# EDGAR Filing Document

**Accession Number:** 0001727573
**File Stem:** 0001085146-23-000693
**Filing Date:** 2023-2
**Character Count:** 10900
**Document Hash:** a9599074a5a30684d09b1d4a31c6285b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000693.hdr.sgml**: 20230207

**ACCESSION NUMBER**: 0001085146-23-000693

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230207

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230207

**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:** 23592021

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** McCollum Christoferson Group LLC<br>**Address:** 500 CORPORATE PARKWAY<br>SUITE 210<br>AMHERST, NY 14223

**Form 13F File Number:** 028-18200

**CRD Number (if applicable):** 000268812

**SEC File Number (if applicable):** 801-106540

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Katherine A. Christoferson<br>**Title:** CEO<br>**Phone:** 716-854-5400

**Signature, Place, and Date of Signing:**

/s/ Katherine A. Christoferson  Amherst, NY  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 66

**Form 13F Information Table Value Total:** $316072588

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 8547700 | 77855 | SH |  | SOLE |  | 77855 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 4867044 | 57941 | SH |  | SOLE |  | 57941 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 | BBG001V1SN18 | 246279 | 2995 | SH |  | SOLE |  | 2995 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 7734797 | 36509 | SH |  | SOLE |  | 36509 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 7146131 | 43566 | SH |  | SOLE |  | 43566 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 14342843 | 110389 | SH |  | SOLE |  | 110389 | 0 | 0 |
| APTARGROUP INC | COM | 038336103 | BBG001S78MT3 | 1530922 | 13920 | SH |  | SOLE |  | 13920 | 0 | 0 |
| ATHENEX INC | COM | 04685N103 | BBG00BNJKB92 | 1475 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 4022326 | 64009 | SH |  | SOLE |  | 64009 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | BBG001SR7MB9 | 5756860 | 42920 | SH |  | SOLE |  | 42920 | 0 | 0 |
| CANADIAN PAC RY LTD | COM | 13645T100 | BBG001S7F4Z8 | 3310006 | 44376 | SH |  | SOLE |  | 44376 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 | BBG001S5PR99 | 7507935 | 93139 | SH |  | SOLE |  | 93139 | 0 | 0 |
| CLOROX CO DEL | COM | 189054109 | BBG001S5PX50 | 1580396 | 11262 | SH |  | SOLE |  | 11262 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 3016554 | 38286 | SH |  | SOLE |  | 38286 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 11888630 | 26043 | SH |  | SOLE |  | 26043 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 | BBG001S6H6Y4 | 8118125 | 330408 | SH |  | SOLE |  | 330408 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 11790753 | 44423 | SH |  | SOLE |  | 44423 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 5130785 | 59056 | SH |  | SOLE |  | 59056 | 0 | 0 |
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 9474500 | 65090 | SH |  | SOLE |  | 65090 | 0 | 0 |
| ETF OPPORTUNITIES TRUST | AMERICAN CONSER | 26923N108 | BBG00Y04QBN8 | 273536 | 9200 | SH |  | SOLE |  | 9200 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 336525 | 3051 | SH |  | SOLE |  | 3051 | 0 | 0 |
| GARTNER INC | COM | 366651107 | BBG001S5SD60 | 10444878 | 31073 | SH |  | SOLE |  | 31073 | 0 | 0 |
| HESS CORP | COM | 42809H107 | BBG001S5NHS2 | 4426628 | 31213 | SH |  | SOLE |  | 31213 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | BBG0058KMH49 | 7799824 | 61727 | SH |  | SOLE |  | 61727 | 0 | 0 |
| ILLUMINA INC | COM | 452327109 | BBG001SF4NY1 | 230508 | 1140 | SH |  | SOLE |  | 1140 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 223874 | 1589 | SH |  | SOLE |  | 1589 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 244978 | 920 | SH |  | SOLE |  | 920 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | BBG001TG5H89 | 1060258 | 10935 | SH |  | SOLE |  | 10935 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 417057 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 400404 | 6100 | SH |  | SOLE |  | 6100 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 265202 | 1521 | SH |  | SOLE |  | 1521 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 | BBG001SD9RM5 | 3974576 | 37341 | SH |  | SOLE |  | 37341 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 9921194 | 56163 | SH |  | SOLE |  | 56163 | 0 | 0 |
| LIFE STORAGE INC | COM | 53223X107 | BBG001S7X2Q2 | 295500 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 | BBG00GVR8YR8 | 9312765 | 28551 | SH |  | SOLE |  | 28551 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 | BBG001S7S2B4 | 3603581 | 24842 | SH |  | SOLE |  | 24842 | 0 | 0 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 | BBG001S79S19 | 6592076 | 79528 | SH |  | SOLE |  | 79528 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 5317214 | 68415 | SH |  | SOLE |  | 68415 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 297346 | 2680 | SH |  | SOLE |  | 2680 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 12462006 | 51964 | SH |  | SOLE |  | 51964 | 0 | 0 |
| NEOGEN CORP | COM | 640491106 | BBG001S67B47 | 3679903 | 241622 | SH |  | SOLE |  | 241622 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 11010956 | 131710 | SH |  | SOLE |  | 131710 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 8760231 | 35550 | SH |  | SOLE |  | 35550 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXW5 | 3169646 | 44505 | SH |  | SOLE |  | 44505 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 10686039 | 59150 | SH |  | SOLE |  | 59150 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 8774869 | 57897 | SH |  | SOLE |  | 57897 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 | BBG005D266P2 | 239373 | 2660 | SH |  | SOLE |  | 2660 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 | BBG001S5W4C8 | 4386393 | 82050 | SH |  | SOLE |  | 82050 | 0 | 0 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | BBG009T22D67 | 7396791 | 63048 | SH |  | SOLE |  | 63048 | 0 | 0 |
| SPDR SER TR | PORTFLI TIPS ETF | 78464A656 | BBG001STKCZ6 | 1180323 | 45820 | SH |  | SOLE |  | 45820 | 0 | 0 |
| STERIS PLC | SHS USD | G8473T100 | BBG00MRHG532 | 6490376 | 35142 | SH |  | SOLE |  | 35142 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 215151 | 880 | SH |  | SOLE |  | 880 | 0 | 0 |
| SYSCO CORP | COM | 871829107 | BBG001S5WJS8 | 203357 | 2660 | SH |  | SOLE |  | 2660 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 217264 | 1315 | SH |  | SOLE |  | 1315 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 | BBG001S7K017 | 11356036 | 50478 | SH |  | SOLE |  | 50478 | 0 | 0 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | BBG001S5WZB0 | 5035399 | 15618 | SH |  | SOLE |  | 15618 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 2887663 | 8219 | SH |  | SOLE |  | 8219 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 574664 | 3131 | SH |  | SOLE |  | 3131 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 255621 | 1337 | SH |  | SOLE |  | 1337 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 9743706 | 208600 | SH |  | SOLE |  | 208600 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 4090712 | 54405 | SH |  | SOLE |  | 54405 | 0 | 0 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 343046 | 1074 | SH |  | SOLE |  | 1074 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 | BBG001SBRX64 | 580422 | 3290 | SH |  | SOLE |  | 3290 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 8895660 | 42817 | SH |  | SOLE |  | 42817 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | BBG001S5XK22 | 11762793 | 49980 | SH |  | SOLE |  | 49980 | 0 | 0 |
| WOODWARD INC | COM | 980745103 | BBG001S6YZC5 | 222203 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |

---