CHRISTINE MESSMER PC

CIK

2097609

Location

COLLEGEVILLE, PA

Portfolio Value

Micro $79,686,215

Diversification

Diversified

Filing Date

Global Rank

#5,790 / 8,232 ▲ 284

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

-7.3%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.1%

SPY

+9.1%

Annualised alpha

-7.3%

Max drawdown

−8.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

−1.3 pts

Top 5

42.4%

−4.9 pts

Top 10

61.5%

−3.5 pts

HHI

491

Diversified−77

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.6%	$26,736,903	10
Communication Services	14.7%	$11,703,074	4
Healthcare	11.3%	$9,032,788	9
Consumer Cyclical	9.8%	$7,826,414	3
Industrials	9.2%	$7,297,470	9
Energy	5.4%	$4,319,819	5
Utilities	5.3%	$4,207,955	3
Consumer Defensive	4.5%	$3,553,616	5
Basic Materials	3.4%	$2,705,670	3
Financial Services	2.5%	$1,999,111	1
Real Estate	0.4%	$303,395	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	+3,488	17,842	$817,163
VZ	Verizon Communications Inc	+3,370	65,452	$3,285,690
WTRG	Essential Utilities, Inc.	+2,756	35,250	$1,419,517
UPS	United Parcel Service Inc	+2,677	19,418	$1,910,342
GSK	GSK plc	+2,242	49,718	$2,743,936
APD	Air Products & Chemicals, Inc.	+1,200	5,198	$1,509,967
PEP	Pepsico Inc	+1,191	7,945	$1,233,779
BMY	Bristol Myers Squibb Co	+1,076	9,828	$596,068
AMZN	Amazon Com Inc	+706	33,250	$6,924,977
MSFT	Microsoft Corp	+460	17,158	$6,351,376
CEG	Constellation Energy Corp	+361	6,540	$1,826,295
META	Meta Platforms, Inc.	+335	1,121	$641,357
MRK	Merck & Co., Inc.	+328	17,400	$2,093,046
JPM	Jpmorgan Chase & Co	+180	6,796	$1,999,111
NEE	Nextera Energy Inc	+168	10,359	$962,143
HSY	Hershey Co	+105	7,081	$1,472,069
NVDA	Nvidia Corp	+62	26,183	$4,566,315
ORCL	Oracle Corp	+43	3,487	$512,972
AMGN	Amgen Inc	+36	3,698	$1,301,141
SYY	Sysco Corp	+22	3,047	$217,342
CVX	Chevron Corp	+18	1,911	$395,385
TSLA	Tesla, Inc.	+15	1,537	$571,379
ABBV	AbbVie Inc.	+13	1,770	$384,957
JNJ	Johnson & Johnson	+11	2,021	$494,013
ROK	Rockwell Automation, Inc	+4	879	$315,455
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
SLB	Slb Limited/Nv	−2,124	8,848	$454,698
FIS	Fidelity National Information Services, Inc.	−2,111	9,150	$429,226
AAPL	Apple Inc.	−1,412	27,207	$6,904,864
GOOGL	Alphabet Inc.	−1,206	25,736	$7,400,644
XOM	Exxon Mobil Corp	−1,104	14,902	$2,528,273
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−888	18,257	$6,169,953
RTX	RTX Corp	−738	2,685	$517,936
CMCSA	Comcast Corp	−672	13,075	$375,383
CPB	CAMPBELL'S Co	−569	16,373	$364,626
MDT	Medtronic plc	−440	9,618	$833,399
QCOM	Qualcomm Inc/De	−233	4,127	$531,475
IIIN	Insteel Industries Inc	−164	6,908	$232,177
GD	General Dynamics Corp	−147	3,388	$1,162,829
STLD	Steel Dynamics Inc	−143	2,103	$378,540
Q	Qnity Electronics, Inc.	−131	6,394	$737,739
MCD	Mcdonalds Corp	−73	1,062	$330,058
ZBRA	Zebra Technologies Corp	−54	1,057	$220,997
LMT	Lockheed Martin Corp	−18	2,696	$1,629,435
HII	Huntington Ingalls Industries, Inc.	−6	952	$361,664
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
OKE	Oneok Inc /New/	5,912	$534,385
NVO	Novo Nordisk A S	10,170	$373,747
AMT	American Tower Corp /Ma/	1,758	$303,395
STZ	Constellation Brands, Inc.	1,772	$265,800
PFE	Pfizer Inc	7,567	$212,481
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	781	$257,815
MMM	3M Co	1,489	$238,388
SWKS	Skyworks Solutions, Inc.	3,270	$207,350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $79,686,215 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	25,736	-1,206	$7,400,644	−12.2%	9.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,250	+706	$6,924,977	−7.8%	8.69%
