CHRISTINE MESSMER PC

CIK

2097609

Location

COLLEGEVILLE, PA

Portfolio Value

Small $177,693,667

Diversification

Diversified

Filing Date

Global Rank

#6,860 / 8,794 ▼ 397 · as of Jun 2026

Top Industry

Semiconductors 17.2%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

70 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.6%

+0.4 pts

Top 5

47.5%

+0.3 pts

Top 10

66.7%

+1.2 pts

HHI

710

Diversified+7

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.5%	$88,034,970	12
Technology	18.4%	$32,734,616	13
Communication Services	7.4%	$13,134,062	4
Healthcare	5.4%	$9,523,705	10
Consumer Cyclical	5.2%	$9,210,099	4
Industrials	4.4%	$7,892,113	8
Energy	2.4%	$4,267,311	6
Utilities	2.2%	$3,925,822	3
Consumer Defensive	2.0%	$3,471,467	5
Basic Materials	1.6%	$2,815,481	3
Financial Services	1.3%	$2,257,595	1
Real Estate	0.2%	$426,426	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+69,016	457,081	$34,835,034
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+31,509	780,662	$18,298,717
VCRM	Vanguard Core Tax-Exempt Bond ETF	+14,089	80,925	$4,093,186
VXUS	Vanguard Total International Stock ETF	+13,671	33,856	$2,894,349
EDV	Vanguard World Funds Extended Duration ETF	+12,934	29,434	$6,184,111
VB	Vanguard Morningstar Small-Cap ETF	+6,065	53,428	$13,935,649
NVO	Novo Nordisk A S	+2,017	12,187	$584,244
XOM	ExxonMobil Holdings Corp	+1,735	16,637	$2,274,610
BMY	Bristol Myers Squibb Co	+1,633	11,461	$660,382
PEP	Pepsico Inc	+1,543	9,488	$1,284,675
VZ	Verizon Communications Inc	+1,371	66,823	$2,829,285
PFE	Pfizer Inc	+1,183	8,750	$210,700
STZ	Constellation Brands, Inc.	+1,148	2,920	$406,142
OKE	Oneok Inc /New/	+1,007	6,919	$601,537
UPS	United Parcel Service Inc	+979	20,397	$2,192,677
BNDW	Vanguard Total World Bond ETF	+850	55,273	$4,368,225
AMT	American Tower Corp /Ma/	+849	2,607	$426,426
ENB	Enbridge Inc	+792	8,311	$450,539
NEE	Nextera Energy Inc	+640	10,999	$965,382
META	Meta Platforms, Inc.	+563	1,684	$948,580
MSFT	Microsoft Corp	+547	17,705	$6,604,319
GD	General Dynamics Corp	+338	3,726	$1,319,898
AVGO	Broadcom Inc.	+337	1,345	$508,073
AAPL	Apple Inc.	+311	27,518	$7,962,608
AMZN	Amazon Com Inc	+308	33,558	$7,998,213
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−11,802	6,040	$819,265
CPB	CAMPBELL'S Co	−4,851	11,522	$256,594
MDT	Medtronic plc	−1,381	8,237	$644,380
GSK	GSK plc	−1,245	48,473	$2,540,954
FIS	Fidelity National Information Services, Inc.	−1,235	7,915	$307,735
WTRG	Essential Utilities, Inc.	−750	34,500	$1,321,695
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−725	17,532	$8,372,757
VIGI	Vanguard International Dividend Appreciation ETF	−667	10,216	$1,614,434
QCOM	Qualcomm Inc/De	−469	3,658	$675,961
GOOGL	Alphabet Inc.	−441	25,295	$9,039,674
SLB	Slb Limited/Nv	−294	8,554	$397,675
CMCSA	Comcast Corp	−182	12,893	$316,523
CAT	Caterpillar Inc	−83	1,053	$1,121,339
APD	Air Products & Chemicals, Inc.	−39	5,159	$1,512,515
ROK	Rockwell Automation, Inc	−28	851	$421,313
Q	Qnity Electronics, Inc.	−27	6,367	$1,039,794
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,871	$557,352
APH	Amphenol Corp /De/	1,185	$417,878
UNH	Unitedhealth Group Inc	719	$298,837
SAP	Sap SE	1,490	$229,623
AAXJ	iShares MSCI All Country Asia ex Japan ETF	304	$227,662
MPC	Marathon Petroleum Corp	873	$223,199
HD	Home Depot, Inc.	574	$202,438
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IIIN	Insteel Industries Inc	6,908	$232,177
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $177,693,667 total · filing declares 86 positions · $177,484,039 · as of Jun 30, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIV	Vanguard Intermediate-Term Bond ETF	Added	457,081	+69,016	$34,835,034	+17.4%	19.60%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	780,662	+31,509	$18,298,717	+4.7%	10.30%
