0001085146-20-000328.txt : 20200130 0001085146-20-000328.hdr.sgml : 20200130 20200130130055 ACCESSION NUMBER: 0001085146-20-000328 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200130 DATE AS OF CHANGE: 20200130 EFFECTIVENESS DATE: 20200130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McCollum Christoferson Group LLC CENTRAL INDEX KEY: 0001727573 IRS NUMBER: 454004189 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18200 FILM NUMBER: 20560517 BUSINESS ADDRESS: STREET 1: 500 CORPORATE PARKWAY STREET 2: SUITE 210 CITY: AMHERST STATE: NY ZIP: 14223 BUSINESS PHONE: 716-854-5400 MAIL ADDRESS: STREET 1: 500 CORPORATE PARKWAY STREET 2: SUITE 210 CITY: AMHERST STATE: NY ZIP: 14223 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727573 XXXXXXXX 12-31-2019 12-31-2019 false McCollum Christoferson Group LLC

500 CORPORATE PARKWAY SUITE 210 AMHERST NY 14223

13F HOLDINGS REPORT 028-18200 N Katherine A. Christoferson 716-854-5400 /s/ Katherine A. Christoferson Amherst NY 01-29-2020 0 70 297447 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 5995 33981 SH SOLE 33981 0 0 ABBOTT LABS COM 002824100 6672 76813 SH SOLE 76813 0 0 AFLAC INC COM 001055102 4231 79990 SH SOLE 79990 0 0 ALIGN TECHNOLOGY INC COM 016255101 5550 19890 SH SOLE 19890 0 0 ALPHABET INC CAP STK CL C 02079K107 254 190 SH SOLE 190 0 0 ALPHABET INC CAP STK CL A 02079K305 5062 3779 SH SOLE 3779 0 0 AMAZON COM INC COM 023135106 6735 3645 SH SOLE 3645 0 0 AMERICAN TOWER CORP NEW COM 03027X100 8581 37340 SH SOLE 37340 0 0 ANALOG DEVICES INC COM 032654105 4198 35327 SH SOLE 35327 0 0 APPLE INC COM 037833100 11258 38337 SH SOLE 38337 0 0 APTARGROUP INC COM 038336103 7270 62882 SH SOLE 62882 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 376 1658 SH SOLE 1658 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4789 38765 SH SOLE 38765 0 0 BROWN FORMAN CORP CL B 115637209 4700 69531 SH SOLE 69531 0 0 CHURCH & DWIGHT INC COM 171340102 6477 92083 SH SOLE 92083 0 0 CLOROX CO DEL COM 189054109 2235 14556 SH SOLE 14556 0 0 COLGATE PALMOLIVE CO COM 194162103 5502 79931 SH SOLE 79931 0 0 COSTCO WHSL CORP NEW COM 22160K105 8499 28916 SH SOLE 28916 0 0 DANAHER CORPORATION COM 235851102 7651 49853 SH SOLE 49853 0 0 DISNEY WALT CO COM DISNEY 254687106 8677 59992 SH SOLE 59992 0 0 DOMINION ENERGY INC COM 25746U109 635 7663 SH SOLE 7663 0 0 ECOLAB INC COM 278865100 8703 45095 SH SOLE 45095 0 0 ENBRIDGE INC COM 29250N105 3950 99328 SH SOLE 99328 0 0 EXXON MOBIL CORP COM 30231G102 820 11746 SH SOLE 11746 0 0 FLOWSERVE CORP COM 34354P105 3810 76560 SH SOLE 76560 0 0 GARTNER INC COM 366651107 4507 29247 SH SOLE 29247 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 5550 50561 SH SOLE 50561 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 6286 56680 SH SOLE 56680 0 0 HOME DEPOT INC COM 437076102 242 1110 SH SOLE 1110 0 0 ILLUMINA INC COM 452327109 8409 25348 SH SOLE 25348 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 223 1661 SH SOLE 1661 0 0 ISHARES TR TIPS BD ETF 464287176 3524 30229 SH SOLE 30229 0 0 ISHARES TR CORE US AGGBD ET 464287226 391 3480 SH SOLE 3480 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1291 15250 SH SOLE 15250 0 0 ISHARES TR MSCI EAFE ETF 464287465 572 8242 SH SOLE 8242 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 664 4007 SH SOLE 4007 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 241 2395 SH SOLE 2395 0 0 JOHNSON & JOHNSON COM 478160104 7984 54737 SH SOLE 54737 0 0 LIFE STORAGE INC COM 53223X107 217 2000 SH SOLE 2000 0 0 LITTELFUSE INC COM 537008104 1926 10070 SH SOLE 10070 0 0 M & T BK CORP COM 55261F104 207 1221 SH SOLE 1221 0 0 MCCORMICK & CO INC COM NON VTG 579780206 5945 35027 SH SOLE 35027 0 0 MEDTRONIC PLC SHS G5960L103 6443 56794 SH SOLE 56794 0 0 MERCK & CO INC COM 58933Y105 218 2400 SH SOLE 2400 0 0 MICROSOFT CORP COM 594918104 10107 64093 SH SOLE 64093 0 0 NEOGEN CORP COM 640491106 7990 122431 SH SOLE 122431 0 0 NEXTERA ENERGY INC COM 65339F101 8339 34435 SH SOLE 34435 0 0 NORFOLK SOUTHERN CORP COM 655844108 6889 35488 SH SOLE 35488 0 0 PAYPAL HLDGS INC COM 70450Y103 5156 47665 SH SOLE 47665 0 0 PEPSICO INC COM 713448108 7598 55596 SH SOLE 55596 0 0 PFIZER INC COM 717081103 202 5153 SH SOLE 5153 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 278 5310 SH SOLE 5310 0 0 PROCTER & GAMBLE CO COM 742718109 6608 52906 SH SOLE 52906 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 6232 68747 SH SOLE 68747 0 0 SPDR SERIES TRUST PORTFLI TIPS ETF 78464A656 1062 37190 SH SOLE 37190 0 0 SQUARE INC CL A 852234103 4957 79230 SH SOLE 79230 0 0 TRACTOR SUPPLY CO COM 892356106 4728 50597 SH SOLE 50597 0 0 TREEHOUSE FOODS INC COM 89469A104 4232 87250 SH SOLE 87250 0 0 TRUIST FINL CORP COM 89832Q109 5028 89281 SH SOLE 89281 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1824 6168 SH SOLE 6168 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 769 4640 SH SOLE 4640 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 371 2268 SH SOLE 2268 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 222 5000 SH SOLE 5000 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1096 22250 SH SOLE 22250 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 468 5775 SH SOLE 5775 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 227 928 SH SOLE 928 0 0 VERISK ANALYTICS INC COM 92345Y106 7658 51277 SH SOLE 51277 0 0 VISA INC COM CL A 92826C839 7322 38968 SH SOLE 38968 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 10342 68794 SH SOLE 68794 0 0 WOODWARD INC COM 980745103 272 2300 SH SOLE 2300 0 0