0001085146-22-001958.txt : 20220510 0001085146-22-001958.hdr.sgml : 20220510 20220510154400 ACCESSION NUMBER: 0001085146-22-001958 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22909287 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 03-31-2022 03-31-2022 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 05-10-2022 0 74 404739 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 9357 79054 SH SOLE 79054 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 246 540 SH SOLE 540 0 0 AMAZON COM INC COM 023135106 10015 3072 SH SOLE 3072 0 0 AMBARELLA INC SHS G037AX101 314 2995 SH SOLE 2995 0 0 AMERICAN TOWER CORP NEW COM 03027X100 9305 37040 SH SOLE 37040 0 0 ANALOG DEVICES INC COM 032654105 7238 43819 SH SOLE 43819 0 0 ANGI INC COM CL A NEW 00183L102 1029 181400 SH SOLE 181400 0 0 APPLE INC COM 037833100 20500 117405 SH SOLE 117405 0 0 APTARGROUP INC COM 038336103 7560 64338 SH SOLE 64338 0 0 APTIV PLC SHS G6095L109 5621 46955 SH SOLE 46955 0 0 BLOCK INC CL A 852234103 8811 64976 SH SOLE 64976 0 0 BOSTON BEER INC CL A 100557107 1003 2581 SH SOLE 2581 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6763 43434 SH SOLE 43434 0 0 CHURCH & DWIGHT CO INC COM 171340102 9327 93848 SH SOLE 93848 0 0 CLOROX CO DEL COM 189054109 1582 11382 SH SOLE 11382 0 0 COLGATE PALMOLIVE CO COM 194162103 3061 40362 SH SOLE 40362 0 0 COSTCO WHSL CORP NEW COM 22160K105 15501 26919 SH SOLE 26919 0 0 COTERRA ENERGY INC COM 127097103 3576 132610 SH SOLE 132610 0 0 DANAHER CORPORATION COM 235851102 13249 45166 SH SOLE 45166 0 0 DISNEY WALT CO COM 254687106 8433 61484 SH SOLE 61484 0 0 DOMINION ENERGY INC COM 25746U109 259 3050 SH SOLE 3050 0 0 ECOLAB INC COM 278865100 7904 44768 SH SOLE 44768 0 0 ETF OPPORTUNITIES TRUST AMERICAN CONSER 26923N108 312 9200 SH SOLE 9200 0 0 EXXON MOBIL CORP COM 30231G102 252 3051 SH SOLE 3051 0 0 GARTNER INC COM 366651107 9706 32631 SH SOLE 32631 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 5544 58596 SH SOLE 58596 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 9497 62586 SH SOLE 62586 0 0 HOME DEPOT INC COM 437076102 278 928 SH SOLE 928 0 0 ILLUMINA INC COM 452327109 8795 25171 SH SOLE 25171 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 207 1589 SH SOLE 1589 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 435 1199 SH SOLE 1199 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 981 9350 SH SOLE 9350 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 2753 33025 SH SOLE 33025 0 0 ISHARES TR CORE US AGGBD ET 464287226 461 4300 SH SOLE 4300 0 0 ISHARES TR MSCI EAFE ETF 464287465 495 6725 SH SOLE 6725 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 443 2156 SH SOLE 2156 0 0 ISHARES TR TIPS BD ETF 464287176 4692 37666 SH SOLE 37666 0 0 JOHNSON & JOHNSON COM 478160104 10153 57287 SH SOLE 57287 0 0 LIFE STORAGE INC COM 53223X107 426 3037 SH SOLE 3037 0 0 LINDE PLC SHS G5494J103 9211 28836 SH SOLE 28836 0 0 M & T BK CORP COM 55261F104 4206 24812 SH SOLE 24812 0 0 MCCORMICK & CO INC COM NON VTG 579780206 7928 79441 SH SOLE 79441 0 0 MEDTRONIC PLC SHS G5960L103 8100 73008 SH SOLE 73008 0 0 MERCK & CO INC COM 58933Y105 220 2680 SH SOLE 2680 0 0 MICROSOFT CORP COM 594918104 17088 55426 SH SOLE 55426 0 0 NEOGEN CORP COM 640491106 7445 241412 SH SOLE 241412 0 0 NEXTERA ENERGY INC COM 65339F101 11391 134468 SH SOLE 134468 0 0 NORFOLK SOUTHN CORP COM 655844108 10158 35615 SH SOLE 35615 0 0 PAYPAL HLDGS INC COM 70450Y103 5377 46496 SH SOLE 46496 0 0 PEPSICO INC COM 713448108 10090 60283 SH SOLE 60283 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 201 3690 SH SOLE 3690 0 0 PROCTER AND GAMBLE CO COM 742718109 8964 58663 SH SOLE 58663 0 0 PROGENITY INC COM 74319F107 15 13200 SH SOLE 13200 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 252 2660 SH SOLE 2660 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 10292 63650 SH SOLE 63650 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 1783 58930 SH SOLE 58930 0 0 STERIS PLC SHS USD G8473T100 8487 35104 SH SOLE 35104 0 0 STRYKER CORPORATION COM 863667101 235 880 SH SOLE 880 0 0 SYSCO CORP COM 871829107 226 2772 SH SOLE 2772 0 0 TEXAS INSTRS INC COM 882508104 241 1315 SH SOLE 1315 0 0 TRACTOR SUPPLY CO COM 892356106 12014 51481 SH SOLE 51481 0 0 TYLER TECHNOLOGIES INC COM 902252105 7448 16741 SH SOLE 16741 0 0 UBER TECHNOLOGIES INC COM 90353T100 5999 168125 SH SOLE 168125 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3334 8031 SH SOLE 8031 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 632 2974 SH SOLE 2974 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 304 1337 SH SOLE 1337 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 220 4770 SH SOLE 4770 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10608 207140 SH SOLE 207140 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4505 57690 SH SOLE 57690 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 447 1074 SH SOLE 1074 0 0 VERISK ANALYTICS INC COM 92345Y106 723 3370 SH SOLE 3370 0 0 VISA INC COM CL A 92826C839 9614 43349 SH SOLE 43349 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 20610 50181 SH SOLE 50181 0 0 WOODWARD INC COM 980745103 287 2300 SH SOLE 2300 0 0