CHRISTINE MESSMER PC

Est. AUM

$156.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	INTERMED TERM	$23.8M	307817	15.19%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$17.5M	749153	11.17%	SOLE
3	ALPHABET INC	CAP STK CL A	$7.4M	25736	4.73%	SOLE
4	AMAZON COM INC	COM	$6.9M	33250	4.43%	SOLE
5	APPLE INC	COM	$6.9M	27207	4.42%	SOLE
6	MICROSOFT CORP	COM	$6.4M	17158	4.06%	SOLE
7	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$6.2M	18257	3.95%	SOLE
8	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.9M	80248	3.78%	SOLE
9	VANGUARD INDEX FDS	SMALL CP ETF	$5.9M	22386	3.75%	SOLE
10	NVIDIA CORPORATION	COM	$4.6M	26183	2.92%	SOLE
11	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.3M	54423	2.76%	SOLE
12	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.3M	66836	2.13%	SOLE
13	VERIZON COMMUNICATIONS INC	COM	$3.3M	65452	2.10%	SOLE
14	VANGUARD INDEX FDS	SM CP VAL ETF	$2.9M	13237	1.84%	SOLE
15	GSK PLC	SPONSORED ADR	$2.7M	49718	1.75%	SOLE
16	EXXON MOBIL CORP	COM	$2.5M	14902	1.62%	SOLE
17	MERCK & CO INC	COM	$2.1M	17400	1.34%	SOLE
18	JPMORGAN CHASE & CO	COM	$2.0M	6796	1.28%	SOLE
19	UNITED PARCEL SVCS INC	CL B	$1.9M	19418	1.22%	SOLE
20	CONSTELLATION ENERGY CORP	COM	$1.8M	6540	1.17%	SOLE
21	LOCKHEED MARTIN CORP	COM	$1.6M	2696	1.04%	SOLE
22	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.6M	10883	1.03%	SOLE
23	VANGUARD STAR FDS	VG TL INTL STK F	$1.6M	20185	0.99%	SOLE
24	AIR PRODUCTS AND CHEMICALS I	COM	$1.5M	5198	0.97%	SOLE
25	HERSHEY CO	COM	$1.5M	7081	0.94%	SOLE
26	ESSENTIAL UTILS INC	COM	$1.4M	35250	0.91%	SOLE
27	VANGUARD WORLD FD	INF TECH ETF	$1.4M	1951	0.87%	SOLE
28	AMGEN INC	COM	$1.3M	3698	0.83%	SOLE
29	VANGUARD WORLD FD	CONSUM DIS ETF	$1.3M	3567	0.82%	SOLE
30	PEPSICO INC	COM	$1.2M	7945	0.79%	SOLE
31	GENERAL DYNAMICS CORP	COM	$1.2M	3388	0.74%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	3461	0.71%	SOLE
33	NEXTERA ENERGY INC	COM	$962K	10359	0.62%	SOLE
34	VANGUARD WORLD FD	INDUSTRIAL ETF	$860K	2753	0.55%	SOLE
35	MEDTRONIC PLC	SHS	$833K	9618	0.53%	SOLE
36	DUPONT DE NEMOURS INC	COM	$817K	17842	0.52%	SOLE
37	CATERPILLAR INC	COM	$805K	1136	0.51%	SOLE
38	QNITY ELECTRONICS INC	COMMON STOCK	$738K	6394	0.47%	SOLE
39	META PLATFORMS INC	CL A	$642K	1121	0.41%	SOLE
40	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$623K	2898	0.40%	SOLE
41	VANGUARD WORLD FD	HEALTH CAR ETF	$604K	2218	0.39%	SOLE
42	BRISTOL-MYERS SQUIBB CO	COM	$596K	9828	0.38%	SOLE
43	TESLA INC	COM	$571K	1537	0.37%	SOLE
44	ONEOK INC NEW	COM	$534K	5912	0.34%	SOLE
45	QUALCOMM INC	COM	$531K	4127	0.34%	SOLE
46	RTX CORPORATION	COM	$518K	2685	0.33%	SOLE
47	ORACLE CORP	COM	$513K	3487	0.33%	SOLE
48	JOHNSON & JOHNSON	COM	$494K	2021	0.32%	SOLE
49	VANGUARD INDEX FDS	SML CP GRW ETF	$493K	1630	0.32%	SOLE
50	VANGUARD INDEX FDS	MCAP VL IDXVIP	$481K	2609	0.31%	SOLE

1–50 of 80

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.