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| Bristlecone Advisors LLC
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|---|---|
| CRD # | 109227 |
| SEC # | 801-56359 |
| CIK # | 0001671716 |
| AUM | $1.6 BB (2023-03-22) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 206-664-2500 |
| Address | 10900 NE 4th Street, Suite 1920 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 97.4 | |
| AAPL | 2,382,844.0 | 36.2 | |
| AMZN | 1,092,997.8 | 18.9 | |
| COST | 207,576.9 | 14.1 | |
| AJG | 34,278.9 | 12.6 | |
| GOOGL | 1,475,138.5 | 11.8 | |
| NVDA | 399,550.0 | 11.1 | |
| NKE | 161,751.8 | 9.8 | |
| PCAR | 28,930.7 | 7.7 | |
| V | 419,260.5 | 6.5 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 23.3 |
| (b) Individuals (high net worth individuals) | 327 | 1,507.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 14.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 34.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,142 | 1,579.4 |
| By Discretionary | ||
| Discretionary | 1,142 | 1,579.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,142 | 1,579.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,579.4 | |
| Total | 1,142 | 1,579.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001671716] |
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|---|---|---|
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YHB Investment Advisors Inc
✚
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CT | 1.6 |
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Grant TANI Barash & Altman LLC
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Independence Asset Advisors LLC
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PA | 1.6 |
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PA | 1.6 |
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Claret Asset Management Corp
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1.6 | |
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OH | 1.6 |