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The Analysis of CHRISTINE MESSMER PC's Holdings & P&L

Currently, CHRISTINE MESSMER PC holds 80 types of securities in its portfolio with a total value $156.4M. In the most recent quarter, they have increased their positions in BIV (+74.1K shares, valued at $5.7M), VXUS (+7.0K shares, valued at $539.2K), OKE (+5.9K shares, valued at $534.4K); decreased their positions in VCSH (-18.2K shares, valued at $1.4M), BND (-11.1K shares, valued at $816.7K), VYM (-3.4K shares, valued at $496.7K); initiated new positions in OKE (+5.9K shares, valued at $534.4K), NVO (+10.2K shares, valued at $373.7K), AMT (+1.8K shares, valued at $303.4K).

1M P&L

+777.1K+0.53%

3M P&L

-234.9K-0.16%

HY P&L

-9.1M-5.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A76.5M

54.6%

2Semiconductors11.3M

8.0%

3Internet Retail6.9M

4.9%

Top Industries by Stock Count

1N/A26 stocks

36.6%

2Drug Manufacturers - General6 stocks

8.5%

3Aerospace & Defense3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV VANGUARD BD INDEX FDS307.8K shares31.72%2026-03-312026-04-21

SPHY SPDR SERIES TRUST749.2K shares2.09%2026-03-312026-04-21

ALPHABET INC ALPHABET INC25.7K shares-4.48%2026-03-312026-04-21

AMZN AMAZON COM INC33.3K shares2.17%2026-03-312026-04-21

AAPL APPLE INC27.2K shares-4.93%2026-03-312026-04-21

MSFT MICROSOFT CORP17.2K shares2.75%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC18.3K shares-4.64%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS80.2K shares-12.14%2026-03-312026-04-21

Sponsored

VB VANGUARD INDEX FDS22.4K shares6.70%2026-03-312026-04-21

NVDA NVIDIA CORPORATION26.2K shares0.24%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS54.4K shares-25.03%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS66.8K shares-2.10%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC65.5K shares5.43%2026-03-312026-04-21

VBR VANGUARD INDEX FDS13.2K shares-4.34%2026-03-312026-04-21

GSK PLC GSK PLC49.7K shares4.72%2026-03-312026-04-21

XOM EXXON MOBIL CORP14.9K shares-6.90%2026-03-312026-04-21

Sponsored

MERCK & CO INC MERCK & CO INC17.4K shares1.92%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO6.8K shares2.72%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC19.4K shares15.99%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP6.5K shares5.84%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP2.7K shares-0.66%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS10.9K shares-23.56%2026-03-312026-04-21

VXUS VANGUARD STAR FDS20.2K shares53.01%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I5.2K shares30.02%2026-03-312026-04-21

Sponsored

HSY HERSHEY CO7.1K shares1.51%2026-03-312026-04-21

WTRG ESSENTIAL UTILS INC35.3K shares8.48%2026-03-312026-04-21

VGT VANGUARD WORLD FD2.0K shares-1.06%2026-03-312026-04-21

AMGN AMGEN INC3.7K shares0.98%2026-03-312026-04-21

VCR VANGUARD WORLD FD3.6K shares-0.81%2026-03-312026-04-21

PEP PEPSICO INC7.9K shares17.63%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares-4.16%2026-03-312026-04-21

VTI VANGUARD INDEX FDS3.5K shares1.02%2026-03-312026-04-21

Sponsored

NEE NEXTERA ENERGY INC10.4K shares1.65%2026-03-312026-04-21

VIS VANGUARD WORLD FD2.8K shares-1.61%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC9.6K shares-4.37%2026-03-312026-04-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC17.8K shares24.30%2026-03-312026-04-21

CAT CATERPILLAR INC1.1K shares0.18%2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC6.4K shares-2.01%2026-03-312026-04-21

META META PLATFORMS INC1.1K shares42.62%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-25.29%2026-03-312026-04-21

Sponsored

VHT VANGUARD WORLD FD2.2K shares-1.86%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO9.8K shares12.29%2026-03-312026-04-21

TSLA TESLA INC1.5K shares0.99%2026-03-312026-04-21

OKE ONEOK INC NEW5.9K sharesnew addition2026-03-312026-04-21

QCOM QUALCOMM INC4.1K shares-5.34%2026-03-312026-04-21

RTX RTX CORPORATION2.7K shares-21.56%2026-03-312026-04-21

ORCL ORACLE CORP3.5K shares1.25%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.0K shares0.55%2026-03-312026-04-21

