CM
Christine Messmer Pc Quarterly 13F Portfolio Update (Q2 2026)
Christine Messmer PcCIK: 0002097609
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$177.5M
Reporting period: 2026-06-30 · Number of holdings: 86
CHRISTINE MESSMER PC disclosed 86 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $177.5M and a quarterly turnover rate of 17.8%.
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Personality snowflake
- Concentration
- 22.62
- Portfolio Stability
- 17.81
- Momentum
- 100
- Sector conviction
- 58.17
- Diversification
- 100
- Sizing Uniformity
- 80.23
Christine Messmer Pc's disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, well below its 86 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.98), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 50% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BIV
+26.5% $6.1M
Trim BND
-15.5% -$931.9K
Trim SPHY
+4.2% $828.5K
Add TSM
-4.0% $2.2M
Add VXUS
+67.7% $1.3M
Sold out 6D8
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 16.82% | +1.63% | +26.46% | |
| 2 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 10.31% | -0.86% | +4.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.09% | +0.36% | -1.71% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.72% | +0.78% | -3.97% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.51% | +0.08% | +0.93% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.49% | +0.07% | +1.14% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 4.00% | +0.25% | +4.56% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.34% | +3.19% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.05% | +0.51% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.80% | -0.98% | -15.51% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.46% | -0.30% | +1.56% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.31% | +0.18% | +21.08% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.76% | -0.08% | -2.78% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.63% | +0.63% | +67.73% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.59% | -0.51% | +2.09% | |
| 16 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.43% | -0.32% | -2.50% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.34% | +11.64% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.01% | +1.49% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.26% | -0.08% | +0.18% | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.24% | +0.02% | +5.04% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.02% | +0.15% | +676.47% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 0.92% | -0.25% | +0.89% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.12% | -6.13% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.85% | -0.12% | -0.75% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.20% | +8.64% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.79% | -0.03% | -0.48% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.05% | +2.97% | |
| 28 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.74% | -0.17% | -2.13% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.74% | — | +9.98% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.07% | +19.42% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | +0.01% | -0.38% | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.70% | -0.24% | +0.48% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.12% | -7.31% | |
| 34 | Q | Qnity Electronics Inc | Stock-Tech | 0.59% | +0.12% | -0.42% | |
| 35 | VIS | Vanguard Industrials ETF | ETF-Other | 0.55% | — | -1.38% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.08% | +6.18% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | +0.12% | +50.22% | |
| 38 | ✓ | Stock-Other | 0.46% | +0.46% | NEW | ||
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.04% | +11.45% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.01% | +0.35% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.04% | -11.36% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | -0.01% | +16.62% | |
| 43 | MDT | Medtronic plc | Stock-Healthcare | 0.36% | -0.17% | -14.36% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.36% | -0.03% | -4.91% | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.34% | — | +17.03% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.33% | +0.09% | +19.83% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.32% | — | -4.97% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.32% | +0.09% | +0.20% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.31% | +0.31% | NEW | |
| 50 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.29% | +0.02% | +0.14% |
1–50 of 86
Portfolio Performance
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+6.5%
- Stdev
- +12.7%
- Beta
- +0.66
- Alpha
- -3%
- Max Drawdown
- -1.7%
- Annualized Perf
- +13.4%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.17
- Stutzer
- +0.33
- Treynor
- +0.2
- Sterling
- —
- Calmar
- +8.05
- Information Ratio
- -1.59
- Tracking Error
- +7.1%
- Stdev Down
- +6.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.36
- Sharpe
- +1.05
- Stdev Sectors
- +9.7%
- Skewness
- +0.1
- Kurtosis
- -0.73
