Bristol Gate Capital Partners Inc.
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| Mastercard Inc | $86.84M | 5.0% |
| ELI LILLY & Co | $86.60M | 5.0% |
| OLD DOMINION FREIGHT LINE, INC. | $86.12M | 5.0% |
| Visa Inc | $84.49M | 4.9% |
| APPLIED MATERIALS INC /DE | $83.26M | 4.8% |
| AMPHENOL CORP /DE | $82.61M | 4.8% |
| MCKESSON CORP | $82.16M | 4.7% |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $81.32M | 4.7% |
| Accenture plc | $81.09M | 4.7% |
| UNITEDHEALTH GROUP INC | $80.44M | 4.6% |
| THERMO FISHER SCIENTIFIC INC. | $79.97M | 4.6% |
| Moody's Corp | $79.17M | 4.6% |
| Interactive Brokers Group Inc | $77.93M | 4.5% |
| GENERAL ELECTRIC CO | $77.33M | 4.5% |
| MICROSOFT CORP | $74.92M | 4.3% |
| INTUIT INC. | $73.24M | 4.2% |
| Broadcom Inc. | $72.91M | 4.2% |
| SHERWIN WILLIAMS CO | $72.41M | 4.2% |
| CINTAS CORP | $70.41M | 4.1% |
| MSCI Inc. | $69.37M | 4.0% |
| CARRIER GLOBAL Corp | $68.95M | 4.0% |
| Domino's Pizza Inc. | $61.12M | 3.5% |
| SPDR S&P 500 ETF TR | $15.43M | 0.9% |
| TFI INTL INC | $718.3K | 0.0% |
| ROYAL BK CDA | $691.5K | 0.0% |
| BROOKFIELD CORP | $655.3K | 0.0% |
| CANADIAN IMPERIAL BANK OF COMMERCE /CAN | $629.2K | 0.0% |
| CANADIAN NATL RY CO | $564.3K | 0.0% |
| Waste Connections Inc | $537.4K | 0.0% |
| THOMSON REUTERS CORP | $527.8K | 0.0% |
| FIRSTSERVICE CORP NEW | $515.9K | 0.0% |
| ISHARES TR | $294.0K | 0.0% |
| S&P Global Inc. | $277.0K | 0.0% |