0001085146-22-002941.txt : 20220810 0001085146-22-002941.hdr.sgml : 20220810 20220810143153 ACCESSION NUMBER: 0001085146-22-002941 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 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: 221151450 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 06-30-2022 06-30-2022 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 08-10-2022 0 65 328123 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 8526 78474 SH SOLE 78474 0 0 AMAZON COM INC COM 023135106 6526 61440 SH SOLE 61440 0 0 AMERICAN TOWER CORP NEW COM 03027X100 9432 36902 SH SOLE 36902 0 0 ANALOG DEVICES INC COM 032654105 6391 43747 SH SOLE 43747 0 0 APPLE INC COM 037833100 15777 115397 SH SOLE 115397 0 0 APTARGROUP INC COM 038336103 6601 63958 SH SOLE 63958 0 0 APTIV PLC SHS G6095L109 4023 45167 SH SOLE 45167 0 0 BLOCK INC CL A 852234103 3943 64163 SH SOLE 64163 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6157 43195 SH SOLE 43195 0 0 CHURCH & DWIGHT CO INC COM 171340102 8663 93493 SH SOLE 93493 0 0 CLOROX CO DEL COM 189054109 1591 11282 SH SOLE 11282 0 0 COLGATE PALMOLIVE CO COM 194162103 3176 39627 SH SOLE 39627 0 0 COSTCO WHSL CORP NEW COM 22160K105 12733 26567 SH SOLE 26567 0 0 COTERRA ENERGY INC COM 127097103 8405 325920 SH SOLE 325920 0 0 DANAHER CORPORATION COM 235851102 11378 44881 SH SOLE 44881 0 0 DISNEY WALT CO COM 254687106 5695 60326 SH SOLE 60326 0 0 DOMINION ENERGY INC COM 25746U109 230 2880 SH SOLE 2880 0 0 ECOLAB INC COM 278865100 6834 44448 SH SOLE 44448 0 0 ETF OPPORTUNITIES TRUST AMERICAN CONSER 26923N108 263 9200 SH SOLE 9200 0 0 EXXON MOBIL CORP COM 30231G102 261 3051 SH SOLE 3051 0 0 GARTNER INC COM 366651107 7841 32424 SH SOLE 32424 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 6926 62146 SH SOLE 62146 0 0 HOME DEPOT INC COM 437076102 255 928 SH SOLE 928 0 0 HYCROFT MINING HOLDING CORP COM CL A 44862P109 12 11000 SH SOLE 11000 0 0 ILLUMINA INC COM 452327109 4572 24801 SH SOLE 24801 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 224 1589 SH SOLE 1589 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 336 1199 SH SOLE 1199 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 948 9350 SH SOLE 9350 0 0 ISHARES TR CORE US AGGBD ET 464287226 437 4300 SH SOLE 4300 0 0 ISHARES TR MSCI EAFE ETF 464287465 420 6725 SH SOLE 6725 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 327 1931 SH SOLE 1931 0 0 ISHARES TR TIPS BD ETF 464287176 4398 38611 SH SOLE 38611 0 0 JOHNSON & JOHNSON COM 478160104 10125 57040 SH SOLE 57040 0 0 LIFE STORAGE INC COM 53223X107 339 3037 SH SOLE 3037 0 0 LINDE PLC SHS G5494J103 8286 28817 SH SOLE 28817 0 0 M & T BK CORP COM 55261F104 3983 24992 SH SOLE 24992 0 0 MCCORMICK & CO INC COM NON VTG 579780206 6580 79044 SH SOLE 79044 0 0 MEDTRONIC PLC SHS G5960L103 6534 72803 SH SOLE 72803 0 0 MERCK & CO INC COM 58933Y105 244 2680 SH SOLE 2680 0 0 MICROSOFT CORP COM 594918104 13552 52765 SH SOLE 52765 0 0 NEOGEN CORP COM 640491106 5728 237774 SH SOLE 237774 0 0 NEXTERA ENERGY INC COM 65339F101 10392 134158 SH SOLE 134158 0 0 NORFOLK SOUTHN CORP COM 655844108 8023 35300 SH SOLE 35300 0 0 PAYPAL HLDGS INC COM 70450Y103 3190 45671 SH SOLE 45671 0 0 PEPSICO INC COM 713448108 9990 59944 SH SOLE 59944 0 0 PROCTER AND GAMBLE CO COM 742718109 8386 58323 SH SOLE 58323 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 227 2660 SH SOLE 2660 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 7441 62600 SH SOLE 62600 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 1559 56655 SH SOLE 56655 0 0 STERIS PLC SHS USD G8473T100 7213 34989 SH SOLE 34989 0 0 SYSCO CORP COM 871829107 235 2772 SH SOLE 2772 0 0 TEXAS INSTRS INC COM 882508104 202 1315 SH SOLE 1315 0 0 TRACTOR SUPPLY CO COM 892356106 9901 51073 SH SOLE 51073 0 0 TYLER TECHNOLOGIES INC COM 902252105 5506 16559 SH SOLE 16559 0 0 UBER TECHNOLOGIES INC COM 90353T100 3245 158595 SH SOLE 158595 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2856 8234 SH SOLE 8234 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 524 2974 SH SOLE 2974 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 252 1337 SH SOLE 1337 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 11375 226950 SH SOLE 226950 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4244 55655 SH SOLE 55655 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 351 1074 SH SOLE 1074 0 0 VERISK ANALYTICS INC COM 92345Y106 569 3290 SH SOLE 3290 0 0 VISA INC COM CL A 92826C839 8502 43181 SH SOLE 43181 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 15055 49789 SH SOLE 49789 0 0 WOODWARD INC COM 980745103 213 2300 SH SOLE 2300 0 0