- Upside Potential
- +4.02
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Christine Messmer Pc's most significant position changes for 2026-06-30: New buy: ; Sold out: Dupont De Nemours Inc (6D8); New buy: Marvell Technology Inc (MRVL); New buy: Unitedhealth Group Inc (UNH); Sold out: Insteel Industries Inc (IIIN).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +1.6% | +26.46% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | -3.97% | Trim |
| 3 | VXUS | Vanguard Total Intl Stock | +0.6% | +67.73% | Add |
| 4 | ✓ | +0.5% | NEW | New buy | |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.71% | Trim |
| 6 | MRVL | Marvell Technology Inc | +0.3% | NEW | New buy |
| 7 | VB | Vanguard Small-cap ETF | +0.3% | +4.56% | Add |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +21.08% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | +676.47% | Add |
| 11 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | New buy |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 13 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 14 | CAT | Caterpillar Inc | +0.1% | -7.31% | Trim |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +50.22% | Add |
| 16 | Q | Qnity Electronics Inc | +0.1% | -0.42% | Trim |
| 17 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 18 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +19.83% | Add |
| 20 | URI | United Rentals Inc | +0.1% | +0.20% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +33.43% | Add |
| 22 | AMZN | Amazon.com Inc | +0.1% | +0.93% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +1.14% | Add |
| 24 | STZ | Constellation Brands Inc-a | +0.1% | +64.79% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | +0.51% | Add |
| 26 | AMT | American Tower CORP | +0.1% | +48.29% | Add |
| 27 | TSLA | Tesla Inc | 0% | +11.45% | Add |
| 28 | QCOM | Qualcomm Inc | 0% | -11.36% | Trim |
| 29 | XLK | Ss Technology Select Sector | 0% | +0.15% | Add |
| 30 | ROK | Rockwell Automation Inc | 0% | -3.19% | Trim |
| 31 | STLD | Steel Dynamics Inc | 0% | +0.24% | Add |
| 32 | UPS | United Parcel Service-cl B | 0% | +5.04% | Add |
| 33 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | +0.14% | Add |
| 34 | SYY | Sysco CORP | 0% | +8.27% | Add |
| 35 | ZBRA | Zebra Technologies Corp-cl A | 0% | — | Unchanged |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.38% | Trim |
| 37 | VUG | Vanguard Growth ETF | 0% | +500.15% | Add |
| 38 | MGC | Vanguard Mega Cap ETF | 0% | +0.26% | Add |
| 39 | GD | General Dynamics CORP | — | +9.98% | Add |
| 40 | VIS | Vanguard Industrials ETF | — | -1.38% | Trim |
| 41 | VBK | Vanguard Small-cap Grwth ETF | — | -4.97% | Trim |
| 42 | OKE | Oneok Inc | — | +17.03% | Add |
| 43 | ABBV | Abbvie Inc | — | +0.85% | Add |
| 44 | VTV | Vanguard Value ETF | — | +0.49% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | — | +0.24% | Add |
| 46 | VO | Vanguard Mid-cap ETF | — | +299.86% | Add |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +1.49% | Add |
| 48 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.35% | Add |
| 49 | BMY | Bristol-myers Squibb Co | 0% | +16.62% | Add |
| 50 | ENB | Enbridge Inc | 0% | +10.53% | Add |
1–50 of 88
Filing History
FAQ
What is Christine Messmer Pc and what type of investor is it?
Christine Messmer Pc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $177.5M, spread across 86 disclosed positions.
What are Christine Messmer Pc's largest equity positions?
Based on the latest 13F filing, Christine Messmer Pc's top holdings by market value are:
1. Vanguard Intermediate-term B (BIV) — $29.9M (16.8%)
2. Ss Spdr P High Yield ETF (SPHY) — $18.3M (10.3%)
3. Alphabet Inc-cl A (GOOGL) — $9.0M (5.1%)
4. Taiwan Semiconductor-sp Adr (TSM) — $8.4M (4.7%)
5. Amazon.com Inc (AMZN) — $8.0M (4.5%)
What changes did Christine Messmer Pc make in its most recent portfolio filing?
In the latest reported quarter, Christine Messmer Pc made 87 notable position adjustments: 8 new positions were initiated, 54 existing holdings were added to, 23 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: ; Sold out: Dupont De Nemours Inc (6D8); New buy: Marvell Technology Inc (MRVL); New buy: Unitedhealth Group Inc (UNH); Sold out: Insteel Industries Inc (IIIN)
What sectors does Christine Messmer Pc focus on?
Christine Messmer Pc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 36.7%
• Communication Services: 14.8%
• Health Care: 10.8%
• Consumer Discretionary: 10.4%
• Industrials: 8.9%
• Energy: 4.8%
Investment Profile
Christine Messmer Pc returned an annualized 13.4% over the trailing 6 months — underperforming the S&P 500 by 3.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.66 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 36.7% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 18 over the past 2 quarters — a shift toward more active trading.
It has added to its BIV position over the past two quarters (+$11.7M, now $29.9M), while trimming BND over the same stretch (-$1.8M, still holding $5.0M).
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Developer Access
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