VB	Vanguard Morningstar Small-Cap ETF	Added	53,428	+6,065	$13,935,649	+20.0%	7.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,295	-441	$9,039,674	+22.1%	5.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	17,532	-725	$8,372,757	+35.7%	4.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,558	+308	$7,998,213	+15.5%	4.50%
AAPL	Apple Inc. Technology	Added	27,518	+311	$7,962,608	+15.3%	4.48%
MSFT	Microsoft Corp Technology	Added	17,705	+547	$6,604,319	+4.0%	3.72%
EDV	Vanguard World Funds Extended Duration ETF	Added	29,434	+12,934	$6,184,111	+45.7%	3.48%
NVDA	Nvidia Corp Technology	Added	26,316	+133	$5,265,568	+15.3%	2.96%
BNDW	Vanguard Total World Bond ETF	Added	55,273	+850	$4,368,225	+1.3%	2.46%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	80,925	+14,089	$4,093,186	+22.8%	2.30%
VXUS	Vanguard Total International Stock ETF	Added	33,856	+13,671	$2,894,349	+86.0%	1.63%
VZ	Verizon Communications Inc Communication Services	Added	66,823	+1,371	$2,829,285	−13.9%	1.59%
GSK	GSK plc Healthcare	Reduced	48,473	-1,245	$2,540,954	−7.4%	1.43%
XOM	ExxonMobil Holdings Corp Energy	Added	16,637	+1,735	$2,274,610	−10.0%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,897	+101	$2,257,595	+12.9%	1.27%
MRK	Merck & Co., Inc. Healthcare	Added	17,432	+32	$2,240,012	+7.0%	1.26%
UPS	United Parcel Service Inc Industrials	Added	20,397	+979	$2,192,677	+14.8%	1.23%
CEG	Constellation Energy Corp Utilities	Added	6,598	+58	$1,638,745	−10.3%	0.92%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	10,216	-667	$1,614,434	+0.2%	0.91%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	5,159	-39	$1,512,515	+0.2%	0.85%
LMT	Lockheed Martin Corp Industrials	Added	2,929	+233	$1,492,208	−8.4%	0.84%
AMGN	Amgen Inc Healthcare	Added	3,808	+110	$1,378,952	+6.0%	0.78%
WTRG	Essential Utilities, Inc. Utilities	Reduced	34,500	-750	$1,321,695	−6.9%	0.74%
GD	General Dynamics Corp Industrials	Added	3,726	+338	$1,319,898	+13.5%	0.74%
PEP	Pepsico Inc Consumer Defensive	Added	9,488	+1,543	$1,284,675	+4.1%	0.72%
HSY	Hershey Co Consumer Defensive	Added	7,115	+34	$1,248,326	−15.2%	0.70%
CAT	Caterpillar Inc Industrials	Reduced	1,053	-83	$1,121,339	+39.3%	0.63%
Q	Qnity Electronics, Inc. Technology	Reduced	6,367	-27	$1,039,794	+40.9%	0.59%
NEE	Nextera Energy Inc Utilities	Added	10,999	+640	$965,382	+0.3%	0.54%
META	Meta Platforms, Inc. Communication Services	Added	1,684	+563	$948,580	+47.9%	0.53%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	6,040	-11,802	$819,265	+0.3%	0.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,713	+176	$720,487	+26.1%	0.41%
VIG	Vanguard Dividend Appreciation ETF	Added	2,908	+10	$688,090	+10.4%	0.39%
QCOM	Qualcomm Inc/De Technology	Reduced	3,658	-469	$675,961	+27.2%	0.38%
BMY	Bristol Myers Squibb Co Healthcare	Added	11,461	+1,633	$660,382	+10.8%	0.37%
MDT	Medtronic plc Healthcare	Reduced	8,237	-1,381	$644,380	−22.7%	0.36%
OKE	Oneok Inc /New/ Energy	Added	6,919	+1,007	$601,537	+12.6%	0.34%
NVO	Novo Nordisk A S Healthcare	Added	12,187	+2,017	$584,244	+56.3%	0.33%
URI	United Rentals, Inc. Industrials	Added	499	+1	$565,312	+55.8%	0.32%
MRVL	Marvell Technology, Inc. Technology	NEW	1,871	NEW	$557,352	NEW	0.31%
ONEQ	Fidelity Nasdaq Composite Index ETF	Added	5,023	+7	$518,474	+21.7%	0.29%
JNJ	Johnson & Johnson Healthcare	Added	2,032	+11	$516,067	+4.5%	0.29%
ORCL	Oracle Corp Technology	Added	3,512	+25	$514,683	+0.3%	0.29%
RTX	RTX Corp Industrials	Added	2,696	+11	$511,512	−1.2%	0.29%
AVGO	Broadcom Inc. Technology	Added	1,345	+337	$508,073	+62.9%	0.29%
STLD	Steel Dynamics Inc Basic Materials	Added	2,108	+5	$483,701	+27.8%	0.27%
ENB	Enbridge Inc Energy	Added	8,311	+792	$450,539	+10.7%	0.25%
ABBV	AbbVie Inc. Healthcare	Added	1,785	+15	$449,177	+16.7%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.