Bristlecone Advisors, LLC Portfolio Holdings
Bristlecone Advisors, LLC
- $1.27 Billion
- Q4 2024
Bristlecone Advisors, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $139M, Apple Inc. with a value of $54.1M, Ishares Core S&P 500 ETF with a value of $52.8M, Nvidia Corp with a value of $41.6M, and Amazon Com Inc with a value of $41.2M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $1.24B to 1.27B.
Below you can find more details about Bristlecone Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.27 Billion
ETFs: $590 Million
Technology: $286 Million
Consumer Cyclical: $85.9 Million
Financial Services: $69.8 Million
Communication Services: $66.6 Million
Consumer Defensive: $45.1 Million
Healthcare: $42.2 Million
Industrials: $41.5 Million
Other: $38.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 376
- Current Value $1.27 Billion
- Prior Value $1.24 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks