§ 13F · FUND PROFILE
BRISTOL JOHN W & CO INC /NY/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.3B (13F)Positions · 96Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$251M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.63M | $339M | 5.6% | +9% |
| 2 | AAPL | APPLE INC | 1.16M | $295M | 4.9% | +15% |
| 3 | GOOGL | ALPHABET INC | 1.01M | $290M | 4.8% | −1% |
| 4 | ANET | ARISTA NETWORKS INC | 2.27M | $279M | 4.6% | −2% |
| 5 | META | META PLATFORMS INC | 465K | $266M | 4.4% | −1% |
| 6 | MSFT | MICROSOFT CORP | 700K | $259M | 4.3% | −1% |
| 7 | NFLX | NETFLIX INC. | 2.02M | $194M | 3.2% | −1% |
| 8 | MA | MASTERCARD INCORPORATED | 375K | $187M | 3.1% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO | 600K | $176M | 2.9% | −21% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 339K | $167M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRISTOL SIGNAL
AC read
BRISTOL JOHN W & CO INC /NY/ is a Other fund managing $6.3 billion in assets. The fund runs a portfolio of 96 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed