# EDGAR Filing Document

**Accession Number:** 0001727573
**File Stem:** 0001727573-25-000011
**Filing Date:** 2025-8
**Character Count:** 11093
**Document Hash:** 11f7e8e9eeac3ee296318499033789fb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001727573-25-000011.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001727573-25-000011

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** McCollum Christoferson Group LLC
- **CENTRAL INDEX KEY:** 0001727573

**ORGANIZATION NAME:**
- **EIN:** 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:** 251210614

**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:** 06-30-2025

**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

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:** Allison Jaffe<br>**Title:** Chief Compliance Officer<br>**Phone:** 6469288001

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

Allison Jaffe  Amherst, NY  08-13-2025<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:** 68

**Form 13F Information Table Value Total:** $336083840

      (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 | COM | 002824100 |  | 9767286 | 71813 | SH |  | SOLE | None | 71813 | 0 | 0 |
| ADOBE SYS INC COM | COM | 00724F101 |  | 3108194 | 8034 | SH |  | SOLE | None | 8034 | 0 | 0 |
| AMAZON COM INC COM | COM | 023135106 |  | 12422739 | 56624 | SH |  | SOLE | None | 56624 | 0 | 0 |
| AMERICAN TOWER CORP NEW COM | COM | 03027X100 |  | 6546833 | 29621 | SH |  | SOLE | None | 29621 | 0 | 0 |
| ANALOG DEVICES INC COM | COM | 032654105 |  | 9254932 | 38883 | SH |  | SOLE | None | 38883 | 0 | 0 |
| APPLE INC COM | COM | 037833100 |  | 17913598 | 87311 | SH |  | SOLE | None | 87311 | 0 | 0 |
| APTARGROUP INC COM | COM | 038336103 |  | 1723859 | 11020 | SH |  | SOLE | None | 11020 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | NEW | 084670702 |  | 340039 | 700 | SH |  | SOLE | None | 700 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS INC COM | COM | 11133T103 |  | 9458485 | 38919 | SH |  | SOLE | None | 38919 | 0 | 0 |
| BYRNA TECHNOLOGIES INC COM NEW | NEW | 12448X201 |  | 3015895 | 97665 | SH |  | SOLE | None | 97665 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY LTD | K1084 | 13646K108 |  | 5064941 | 63876 | SH |  | SOLE | None | 63876 | 0 | 0 |
| CHURCH  DWIGHT INC COM | COM | 171340102 |  | 7742429 | 80558 | SH |  | SOLE | None | 80558 | 0 | 0 |
| CLOROX CO COM | COM | 189054109 |  | 405236 | 3375 | SH |  | SOLE | None | 3375 | 0 | 0 |
| COLGATE PALMOLIVE CO COM | COM | 194162103 |  | 1801911 | 19823 | SH |  | SOLE | None | 19823 | 0 | 0 |
| CONSTELLATION ENERGY CORP COM | COM | 21037T109 |  | 383439 | 1188 | SH |  | SOLE | None | 1188 | 0 | 0 |
| COSTCO WHOLESALE CORP NEW COM | COM | 22160K105 |  | 20608571 | 20818 | SH |  | SOLE | None | 20818 | 0 | 0 |
