§ 13F · FUND PROFILE
Bristlecone Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 233Turnover · — · Q3Filed · Oct 24, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 24, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 226K | $117M | 9.8% | −28% |
| 2 | IVV | ISHARES TR | 100K | $67M | 5.6% | +4% |
| 3 | NVDA | NVIDIA CORPORATION | 260K | $49M | 4.1% | −1% |
| 4 | AAPL | APPLE INC | 178K | $45M | 3.8% | −11% |
| 5 | SPDW | SPDR INDEX SHS FDS | 977K | $42M | 3.5% | +3% |
| 6 | AGG | ISHARES TR | 386K | $39M | 3.2% | −1% |
| 7 | IJH | ISHARES TR | 498K | $33M | 2.7% | +1% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 1.23M | $32M | 2.7% | −1% |
| 9 | AMZN | AMAZON COM INC | 122K | $27M | 2.2% | −22% |
| 10 | VV | VANGUARD INDEX FDS | 84K | $26M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRISTLECONE SIGNAL
AC read
Bristlecone Advisors, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 233 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed