CHRISTINE MESSMER PC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 33.6% | $26,736,903 |
| Communication Services | 14.7% | $11,703,074 |
| Healthcare | 11.3% | $9,032,788 |
| Consumer Cyclical | 9.8% | $7,826,414 |
| Industrials | 9.2% | $7,297,470 |
| Energy | 5.4% | $4,319,819 |
| Utilities | 5.3% | $4,207,955 |
| Consumer Defensive | 4.5% | $3,553,616 |
| Basic Materials | 3.4% | $2,705,670 |
| Financial Services | 2.5% | $1,999,111 |
| Real Estate | 0.4% | $303,395 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
10 positions ·
$26,736,903 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 27,207 | $6,904,864 | 25.83% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,158 | $6,351,376 | 23.76% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 18,257 | $6,169,953 | 23.08% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,183 | $4,566,315 | 17.08% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 6,394 | $737,739 | 2.76% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 4,127 | $531,475 | 1.99% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,487 | $512,972 | 1.92% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Reduced | 9,150 | $429,226 | 1.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,008 | $311,986 | 1.17% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
Reduced | 1,057 | $220,997 | 0.83% |