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 • $1,087,306.138K total value

377 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 7 of 19

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SOUTHERN CO

SO|842587107

Shares:17.5K

Value:$1.6M

ELI LILLY & Co

LLY|532457108

Shares:1.9K

Value:$1.6M

BXP, Inc.

BXP|101121101

Shares:23.4K

Value:$1.6M

46641Q654

Shares:30.2K

Value:$1.5M

YELP INC

YELP|985817105

Shares:40.3K

Value:$1.5M

ServiceNow, Inc.

NOW|81762P102

Shares:1.8K

Value:$1.4M

97717W760

Shares:21.2K

Value:$1.4M

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:9.0K

Value:$1.4M

464287408

IVE|464287408

Shares:7.2K

Value:$1.4M

Arista Networks, Inc.

ANET|040413205

Shares:17.0K

Value:$1.3M

381430529

Shares:13.2K

Value:$1.3M

33939L787

Shares:22.7K

Value:$1.3M

464288414

MUB|464288414

Shares:11.9K

Value:$1.3M

81369Y407

Shares:6.1K

Value:$1.2M

81369Y209

Shares:8.2K

Value:$1.2M

SUN COMMUNITIES INC

SUI|866674104

Shares:9.2K

Value:$1.2M

MCKESSON CORP

MCK|58155Q103

Shares:1.8K

Value:$1.2M

ETSY INC

ETSY|29786A106

Shares:24.7K

Value:$1.2M

921908844

VIG|921908844

Shares:6.0K

Value:$1.2M

EPAM Systems, Inc.

EPAM|29414B104

Shares:6.9K

Value:$1.2M

Instrument	Shares		Other Manager	Value
SOUTHERN CO(SOcusip842587107)	17.5K	QoQ -2.98% (-539) YoY -5.62% (-1.0K)	All Managers (Combined)	$1.6M	QoQ +8.36% (-$124.5K) YoY +20.95% (-$279.4K)
ELI LILLY & Co(LLYcusip532457108)	1.9K	QoQ -5.98% (-124) YoY -5.34% (-110)	All Managers (Combined)	$1.6M	QoQ +0.57% (-$9.2K) YoY +0.48% (-$7.8K)
BXP, Inc.(BXPcusip101121101)	23.4K	QoQ +35.15% (+6.1K) YoY +79.83% (+10.4K)	All Managers (Combined)	$1.6M	QoQ +22.12% (+$285.4K) YoY +85.01% (+$723.9K)
(cusip46641Q654)✕	30.2K	QoQ -21.45% (-8.3K) YoY -27.41% (-11.4K)	All Managers (Combined)	$1.5M	QoQ -21.24% (-$414.3K) YoY -27.25% (-$575.7K)
YELP INC(YELPcusip985817105)	40.3K	QoQ +30.36% (+9.4K) YoY NEW(+40.3K)	All Managers (Combined)	$1.5M	QoQ +24.74% (+$296.2K) YoY NEW(+$1.5M)
ServiceNow, Inc.(NOWcusip81762P102)	1.8K	QoQ -3.48% (-65) YoY -3.48% (-65)	All Managers (Combined)	$1.4M	QoQ -27.51% (-$544.6K) YoY +0.78% (-$11.2K)
(cusip97717W760)✕	21.2K	QoQ +26698.73% (+21.1K) YoY -17.50% (-4.5K)	All Managers (Combined)	$1.4M	QoQ +27992.66% (+$1.4M) YoY -16.49% (-$276.1K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	9.0K	QoQ -0.52% (-48) YoY -55.24% (-11.1K)	All Managers (Combined)	$1.4M	QoQ +19.48% (-$224.8K) YoY +5.94% (-$77.4K)
(IVEcusip464287408)	7.2K	QoQ -0.29% (-21) YoY -2.95% (-220)	All Managers (Combined)	$1.4M	QoQ -0.44% (-$6.2K) YoY -0.99% (-$13.9K)
Arista Networks, Inc.(ANETcusip040413205)	17.0K	QoQ -4.25% (-757) YoY NEW(+17.0K)	All Managers (Combined)	$1.3M	QoQ -32.88% (-$646.1K) YoY NEW(+$1.3M)
(cusip381430529)✕	13.2K	QoQ -1.42% (-190) YoY -21.40% (-3.6K)	All Managers (Combined)	$1.3M	QoQ -1.16% (-$15.6K) YoY -21.95% (-$370.8K)
(cusip33939L787)✕	22.7K	QoQ -18.40% (-5.1K) YoY +29.13% (+5.1K)	All Managers (Combined)	$1.3M	QoQ -17.02% (-$270.0K) YoY +31.71% (+$317.0K)
(MUBcusip464288414)	11.9K	QoQ +11.73% (+1.3K) YoY +18.31% (+1.8K)	All Managers (Combined)	$1.3M	QoQ +10.57% (+$120.5K) YoY +15.93% (+$173.2K)
(cusip81369Y407)✕	6.1K	QoQ -0.77% (-48) YoY -20.98% (-1.6K)	All Managers (Combined)	$1.2M	QoQ -12.67% (-$175.5K) YoY -15.15% (-$216.1K)
(cusip81369Y209)✕	8.2K	QoQ -2.75% (-232) YoY -2.75% (-232)	All Managers (Combined)	$1.2M	QoQ +3.21% (-$37.2K) YoY -3.88% (-$48.4K)
SUN COMMUNITIES INC(SUIcusip866674104)	9.2K	QoQ +0.66% (+61) YoY +157.17% (+5.6K)	All Managers (Combined)	$1.2M	QoQ +5.31% (+$59.6K) YoY +157.29% (+$722.0K)
MCKESSON CORP(MCKcusip58155Q103)	1.8K	QoQ 0.00% (+0) YoY -4.10% (-75)	All Managers (Combined)	$1.2M	QoQ +18.08% (+$180.4K) YoY +20.20% (-$198.0K)
ETSY INC(ETSYcusip29786A106)	24.7K	QoQ +15.04% (+3.2K) YoY +504.91% (+20.6K)	All Managers (Combined)	$1.2M	QoQ +2.62% (+$29.9K) YoY +315.30% (+$885.6K)
(VIGcusip921908844)	6.0K	QoQ +0.18% (-11) YoY -5.20% (-329)	All Managers (Combined)	$1.2M	QoQ -0.76% (-$9.0K) YoY +0.69% (-$8.0K)
EPAM Systems, Inc.(EPAMcusip29414B104)	6.9K	QoQ +9.84% (-615) YoY +157.48% (+4.2K)	All Managers (Combined)	$1.2M	QoQ -20.68% (-$302.1K) YoY +57.42% (+$422.6K)