Bristlecone Advisors, LLC Reduced Holdings in Q3 2025

Bristlecone Advisors, LLC

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
-14
- 0.84%
$330.88 - $375.23 $4.63K - $5.25K
1.65K $570K
Blackrock Inc
-75
- 1.84%
N/A
4.01K $0
Grayscale Bitcoin Mini Tr Et
-2.83K
- 14.97%
N/A
16K $0
Lam Research Corp
-1.33K
- 3.27%
N/A
39.3K $0
USB
Us Bancorp \De\

Financial Services
-2.11K
- 5.71%
$43.94 - $50.41 $92.8K - $106K
34.9K $1.69M
BA
Boeing CO

Industrials
-86
- 1.66%
$209.79 - $237.38 $18K - $20.4K
5.08K $1.1M
VEEV
Veeva Systems Inc

Healthcare
-316
- 2.77%
$269.2 - $297.91 $85.1K - $94.1K
11.1K $3.31M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-21
- 0.82%
$109.47 - $119.06 $2.3K - $2.5K
2.54K $301K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-476
- 2.14%
$50.02 - $53.28 $23.8K - $25.4K
21.8K $1.14M
AMAT
Applied Materials Inc

Technology
-25
- 1.92%
$156.25 - $204.95 $3.91K - $5.12K
1.28K $261K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-7
- 0.36%
$185.88 - $207.44 $1.3K - $1.45K
1.96K $393K
TJX
Tjx Companies Inc

Consumer Cyclical
-95
- 4.5%
$121.35 - $144.54 $11.5K - $13.7K
2.02K $291K
SO
Southern CO

Utilities
-170
- 1.0%
$90.83 - $96.0 $15.4K - $16.3K
16.8K $1.6M
TRV
Travelers Companies, Inc.

Financial Services
-666
- 3.36%
$250.62 - $279.43 $167K - $186K
19.2K $5.35M
AMD
Advanced Micro Devices Inc

Technology
-147
- 3.02%
$134.8 - $184.42 $19.8K - $27.1K
4.72K $763K
UNH
Unitedhealth Group Inc

Healthcare
-604
- 6.72%
$237.77 - $353.61 $144K - $214K
8.39K $2.9M
PCAR
Paccar Inc

Industrials
-374
- 0.9%
$92.91 - $102.86 $34.7K - $38.5K
41.2K $4.05M
EXPD
Expeditors International Of Washington Inc

Industrials
-579
- 2.73%
$111.37 - $124.95 $64.5K - $72.3K
20.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-401
- 1.98%
$459.11 - $506.91 $184K - $203K
19.8K $9.97M
INTC
Intel Corp

Technology
-11.8K
- 23.63%
$19.31 - $35.5 $227K - $417K
38K $1.27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-117
- 0.75%
$182.33 - $194.5 $21.3K - $22.8K
15.5K $3.02M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-403
- 0.37%
$28.15 - $30.13 $11.3K - $12.1K
110K $3.25M
NEE
Nextera Energy Inc

Utilities
-507
- 1.39%
$69.77 - $77.54 $35.4K - $39.3K
35.9K $2.71M
PEP
Pepsico Inc

Consumer Defensive
-410
- 1.36%
$133.81 - $152.16 $54.9K - $62.4K
29.7K $4.17M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-830
- 5.04%
$83.08 - $100.2 $69K - $83.2K
15.6K $1.57M
VO
Vanguard Mid Cap ETF

ETFs
-9
- 0.04%
$279.83 - $293.74 $2.52K - $2.64K
24.5K $7.19M
VLO
Valero Energy Corp

Energy
-798
- 5.1%
$131.77 - $175.63 $105K - $140K
14.9K $2.53M
HD
Home Depot, Inc.

Consumer Cyclical
-461
- 2.79%
$357.4 - $423.42 $165K - $195K
16K $6.5M
ITA
Ishares Tr

ETFs
-158
- 0.67%
$184.73 - $209.26 $29.2K - $33.1K
23.6K $4.93M
NOC
Northrop Grumman Corp

Industrials
-108
- 2.0%
$498.9 - $609.32 $53.9K - $65.8K
5.29K $3.22M
GOOG
Alphabet Inc.

Communication Services
-1.24K
- 9.34%
$175.16 - $255.24 $217K - $316K
12K $2.93M
SOXX
Ishares Semiconductor ETF

ETFs
-47
- 0.24%
$236.93 - $271.12 $11.1K - $12.7K
19.2K $5.21M
JPM
Jpmorgan Chase & CO

Financial Services
-766
- 2.18%
$282.78 - $316.06 $217K - $242K
34.4K $10.8M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2.19K
- 5.24%
$86.72 - $111.84 $190K - $245K
39.6K $4.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-94
- 0.6%
$546.99 - $602.2 $51.4K - $56.6K
15.6K $9.34M
JNJ
Johnson & Johnson

Healthcare
-1.34K
- 3.3%
$155.17 - $185.42 $208K - $248K
39.2K $7.28M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.84K
- 0.55%
$24.46 - $26.5 $167K - $181K
1.23M $32.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.22K
- 5.27%
$293.94 - $444.72 $357K - $540K
21.8K $9.71M
PLTR
Palantir Technologies Inc.

Technology
-256
- 0.41%
$130.68 - $186.97 $33.5K - $47.9K
61.7K $11.3M
AAPL
Apple Inc.

Technology
-21K
- 10.56%
$202.38 - $256.87 $4.24M - $5.38M
178K $45.2M
GOOGL
Alphabet Inc.

Communication Services
-2.15K
- 2.02%
$174.36 - $254.72 $374K - $547K
104K $25.3M
NVDA
Nvidia Corp

Technology
-2.75K
- 1.05%
$153.3 - $186.58 $422K - $514K
260K $48.5M
Activity Summary
Buys All Purchases 93 New Holdings 22 Increased Positions 71 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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