| COTERRA ENERGY INC COM | COM | 127097103 |  | 7214773 | 284270 | SH |  | SOLE | None | 284270 | 0 | 0 |
| DANAHER CORP COM | COM | 235851102 |  | 8076818 | 40887 | SH |  | SOLE | None | 40887 | 0 | 0 |
| DISNEY WALT CO DISNEY COM | COM | 254687106 |  | 248020 | 2000 | SH |  | SOLE | None | 2000 | 0 | 0 |
| ECOLAB INC COM | COM | 278865100 |  | 15196955 | 56402 | SH |  | SOLE | None | 56402 | 0 | 0 |
| ETF OPPORTUNITIES TR AMERN CONSERVATIVE VALUES ETF | ETF | 26923N108 |  | 394707 | 8370 | SH |  | SOLE | None | 8370 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC CL A | A | 31946M103 |  | 244559 | 125 | SH |  | SOLE | None | 125 | 0 | 0 |
| FRANCO NEV CORP COM | CA3518581051 | 351858105 |  | 6641383 | 40516 | SH |  | SOLE | None | 40516 | 0 | 0 |
| GARTNER INC COM | COM | 366651107 |  | 10435748 | 25817 | SH |  | SOLE | None | 25817 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC COM NEW | NEW | 43300A203 |  | 13480000 | 50612 | SH |  | SOLE | None | 50612 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS CORP COM | COM | 459200101 |  | 524414 | 1779 | SH |  | SOLE | None | 1779 | 0 | 0 |
| INVESCO EXCHANGE-TRADED FD TR AEROSPACE  DEFENSE ETF | ETF | 46137V100 |  | 262127 | 1850 | SH |  | SOLE | None | 1850 | 0 | 0 |
| INVESCO EXCHANGE-TRADED FD TR S 500 EQUAL WEIGHT ETF | ETF | 46137V357 |  | 385289 | 2120 | SH |  | SOLE | None | 2120 | 0 | 0 |
| INVESCO QQQ TR UNIT SER 1 | SER 1 | 46090E103 |  | 714374 | 1295 | SH |  | SOLE | None | 1295 | 0 | 0 |
| ISHARES BITCOIN TR ETF SHS BEN INT | INT | 46438F101 |  | 277220 | 4529 | SH |  | SOLE | None | 4529 | 0 | 0 |
| ISHARES TR CORE S 500 ETF | ETF | 464287200 |  | 375645 | 605 | SH |  | SOLE | None | 605 | 0 | 0 |
| ISHARES TR RUSSELL 2000 ETF | ETF | 464287655 |  | 313974 | 1455 | SH |  | SOLE | None | 1455 | 0 | 0 |
| JOHNSON  JOHNSON COM | COM | 478160104 |  | 1010289 | 6614 | SH |  | SOLE | None | 6614 | 0 | 0 |
| LILLY ELI  CO COM | COM | 532457108 |  | 358584 | 460 | SH |  | SOLE | None | 460 | 0 | 0 |
| LINDE PLC NEW SHS | YS762 | G54950103 |  | 11809730 | 25171 | SH |  | SOLE | None | 25171 | 0 | 0 |
| M  T BK CORP COM | COM | 55261F104 |  | 4538590 | 23396 | SH |  | SOLE | None | 23396 | 0 | 0 |
| MCCORMICK  CO INC COM NON VTG | VTG | 579780206 |  | 445822 | 5880 | SH |  | SOLE | None | 5880 | 0 | 0 |
| MICROSOFT CORP COM | COM | 594918104 |  | 21998455 | 44226 | SH |  | SOLE | None | 44226 | 0 | 0 |
| NEOGEN CORP COM | COM | 640491106 |  | 77149 | 16140 | SH |  | SOLE | None | 16140 | 0 | 0 |
| NEXTERA ENERGY INC COM | COM | 65339F101 |  | 8229810 | 118551 | SH |  | SOLE | None | 118551 | 0 | 0 |
| NORTHROP GRUMMAN CORP COM | COM | 666807102 |  | 6327747 | 12656 | SH |  | SOLE | None | 12656 | 0 | 0 |
| NVIDIA CORP COM | COM | 67066G104 |  | 2974952 | 18830 | SH |  | SOLE | None | 18830 | 0 | 0 |
| PEPSICO INC COM | COM | 713448108 |  | 6603188 | 50009 | SH |  | SOLE | None | 50009 | 0 | 0 |
