Christine Messmer PC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Christine Messmer PC reported 80 stock positions worth $156.4 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 15.2% of the portfolio, followed by SS SPDR P High Yield ETF (SPHY, 11.2%) and Alphabet Class A (GOOGL, 4.7%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 40 and reduced 33. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +32%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- COLLEGEVILLE, PA
- CIK
- 0002097609
- Portfolio Value
- $156.4M (Q1 2026)
- SEC Filing
- 0002085853-26-000443 ↗ filed Apr 21, 2026
Holdings Value
Holdings 80 stocks · $156.4M
| BIV Vanguard Intermediate-Term B | 15.19% | 307,817 | $23.8M | Add +31.7% |
| SPHY SS SPDR P High Yield ETF | 11.17% | 749,153 | $17.5M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 4.73% | 25,736 | $7.4M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 4.43% | 33,250 | $6.9M | Add +2.2% |
| AAPL Apple Inc. | 4.42% | 27,207 | $6.9M | Reduce -4.9% |
| MSFT Microsoft Corp. | 4.06% | 17,158 | $6.4M | Add +2.8% |
| TSM Taiwan Semiconductor-SP ADR | 3.94% | 18,257 | $6.2M | Reduce -4.6% |
| BND Vanguard Total Bond Market | 3.78% | 80,248 | $5.9M | Reduce -12.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.75% | 22,386 | $5.9M | Add +6.7% |
| NVDA Nvidia Corp. | 2.92% | 26,183 | $4.6M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.76% | 54,423 | $4.3M | Reduce -25.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.13% | 66,836 | $3.3M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 2.10% | 65,452 | $3.3M | Add +5.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.84% | 13,237 | $2.9M | Reduce -4.3% |
| GSK GSK PLC-Spon ADR | 1.75% | 49,718 | $2.7M | Add +4.7% |
| XOM Exxon Mobil Corp. | 1.62% | 14,902 | $2.5M | Reduce -6.9% |
| MRK Merck & Co. Inc. | 1.34% | 17,400 | $2.1M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.28% | 6,796 | $2.0M | Add +2.7% |
| UPS United Parcel Service Class B | 1.22% | 19,418 | $1.9M | Add +16.0% |
| CEG Constellation Energy | 1.17% | 6,540 | $1.8M | Add +5.8% |
| LMT Lockheed Martin Corp. | 1.04% | 2,696 | $1.6M | Reduce -0.7% |
| VYM Vanguard High DVD Yield ETF | 1.03% | 10,883 | $1.6M | Reduce -23.6% |
| VXUS Vanguard Total Intl Stock | 1.00% | 20,185 | $1.6M | Add +53.0% |
| APD Air Products & Chemicals Inc. | 0.97% | 5,198 | $1.5M | Add +30.0% |
| HSY The Hershey Co. | 0.94% | 7,081 | $1.5M | Add +1.5% |
| WTRG Essential Utilities Inc. | 0.91% | 35,250 | $1.4M | Add +8.5% |
| VGT Vanguard Info Tech ETF | 0.87% | 1,951 | $1.4M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.83% | 3,698 | $1.3M | Add +1.0% |
| VCR Vanguard Consumer Discre ETF | 0.82% | 3,567 | $1.3M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.79% | 7,945 | $1.2M | Add +17.6% |
| GD General Dynamics Corp. | 0.74% | 3,388 | $1.2M | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 3,461 | $1.1M | Add +1.0% |
| NEE Nextera Energy Inc. | 0.62% | 10,359 | $962K | Add +1.6% |
| VIS Vanguard Industrials ETF | 0.55% | 2,753 | $860K | Reduce -1.6% |
| MDT Medtronic PLC | 0.53% | 9,618 | $833K | Reduce -4.4% |
| DD Dupont DE Nemours Inc. | 0.52% | 17,842 | $817K | Add +24.3% |
| CAT Caterpillar Inc. | 0.51% | 1,136 | $805K | Add +0.2% |
| Q Qnity Electronics Inc. | 0.47% | 6,394 | $738K | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.41% | 1,121 | $642K | Add +42.6% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 2,898 | $623K | Reduce -25.3% |
| VHT Vanguard Health Care ETF | 0.39% | 2,218 | $604K | Reduce -1.9% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 9,828 | $596K | Add +12.3% |
| TSLA Tesla Inc. | 0.37% | 1,537 | $571K | Add +1.0% |
