CM

Christine Messmer Pc

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$156.4M

Reporting period: 2026-03-31 · Number of holdings: 80

CHRISTINE MESSMER PC disclosed 80 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $156.4M and a quarterly turnover rate of 16.1%.

Personality snowflake

Concentration
21.28
Portfolio Stability
16.12
Momentum/Contrarian
100
Sector conviction
67.99
Diversification
100
Sizing Uniformity
81.84

Recent moves

  • Add BIV

    +31.7%　$5.6M

  • Trim MSFT

    +2.8%　-$1.7M

  • Trim VCSH

    -25.0%　-$1.5M

  • Trim GOOGL

    -4.5%　-$1.0M

  • Trim AAPL

    -4.9%　-$875.4K

  • Trim BND

    -12.1%　-$856.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BIVVanguard Intermediate-term BETF-Other15.19%+3.32%+31.72%
2SPHYSs Spdr P High Yield ETFETF-High Yield11.17%—+2.09%
3GOOGLAlphabet Inc-cl AStock-Comm Services4.73%-0.77%-4.48%
4AMZNAmazon.com INCStock-Consumer Disc4.43%-0.47%+2.17%
5AAPLApple INCStock-Tech4.42%-0.65%-4.93%
6MSFTMicrosoft CORPStock-Tech4.06%-1.21%+2.75%
7TSMTaiwan Semiconductor-sp AdrStock-Tech3.95%+0.15%-4.64%
8BNDVanguard Total Bond MarketETF-Other3.78%-0.63%-12.14%
9VBVanguard Small-cap ETFETF-Other3.75%+0.22%+6.70%
10NVDANvidia CORPStock-Tech2.92%-0.26%+0.24%
11VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds2.76%-1.02%-25.03%
12VTEBVanguard Tax-exempt Bond ETFETF-Other2.13%—-2.10%
13VZVerizon Communications INCStock-Comm Services2.10%+0.45%+5.43%
14VBRVanguard Small-cap Value ETFETF-Other1.84%—-4.34%
15GSKGsk Plc-spon AdrStock-Healthcare1.75%+0.23%+4.72%
16XOMExxon Mobil CORPStock-Energy1.62%+0.36%-6.90%
17MRKMerck & Co. INC.Stock-Healthcare1.34%+0.17%+1.92%
18JPMJpmorgan Chase & CoStock-Financials1.28%-0.11%+2.72%
19UPSUnited Parcel Service-cl BStock-Industrials1.22%+0.14%+15.99%
20CEGConstellation EnergyStock-Utilities1.17%-0.25%+5.84%
21LMTLockheed Martin CORPStock-Industrials1.04%+0.18%-0.66%
22VYMVanguard High Dvd Yield ETFETF-Other1.03%-0.30%-23.56%
23VXUSVanguard Total Intl StockETF-Other1.00%+0.35%+53.01%
24APDAir Products & Chemicals INCStock-Materials0.97%+0.33%+30.02%
25HSYHershey Co/theStock-Consumer Staples0.94%+0.11%+1.51%
26WTRGEssential Utilities INCStock-Utilities0.91%+0.10%+8.48%
27VGTVanguard Info Tech ETFETF-Tech0.87%-0.10%-1.06%
28AMGNAmgen INCStock-Healthcare0.83%—+0.98%
29VCRVanguard Consumer Discre ETFETF-Other0.82%-0.10%-0.81%
30PEPPepsico INCStock-Consumer Staples0.79%+0.16%+17.63%
31GDGeneral Dynamics CORPStock-Industrials0.74%—-4.16%
32VTIVanguard Total Stock Mkt ETFETF-Other0.71%—+1.02%
33NEENextera Energy INCStock-Utilities0.62%+0.09%+1.65%
34VISVanguard Industrials ETFETF-Other0.55%—-1.61%
35MDTMedtronic plcStock-Healthcare0.53%-0.10%-4.37%
366D8Dupont De Nemours INCStock-Other0.52%+0.14%+24.30%
37CATCaterpillar INCStock-Industrials0.51%+0.09%+0.18%
38QQnity Electronics INCStock-Tech0.47%+0.12%-2.01%
39METAMeta Platforms Inc-class AStock-Comm Services0.41%+0.07%+42.62%
40VIGVanguard Dividend Apprec ETFETF-Other0.40%-0.16%-25.29%
41VHTVanguard Health Care ETFETF-Other0.39%—-1.86%
42BMYBristol-myers Squibb CoStock-Healthcare0.38%+0.07%+12.29%
43TSLATesla INCStock-Consumer Disc0.37%-0.08%+0.99%
44OKEOneok INCStock-Energy0.34%+0.34%NEW
45QCOMQualcomm INCStock-Tech0.34%-0.15%-5.34%
46RTXRtx CORPStock-Industrials0.33%-0.08%-21.56%
47ORCLOracle CORPStock-Tech0.33%-0.11%+1.25%
48JNJJohnson & JohnsonStock-Healthcare0.32%—+0.55%
49VBKVanguard Small-cap Grwth ETFETF-Other0.32%—-1.45%
50VOEVanguard Mid-cap Value ETFETF-Other0.31%—+0.54%
1–50 of 80

Holding changes this quarter

Christine Messmer Pc's most significant position changes for 2026-03-31: New buy: Oneok INC (OKE); New buy: Novo-nordisk A/s-spons Adr (NVO); New buy: American Tower CORP (AMT); New buy: Constellation Brands Inc-a (STZ); Sold out: Unitedhealth Group INC (UNH).

