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Asset Manager ← All Institutions

Bristlecone Advisors, LLC

Q4 2025 · Filed 2025-10-24
Market Value
$0
-100.0%
Holdings
230
-82
New Purchases
0
Added To
0
Closed
230
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $0 0%
Large Cap 140 $0 0%
Mid Cap 25 $0 0%
Small Cap 10 $0 0%

Portfolio Analytics

Avg Market Cap
$274.6B
Median Market Cap
$75.7B
Avg P/E
37.8
Median P/E
28.1
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
117
# ETFs / Funds
113

Top Holdings (230 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VEEV —% -$3M -11,100 -100.0% SOLD
2 EXPD —% -$3M -20,645 -100.0% SOLD
3 ALB —% -$517K -6,371 -100.0% SOLD
4 CB —% -$3M -11,648 -100.0% SOLD
5 DIS —% -$3M -26,813 -100.0% SOLD
6 CVX —% -$2M -15,257 -100.0% SOLD
7 UBER —% -$3M -26,597 -100.0% SOLD
8 WY —% -$1M -42,796 -100.0% SOLD
9 XOM —% -$4M -37,531 -100.0% SOLD
10 NEE —% -$3M -35,912 -100.0% SOLD
11 AMT —% -$443K -2,302 -100.0% SOLD
12 SGOV —% -$1M -12,703 -100.0% SOLD
13 CRM —% -$757K -3,194 -100.0% SOLD
14 SYK —% -$464K -1,256 -100.0% SOLD
15 ANET —% -$2M -16,435 -100.0% SOLD
16 GE —% -$210K -698 -100.0% SOLD
17 ICE —% -$371K -2,202 -100.0% SOLD
18 FNV —% -$223K -1,000 -100.0% SOLD
19 GS —% -$791K -993 -100.0% SOLD
20 HD —% -$7M -16,048 -100.0% SOLD
21 AXP —% -$349K -1,051 -100.0% SOLD
22 ABBV —% -$820K -3,540 -100.0% SOLD
23 DHR —% -$3M -17,439 -100.0% SOLD
24 ECL —% -$3M -12,688 -100.0% SOLD
25 AJG —% -$21M -67,794 -100.0% SOLD
26 CAT —% -$300K -629 -100.0% SOLD
27 BLK —% -$5M -4,008 -100.0% SOLD
28 KO —% -$226K -3,403 -100.0% SOLD
29 LOW —% -$286K -1,139 -100.0% SOLD
30 NKE —% -$5M -70,520 -100.0% SOLD
31 UPS —% -$1M -17,313 -100.0% SOLD
32 PFE —% -$1M -49,316 -100.0% SOLD
33 IBM —% -$674K -2,387 -100.0% SOLD
34 SHW —% -$571K -1,649 -100.0% SOLD
35 PM —% -$376K -2,320 -100.0% SOLD
36 LMT —% -$490K -982 -100.0% SOLD
37 TJX —% -$292K -2,017 -100.0% SOLD
38 ABT —% -$297K -2,221 -100.0% SOLD
39 ZTS —% -$2M -14,658 -100.0% SOLD
40 BX —% -$262K -1,531 -100.0% SOLD
41 JPM —% -$11M -34,386 -100.0% SOLD
42 BAC —% -$309K -5,999 -100.0% SOLD
43 SO —% -$2M -16,845 -100.0% SOLD
44 TRV —% -$5M -19,177 -100.0% SOLD
45 TYL —% -$543K -1,037 -100.0% SOLD
46 PG —% -$3M -19,880 -100.0% SOLD
47 PH —% -$202K -267 -100.0% SOLD
48 V —% -$8M -21,983 -100.0% SOLD
49 TMO —% -$337K -694 -100.0% SOLD
50 WPM —% -$4M -39,586 -100.0% SOLD
51 VLO —% -$3M -14,857 -100.0% SOLD
52 COP —% -$724K -7,655 -100.0% SOLD
53 MCK —% -$1M -1,699 -100.0% SOLD
54 LLY —% -$2M -2,512 -100.0% SOLD
55 AZO —% -$240K -56 -100.0% SOLD
56 NVO —% -$381K -6,875 -100.0% SOLD
57 BA —% -$1M -5,081 -100.0% SOLD
58 MRK —% -$1M -12,701 -100.0% SOLD
59 MCD —% -$242K -796 -100.0% SOLD
60 NVS —% -$221K -1,726 -100.0% SOLD
61 USB —% -$2M -34,879 -100.0% SOLD
62 JNJ —% -$7M -39,236 -100.0% SOLD
63 CSCO —% -$408K -5,962 -100.0% SOLD
64 CTAS —% -$4M -20,475 -100.0% SOLD
65 BMNR —% -$322K -6,200 -100.0% SOLD
66 SYY —% -$790K -9,599 -100.0% SOLD
67 PSA —% -$2M -6,846 -100.0% SOLD
68 UNH —% -$3M -8,388 -100.0% SOLD
69 PHM —% -$237K -1,792 -100.0% SOLD
70 BNDW —% -$632K -9,068 -100.0% SOLD
71 NOC —% -$3M -5,286 -100.0% SOLD
72 PNC —% -$393K -1,956 -100.0% SOLD
73 P —% -$754K -9,000 -100.0% SOLD
74 ATRO —% -$469K -10,280 -100.0% SOLD
75 COST —% -$25M -26,551 -100.0% SOLD
76 ETHA —% -$284K -9,000 -100.0% SOLD
77 AMD —% -$764K -4,721 -100.0% SOLD
78 CSX —% -$481K -13,541 -100.0% SOLD
79 LRCX —% -$5M -39,304 -100.0% SOLD
80 FAST —% -$283K -5,764 -100.0% SOLD
81 EFG —% -$374K -3,287 -100.0% SOLD
82 AMZN —% -$27M -122,211 -100.0% SOLD
83 BKNG —% -$4M -736 -100.0% SOLD
84 AAPL —% -$45M -177,528 -100.0% SOLD
85 KLAC —% -$2M -2,256 -100.0% SOLD
86 EQIX —% -$2M -1,947 -100.0% SOLD
87 INTC —% -$1M -37,995 -100.0% SOLD
88 UNP —% -$3M -11,257 -100.0% SOLD
89 KR —% -$775K -11,500 -100.0% SOLD
90 DVY —% -$262K -1,842 -100.0% SOLD
91 BND —% -$23M -303,262 -100.0% SOLD
92 HON —% -$3M -12,867 -100.0% SOLD
93 ICSH —% -$1M -20,699 -100.0% SOLD
94 MBB —% -$4M -40,475 -100.0% SOLD
95 META —% -$15M -19,799 -100.0% SOLD
96 AMAT —% -$261K -1,275 -100.0% SOLD
97 ADBE —% -$3M -7,206 -100.0% SOLD
98 AMGN —% -$5M -16,673 -100.0% SOLD
99 DLN —% -$20M -227,025 -100.0% SOLD
100 DFAE —% -$533K -16,915 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
EXPD —%
ALB —%
CB —%
DIS —%
CVX —%
UBER —%
WY —%
XOM —%
NEE —%
AMT —%
SGOV —%
ZTS —%
VEEV —%
ANET —%
View SEC EDGAR Filings for Bristlecone Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms