CHRISTINE MESSMER PC
Reported holdings as of Q2 2026, from 3 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BIV | $29.9M | 389,276 | +1.63pp | 3q | +26.5%+$6.2M | |
| SPDR SERIES TRUST | SPHY | $18.3M | 780,662 | -0.86pp | 3q | +4.2%+$738.6K | |
| ALPHABET INC | GOOGL | $9.0M | 25,295 | +0.36pp | 3q | -1.7%-$157.6K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $8.4M | 17,532 | +0.77pp | 3q | -4.0%-$346.2K | |
| AMAZON COM INC | AMZN | $8.0M | 33,558 | +0.08pp | 3q | +0.9%+$73.4K | |
| APPLE INC | AAPL | $8.0M | 27,518 | +0.07pp | 3q | +1.1%+$90.0K | |
| VANGUARD INDEX FDS | VB | $7.1M | 23,406 | +0.25pp | 3q | +4.6%+$309.2K | |
| MICROSOFT CORP | MSFT | $6.6M | 17,705 | -0.34pp | 3q | +3.2%+$204.0K | |
| NVIDIA CORPORATION | NVDA | $5.3M | 26,316 | +0.05pp | 3q | +0.5%+$26.6K | |
| VANGUARD BD INDEX FDS | BND | $5.0M | 67,805 | -0.97pp | 3q | -15.5%-$913.4K | |
| VANGUARD SCOTTSDALE FDS | VCSH | $4.4M | 55,273 | -0.30pp | 3q | +1.6%+$67.2K | |
| VANGUARD MUN BD FDS | VTEB | $4.1M | 80,925 | +0.17pp | 3q | +21.1%+$712.6K | |
| VANGUARD INDEX FDS | VBR | $3.1M | 12,869 | -0.08pp | 3q | -2.8%-$89.4K | |
| VANGUARD STAR FDS | VXUS | $2.9M | 33,856 | +0.64pp | 3q | +67.7%+$1.2M | |
| VERIZON COMMUNICATIONS INC | VZ | $2.8M | 66,823 | -0.51pp | 3q | +2.1%+$58.0K | |
| GSK PLC | GSK | $2.5M | 48,473 | -0.32pp | 3q | -2.5%-$65.3K | |
| EXXON MOBIL CORP | XOMXXXX | $2.3M | 16,637 | -0.33pp | 3q | +11.6%+$237.2K | |
| JPMORGAN CHASE & CO | JPM | $2.3M | 6,897 | -0.01pp | 3q | +1.5%+$33.1K | |
| MERCK & CO INC | MRK | $2.2M | 17,432 | -0.08pp | 3q | HELD | |
| UNITED PARCEL SVCS INC | UPS | $2.2M | 20,397 | +0.01pp | 3q | +5.0%+$105.2K | |
| VANGUARD WORLD FD | VGT | $1.8M | 15,149 | +0.15pp | 3q | +676.5%+$1.6M | |
| CONSTELLATION ENERGY CORP | CEG | $1.6M | 6,598 | -0.24pp | 3q | +0.9%+$14.4K | |
| VANGUARD WHITEHALL FDS | VYM | $1.6M | 10,216 | -0.12pp | 3q | -6.1%-$105.4K | |
| AIR PRODUCTS AND CHEMICALS I | APD | $1.5M | 5,159 | -0.11pp | 3q | -0.8%-$11.4K | |
| LOCKHEED MARTIN CORP | LMT | $1.5M | 2,929 | -0.20pp | 3q | +8.6%+$118.7K | |
| VANGUARD WORLD FD | VCR | $1.4M | 3,550 | -0.03pp | 3q | HELD | |
| AMGEN INC | AMGN | $1.4M | 3,808 | -0.06pp | 3q | +3.0%+$39.8K | |
| ESSENTIAL UTILS INC | WTRG | $1.3M | 34,500 | -0.16pp | 3q | -2.1%-$28.7K | |
| GENERAL DYNAMICS CORP | GD | $1.3M | 3,726 | flat | 3q | +10.0%+$119.7K | |
| PEPSICO INC | PEP | $1.3M | 9,488 | -0.07pp | 3q | +19.4%+$208.9K | |
| VANGUARD INDEX FDS | VTI | $1.3M | 3,448 | +0.01pp | 3q | HELD | |
| HERSHEY CO | HSY | $1.2M | 7,115 | -0.24pp | 3q | HELD | |
| CATERPILLAR INC | CAT | $1.1M | 1,053 | +0.12pp | 3q | -7.3%-$88.3K | |
| QNITY ELECTRONICS INC | Q | $1.0M | 6,367 | +0.11pp | 3q | HELD | |
| VANGUARD WORLD FD | VIS | $978.3K | 2,715 | flat | 3q | -1.4%-$13.7K | |
| NEXTERA ENERGY INC | NEE | $965.3K | 10,999 | -0.07pp | 3q | +6.2%+$56.2K | |
| META PLATFORMS INC | META | $948.5K | 1,684 | +0.12pp | 3q | +50.2%+$317.1K | |
| DUPONT DE NEMOURS INC | $819.3K | 6,040 | - | new | NEW | ||
| TESLA INC | TSLA | $720.5K | 1,713 | +0.04pp | 3q | +11.5%+$74.0K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $688.0K | 2,908 | -0.01pp | 3q | HELD | |
| QUALCOMM INC | QCOM | $675.9K | 3,658 | +0.04pp | 3q | -11.4%-$86.7K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $660.4K | 11,461 | -0.01pp | 3q | +16.6%+$94.1K | |
| MEDTRONIC PLC | MDT | $644.4K | 8,237 | -0.17pp | 3q | -14.4%-$108.0K | |
| VANGUARD WORLD FD | VHT | $630.7K | 2,109 | -0.03pp | 3q | -4.9%-$32.6K | |
| ONEOK INC NEW | OKE | $601.6K | 6,919 | flat | 2q | +17.0%+$87.6K | |
| NOVO-NORDISK A S | NVO | $584.2K | 12,187 | +0.09pp | 2q | +19.8%+$96.7K | |
| VANGUARD INDEX FDS | VBK | $566.4K | 1,549 | flat | 3q | -5.0%-$29.6K | |
| UNITED RENTALS INC | URI | $565.3K | 499 | +0.09pp | 3q | HELD | |
| MARVELL TECHNOLOGY INC | MRVL | $557.3K | 1,871 | - | new | NEW | |
| FIDELITY COMWLTH TR | ONEQ | $518.5K | 5,023 | +0.02pp | 3q | HELD | |
| VANGUARD INDEX FDS | VOE | $517.9K | 2,621 | -0.02pp | 3q | HELD | |
| JOHNSON & JOHNSON | JNJ | $516.0K | 2,032 | -0.03pp | 3q | +0.5%+$2.8K | |
| ORACLE CORP | ORCL | $514.7K | 3,512 | -0.04pp | 3q | +0.7%+$3.7K | |
| RTX CORPORATION | RTX | $511.6K | 2,696 | -0.04pp | 3q | HELD | |
| BROADCOM INC | AVGO | $508.2K | 1,345 | +0.09pp | 3q | +33.4%+$127.3K | |
| VANGUARD INDEX FDS | VTV | $491.0K | 2,253 | flat | 3q | HELD | |
| STEEL DYNAMICS INC | STLD | $483.8K | 2,108 | +0.03pp | 3q | HELD | |
| VANGUARD WORLD FD | VAW | $468.8K | 2,049 | -0.03pp | 3q | HELD | |
| ENBRIDGE INC | ENB | $450.6K | 8,311 | -0.01pp | 3q | +10.5%+$42.9K | |
| ABBVIE INC | ABBV | $449.1K | 1,785 | +0.01pp | 3q | +0.8%+$3.8K | |
| AMERICAN TOWER CORP | AMT | $426.4K | 2,607 | +0.05pp | 2q | +48.3%+$138.9K | |
| ROCKWELL AUTOMATION INC | ROK | $421.1K | 851 | +0.04pp | 3q | -3.2%-$13.9K | |
