Bristol John W & Co. Inc. /ny/
John W. Bristol & Co., Inc. is a privately owned, employee-owned investment management firm headquartered in New York, NY. Founded in 1937, the firm is dedicated to serving college and university endowments, charitable foundations, pension funds, trusts, high net worth individuals, partnerships, and other institutional clients. With approximately 18-19 employees, Bristol is 100% employee-owned by nine employees, including its president and senior investment professionals. The firm manages separate equity, balanced, and fixed income accounts and has built a client base characterized by long-standing relationships. Bristol operates with a business-owner mentality and a commitment to rigorous research, professionalism, and integrity.
Investment Strategy
John W. Bristol & Co., Inc. employs a long-term, fundamental investment philosophy focused on constructing portfolios that can deliver superior results enabling clients to meet their objectives. The firm's approach centers on rigorous fundamental research to identify 'Corporate Athletes'—companies with durable competitive advantages able to compound earnings at above-average rates over time. Bristol emphasizes team-based decision-making, a long-term horizon, and strategies tailored to client needs, including equity, balanced, and fixed income portfolios. The firm avoids performance-based fees, does not engage in principal or agency cross trading, and maintains a transparent and ethical process guided by a fiduciary standard.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 6.17% | $380.8M | 515,927 | $127.21 | $738.09 | +$70.5M |
M MSFT | MICROSOFT CORP | 6.16% | $380.4M | 764,664 | $50.90 | $497.41 | +$92.2M |
A AMZN | AMAZON COM INC | 6.16% | $380.3M | 1,733,288 | $64.30 | $219.39 | +$78.1M |
N NFLX | NETFLIX INC | 5.22% | $322.0M | 240,470 | $216.77 | $1339.13 | +$97.8M |
A ANET | ARISTA NETWORKS INC | 4.45% | $275.0M | 2,687,752 | $110.53 | $102.31 | +$65.9M |