K | 0.3% | 2,049 | +0.2% | |||
| 59 | $ENB | ENBRIDGE INC | Energy | $451K | 0.3% | 8,311 | +11% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $449K | 0.3% | 1,785 | +0.8% | |||
| 61 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $426K | 0.2% | 2,607 | +48% | |||
| 62 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $421K | 0.2% | 851 | -3% | |||
| 63 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $406K | 0.2% | 2,920 | +65% | |||
| 64 | $SLB | SLB LIMITED/NV | Energy | $398K | 0.2% | 8,554 | -3% | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $377K | 0.2% | 1,979 | +0.2% | |||
| 66 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $346K | 0.2% | 4,021 | +500% | |||
| 67 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $325K | 0.2% | 1,442 | -7% | |||
| 68 | $CVX | CHEVRON CORP | Energy | $320K | 0.2% | 1,929 | +0.9% | |||
| 69 | $CCZ | COMCAST CORP | Communication Services | $317K | 0.2% | 13K | -1% | |||
| 70 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $312K | 0.2% | 1,141 | +0.3% | |||
| 71 | $FIS | Fidelity National Information Services, Inc. | Financials | $308K | 0.2% | 7,915 | -13% | |||
| 72 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $299K | 0.2% | 719 | New | |||
| 73 | $MCD | MCDONALDS CORP | Consumer Discretionary | $289K | 0.2% | 1,069 | +0.7% | |||
| 74 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $287K | 0.2% | 418 | +0.2% | |||
| 75 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $278K | 0.2% | 1,057 | — | |||
| 76 | $SYY | SYSCO CORP | Consumer Discretionary | $276K | 0.2% | 3,299 | +8% | |||
| 77 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $268K | 0.1% | 957 | +0.5% | |||
| 78 | $CPB | CAMPBELL'S Co | Consumer Staples | $257K | 0.1% | 12K | -30% | |||
| 79 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $250K | 0.1% | 1,279 | +0.6% | |||
| 80 | $SAP | SAP SE | Technology | $230K | 0.1% | 1,490 | New | |||
| 81 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $229K | 0.1% | 2,843 | +300% | |||
| 82 | — | ISHARES TR - CORE S&P500 ETF | — | $228K | 0.1% | 304 | New | |||
| 83 | $MPC | Marathon Petroleum Corp | Energy | $223K | 0.1% | 873 | New | |||
| 84 | $PFE | PFIZER INC | Healthcare | $211K | 0.1% | 8,750 | +16% | |||
| 85 | $APH | AMPHENOL CORP /DE/ | Technology | $209K | 0.1% | 1,185 | New | |||
| 86 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $203K | 0.1% | 574 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 54 added to, 24 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$MRVLMarvell Technology, Inc.$557K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$299K
first bought this quarter
$SAPSAP SE$230K
first bought this quarter
- ISHARES TR - CORE S&P500 ETF$228K
first bought this quarter
$MPCMarathon Petroleum Corp$223K
first bought this quarter
$APHAMPHENOL CORP /DE/$209K
first bought this quarter
+1 more in the Excel export
Added to (54)
- VANGUARD BD INDEX FDS - INTERMED TERM+26%
now $29.9M
- VANGUARD WORLD FD - INF TECH ETF+676%
now $1.8M
- VANGUARD STAR FDS - VG TL INTL STK F+68%
now $2.9M
- SPDR SERIES TRUST - ST PORT HIGH ETF+4%
now $18.3M
- VANGUARD MUN BD FDS - TAX EXEMPT BD+21%
now $4.1M
$METAMeta Platforms, Inc.+50%
now $949K · held 3+ qtrs, 2 adds in a row
+48 more in the Excel export
Trimmed (24)
$DDDuPont de Nemours, Inc.-66%
now $819K · held 3+ qtrs
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-16%
now $5.0M
now $8.4M · held 3+ qtrs, 2 trims in a row
now $9.0M · held 3+ qtrs, 2 trims in a row
$MDTMedtronic plc-14%
now $644K · held 3+ qtrs, 2 trims in a row
$CPBCAMPBELL'S Co-30%
now $257K · held 3+ qtrs, 2 trims in a row
+18 more in the Excel export
Sold out (1)
$IIININSTEEL INDUSTRIES INCwas $232K
held 2+ qtrs
Holdings by quarter
Every 13F CHRISTINE MESSMER PC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow CHRISTINE MESSMER PC?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CHRISTINE MESSMER PC's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+7.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CHRISTINE MESSMER PC disclosed 86 positions worth $177.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 1 — including a new stake in $MRVL and a full exit from $IIIN. The portfolio is most concentrated in Other (49.6% of disclosed assets). All figures are sourced directly from CHRISTINE MESSMER PC’s Form 13F-HR filing with the SEC under CIK 2097609.
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