Institutional
CHRISTINE MESSMER PC
CIK 0002097609
$177.5M
Reported AUM
86
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for CHRISTINE MESSMER PC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $75.69 | 0.11% | 1.49% | -0.98% | $29.9M | 16.82% | — | HELD |
| 2 | SPHY | SPDR SERIES TRUST | $23.26 | 0.30% | 5.46% | 22.15% | $18.3M | 10.31% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $9.0M | 5.09% | — | HELD |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | 61.05% | 241.53% | $8.4M | 4.72% | — | HELD |
| 5 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $8.0M | 4.51% | — | HELD |
| 6 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $8.0M | 4.49% | — | HELD |
| 7 | VB | VANGUARD INDEX FDS | $295.82 | 0.96% | 25.00% | 39.48% | $7.1M | 4.00% | — | HELD |
| 8 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $6.6M | 3.72% | — | HELD |
| 9 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $5.3M | 2.97% | — | HELD |
| 10 | BND | VANGUARD BD INDEX FDS | $72.40 | 0.03% | 2.03% | -1.65% | $5.0M | 2.80% | — | HELD |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $78.67 | 0.07% | 3.06% | 12.13% | $4.4M | 2.46% | — | HELD |
| 12 | VTEB | VANGUARD MUN BD FDS | $49.65 | -0.10% | 4.99% | 3.28% | $4.1M | 2.31% | — | HELD |
| 13 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | 27.15% | 55.29% | $3.1M | 1.76% | — | HELD |
| 14 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 24.24% | 46.24% | $2.9M | 1.63% | — | HELD |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | 16.40% | 16.53% | $2.8M | 1.59% | — | HELD |
| 16 | GSK | GSK PLC | $52.07 | -2.16% | 47.00% | 58.50% | $2.5M | 1.43% | — | HELD |
| 17 | XOM | EXXON MOBIL CORP | $157.13 | 0.25% | 47.45% | 240.22% | $2.3M | 1.28% | — | HELD |
| 18 | JPM | JPMORGAN CHASE & CO | $350.93 | 1.80% | 21.40% | 144.23% | $2.3M | 1.27% | — | HELD |
| 19 | MRK | MERCK & CO INC | $129.80 | -0.43% | 66.99% | 96.29% | $2.2M | 1.26% | — | HELD |
| 20 | UPS | UNITED PARCEL SVCS INC | $105.27 | 0.68% | 33.15% | -32.91% | $2.2M | 1.24% | — | HELD |
| 21 | VGT | VANGUARD WORLD FD | $113.64 | 5.03% | 28.92% | 109.69% | $1.8M | 1.02% | — | HELD |
| 22 | CEG | CONSTELLATION ENERGY CORP | $263.56 | 2.17% | -23.91% | 479.99% | $1.6M | 0.92% | — | HELD |
| 23 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | 24.05% | 73.00% | $1.6M | 0.91% | — | HELD |
| 24 | APD | AIR PRODUCTS AND CHEMICALS I | $300.20 | 2.02% | 7.23% | 23.83% | $1.5M | 0.85% | — | HELD |
| 25 | LMT | LOCKHEED MARTIN CORP | $574.11 | 0.86% | 38.85% | 79.73% | $1.5M | 0.84% | — | HELD |
| 26 | VCR | VANGUARD WORLD FD | $381.41 | 0.42% | 6.62% | 24.02% | $1.4M | 0.79% | — | HELD |
| 27 | AMGN | AMGEN INC | $387.64 | 0.00% | 34.50% | 99.65% | $1.4M | 0.78% | — | HELD |
| 28 | WTRG | ESSENTIAL UTILS INC | $40.35 | -0.86% | 9.20% | -6.22% | $1.3M | 0.74% | — | HELD |
| 29 | GD | GENERAL DYNAMICS CORP | $382.28 | 0.35% | 23.64% | 109.33% | $1.3M | 0.74% | — | HELD |
| 30 | PEP | PEPSICO INC | $140.20 | -2.30% | 7.11% | 7.50% | $1.3M | 0.72% | — | HELD |
| 31 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | — | — | $1.3M | 0.72% | — | HELD |
| 32 | HSY | HERSHEY CO | $177.16 | -3.67% | — | — | $1.2M | 0.70% | — | HELD |
| 33 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $1.1M | 0.63% | — | HELD |
| 34 | Q | QNITY ELECTRONICS INC | $130.52 | 5.78% | — | — | $1.0M | 0.59% | — | HELD |
| 35 | VIS | VANGUARD WORLD FD | $342.35 | 1.33% | — | — | $978K | 0.55% | — | HELD |
| 36 | NEE | NEXTERA ENERGY INC | $87.93 | -0.60% | — | — | $965K | 0.54% | — | HELD |
| 37 | META | META PLATFORMS INC | $539.74 | -7.83% | — | — | $949K | 0.53% | — | HELD |
| 38 | DD | DUPONT DE NEMOURS INC | $138.84 | 0.54% | — | — | $819K | 0.46% | — | HELD |
| 39 | TSLA | TESLA INC | $308.80 | 3.51% | — | — | $720K | 0.41% | — | HELD |
| 40 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $688K | 0.39% | — | HELD |
| 41 | QCOM | QUALCOMM INC | $151.64 | -2.59% | — | — | $676K | 0.38% | — | HELD |
