StockDriftsStockDriftsTop 50 Bristlecone Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.8% | 226.3K | $117.2M | -28.42%(-89.86K) | $124.20(+284.97%) | 2025-09-30 | |
| IVV | ISHARES TR | 5.6% | 100.1K | $67.0M | +3.69%(+3.56K) | $363.07(+90.75%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.05% | 260.0K | $48.5M | -1.05%(-2.75K) | $15.93(+1061.23%) | 2025-09-30 | |
| AAPL | APPLE INC | 3.78% | 177.5K | $45.2M | -10.56%(-20.96K) | $63.39(+308.65%) | 2025-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.49% | 976.9K | $41.8M | +2.50%(+23.81K) | $29.88(+52.86%) | 2025-09-30 | |
| AGG | ISHARES TR | 3.23% | 385.5K | $38.6M | -1.08%(-4.22K) | $100.09(-0.15%) | 2025-09-30 | |
| IJH | ISHARES TR | 2.72% | 498.3K | $32.5M | +1.37%(+6.74K) | $42.11(+62.69%) | 2025-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.7% | 1.23M | $32.3M | -0.55%(-6.84K) | $9.73(+180.78%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 2.24% | 122.2K | $26.8M | -22.32%(-35.11K) | $93.84(+162.45%) | 2025-09-30 | |
| VV | VANGUARD INDEX FDS | 2.15% | 83.7K | $25.8M | +0.20%(+166) | $223.49(+42.95%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.39% | +92.46% | — | — | +92.46% |
| Top 20 Holdings Unweighted | +23.62% | +88.91% | — | — | +88.91% |
Bristlecone Advisors, Llc reports $1.20B in US-listed equity holdings across 233 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (9.8%), IVV (5.6%) and NVDA (4.0%). The top 20 holdings account for 57.35% of reported assets. Its disclosed equity book has returned +92.46% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bristlecone Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1671716). View Bristlecone Advisors, Llc’s 13F filings on SEC