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Bristlecone Value Partners, LLC

All holdings · as of Mar 31, 2026

68 positions

CompanyClassValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF$15.03M234,48313.2%
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF$10.45M375,2009.2%
VANGUARD DIVIDEND APPRECIATION ETF$9.47M44,0248.3%
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND ETF$7.21M119,9876.3%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF$4.56M51,5534.0%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF$4.15M41,5093.6%
VANGUARD S&P 500 ETF$3.88M6,4873.4%
ISHARES CORE S&P SMALL CAP ETF$3.69M29,6723.2%
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF$3.66M49,0463.2%
VANGUARD TOTAL BOND MARKET ETF$3.48M47,2763.1%
ISHARES GLOBAL REIT ETF$3.03M120,6552.7%
VANGUARD ULTRA-SHORT BOND ETF$2.92M58,5802.6%
CAPITAL GROUP CORE PLUS INCOME ETF$2.43M108,9672.1%
VANGUARD SHORT TERM INFL-PROTECTED$2.17M43,5131.9%
POWERSHARES INTERNATIONAL CORP BOND ETF$2.14M92,5321.9%
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$2.07M42,2881.8%
BANK OF AMERICA CORP /DE$1.67M34,2351.5%
Johnson Controls International plc$1.55M11,8171.4%
VANGUARD MID-CAP VALUE ETF$1.48M8,0191.3%
LOWES COMPANIES INC$1.44M6,0851.3%
Warren E. Buffett$1.28M2,6711.1%
FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND$1.27M15,4581.1%
Markel Group Inc$1.24M6491.1%
PEPSICO INC$1.18M7,6081.0%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF$1.17M22,8751.0%
AMERICAN EXPRESS CO$1.05M3,4840.9%
VANGUARD TAX-EXEMPT BOND ETF$953.3K19,1080.8%
Valmont Industries Inc$915.4K2,2910.8%
INVESCO VARIABLE RATE PREFERRED ETF$880.3K36,7100.8%
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR$822.7K11,8590.7%
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF$802.9K17,3190.7%
Graham Holdings Co$715.8K6770.6%
AMGEN INC$706.5K2,0080.6%
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF$654.8K20,1900.6%
INTEL CORP$652.8K14,7930.6%
Hagerty, Inc.HGTYCommon Stock$632.8K60,0930.6%
AGCO CORP /DE$582.9K5,0310.5%
NRG Energy Inc$568.5K3,8900.5%
NUTRIEN LTD COM$504.6K6,6870.4%
SPDR INTERNATIONAL GOVERNMENT TIPS ETF$476.9K12,0420.4%
Meta Platforms Inc$472.4K8260.4%
U-Haul Holding Co$471.8K10,5610.4%
OCCIDENTAL PETROLEUM CORP /DE$457.4K7,0370.4%
NIKE, Inc.$454.0K8,5960.4%
CEMEX SAB DE CVCXADR$453.9K39,6800.4%
CORE MOLDING TECHNOLOGIES INC$448.0K20,0000.4%
Apple Inc.$431.6K1,7010.4%
Koppers Holdings Inc$411.9K10,6500.4%
Radiant Logistics, Inc.$411.9K58,4300.4%
Yum! Brands Inc$403.3K2,5940.4%
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