Christine Messmer PC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Christine Messmer PC reported 79 stock positions worth $153.3 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 11.9% of the portfolio, followed by SS SPDR P High Yield ETF (SPHY, 11.3%) and Alphabet Class A (GOOGL, 5.5%).

Most Recent 13F
Q2 2026
Location
COLLEGEVILLE, PA
CIK
0002097609
Portfolio Value
$153.3M (Q4 2025)
SEC Filing
0002085853-26-000180 ↗ filed Feb 3, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $153.3M $153.3M Q4 2025 Q1 2026: $156.4M Q1 2026 Q2 2026: $177.5M Q2 2026

Holdings 79 stocks · $153.3M

BIV Vanguard Intermediate-Term B 11.87% 233,690 $18.2M —
SPHY SS SPDR P High Yield ETF 11.33% 733,810 $17.4M —
GOOGL Alphabet Inc. Class A 5.50% 26,942 $8.4M —
MSFT Microsoft Corp. 5.27% 16,698 $8.1M —
AAPL Apple Inc. 5.07% 28,619 $7.8M —
AMZN Amazon.com Inc. 4.90% 32,544 $7.5M —
BND Vanguard Total Bond Market 4.41% 91,338 $6.8M —
TSM Taiwan Semiconductor-SP ADR 3.79% 19,145 $5.8M —
VCSH Vanguard S/T Corp. Bond ETF 3.77% 72,596 $5.8M —
VB Vanguard Most SM-Cap ETF-Usd 3.53% 20,981 $5.4M —
NVDA Nvidia Corp. 3.18% 26,121 $4.9M —
VTEB Vanguard Tax-Exempt Bond ETF 2.24% 68,269 $3.4M —
VBR Vngrd Mrngst SL-CP Val ETF-U 1.91% 13,837 $2.9M —
VZ Verizon Communications Inc. 1.65% 62,082 $2.5M —
GSK GSK PLC-Spon ADR 1.52% 47,476 $2.3M —
CEG Constellation Energy 1.42% 6,179 $2.2M —
JPM JPMorgan Chase & Co. 1.39% 6,616 $2.1M —
VYM Vanguard High DVD Yield ETF 1.33% 14,237 $2.0M —
XOM Exxon Mobil Corp. 1.26% 16,006 $1.9M —
MRK Merck & Co. Inc. 1.17% 17,072 $1.8M —
UPS United Parcel Service Class B 1.08% 16,741 $1.7M —
VGT Vanguard Info Tech ETF 0.97% 1,972 $1.5M —
VCR Vanguard Consumer Discre ETF 0.92% 3,596 $1.4M —
LMT Lockheed Martin Corp. 0.86% 2,714 $1.3M —
HSY The Hershey Co. 0.83% 6,976 $1.3M —
WTRG Essential Utilities Inc. 0.81% 32,494 $1.2M —
AMGN Amgen Inc. 0.78% 3,662 $1.2M —
GD General Dynamics Corp. 0.78% 3,535 $1.2M —
VTI VG Morningstar TS MKT ETF-US 0.75% 3,426 $1.1M —
VXUS Vanguard Total Intl Stock 0.65% 13,192 $995K —
APD Air Products & Chemicals Inc. 0.64% 3,998 $988K —
PEP Pepsico Inc. 0.63% 6,754 $969K —
MDT Medtronic PLC 0.63% 10,058 $966K —
VIG Vanguard Dividend Apprec ETF 0.56% 3,879 $853K —
VIS Vanguard Industrials ETF 0.54% 2,798 $835K —
NEE Nextera Energy Inc. 0.53% 10,191 $818K —
FIS Fidelity National Info Serv 0.49% 11,261 $748K —
QCOM Qualcomm Inc. 0.49% 4,360 $746K —
TSLA Tesla Inc. 0.45% 1,522 $684K —
ORCL Oracle Corp. 0.44% 3,444 $671K —
VHT Vanguard Health Care ETF 0.42% 2,260 $651K —
CAT Caterpillar Inc. 0.42% 1,134 $650K —
RTX RTX Corp. 0.41% 3,423 $628K —
DD Dupont DE Nemours Inc. 0.38% 14,354 $577K —
Q Qnity Electronics Inc. 0.35% 6,525 $533K —
META Meta Platforms Inc. Class A 0.34% 786 $519K —
VBK Van Morst SML-Cap Gro-Usd Inc. 0.33% 1,654 $500K —
CPB The Campbell's Company 0.31% 16,942 $472K —
BMY Bristol-Myers Squibb Co. 0.31% 8,752 $472K —
VOE Vngrd Mrngstr MD-Cap Val ETF 0.30% 2,595 $460K —
ONEQ Fidelity Nasdaq Comp Indx 0.30% 5,009 $458K —
VAW Vanguard Materials ETF 0.28% 2,103 $437K —
VTV Vanguard Mrngstr Val ETF-Aui 0.28% 2,229 $426K —
SLB SLB Ltd. filed as SLB LIMITED 0.27% 10,972 $421K —
JNJ Johnson & Johnson 0.27% 2,010 $416K —
CMCSA Comcast Corp. Class A 0.27% 13,747 $411K —
URI United Rentals Inc. 0.26% 497 $402K —
ABBV Abbvie Inc. 0.26% 1,757 $401K —
STLD Steel Dynamics Inc. 0.25% 2,246 $381K —
ENB Enbridge Inc. 0.23% 7,519 $360K —
AVGO Broadcom Inc. 0.23% 1,006 $348K —
MCD McDonald's Corp. 0.23% 1,135 $347K —
ROK Rockwell Automation Inc. 0.22% 875 $341K —
VDC Vanguard Consumer Staple ETF 0.22% 1,610 $340K —
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 670 $327K —
HII Huntington Ingalls Industrie 0.21% 958 $326K —
CVX Chevron Corp. 0.19% 1,893 $289K —
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.19% 1,134 $285K —
XLK SS Technology Select Sector 0.19% 1,974 $284K —
ZBRA Zebra Technologies Corp. Class A 0.18% 1,111 $270K —
VOO Vanguard S&P 500 ETF 0.17% 415 $260K —
UNH Unitedhealth Group Inc. 0.17% 781 $258K —
VPU Vanguard Utilities ETF 0.16% 1,340 $248K —
MMM 3M Co. 0.16% 1,489 $238K —
IIIN Insteel Industries Inc. 0.15% 7,072 $224K —
SYY Sysco Corp. 0.15% 3,025 $223K —
IVV iShares Core S&P 500 ETF 0.14% 304 $208K —
SWKS Skyworks Solutions Inc. 0.14% 3,270 $207K —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 692 $201K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 86$177.5MBIV, SPHY, GOOGL, TSM, AMZN
Q1 2026 80$156.4MBIV, SPHY, GOOGL, AMZN, AAPL
Q4 2025 79$153.3MBIV, SPHY, GOOGL, MSFT, AAPL