| CONSTELLATION BRANDS INC | STZ | $406.2K | 2,920 | +0.06pp | 2q | +64.8%+$159.7K | |
| SLB LIMITED | SLB | $397.7K | 8,554 | -0.07pp | 3q | -3.3%-$13.7K | |
| SELECT SECTOR SPDR TR | XLK | $377.0K | 1,979 | +0.04pp | 3q | HELD | |
| VANGUARD INDEX FDS | VUG | $346.4K | 4,021 | +0.01pp | 3q | +500.1%+$288.7K | |
| VANGUARD WORLD FD | VDC | $325.1K | 1,442 | -0.04pp | 3q | -7.4%-$26.2K | |
| CHEVRON CORPORATION | CVX | $319.8K | 1,929 | -0.07pp | 3q | +0.9%+$3.0K | |
| COMCAST CORP NEW | CMCSA | $316.5K | 12,893 | -0.06pp | 3q | -1.4%-$4.5K | |
| VANGUARD WORLD FD | MGC | $312.1K | 1,141 | flat | 3q | HELD | |
| FIDELITY NATL INFORMATION SV | FIS | $307.7K | 7,915 | -0.10pp | 3q | -13.5%-$48.0K | |
| UNITEDHEALTH GROUP INC | UNH | $298.6K | 719 | - | new | NEW | |
| MCDONALDS CORP | MCD | $288.9K | 1,069 | -0.05pp | 3q | +0.7%+$1.9K | |
| VANGUARD INDEX FDS | VOO | $287.0K | 418 | flat | 3q | HELD | |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | $278.3K | 1,057 | +0.02pp | 3q | HELD | |
| SYSCO CORP | SYY | $275.8K | 3,299 | +0.02pp | 3q | +8.3%+$21.1K | |
| HUNTINGTON INGALLS INDS INC | HII | $267.8K | 957 | -0.08pp | 3q | +0.5%+$1.4K | |
| THE CAMPBELLS COMPANY | CPB | $256.6K | 11,522 | -0.09pp | 3q | -29.6%-$108.0K | |
| VANGUARD WORLD FD | VPU | $250.3K | 1,279 | -0.02pp | 3q | +0.6%+$1.6K | |
| SAP SE | SAP | $229.6K | 1,490 | - | new | NEW | |
| VANGUARD INDEX FDS | VO | $229.1K | 2,843 | flat | 3q | +299.9%+$171.8K | |
| ISHARES TR | IVV | $227.6K | 304 | - | new | NEW | |
| MARATHON PETE CORP | MPC | $223.3K | 873 | - | new | NEW | |
| PFIZER INC | PFE | $210.7K | 8,750 | -0.02pp | 2q | +15.6%+$28.5K | |
| AMPHENOL CORP | APH | $208.9K | 1,185 | - | new | NEW | |
| HOME DEPOT INC | HD | $202.6K | 574 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $17.3M | 9.8% |
| Semiconductors & Electronics | $16.6M | 9.4% |
| Biotech & Pharma | $8.6M | 4.8% |
| Retail & Consumer | $8.5M | 4.8% |
| Computer Hardware | $8.0M | 4.5% |
| Autos & Aerospace | $4.3M | 2.4% |
| Utilities | $3.9M | 2.2% |
| Food, Drink & Tobacco | $3.2M | 1.8% |
| Telecom & Media | $3.1M | 1.8% |
| Other sectors | $12.8M | 7.2% |
| Not classified | $91.1M | 51.3% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $177.5M | 86 | 8 | 41 | 20 | 2 | 59.4% | 23 |
| Q1 2026 | $156.4M | 80 | 5 | 31 | 33 | 4 | 58.4% | 21 |
| Q4 2025 | $153.3M | 79 | 0 | 0 | 0 | 0 | 59.5% | 34 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.