StockDriftsStockDriftsTop 50 Bristol John W & CO INC Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | 5.52% | 2.20M | $373.2M | -4.18%(-95.78K) | $18.57(+982.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.2% | 1.48M | $351.9M | -10.03%(-164.53K) | $73.29(+258.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.1% | 1.19M | $345.1M | -0.75%(-8.99K) | $89.91(+239.63%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.01% | 948.0K | $338.8M | -7.43%(-76.13K) | $40.87(+743.34%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.95% | 715.7K | $267.0M | -1.01%(-7.33K) | $59.26(+720.22%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.86% | 463.6K | $261.2M | -0.98%(-4.61K) | $142.96(+305.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.61% | 1.22M | $243.8M | +32.68%(+300.15K) | $128.21(+76.32%) | 2026-06-30 | |
| IFNNY | INFINEON TECHNOLOGIES-ADR | 3.14% | 2.26M | $212.2M | -24.11%(-717.58K) | $34.55(+107.38%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.9% | 599.4K | $196.2M | -0.80%(-4.81K) | $74.67(+388.44%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.85% | 375.4K | $192.8M | -1.13%(-4.28K) | $95.09(+496.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.76% | +63.28% | +8.86% | +52.90% |
| Top 20 Holdings Unweighted | +16.52% | +58.18% | +8.33% | +49.18% |
Bristol John W & CO INC Ny reports $6.76B in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are ANET (5.5%), AMZN (5.2%) and AAPL (5.1%). The top 20 holdings account for 63.15% of reported assets. Its disclosed equity book has returned +63.28% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Bristol John W & CO INC Ny’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 276101). View Bristol John W & CO INC Ny’s 13F filings on SEC