Q2 2026 13F · SEC CIK 2097609

Christine Messmer Pc

Investment managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $177.5M
Reported positions: 86
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Christine Messmer Pc is an investment manager that reported 86 positions worth $177.5M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Vanguard Bd Index Fds (BIV, 16.8%), Spdr Series Trust (SPHY, 10.3%), Alphabet Inc (GOOGL, 5.1%).

Christine Messmer Pc holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Christine Messmer Pc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BIVVanguard Bd Index Fds	16.8%	15.2%	389,276	+26.5%	$29.9M
SPHYSpdr Series Trust	10.3%	11.2%	780,662	+4.2%	$18.3M
GOOGLAlphabet Inc	5.1%	4.7%	25,295	-1.7%	$9.0M
TSMTaiwan Semiconductor Manufac	4.7%	3.9%	17,532	-4.0%	$8.4M
AMZNAmazon Com Inc	4.5%	4.4%	33,558	+0.9%	$8.0M
AAPLApple Inc	4.5%	4.4%	27,518	+1.1%	$8.0M
VBVanguard Index Fds	4.0%	3.7%	23,406	+4.6%	$7.1M
MSFTMicrosoft Corp	3.7%	4.1%	17,705	+3.2%	$6.6M
NVDANvidia Corporation	3.0%	2.9%	26,316	+0.5%	$5.3M
BNDVanguard Bd Index Fds	2.8%	3.8%	67,805	-15.5%	$5.0M
VCSHVanguard Scottsdale Fds	2.5%	2.8%	55,273	+1.6%	$4.4M
VTEBVanguard Mun Bd Fds	2.3%	2.1%	80,925	+21.1%	$4.1M
VBRVanguard Index Fds	1.8%	1.8%	12,869	-2.8%	$3.1M
VXUSVanguard Star Fds	1.6%	1.0%	33,856	+67.7%	$2.9M
VZVerizon Communications Inc	1.6%	2.1%	66,823	+2.1%	$2.8M
GSKGsk PLC	1.4%	1.8%	48,473	-2.5%	$2.5M
XOMExxon Mobil Corp	1.3%	1.6%	16,637	+11.6%	$2.3M
JPMJpmorgan Chase & Co	1.3%	1.3%	6,897	+1.5%	$2.3M
MRKMerck & Co Inc	1.3%	1.3%	17,432	+0.2%	$2.2M
UPSUnited Parcel Svcs Inc	1.2%	1.2%	20,397	+5.0%	$2.2M
VGTVanguard World Fd	1.0%	0.9%	15,149	+676.5%	$1.8M
CEGConstellation Energy Corp	0.9%	1.2%	6,598	+0.9%	$1.6M
VYMVanguard Whitehall Fds	0.9%	1.0%	10,216	-6.1%	$1.6M
APDAir Products and Chemicals I	0.9%	1.0%	5,159	-0.8%	$1.5M
LMTLockheed Martin Corp	0.8%	1.0%	2,929	+8.6%	$1.5M
VCRVanguard Consumer Discretionary ETF	0.8%	0.8%	3,550	-0.5%	$1.4M
AMGNAmgen Inc	0.8%	0.8%	3,808	+3.0%	$1.4M
WTRGEssential Utils Inc Com	0.7%	0.9%	34,500	-2.1%	$1.3M
GDGeneral Dynamics Corp	0.7%	0.7%	3,726	+10.0%	$1.3M
PEPPepsico Inc	0.7%	0.8%	9,488	+19.4%	$1.3M
VTIVanguard Index Fds	0.7%	0.7%	3,448	-0.4%	$1.3M
HSYHershey Co	0.7%	0.9%	7,115	+0.5%	$1.2M
CATCaterpillar Inc	0.6%	0.5%	1,053	-7.3%	$1.1M
QQnity Electronics Inc Common Stock	0.6%	0.5%	6,367	-0.4%	$1.0M
VISVanguard Industrials ETF	0.6%	0.6%	2,715	-1.4%	$978K
NEENextera Energy Inc	0.5%	0.6%	10,999	+6.2%	$965K
METAMeta Platforms Inc	0.5%	0.4%	1,684	+50.2%	$949K
DDDupont de Nemours Inc Common Stock	0.5%	—	6,040	—	$819K
TSLATesla Inc	0.4%	0.4%	1,713	+11.5%	$720K
VIGVanguard Specialized Funds	0.4%	0.4%	2,908	+0.3%	$688K
QCOMQualcomm Inc	0.4%	0.3%	3,658	-11.4%	$676K
BMYBristol-Myers Squibb Co	0.4%	0.4%	11,461	+16.6%	$660K
MDTMedtronic PLC	0.4%	0.5%	8,237	-14.4%	$644K
VHTVanguard World Fd	0.4%	0.4%	2,109	-4.9%	$631K
OKEOneok Inc New	0.3%	0.3%	6,919	+17.0%	$602K
NVONovo-Nordisk A S	0.3%	—	12,187	—	$584K
VBKVanguard Index Fds	0.3%	0.3%	1,549	-5.0%	$566K
URIUnited Rentals Inc	0.3%	—	499	—	$565K
MRVLMarvell Technology Inc	0.3%	—	1,871	—	$557K
ONEQFidelity Comwlth Tr	0.3%	—	5,023	—	$518K

What Christine Messmer Pc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+676.5% shares
VXUS Vanguard Star Fds+67.7% shares
META Meta Platforms Inc+50.2% shares
BIV Vanguard Bd Index Fds+26.5% shares
VTEB Vanguard Mun Bd Fds+21.1% shares
PEP Pepsico Inc+19.4% shares
OKE Oneok Inc New+17.0% shares
BMY Bristol-Myers Squibb Co+16.6% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$177.5M	86
Q1 2026	$156.4M	80
Q4 2025	$153.3M	79

Questions about Christine Messmer Pc's portfolio

What stocks does Christine Messmer Pc own?

Christine Messmer Pc's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 86 positions worth $177.5M. The largest are Vanguard Bd Index Fds (BIV) at 16.8%, Spdr Series Trust (SPHY) at 10.3%, Alphabet Inc (GOOGL) at 5.1%, Taiwan Semiconductor Manufac (TSM) at 4.7% and Amazon Com Inc (AMZN) at 4.5%.

What did Christine Messmer Pc buy last quarter?

In Q2 2026, Christine Messmer Pc added Vanguard World Fd (VGT) (+676.5% shares), Vanguard Star Fds (VXUS) (+67.7% shares) and Meta Platforms Inc (META) (+50.2% shares), compared with its Q1 2026 filing.

What did Christine Messmer Pc sell last quarter?

In Q2 2026, Christine Messmer Pc cut from its top 50 Dupont de Nemours Inc (DD), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Johnson & Johnson (JNJ), cut from its top 50 Vanguard Index Fds (VOE), Vanguard Bd Index Fds (BND) (-15.5% shares), Medtronic PLC (MDT) (-14.4% shares) and Qualcomm Inc (QCOM) (-11.4% shares), compared with its Q1 2026 filing.

When is Christine Messmer Pc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Christine Messmer Pc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.