| OKE Oneok Inc. | 0.34% | 5,912 | $534K | New |
| QCOM Qualcomm Inc. | 0.34% | 4,127 | $531K | Reduce -5.3% |
| RTX RTX Corp. | 0.33% | 2,685 | $518K | Reduce -21.6% |
| ORCL Oracle Corp. | 0.33% | 3,487 | $513K | Add +1.3% |
| JNJ Johnson & Johnson | 0.32% | 2,021 | $494K | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.32% | 1,630 | $493K | Reduce -1.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 2,609 | $481K | Add +0.5% |
| VAW Vanguard Materials ETF | 0.29% | 2,044 | $461K | Reduce -2.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.29% | 8,848 | $455K | Reduce -19.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 2,242 | $440K | Add +0.6% |
| FIS Fidelity National Info Serv | 0.27% | 9,150 | $429K | Reduce -18.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.27% | 5,016 | $426K | Add +0.1% |
| ENB Enbridge Inc. | 0.26% | 7,519 | $407K | No change |
| CVX Chevron Corp. | 0.25% | 1,911 | $395K | Add +0.9% |
| ABBV Abbvie Inc. | 0.25% | 1,770 | $385K | Add +0.7% |
| STLD Steel Dynamics Inc. | 0.24% | 2,103 | $379K | Reduce -6.4% |
| CMCSA Comcast Corp. Class A | 0.24% | 13,075 | $375K | Reduce -4.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 10,170 | $374K | New |
| CPB The Campbell's Company | 0.23% | 16,373 | $365K | Reduce -3.4% |
| URI United Rentals Inc. | 0.23% | 498 | $363K | Add +0.2% |
| HII Huntington Ingalls Industrie | 0.23% | 952 | $362K | Reduce -0.6% |
| VDC Vanguard Consumer Staple ETF | 0.22% | 1,558 | $350K | Reduce -3.2% |
| MCD McDonald's Corp. | 0.21% | 1,062 | $330K | Reduce -6.4% |
| ROK Rockwell Automation Inc. | 0.20% | 879 | $315K | Add +0.5% |
| AVGO Broadcom Inc. | 0.20% | 1,008 | $312K | Add +0.2% |
| AMT American Tower Corp. | 0.19% | 1,758 | $303K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 670 | $293K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.17% | 1,138 | $269K | Add +0.3% |
| STZ Constellation Brands Inc. Class A | 0.17% | 1,772 | $266K | New |
| XLK SS Technology Select Sector | 0.17% | 1,976 | $263K | Add +0.1% |
| VPU Vanguard Utilities ETF | 0.16% | 1,271 | $252K | Reduce -5.2% |
| VOO Vanguard S&P 500 ETF | 0.16% | 417 | $249K | Add +0.5% |
| IIIN Insteel Industries Inc. | 0.15% | 6,908 | $232K | Reduce -2.3% |
| ZBRA Zebra Technologies Corp. Class A | 0.14% | 1,057 | $221K | Reduce -4.9% |
| SYY Sysco Corp. | 0.14% | 3,047 | $217K | Add +0.7% |
| PFE Pfizer Inc. | 0.14% | 7,567 | $212K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 711 | $204K | Add +2.8% |
Portfolio Sells Q4 2025 → Q1 2026
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -25.0% | 2.76% | −1.02 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 4.73% | −0.77 |
| AAPL Apple Inc. | Reduce -4.9% | 4.42% | −0.66 |
| BND Vanguard Total Bond Market | Reduce -12.1% | 3.78% | −0.63 |
| VYM Vanguard High DVD Yield ETF | Reduce -23.6% | 1.03% | −0.30 |
| FIS Fidelity National Info Serv | Reduce -18.8% | 0.27% | −0.21 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Reduce -25.3% | 0.40% | −0.16 |
| MMM 3M Co. | Sold out | 0.00% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -5.3% | 0.34% | −0.15 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.14 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.1% | 2.13% | −0.11 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.8% | 0.82% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -1.1% | 0.87% | −0.10 |
| MDT Medtronic PLC | Reduce -4.4% | 0.53% | −0.10 |
| RTX RTX Corp. | Reduce -21.6% | 0.33% | −0.08 |
| CPB The Campbell's Company | Reduce -3.4% | 0.23% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.3% | 1.84% | −0.07 |
