Stock Taper

BRISTLECONE ADVISORS, LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AutoZone, Inc.AZO56$240.25K
Parker-Hannifin CorporationPH267$202.43K
IDEXX Laboratories, Inc.IDXX401$256.19K
Caterpillar Inc.CAT629$300.32K
Thermo Fisher Scientific Inc.TMO694$336.6K
GE AerospaceGE698$209.98K
Booking Holdings Inc.BKNG736$3.97M
McDonald's CorporationMCD796$241.9K
Lockheed Martin CorporationLMT982$490.23K
The Goldman Sachs Group, Inc.GS993$790.78K
Franco-Nevada CorporationFNV1K$222.91K
Royal Gold, Inc.RGLD1K$200.58K
Tyler Technologies, Inc.TYL1.04K$542.52K
American Express CompanyAXP1.05K$349.1K
Lowe's Companies, Inc.LOW1.14K$286.24K
Stryker CorporationSYK1.26K$464.31K
Applied Materials, Inc.AMAT1.27K$261.04K
Workday, Inc.WDAY1.33K$320.17K
Blackstone Inc.BX1.53K$261.57K
The Sherwin-Williams CompanySHW1.65K$570.98K