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Bristol Gate Capital Partners Inc.
Bristol Gate Capital Partners is an investment advisory firm that specializes in dividend growth portfolios. It manages investment accounts for clients in separately managed accounts and private investment pooled funds.
Investment Strategy
Dividend growth portfolios
Latest 13F Filing Activity
Bristol Gate Capital Partners Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $2B. The fund increased holdings in Accenture PLC Ireland, Broadcom Inc., Microsoft Corp. among other positions. Bristol Gate Capital Partners Inc. reduced exposure to Microchip Technology Inc., Unitedhealth Group Inc., Mckesson Corp. among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GE | GE AEROSPACE | 6.23% | $109.6M | 425,841 | $159.03 | $257.39 | +$4.6M |
A AVGO | BROADCOM INC | 5.23% | $91.9M | 333,429 | $27.43 | $275.65 | +$22.5M |
I INTU | INTUIT | 5.20% | $91.4M | 116,103 | $300.30 | $787.63 | +$3.9M |
M MSFT | MICROSOFT CORP | 5.18% | $91.0M | 183,021 | $215.03 | $497.41 | +$6.8M |
V V | VISA INC | 5.11% | $89.9M | 253,109 | $135.46 | $355.05 | -$19.3M |
Industry Allocation
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