Sponsored

VBK VANGUARD INDEX FDS1.6K shares-1.45%2026-03-312026-04-21

VOE VANGUARD INDEX FDS2.6K shares0.54%2026-03-312026-04-21

VAW VANGUARD WORLD FD2.0K shares-2.81%2026-03-312026-04-21

SLB SLB LIMITED8.8K shares-19.36%2026-03-312026-04-21

VTV VANGUARD INDEX FDS2.2K shares0.58%2026-03-312026-04-21

FIS FIDELITY NATL INFORMATION SV9.2K shares-18.75%2026-03-312026-04-21

ONEQ FIDELITY COMWLTH TR5.0K shares0.14%2026-03-312026-04-21

ENB ENBRIDGE INC7.5K shares0.00%2026-03-312026-04-21

Sponsored

CVX CHEVRON CORPORATION1.9K shares0.95%2026-03-312026-04-21

ABBV ABBVIE INC1.8K shares0.74%2026-03-312026-04-21

STLD STEEL DYNAMICS INC2.1K shares-6.37%2026-03-312026-04-21

CMCSA COMCAST CORP NEW13.1K shares-4.89%2026-03-312026-04-21

NVO NOVO-NORDISK A S10.2K sharesnew addition2026-03-312026-04-21

CPB THE CAMPBELLS COMPANY16.4K shares-3.36%2026-03-312026-04-21

URI UNITED RENTALS INC498 shares0.20%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDS INC952 shares-0.63%2026-03-312026-04-21

Sponsored

VDC VANGUARD WORLD FD1.6K shares-3.23%2026-03-312026-04-21

MCD MCDONALDS CORP1.1K shares-6.43%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC879 shares0.46%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.0K shares0.20%2026-03-312026-04-21

AMT AMERICAN TOWER CORP1.8K sharesnew addition2026-03-312026-04-21

VUG VANGUARD INDEX FDS670 shares0.00%2026-03-312026-04-21

MGC VANGUARD WORLD FD1.1K shares0.35%2026-03-312026-04-21

STZ CONSTELLATION BRANDS INC1.8K sharesnew addition2026-03-312026-04-21

Sponsored

XLK SELECT SECTOR SPDR TR2.0K shares0.10%2026-03-312026-04-21

VPU VANGUARD WORLD FD1.3K shares-5.15%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS417 shares0.48%2026-03-312026-04-21

IIIN INSTEEL INDS INC6.9K shares-2.32%2026-03-312026-04-21

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.1K shares-4.86%2026-03-312026-04-21

SYY SYSCO CORP3.0K shares0.73%2026-03-312026-04-21

PFE PFIZER INC7.6K sharesnew addition2026-03-312026-04-21

VO VANGUARD INDEX FDS711 shares2.75%2026-03-312026-04-21

Sponsored

BIV

VANGUARD BD INDEX FDS

31.72%

Shares307.8K

Event2026-03-31

Filed2026-04-21

SPHY

SPDR SERIES TRUST

2.09%

Shares749.2K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.48%

Shares25.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

2.17%

Shares33.3K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-4.93%

Shares27.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

2.75%

Shares17.2K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.64%

Shares18.3K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

-12.14%

Shares80.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

6.70%

Shares22.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.24%

Shares26.2K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

-25.03%

Shares54.4K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-2.10%

Shares66.8K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

5.43%

Shares65.5K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-4.34%

Shares13.2K

Event2026-03-31

Filed2026-04-21

GSK PLC

4.72%

Shares49.7K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-6.90%

Shares14.9K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

1.92%

Shares17.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

2.72%

Shares6.8K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

15.99%

Shares19.4K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

5.84%

Shares6.5K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-0.66%

Shares2.7K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

-23.56%

Shares10.9K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

53.01%

Shares20.2K

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS I

30.02%

Shares5.2K

Event2026-03-31

Filed2026-04-21

HSY

HERSHEY CO

1.51%

Shares7.1K

Event2026-03-31

Filed2026-04-21

WTRG

ESSENTIAL UTILS INC

8.48%

Shares35.3K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-1.06%

Shares2.0K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.98%

Shares3.7K

Event2026-03-31

Filed2026-04-21

VCR

VANGUARD WORLD FD

-0.81%

Shares3.6K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

17.63%

Shares7.9K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

-4.16%

Shares3.4K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

1.02%

Shares3.5K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

1.65%

Shares10.4K

Event2026-03-31

Filed2026-04-21

VIS

VANGUARD WORLD FD

-1.61%

Shares2.8K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

-4.37%

Shares9.6K

Event2026-03-31

Filed2026-04-21

DUPONT DE NEMOURS INC

24.30%

Shares17.8K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-21

QNITY ELECTRONICS INC

-2.01%

Shares6.4K

Event2026-03-31

Filed2026-04-21