| PROCTER  GAMBLE CO COM | COM | 742718109 |  | 8292128 | 52047 | SH |  | SOLE | None | 52047 | 0 | 0 |
| PROSHARES TR S 500 DIVID ARISTOCRATS ETF | ETF | 74348A467 |  | 201400 | 2000 | SH |  | SOLE | None | 2000 | 0 | 0 |
| SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD | FD | 81369Y852 |  | 4859973 | 44780 | SH |  | SOLE | None | 44780 | 0 | 0 |
| SELECT SECTOR SPDR TR ENERGY | ENERGY | 81369Y506 |  | 469423 | 5535 | SH |  | SOLE | None | 5535 | 0 | 0 |
| SELECT SECTOR SPDR TR FINANCIAL | FINANCIAL | 81369Y605 |  | 3956554 | 75550 | SH |  | SOLE | None | 75550 | 0 | 0 |
| SIMPLY GOOD FOODS CO COM | COM | 82900L102 |  | 3979866 | 125985 | SH |  | SOLE | None | 125985 | 0 | 0 |
| SITEONE LANDSCAPE SUPPLY INC COM | COM | 82982L103 |  | 6942198 | 57402 | SH |  | SOLE | None | 57402 | 0 | 0 |
| STERIS PLC REGISTERED SHS | C754 | G8473T100 |  | 7018268 | 29216 | SH |  | SOLE | None | 29216 | 0 | 0 |
| STRYKER CORP COMMON | COMMON | 863667101 |  | 276941 | 700 | SH |  | SOLE | None | 700 | 0 | 0 |
| TESLA INC COM | COM | 88160R101 |  | 7365582 | 23187 | SH |  | SOLE | None | 23187 | 0 | 0 |
| TEXAS INSTRS INC COM | COM | 882508104 |  | 273020 | 1315 | SH |  | SOLE | None | 1315 | 0 | 0 |
| TRACTOR SUPPLY CO COM | COM | 892356106 |  | 6609443 | 125250 | SH |  | SOLE | None | 125250 | 0 | 0 |
| TYLER TECHNOLOGIES INC COM | COM | 902252105 |  | 9168271 | 15465 | SH |  | SOLE | None | 15465 | 0 | 0 |
| VANGUARD INDEX FDS S 500 ETF SHS NEW | NEW | 922908363 |  | 10315993 | 18161 | SH |  | SOLE | None | 18161 | 0 | 0 |
| VANGUARD INDEX FDS VANGUARD MID-CAP ETF | ETF | 922908629 |  | 392601 | 1403 | SH |  | SOLE | None | 1403 | 0 | 0 |
| VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 673734 | 2843 | SH |  | SOLE | None | 2843 | 0 | 0 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | ETF | 922908769 |  | 398452 | 1311 | SH |  | SOLE | None | 1311 | 0 | 0 |
| VANGUARD WORLD FDS VANGUARD COMMUNICATION SVCS ETF | ETF | 92204A884 |  | 357624 | 2091 | SH |  | SOLE | None | 2091 | 0 | 0 |
| VANGUARD WORLD FDS VANGUARD CONSUMER | CONSUMER | 92204A108 |  | 200725 | 554 | SH |  | SOLE | None | 554 | 0 | 0 |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 |  | 757466 | 1142 | SH |  | SOLE | None | 1142 | 0 | 0 |
| VERISK ANALYTICS INC COM | COM | 92345Y106 |  | 797129 | 2559 | SH |  | SOLE | None | 2559 | 0 | 0 |
| VISA INC COM CL A | A | 92826C839 |  | 13743275 | 38708 | SH |  | SOLE | None | 38708 | 0 | 0 |
| WALMART INC COM | COM | 931142103 |  | 204458 | 2091 | SH |  | SOLE | None | 2091 | 0 | 0 |
| WEST PHARMACEUTICAL SVCS INC COM | COM | 955306105 |  | 9546900 | 43633 | SH |  | SOLE | None | 43633 | 0 | 0 |
| WOODWARD INC COM | COM | 980745103 |  | 563707 | 2300 | SH |  | SOLE | None | 2300 | 0 | 0 |

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