Bristlecone-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  "NVR",
  null,
  null,
  null,
  "MU",
  null,
  null,
  "FNDF",
  "FNDA",
  "ZS",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "PXF",
  "VDE",
  null,
  "AXP",
  null,
  "SCHH",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  "CMI",
  "LMND",
  null,
  null,
  null,
  null,
  "EXPE",
  "EXPD",
  null,
  null,
  "ATHA",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  null,
  null,
  "UNP",
  "SANA",
  null,
  "EMXC",
  "AMAT",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "ICF",
  "IWS",
  null,
  null,
  "MSFT",
  "EQIX",
  "ETSY",
  "GE",
  "IBRX",
  null,
  null,
  "PCAR",
  "DLN",
  "BX",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  "NNN",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "BSM",
  "PGR",
  "IEMG",
  "IJK",
  "HTGC",
  null,
  null,
  "IVV",
  null,
  null,
  "IYR",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "PSTG",
  null,
  "AMGN",
  "FNDX",
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "MNST",
  "IVOO",
  null,
  null,
  null,
  "VWO",
  null,
  "VSS",
  "SIVR",
  null,
  null,
  "PRF",
  null,
  "VCIT",
  "VIG",
  "LAD",
  "ATRO",
  "TSCO",
  null,
  "XLB",
  "WY",
  null,
  "TSM",
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "MGC",
  "K",
  "VRSK",
  null,
  "SFM",
  null,
  "ALB",
  "AMD",
  "AVB",
  "SDY",
  "EPAM",
  "AJG",
  "FTNT",
  "IWR",
  "GSLC",
  null,
  "NVO",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "UPWK",
  "VEU",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  null,
  null,
  "MGK",
  null,
  "VOOV",
  null,
  "VXUS",
  "VGLT",
  "VTWO",
  null,
  null,
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WPM",
  null,
  null,
  null,
  null,
  null,
  "WDAY",
  "YELP",
  null,
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "LUMN",
  "SO",
  "TTD",
  null,
  null,
  "OKTA",
  "CRM",
  null,
  "SUI",
  "SYY",
  "TPG",
  null,
  null,
  null,
  "IXUS",
  "LYB",
  null,
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "UPST",
  "PSA",
  null,
  "KMB",
  "LULU",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BHP",
  "BA",
  "BIP",
  "BXP",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CROX",
  "CVS",
  "CSX",
  "DHR",
  null,
  "DOCU",
  "RSP",
  "EWJ",
  null,
  null,
  "IJJ",
  "EFA",
  "TTEK",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 377
Total Value: 1087306138
Accession Number: 0001398344-25-009163
Form Type: 13F-HR
CIK: bristlecone-advisors
Manager Name: Bristlecone-Advisors

Data Enrichment

68% identified

255 identified122 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

377 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 19 of 19

Sort by:

922908538

VOT|922908538

Shares:23

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$1.1B)

46434V621

DGRO|46434V621

Shares:91

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$1.1B)

46138E719

Shares:300

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$1.1B)

92206C664

VTWO|92206C664

Shares:64

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$1.1B)

78464A664

Shares:185

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$1.1B)

Walt Disney Co

DIS|254687106

Shares:50

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$1.1B)

78463X301

Shares:40

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$1.1B)

922908512

VOE|922908512

Shares:28

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$1.1B)

46434G822

EWJ|46434G822

Shares:58

Value:$4.0K

% of Portfolio:0.0% ($4.0K/$1.1B)

46137V316

Shares:115

Value:$3.7K

% of Portfolio:0.0% ($3.7K/$1.1B)

921946885

Shares:50

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$1.1B)

46137V266

Shares:75

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$1.1B)

46429B267

Shares:115

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$1.1B)

464288166

Shares:24

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$1.1B)

46434G764

EMXC|46434G764

Shares:33

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$1.1B)

78463X434

Shares:12

Value:$948

% of Portfolio:0.0% ($948/$1.1B)

46436E767

Shares:6

Value:$282

% of Portfolio:0.0% ($282/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOTcusip922908538)	23	QoQ NEW(+23) YoY NEW(+23)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$1.1B)	QoQ NEW(+$5.6K) YoY NEW(+$5.6K)
(DGROcusip46434V621)	91	QoQ NEW(+91) YoY NEW(+91)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$1.1B)	QoQ NEW(+$5.6K) YoY NEW(+$5.6K)
(cusip46138E719)✕	300	QoQ NEW(+300) YoY NEW(+300)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$1.1B)	QoQ NEW(+$5.4K) YoY NEW(+$5.4K)
(VTWOcusip92206C664)	64	QoQ NEW(+64) YoY NEW(+64)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$1.1B)	QoQ NEW(+$5.2K) YoY NEW(+$5.2K)
(cusip78464A664)✕	185	QoQ NEW(+185) YoY NEW(+185)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$1.1B)	QoQ NEW(+$5.0K) YoY NEW(+$5.0K)
Walt Disney Co(DIScusip254687106)	50	QoQ -99.88% (-42.6K) YoY -99.87% (-39.5K)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$1.1B)	QoQ -99.89% (-$4.7M) YoY -99.89% (-$4.8M)
(cusip78463X301)✕	40	QoQ 0.00% (+0) YoY NEW(+40)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$1.1B)	QoQ +0.08% (+$4) YoY NEW(+$4.6K)
(VOEcusip922908512)	28	QoQ NEW(+28) YoY NEW(+28)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$1.1B)	QoQ NEW(+$4.5K) YoY NEW(+$4.5K)
(EWJcusip46434G822)	58	QoQ NEW(+58) YoY NEW(+58)	All Managers (Combined)	$4.0K	0.0% ($4.0K/$1.1B)	QoQ NEW(+$4.0K) YoY NEW(+$4.0K)
(cusip46137V316)✕	115	QoQ 0.00% (-0) YoY NEW(+115)	All Managers (Combined)	$3.7K	0.0% ($3.7K/$1.1B)	QoQ -2.53% (-$95) YoY NEW(+$3.7K)
(cusip921946885)✕	50	QoQ 0.00% (+0) YoY NEW(+50)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$1.1B)	QoQ +1.64% (+$52) YoY NEW(+$3.2K)
(cusip46137V266)✕	75	QoQ 0.00% (-0) YoY NEW(+75)	All Managers (Combined)	$2.9K	0.0% ($2.9K/$1.1B)	QoQ -7.30% (-$226) YoY NEW(+$2.9K)
(cusip46429B267)✕	115	QoQ 0.00% (+0) YoY NEW(+115)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$1.1B)	QoQ +0.03% (+$1) YoY NEW(+$2.6K)
(cusip464288166)✕	24	QoQ NEW(+24) YoY NEW(+24)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$1.1B)	QoQ NEW(+$2.6K) YoY NEW(+$2.6K)
(EMXCcusip46434G764)	33	QoQ NEW(+33) YoY NEW(+33)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$1.1B)	QoQ NEW(+$1.8K) YoY NEW(+$1.8K)
(cusip78463X434)✕	12	QoQ 0.00% (+0) YoY NEW(+12)	All Managers (Combined)	$948	0.0% ($948/$1.1B)	QoQ +8.84% (+$77) YoY NEW(+$948)
(cusip46436E767)✕	6	QoQ +100.00% (+3) YoY NEW(+6)	All Managers (Combined)	$282	0.0% ($282/$1.1B)	QoQ +86.75% (+$131) YoY NEW(+$282)