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


Currently, CHRISTINE MESSMER PC holds 86 types of securities in its portfolio with a total value $177.5M. In the most recent quarter, they have increased their positions in BIV (+81.5K shares, valued at $6.2M), VGT (+13.2K shares, valued at $1.6M), VXUS (+13.7K shares, valued at $1.2M); decreased their positions in BND (-12.4K shares, valued at $913.4K), TSM (-725 shares, valued at $346.2K), GOOGL (-441 shares, valued at $157.6K); initiated new positions in N/A (+6.0K shares, valued at $819.3K), MRVL (+1.9K shares, valued at $557.3K), N/A (+719 shares, valued at $298.6K).


1M P&L
-1.1M-0.69%
3M P&L
+3.9M+2.55%
HY P&L
-591.0K-0.37%

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/A86.5M
53.1%
2Semiconductors14.9M
9.1%
3Internet Content & Information9.0M
5.6%

Top Industries by Stock Count

1N/A26 stocks
36.6%
2Drug Manufacturers - General6 stocks
8.5%
3Semiconductors4 stocks
5.6%
Stock Holdings
BIV
VANGUARD BD INDEX FDS
26.46%
Shares389.3K
Event2026-06-30
Filed2026-07-23
SPHY
SPDR SERIES TRUST
4.21%
Shares780.7K
Event2026-06-30
Filed2026-07-23
GOOGL
ALPHABET INC
-1.71%
Shares25.3K
Event2026-06-30
Filed2026-07-23
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-3.97%
Shares17.5K
Event2026-06-30
Filed2026-07-23
AMZN
AMAZON COM INC
0.93%
Shares33.6K
Event2026-06-30
Filed2026-07-23
AAPL
APPLE INC
1.14%
Shares27.5K
Event2026-06-30
Filed2026-07-23
VB
VANGUARD INDEX FDS
4.56%
Shares23.4K
Event2026-06-30
Filed2026-07-23
MSFT
MICROSOFT CORP
3.19%
Shares17.7K
Event2026-06-30
Filed2026-07-23
NVDA
NVIDIA CORPORATION
0.51%
Shares26.3K
Event2026-06-30
Filed2026-07-23
BND
VANGUARD BD INDEX FDS
-15.51%
Shares67.8K
Event2026-06-30
Filed2026-07-23
VCSH
VANGUARD SCOTTSDALE FDS
1.56%
Shares55.3K
Event2026-06-30
Filed2026-07-23
VTEB
VANGUARD MUN BD FDS
21.08%
Shares80.9K
Event2026-06-30
Filed2026-07-23
VBR
VANGUARD INDEX FDS
-2.78%
Shares12.9K
Event2026-06-30
Filed2026-07-23
VXUS
VANGUARD STAR FDS
67.73%
Shares33.9K
Event2026-06-30
Filed2026-07-23
VZ
VERIZON COMMUNICATIONS INC
2.09%
Shares66.8K
Event2026-06-30
Filed2026-07-23
GSK PLC
GSK PLC
-2.50%
Shares48.5K
Event2026-06-30
Filed2026-07-23
EXXON MOBIL CORP
EXXON MOBIL CORP
11.64%
Shares16.6K
Event2026-06-30
Filed2026-07-23
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
1.49%
Shares6.9K
Event2026-06-30
Filed2026-07-23
MRK
MERCK & CO INC
0.18%
Shares17.4K
Event2026-06-30
Filed2026-07-23
UPS
UNITED PARCEL SVCS INC
5.04%
Shares20.4K
Event2026-06-30
Filed2026-07-23
VGT
VANGUARD WORLD FD
676.47%
Shares15.1K
Event2026-06-30
Filed2026-07-23
CEG
CONSTELLATION ENERGY CORP
0.89%
Shares6.6K
Event2026-06-30
Filed2026-07-23
VYM
VANGUARD WHITEHALL FDS
-6.13%
Shares10.2K
Event2026-06-30
Filed2026-07-23
APD
AIR PRODUCTS AND CHEMICALS I
-0.75%
Shares5.2K
Event2026-06-30
Filed2026-07-23
LMT
LOCKHEED MARTIN CORP
8.64%
Shares2.9K
Event2026-06-30
Filed2026-07-23
VCR
VANGUARD WORLD FD
-0.48%
Shares3.5K
Event2026-06-30
Filed2026-07-23
AMGN
AMGEN INC
2.97%
Shares3.8K
Event2026-06-30
Filed2026-07-23
WTRG
ESSENTIAL UTILS INC
-2.13%
Shares34.5K
Event2026-06-30
Filed2026-07-23
GD
GENERAL DYNAMICS CORP
9.98%
Shares3.7K
Event2026-06-30
Filed2026-07-23
PEP
PEPSICO INC
19.42%
Shares9.5K
Event2026-06-30
Filed2026-07-23
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-0.38%
Shares3.4K
Event2026-06-30
Filed2026-07-23
HSY
HERSHEY CO
0.48%
Shares7.1K
Event2026-06-30
Filed2026-07-23
CAT
CATERPILLAR INC
-7.31%
Shares1.1K
Event2026-06-30
Filed2026-07-23
Q
QNITY ELECTRONICS INC
-0.42%
Shares6.4K
Event2026-06-30
Filed2026-07-23
VIS
VANGUARD WORLD FD
-1.38%
Shares2.7K
Event2026-06-30
Filed2026-07-23
NEXTERA ENERGY INC
NEXTERA ENERGY INC
6.18%
Shares11.0K
Event2026-06-30
Filed2026-07-23
META PLATFORMS INC
META PLATFORMS INC
50.22%
