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CIK: 0002097609
Total reported value
$177.5M
$177.5M
80 檔
35.2%
At the close of Q1 2026, Christine Messmer Pc disclosed equity holdings valued at approximately $177.5M, spread across 80 reported holdings.
Christine Messmer Pc executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 4 holdings and trimming 33 positions.
In terms of portfolio concentration, the top 5 core holdings (including BIV, SPHY, GOOGL) accounted for 35.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 15.19% | +1.63% | +31.72% | |
| 2 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 11.17% | -0.86% | +2.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.73% | +0.36% | -4.48% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.43% | +0.08% | +2.17% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.42% | +0.07% | -4.93% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.34% | +2.75% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.95% | +0.78% | -4.64% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.78% | -0.98% | -12.14% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.75% | +0.25% | +6.70% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.05% | +0.24% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.76% | -0.30% | -25.03% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.13% | +0.18% | -2.10% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.10% | -0.51% | +5.43% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.84% | -0.08% | -4.34% | |
| 15 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.75% | -0.32% | +4.72% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.62% | -0.34% | -6.90% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.34% | -0.08% | +1.92% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.01% | +2.72% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.22% | +0.02% | +15.99% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.17% | -0.25% | +5.84% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.04% | -0.20% | -0.66% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.03% | -0.12% | -23.56% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.00% | +0.63% | +53.01% | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.97% | -0.12% | +30.02% | |
| 25 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.94% | -0.24% | +1.51% | |
| 26 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.91% | -0.17% | +8.48% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.87% | +0.15% | -1.06% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.83% | -0.05% | +0.98% | |
| 29 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.82% | -0.03% | -0.81% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.07% | +17.63% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.74% | — | -4.16% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.01% | +1.02% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.08% | +1.65% | |
| 34 | VIS | Vanguard Industrials ETF | ETF-Other | 0.55% | — | -1.61% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.17% | -4.37% | |
| 36 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.52% | -0.52% | EXIT | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.12% | +0.18% | |
| 38 | Q | Qnity Electronics Inc | Stock-Tech | 0.47% | +0.12% | -2.01% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | +0.12% | +42.62% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | -0.01% | -25.29% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.39% | -0.03% | -1.86% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.38% | -0.01% | +12.29% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.04% | +0.99% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.34% | — | — | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | +0.04% | -5.34% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.04% | -21.56% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.04% | +1.25% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.03% | +0.55% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.32% | — | -1.45% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.31% | -0.02% | +0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +3.3% | +31.72% | Add |
| 2 | VZ | Verizon Communications Inc | +0.5% | +5.43% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | -6.90% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.4% | +53.01% | Add |
| 5 | APD | Air Products & Chemicals Inc | +0.3% | +30.02% | Add |
| 6 | GSK | Gsk Plc-spon Adr | +0.2% | +4.72% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +6.70% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.2% | -0.66% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +1.92% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +17.63% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.64% | Trim |
| 12 | UPS | United Parcel Service-cl B | +0.1% | +15.99% | Add |
| 13 | 6D8 | Dupont De Nemours Inc | +0.1% | +24.30% | Add |
| 14 | Q | Qnity Electronics Inc | +0.1% | -2.01% | Trim |
| 15 | HSY | Hershey Co/the | +0.1% | +1.51% | Add |
| 16 | WTRG | Essential Utilities Inc | +0.1% | +8.48% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.18% | Add |
| 18 | NEE | Nextera Energy Inc | +0.1% | +1.65% | Add |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +12.29% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +42.62% | Add |
| 21 | CVX | Chevron CORP | +0.1% | +0.95% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +0.98% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +0.55% | Add |
| 24 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 25 | HII | Huntington Ingalls Industrie | 0% | -0.63% | Trim |
| 26 | SLB | Slb LTD | 0% | -19.36% | Trim |
| 27 | VIS | Vanguard Industrials ETF | 0% | -1.61% | Trim |
| 28 | VAW | Vanguard Materials ETF | 0% | -2.81% | Trim |
| 29 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.54% | Add |
| 30 | VTV | Vanguard Value ETF | — | +0.58% | Add |
| 31 | VDC | Vanguard Consumer Staple ETF | — | -3.23% | Trim |
| 32 | IIIN | Insteel Industries Inc | — | -2.32% | Trim |
| 33 | VPU | Vanguard Utilities ETF | — | -5.15% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | — | +2.75% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +0.74% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +0.48% | Add |
| 37 | VBK | Vanguard Small-cap Grwth ETF | 0% | -1.45% | Trim |
| 38 | SYY | Sysco CORP | 0% | +0.73% | Add |
| 39 | STLD | Steel Dynamics Inc | 0% | -6.37% | Trim |
| 40 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 41 | ROK | Rockwell Automation Inc | 0% | +0.46% | Add |
| 42 | XLK | Ss Technology Select Sector | 0% | +0.10% | Add |
| 43 | MCD | Mcdonald's CORP | 0% | -6.43% | Trim |
| 44 | MGC | Vanguard Mega Cap ETF | 0% | +0.35% | Add |
| 45 | VHT | Vanguard Health Care ETF | 0% | -1.86% | Trim |
| 46 | URI | United Rentals Inc | 0% | +0.20% | Add |
| 47 | AVGO | Broadcom Inc | 0% | +0.20% | Add |
| 48 | CMCSA | Comcast Corp-class A | 0% | -4.89% | Trim |
| 49 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | +0.14% | Add |
| 50 | ZBRA | Zebra Technologies Corp-cl A | 0% | -4.86% | Trim |
According to official SEC Form 13F filings, Christine Messmer Pc reported a total U.S. public equity portfolio value of $177.5M across 80 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
OKE
市值: $534.4K
Top Position Liquidated / Trimmed
UNH
前期市值: $257.8K
During Q1 2026, Christine Messmer Pc's top holdings by market value included BIV (15.2%)、SPHY (11.2%)、GOOGL (4.7%). The largest single position, BIV, represented 15.2% of total portfolio value.
In Q1 2026, Christine Messmer Pc made 82 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 33 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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