AAPL	Apple Inc. Technology	Reduced	27,207	-1,412	$6,904,864	−11.3%	8.67%
MSFT	Microsoft Corp Technology	Added	17,158	+460	$6,351,376	−21.3%	7.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	18,257	-888	$6,169,953	+6.0%	7.74%
NVDA	Nvidia Corp Technology	Added	26,183	+62	$4,566,315	−6.3%	5.73%
VZ	Verizon Communications Inc Communication Services	Added	65,452	+3,370	$3,285,690	+29.9%	4.12%
GSK	GSK plc Healthcare	Added	49,718	+2,242	$2,743,936	+17.9%	3.44%
XOM	Exxon Mobil Corp Energy	Reduced	14,902	-1,104	$2,528,273	+31.3%	3.17%
MRK	Merck & Co., Inc. Healthcare	Added	17,400	+328	$2,093,046	+16.5%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,796	+180	$1,999,111	−6.2%	2.51%
UPS	United Parcel Service Inc Industrials	Added	19,418	+2,677	$1,910,342	+15.0%	2.40%
CEG	Constellation Energy Corp Utilities	Added	6,540	+361	$1,826,295	−16.3%	2.29%
LMT	Lockheed Martin Corp Industrials	Reduced	2,696	-18	$1,629,435	+24.1%	2.04%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	5,198	+1,200	$1,509,967	+52.9%	1.89%
HSY	Hershey Co Consumer Defensive	Added	7,081	+105	$1,472,069	+16.0%	1.85%
WTRG	Essential Utilities, Inc. Utilities	Added	35,250	+2,756	$1,419,517	+13.9%	1.78%
AMGN	Amgen Inc Healthcare	Added	3,698	+36	$1,301,141	+8.6%	1.63%
PEP	Pepsico Inc Consumer Defensive	Added	7,945	+1,191	$1,233,779	+27.3%	1.55%
GD	General Dynamics Corp Industrials	Reduced	3,388	-147	$1,162,829	−2.3%	1.46%
NEE	Nextera Energy Inc Utilities	Added	10,359	+168	$962,143	+17.6%	1.21%
MDT	Medtronic plc Healthcare	Reduced	9,618	-440	$833,399	−13.7%	1.05%
DD	DuPont de Nemours, Inc. Basic Materials	Added	17,842	+3,488	$817,163	+41.6%	1.03%
CAT	Caterpillar Inc Industrials	Added	1,136	+2	$804,810	+23.9%	1.01%
Q	Qnity Electronics, Inc. Technology	Reduced	6,394	-131	$737,739	+38.5%	0.93%
META	Meta Platforms, Inc. Communication Services	Added	1,121	+335	$641,357	+23.6%	0.80%
BMY	Bristol Myers Squibb Co Healthcare	Added	9,828	+1,076	$596,068	+26.3%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,537	+15	$571,379	−16.5%	0.72%
OKE	Oneok Inc /New/ Energy	NEW	5,912	NEW	$534,385	NEW	0.67%
QCOM	Qualcomm Inc/De Technology	Reduced	4,127	-233	$531,475	−28.7%	0.67%
RTX	RTX Corp Industrials	Reduced	2,685	-738	$517,936	−17.5%	0.65%
ORCL	Oracle Corp Technology	Added	3,487	+43	$512,972	−23.6%	0.64%
JNJ	Johnson & Johnson Healthcare	Added	2,021	+11	$494,013	+18.8%	0.62%
SLB	Slb Limited/Nv Energy	Reduced	8,848	-2,124	$454,698	+8.0%	0.57%
FIS	Fidelity National Information Services, Inc. Technology	Reduced	9,150	-2,111	$429,226	−42.6%	0.54%
ENB	Enbridge Inc Energy	Held	7,519	0	$407,078	+13.2%	0.51%
CVX	Chevron Corp Energy	Added	1,911	+18	$395,385	+37.0%	0.50%
ABBV	AbbVie Inc. Healthcare	Added	1,770	+13	$384,957	−4.1%	0.48%
STLD	Steel Dynamics Inc Basic Materials	Reduced	2,103	-143	$378,540	−0.5%	0.48%
CMCSA	Comcast Corp Communication Services	Reduced	13,075	-672	$375,383	−2.5%	0.47%
NVO	Novo Nordisk A S Healthcare	NEW	10,170	NEW	$373,747	NEW	0.47%
CPB	CAMPBELL'S Co Consumer Defensive	Reduced	16,373	-569	$364,626	−22.8%	0.46%
URI	United Rentals, Inc. Industrials	Added	498	+1	$362,822	−9.8%	0.46%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	952	-6	$361,664	+11.0%	0.45%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,062	-73	$330,058	−4.9%	0.41%
ROK	Rockwell Automation, Inc Industrials	Added	879	+4	$315,455	−7.3%	0.40%
AVGO	Broadcom Inc. Technology	Added	1,008	+2	$311,986	−10.4%	0.39%
AMT	American Tower Corp /Ma/ Real Estate	NEW	1,758	NEW	$303,395	NEW	0.38%
STZ	Constellation Brands, Inc. Consumer Defensive	NEW	1,772	NEW	$265,800	NEW	0.33%
IIIN	Insteel Industries Inc Industrials	Reduced	6,908	-164	$232,177	+3.7%	0.29%