Shares1.7K
Event2026-06-30
Filed2026-07-23
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares6.0K
Event2026-06-30
Filed2026-07-23
TSLA
TESLA INC
11.45%
Shares1.7K
Event2026-06-30
Filed2026-07-23
VIG
VANGUARD SPECIALIZED FUNDS
0.35%
Shares2.9K
Event2026-06-30
Filed2026-07-23
QCOM
QUALCOMM INC
-11.36%
Shares3.7K
Event2026-06-30
Filed2026-07-23
BMY
BRISTOL-MYERS SQUIBB CO
16.62%
Shares11.5K
Event2026-06-30
Filed2026-07-23
MEDTRONIC PLC
MEDTRONIC PLC
-14.36%
Shares8.2K
Event2026-06-30
Filed2026-07-23
VHT
VANGUARD WORLD FD
-4.91%
Shares2.1K
Event2026-06-30
Filed2026-07-23
OKE
ONEOK INC NEW
17.03%
Shares6.9K
Event2026-06-30
Filed2026-07-23
NVO
NOVO-NORDISK A S
19.83%
Shares12.2K
Event2026-06-30
Filed2026-07-23
VBK
VANGUARD INDEX FDS
-4.97%
Shares1.5K
Event2026-06-30
Filed2026-07-23
URI
UNITED RENTALS INC
0.20%
Shares499
Event2026-06-30
Filed2026-07-23
MRVL
MARVELL TECHNOLOGY INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-23
ONEQ
FIDELITY COMWLTH TR
0.14%
Shares5.0K
Event2026-06-30
Filed2026-07-23
VOE
VANGUARD INDEX FDS
0.46%
Shares2.6K
Event2026-06-30
Filed2026-07-23
JNJ
JOHNSON & JOHNSON
0.54%
Shares2.0K
Event2026-06-30
Filed2026-07-23
ORACLE CORP
ORACLE CORP
0.72%
Shares3.5K
Event2026-06-30
Filed2026-07-23
RTX CORPORATION
RTX CORPORATION
0.41%
Shares2.7K
Event2026-06-30
Filed2026-07-23
BROADCOM INC
BROADCOM INC
33.43%
Shares1.3K
Event2026-06-30
Filed2026-07-23
VTV
VANGUARD INDEX FDS
0.49%
Shares2.3K
Event2026-06-30
Filed2026-07-23
STLD
STEEL DYNAMICS INC
0.24%
Shares2.1K
Event2026-06-30
Filed2026-07-23
VAW
VANGUARD WORLD FD
0.24%
Shares2.0K
Event2026-06-30
Filed2026-07-23
ENB
ENBRIDGE INC
10.53%
Shares8.3K
Event2026-06-30
Filed2026-07-23
ABBVIE INC
ABBVIE INC
0.85%
Shares1.8K
Event2026-06-30
Filed2026-07-23
AMT
AMERICAN TOWER CORP
48.29%
Shares2.6K
Event2026-06-30
Filed2026-07-23
ROK
ROCKWELL AUTOMATION INC
-3.19%
Shares851
Event2026-06-30
Filed2026-07-23
CONSTELLATION BRANDS INC
CONSTELLATION BRANDS INC
64.79%
Shares2.9K
Event2026-06-30
Filed2026-07-23
SLB
SLB LIMITED
-3.32%
Shares8.6K
Event2026-06-30
Filed2026-07-23
XLK
SELECT SECTOR SPDR TR
0.15%
Shares2.0K
Event2026-06-30
Filed2026-07-23
VUG
VANGUARD INDEX FDS
500.15%
Shares4.0K
Event2026-06-30
Filed2026-07-23
VDC
VANGUARD WORLD FD
-7.45%
Shares1.4K
Event2026-06-30
Filed2026-07-23
CVX
CHEVRON CORPORATION
0.94%
Shares1.9K
Event2026-06-30
Filed2026-07-23
CMCSA
COMCAST CORP NEW
-1.39%
Shares12.9K
Event2026-06-30
Filed2026-07-23
MGC
VANGUARD WORLD FD
0.26%
Shares1.1K
Event2026-06-30
Filed2026-07-23
FIS
FIDELITY NATL INFORMATION SV
-13.50%
Shares7.9K
Event2026-06-30
Filed2026-07-23
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
New
Shares719
Event2026-06-30
Filed2026-07-23
MCD
MCDONALDS CORP
0.66%
Shares1.1K
Event2026-06-30
Filed2026-07-23
VOO
VANGUARD INDEX FDS
0.24%
Shares418
Event2026-06-30
Filed2026-07-23
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-23
SYY
SYSCO CORP
8.27%
Shares3.3K
Event2026-06-30
Filed2026-07-23
HII
HUNTINGTON INGALLS INDS INC
0.53%
Shares957
Event2026-06-30
Filed2026-07-23
CPB
THE CAMPBELLS COMPANY
-29.63%
Shares11.5K
Event2026-06-30
Filed2026-07-23
VPU
VANGUARD WORLD FD
0.63%
Shares1.3K
Event2026-06-30
Filed2026-07-23
SAP
SAP SE
New
Shares1.5K
Event2026-06-30
Filed2026-07-23
VO
VANGUARD INDEX FDS
299.86%
Shares2.8K
Event2026-06-30
Filed2026-07-23
ISHARES TR
ISHARES TR
New
Shares304
Event2026-06-30
Filed2026-07-23
MPC
MARATHON PETE CORP
New
Shares873
Event2026-06-30
Filed2026-07-23
PFE
PFIZER INC
15.63%
Shares8.8K
Event2026-06-30
Filed2026-07-23
APH
AMPHENOL CORP
New
Shares1.2K
Event2026-06-30
Filed2026-07-23
HD
HOME DEPOT INC
New
Shares574
Event2026-06-30
Filed2026-07-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
CHRISTINE MESSMER PC Institutional Holdings, Portfolio & P&L — TradeFomo