Position changes disclosed by Christine Messmer Pc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BIVVanguard Intermediate-term B+3.3%+31.72%Add
2VZVerizon Communications INC+0.5%+5.43%Add
3XOMExxon Mobil CORP+0.4%-6.90%Trim
4VXUSVanguard Total Intl Stock+0.4%+53.01%Add
5APDAir Products & Chemicals INC+0.3%+30.02%Add
6GSKGsk Plc-spon Adr+0.2%+4.72%Add
7VBVanguard Small-cap ETF+0.2%+6.70%Add
8LMTLockheed Martin CORP+0.2%-0.66%Trim
9MRKMerck & Co. INC.+0.2%+1.92%Add
10PEPPepsico INC+0.2%+17.63%Add
11TSMTaiwan Semiconductor-sp Adr+0.2%-4.64%Trim
12UPSUnited Parcel Service-cl B+0.1%+15.99%Add
136D8Dupont De Nemours INC+0.1%+24.30%Add
14QQnity Electronics INC+0.1%-2.01%Trim
15HSYHershey Co/the+0.1%+1.51%Add
16WTRGEssential Utilities INC+0.1%+8.48%Add
17CATCaterpillar INC+0.1%+0.18%Add
18NEENextera Energy INC+0.1%+1.65%Add
19BMYBristol-myers Squibb Co+0.1%+12.29%Add
20METAMeta Platforms Inc-class A+0.1%+42.62%Add
21CVXChevron CORP+0.1%+0.95%Add
22TSLATesla INC-0.1%+0.99%Add
23RTXRtx CORP-0.1%-21.56%Trim
24CPBTHE Campbell's Company-0.1%-3.36%Trim
25VCRVanguard Consumer Discre ETF-0.1%-0.81%Trim
26MDTMedtronic plc-0.1%-4.37%Trim
27VGTVanguard Info Tech ETF-0.1%-1.06%Trim
28ORCLOracle CORP-0.1%+1.25%Add
29JPMJpmorgan Chase & Co-0.1%+2.72%Add
30QCOMQualcomm INC-0.2%-5.34%Trim
31VIGVanguard Dividend Apprec ETF-0.2%-25.29%Trim
32FISFidelity National Info Serv-0.2%-18.75%Trim
33CEGConstellation Energy-0.3%+5.84%Add
34NVDANvidia CORP-0.3%+0.24%Add
35VYMVanguard High Dvd Yield ETF-0.3%-23.56%Trim
36AMZNAmazon.com INC-0.5%+2.17%Add
37BNDVanguard Total Bond Market-0.6%-12.14%Trim
38AAPLApple INC-0.7%-4.93%Trim
39GOOGLAlphabet Inc-cl A-0.8%-4.48%Trim
40VCSHVanguard S/t CORP Bond ETF-1%-25.03%Trim
41MSFTMicrosoft CORP-1.2%+2.75%Add
42OKEOneok INC—NEWNew buy
43NVONovo-nordisk A/s-spons Adr—NEWNew buy
44AMTAmerican Tower CORP—NEWNew buy
45STZConstellation Brands Inc-a—NEWNew buy
46UNHUnitedhealth Group INC—EXITSold out
47MMM3m Co—EXITSold out
48PFEPfizer INC—NEWNew buy
49IVVIshares Core S&p 500 ETF—EXITSold out
50SWKSSkyworks Solutions INC—EXITSold out

FAQ

What is Christine Messmer Pc and what type of investor is it?
Christine Messmer Pc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $156.4M, spread across 80 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) — $23.8M (15.2%) 2. Ss Spdr P High Yield ETF (SPHY) — $17.5M (11.2%) 3. Alphabet Inc-cl A (GOOGL) — $7.4M (4.7%) 4. Amazon.com INC (AMZN) — $6.9M (4.4%) 5. Apple INC (AAPL) — $6.9M (4.4%)
What changes did Christine Messmer Pc make in its most recent portfolio filing?
In the latest reported quarter, Christine Messmer Pc made 50 notable position adjustments: 5 new positions were initiated, 24 existing holdings were added to, 17 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Oneok INC (OKE); New buy: Novo-nordisk A/s-spons Adr (NVO); New buy: American Tower CORP (AMT); New buy: Constellation Brands Inc-a (STZ); Sold out: Unitedhealth Group INC (UNH)
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: 40.0% • Communication Services: 18.4% • Consumer Discretionary: 12.3% • Health Care: 8.6% • Industrials: 7.7% • Energy: 4.6%