| VHT Vanguard Health Care ETF | Reduce -1.9% | 0.39% | −0.04 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -4.9% | 0.14% | −0.03 |
| GD General Dynamics Corp. | Reduce -4.2% | 0.74% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.9% | 0.24% | −0.03 |
| MCD McDonald's Corp. | Reduce -6.4% | 0.21% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.4% | 0.32% | −0.01 |
| STLD Steel Dynamics Inc. | Reduce -6.4% | 0.24% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -5.2% | 0.16% | −0.00 |
| VDC Vanguard Consumer Staple ETF | Reduce -3.2% | 0.22% | +0.00 |
| IIIN Insteel Industries Inc. | Reduce -2.3% | 0.15% | +0.00 |
| VIS Vanguard Industrials ETF | Reduce -1.6% | 0.55% | +0.01 |
| VAW Vanguard Materials ETF | Reduce -2.8% | 0.29% | +0.01 |
| SLB SLB Ltd. | Reduce -19.4% | 0.29% | +0.02 |
| HII Huntington Ingalls Industrie | Reduce -0.6% | 0.23% | +0.02 |
| Q Qnity Electronics Inc. | Reduce -2.0% | 0.47% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.6% | 3.94% | +0.15 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 1.04% | +0.19 |
| XOM Exxon Mobil Corp. | Reduce -6.9% | 1.62% | +0.36 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Add +31.7% | 15.19% | +3.32 |
| VZ Verizon Communications Inc. | Add +5.4% | 2.10% | +0.45 |
| VXUS Vanguard Total Intl Stock | Add +53.0% | 1.00% | +0.35 |
| OKE Oneok Inc. | New | 0.34% | +0.34 |
| APD Air Products & Chemicals Inc. | Add +30.0% | 0.97% | +0.32 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.24% | +0.24 |
| GSK GSK PLC-Spon ADR | Add +4.7% | 1.75% | +0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.7% | 3.75% | +0.22 |
| AMT American Tower Corp. | New | 0.19% | +0.19 |
| STZ Constellation Brands Inc. Class A | New | 0.17% | +0.17 |
| MRK Merck & Co. Inc. | Add +1.9% | 1.34% | +0.17 |
| PEP Pepsico Inc. | Add +17.6% | 0.79% | +0.16 |
| DD Dupont DE Nemours Inc. | Add +24.3% | 0.52% | +0.15 |
| UPS United Parcel Service Class B | Add +16.0% | 1.22% | +0.14 |
| PFE Pfizer Inc. | New | 0.14% | +0.14 |
| HSY The Hershey Co. | Add +1.5% | 0.94% | +0.11 |
| WTRG Essential Utilities Inc. | Add +8.5% | 0.91% | +0.09 |
| CAT Caterpillar Inc. | Add +0.2% | 0.51% | +0.09 |
| NEE Nextera Energy Inc. | Add +1.6% | 0.62% | +0.08 |
| BMY Bristol-Myers Squibb Co. | Add +12.3% | 0.38% | +0.07 |
| META Meta Platforms Inc. Class A | Add +42.6% | 0.41% | +0.07 |
| CVX Chevron Corp. | Add +0.9% | 0.25% | +0.06 |
| AMGN Amgen Inc. | Add +1.0% | 0.83% | +0.05 |
| JNJ Johnson & Johnson | Add +0.6% | 0.32% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.31% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.28% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.8% | 0.13% | −0.00 |
| SYY Sysco Corp. | Add +0.7% | 0.14% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.16% | −0.01 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +0.3% | 0.17% | −0.01 |
| ABBV Abbvie Inc. | Add +0.7% | 0.25% | −0.02 |
| XLK SS Technology Select Sector | Add +0.1% | 0.17% | −0.02 |
| ROK Rockwell Automation Inc. | Add +0.5% | 0.20% | −0.02 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +0.1% | 0.27% | −0.03 |
| AVGO Broadcom Inc. | Add +0.2% | 0.20% | −0.03 |
| URI United Rentals Inc. | Add +0.2% | 0.23% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.0% | 0.71% | −0.04 |
| TSLA Tesla Inc. | Add +1.0% | 0.37% | −0.08 |
| ORCL Oracle Corp. | Add +1.3% | 0.33% | −0.11 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 1.28% | −0.11 |
| SPHY SS SPDR P High Yield ETF | Add +2.1% | 11.17% | −0.16 |
| CEG Constellation Energy | Add +5.8% | 1.17% | −0.26 |
| NVDA Nvidia Corp. | Add +0.2% | 2.92% | −0.26 |
| AMZN Amazon.com Inc. | Add +2.2% | 4.43% | −0.47 |
| MSFT Microsoft Corp. | Add +2.8% | 4.06% | −1.21 |