BRISTOL GATE CAPITAL PARTNERS INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CARR | 1.30M | $68.95M |
 | IBKR | 1.21M | $77.93M |
 | APH | 611K | $82.61M |
 | ODFL | 549K | $86.12M |
 | WAB | 381K | $81.32M |
 | CTAS | 374K | $70.41M |
 | AMAT | 324K | $83.26M |
 | ACN | 302K | $81.09M |
 | GE | 251K | $77.33M |
 | UNH | 244K | $80.44M |
 | V | 241K | $84.49M |
 | SHW | 223K | $72.41M |
 | AVGO | 211K | $72.91M |
 | MCO | 155K | $79.17M |
 | MSFT | 155K | $74.92M |
 | MA | 152K | $86.84M |
 | DPZ | 147K | $61.12M |
 | TMO | 138K | $79.97M |
 | MSCI | 121K | $69.37M |
 | INTU | 111K | $73.24M |
Carrier Global Corporation
CARR
Shares Held
1.30M
Value
$68.95M
Interactive Brokers Group, Inc.
IBKR
Shares Held
1.21M
Value
$77.93M
Amphenol Corporation
APH
Shares Held
611K
Value
$82.61M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
549K
Value
$86.12M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
381K
Value
$81.32M
Cintas Corporation
CTAS
Shares Held
374K
Value
$70.41M
Applied Materials, Inc.
AMAT
Shares Held
324K
Value
$83.26M
Accenture plc
ACN
Shares Held
302K
Value
$81.09M
GE Aerospace
GE
Shares Held
251K
Value
$77.33M
UnitedHealth Group Incorporated
UNH
Shares Held
244K
Value
$80.44M
Visa Inc.
V
Shares Held
241K
Value
$84.49M
The Sherwin-Williams Company
SHW
Shares Held
223K
Value
$72.41M
Broadcom Inc.
AVGO
Shares Held
211K
Value
$72.91M
Moody's Corporation
MCO
Shares Held
155K
Value
$79.17M
Microsoft Corporation
MSFT
Shares Held
155K
Value
$74.92M
Mastercard Incorporated
MA
Shares Held
152K
Value
$86.84M
Domino's Pizza, Inc.
DPZ
Shares Held
147K
Value
$61.12M
Thermo Fisher Scientific Inc.
TMO
Shares Held
138K
Value
$79.97M
MSCI Inc.
MSCI
Shares Held
121K
Value
$69.37M
Intuit Inc.
INTU
Shares Held
111K
Value
$73.24M