Bristlecone Advisors, LLC - Portfolio overview

Bristlecone Advisors, LLC has 230 reported holdings in this dataset, with the latest filing dated 2025-10-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 9.89%
2. IVV - ISHARES TR, 5.65%
3. NVDA - NVIDIA CORPORATION, 4.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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