| 42 | BMY | BRISTOL-MYERS SQUIBB CO | $64.88 | 2.81% | — | — | $660K | 0.37% | — | HELD |
| 43 | MDT | MEDTRONIC PLC | $85.71 | -2.09% | — | — | $644K | 0.36% | — | HELD |
| 44 | VHT | VANGUARD WORLD FD | $307.20 | -1.32% | — | — | $631K | 0.36% | — | HELD |
| 45 | OKE | ONEOK INC NEW | $89.07 | -1.03% | — | — | $602K | 0.34% | — | HELD |
| 46 | NVO | NOVO-NORDISK A S | $51.61 | 0.06% | — | — | $584K | 0.33% | — | HELD |
| 47 | VBK | VANGUARD INDEX FDS | $341.55 | 2.22% | — | — | $566K | 0.32% | — | HELD |
| 48 | URI | UNITED RENTALS INC | $1068.63 | 1.28% | — | — | $565K | 0.32% | — | HELD |
| 49 | MRVL | MARVELL TECHNOLOGY INC | $183.30 | 12.18% | — | — | $557K | 0.31% | — | HELD |
| 50 | ONEQ | FIDELITY COMWLTH TR | $98.80 | 2.64% | — | — | $518K | 0.29% | — | HELD |
| 51 | VOE | VANGUARD INDEX FDS | $205.22 | -0.34% | — | — | $518K | 0.29% | — | HELD |
| 52 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | — | — | $516K | 0.29% | — | HELD |
| 53 | ORCL | ORACLE CORP | $127.51 | 8.30% | — | — | $515K | 0.29% | — | HELD |
| 54 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $512K | 0.29% | — | HELD |
| 55 | AVGO | BROADCOM INC | $388.15 | 4.81% | — | — | $508K | 0.29% | — | HELD |
| 56 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | — | — | $491K | 0.28% | — | HELD |
| 57 | STLD | STEEL DYNAMICS INC | $252.50 | 0.06% | — | — | $484K | 0.27% | — | HELD |
| 58 | VAW | VANGUARD WORLD FD | $228.28 | 0.47% | — | — | $469K | 0.26% | — | HELD |
| 59 | ENB | ENBRIDGE INC | $55.44 | 0.54% | — | — | $451K | 0.25% | — | HELD |
| 60 | ABBV | ABBVIE INC | $257.79 | -2.09% | — | — | $449K | 0.25% | — | HELD |
| 61 | AMT | AMERICAN TOWER CORP | $174.46 | -2.68% | — | — | $426K | 0.24% | — | HELD |
| 62 | ROK | ROCKWELL AUTOMATION INC | $471.01 | 2.53% | — | — | $421K | 0.24% | — | HELD |
| 63 | STZ | CONSTELLATION BRANDS INC | $130.38 | -1.04% | — | — | $406K | 0.23% | — | HELD |
| 64 | SLB | SLB LIMITED | $48.92 | -0.08% | — | — | $398K | 0.22% | — | HELD |
| 65 | XLK | SELECT SECTOR SPDR TR | $175.74 | 5.51% | — | — | $377K | 0.21% | — | HELD |
| 66 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $346K | 0.20% | — | HELD |
| 67 | VDC | VANGUARD WORLD FD | $231.46 | -1.95% | — | — | $325K | 0.18% | — | HELD |
| 68 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | — | — | $320K | 0.18% | — | HELD |
| 69 | CMCSA | COMCAST CORP NEW | $23.67 | -3.82% | — | — | $317K | 0.18% | — | HELD |
| 70 | MGC | VANGUARD WORLD FD | $270.69 | 1.99% | — | — | $312K | 0.18% | — | HELD |
| 71 | FIS | FIDELITY NATL INFORMATION SV | $46.01 | -1.72% | — | — | $308K | 0.17% | — | HELD |
| 72 | UNH | UNITEDHEALTH GROUP INC | $421.50 | 0.22% | — | — | $299K | 0.17% | — | HELD |
| 73 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $289K | 0.16% | — | HELD |
| 74 | VOO | VANGUARD INDEX FDS | $681.61 | 1.64% | — | — | $287K | 0.16% | — | HELD |
| 75 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $288.57 | 1.98% | — | — | $278K | 0.16% | — | HELD |
| 76 | SYY | SYSCO CORP | $84.71 | -0.71% | — | — | $276K | 0.16% | — | HELD |
| 77 | HII | HUNTINGTON INGALLS INDS INC | $319.90 | 14.09% | — | — | $268K | 0.15% | — | HELD |
| 78 | CPB | THE CAMPBELLS COMPANY | $22.08 | -3.83% | — | — | $257K | 0.14% | — | HELD |
| 79 | VPU | VANGUARD WORLD FD | $192.58 | -0.46% | — | — | $250K | 0.14% | — | HELD |
| 80 | SAP | SAP SE | $180.88 | -2.75% | — | — | $230K | 0.13% | — | HELD |
| 81 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | — | — | $229K | 0.13% | — | HELD |
| 82 | IVV | ISHARES TR | $745.23 | 1.65% | — | — | $228K | 0.13% | — | HELD |
| 83 | MPC | MARATHON PETE CORP | $314.08 | 1.74% | — | — | $223K | 0.13% | — | HELD |
| 84 | PFE | PFIZER INC | $24.91 | -0.97% | — | — | $211K | 0.12% | — | HELD |
| 85 | APH | AMPHENOL CORP | $159.82 | 6.33% | — | — | $209K | 0.12% | — | HELD |
| 86 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $203K | 0.11% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000810. 13F discloses long positions only — shorts, foreign equities, and options are excluded.