Bristlecone Value Partners, LLC - Portfolio overview

Bristlecone Value Partners, LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 13.22%
2. FNDX - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF, 9.19%
3. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 8.33%

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

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