CHRISTINE MESSMER PC: 13F holdings
CIK 20976092026Q2
| Positions | 86 |
|---|
| Reported value | $177.5m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 86 (+6 vs prior quarter) |
|---|
| Reported value | $177.5m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIV VANGUARD BD INDEX FDS | 389,276 | $29.9m | 16.8% |
| SPHY SPDR SERIES TRUST | 780,662 | $18.3m | 10.3% |
| GOOGL ALPHABET INC | 25,295 | $9.0m | 5.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 17,532 | $8.4m | 4.7% |
| AMZN AMAZON COM INC | 33,558 | $8.0m | 4.5% |
| AAPL APPLE INC | 27,518 | $8.0m | 4.5% |
| VB VANGUARD INDEX FDS | 23,406 | $7.1m | 4.0% |
| MSFT MICROSOFT CORP | 17,705 | $6.6m | 3.7% |
| NVDA NVIDIA CORPORATION | 26,316 | $5.3m | 3.0% |
| BND VANGUARD BD INDEX FDS | 67,805 | $5.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097609")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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