BRISTLECONE ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 260K | $48.51M |
 | MSFT | 226K | $117.22M |
 | AAPL | 178K | $45.20M |
 | AMZN | 122K | $26.83M |
 | GOOGL | 104K | $25.30M |
 | NKE | 71K | $4.92M |
 | AJG | 68K | $21.00M |
 | PLTR | 62K | $11.26M |
 | SBUX | 55K | $4.63M |
 | TTEK | 55K | $1.82M |
 | PFE | 49K | $1.26M |
 | CMCSA | 44K | $1.39M |
 | WY | 43K | $1.06M |
 | PCAR | 41K | $4.05M |
 | WPM | 40K | $4.43M |
 | LRCX | 39K | $5.26M |
 | JNJ | 39K | $7.28M |
 | INTC | 38K | $1.27M |
 | XOM | 38K | $4.23M |
 | NEE | 36K | $2.71M |
NVIDIA Corporation
NVDA
Shares Held
260K
Value
$48.51M
Microsoft Corporation
MSFT
Shares Held
226K
Value
$117.22M
Apple Inc.
AAPL
Shares Held
178K
Value
$45.20M
Amazon.com, Inc.
AMZN
Shares Held
122K
Value
$26.83M
Alphabet Inc.
GOOGL
Shares Held
104K
Value
$25.30M
NIKE, Inc.
NKE
Shares Held
71K
Value
$4.92M
Arthur J. Gallagher & Co.
AJG
Shares Held
68K
Value
$21.00M
Palantir Technologies Inc.
PLTR
Shares Held
62K
Value
$11.26M
Starbucks Corporation
SBUX
Shares Held
55K
Value
$4.63M
Tetra Tech, Inc.
TTEK
Shares Held
55K
Value
$1.82M
Pfizer Inc.
PFE
Shares Held
49K
Value
$1.26M
Comcast Corporation
CMCSA
Shares Held
44K
Value
$1.39M
Weyerhaeuser Company
WY
Shares Held
43K
Value
$1.06M
PACCAR Inc
PCAR
Shares Held
41K
Value
$4.05M
Wheaton Precious Metals Corp.
WPM
Shares Held
40K
Value
$4.43M
Lam Research Corporation
LRCX
Shares Held
39K
Value
$5.26M
Johnson & Johnson
JNJ
Shares Held
39K
Value
$7.28M
Intel Corporation
INTC
Shares Held
38K
Value
$1.27M
Exxon Mobil Corporation
XOM
Shares Held
38K
Value
$4.23M
NextEra Energy, Inc.
NEE
Shares Held
36K
Value
$2.71M