Bristlecone Value Partners, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$113.6M
Q ending 2026-03-31
Prior quarter
$86.7M
Q ending 2025-12-31
Change
+31.1% QoQ
Positions
68
reported holdings

Largest positions

All 68 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Ftse Developed Markets EtVEAShares$15.0M234K
Schwab Fundamental U.S. Large CompFNDXShares$10.4M375K
Vanguard Dividend Appreciation EtfVIGShares$9.5M44K
Wisdomtree Emerging Markets SmallcDGSShares$7.2M120K
Vanguard International Dividend ApVIGIShares$4.6M52K
Avantis International Small Cap VaAVDVShares$4.1M42K
Vanguard S&P 500 EtfVOOShares$3.9M6K
Ishares Core S&P Small Cap EtfIJRShares$3.7M30K
State Street Spdr S&P Global NaturGNRShares$3.7M49K
Vanguard Total Bond Market EtfBNDShares$3.5M47K
Ishares Global Reit EtfREETShares$3.0M121K
Vanguard Ultra-Short Bond EtfVUSBShares$2.9M59K
Capital Group Core Plus Income EtfCGCPShares$2.4M109K
Vanguard Short Term Infl-ProtectedVTIPShares$2.2M44K
Powershares International Corp BonPICBShares$2.1M93K
Schwab Fundamental International EFNDFShares$2.1M42K
Bank Of Amer Corp ComBACShares$1.7M34K
Johnson Ctls Intl Plc ShsShares$1.5M12K
Vanguard Mid-Cap Value EtfVOEShares$1.5M8K
Lowes Cos Inc ComLOWShares$1.4M6K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$1.3M3K
First Trust Dow Jones Select MicroFDMShares$1.3M15K
Markel Corp Holding CoMKLShares$1.2M649
Pepsico Inc ComPEPShares$1.2M8K
Jpmorgan Ultra-Short Municipal IncJMSTShares$1.2M23K
American Express Co ComAXPShares$1.1M3K
Vanguard Tax-Exempt Bond EtfVTEBShares$953K19K
Valmont Inds Inc ComVMIShares$915K2K
Invesco Variable Rate Preferred EtVRPShares$880K37K
Anheuser Busch Inbev Sa Nv SponsorBUDShares$823K12K
Schwab Fundamental International SFNDCShares$803K17K
Graham Hldgs Co Com Cl BGHCShares$716K677
Amgen IncAMGNShares$707K2K
Schwab Fundamental U.S. Small CompFNDAShares$655K20K
Intel Corp ComINTCShares$653K15K
Hagerty Inc Cl A ComHGTYShares$633K60K
Agco CorpAGCOShares$583K5K
Nrg Energy Inc NewNRGShares$568K4K
Nutrien Ltd ComNTRShares$505K7K
Spdr International Government TipsWIPShares$477K12K
Meta Platforms Inc Cl AMETAShares$472K826
U Haul Holding Company Com Ser NUHAL/BShares$472K11K
Occidental Pete Corp ComOXYShares$457K7K
Nike Inc Cl BNKEShares$454K9K
Cemex S.A.B. De C.V.CXShares$454K40K
Core Molding Technologies Inc ComCMTShares$448K20K
Apple Inc ComAAPLShares$432K2K
Koppers Holdings Inc ComKOPShares$412K11K
Radiant Logistics Inc ComRLGTShares$412K58K
Yum! Brands IncYUMShares$403K3K
Carmax Inc ComKMXShares$400K10K
Ishares Short-Term California MuniCALIShares$394K8K
Comstock Hldg Cos Inc Cl A NewCHCIShares$392K21K
Disney Walt Co ComDISShares$390K4K
Medtronic Plc ShsShares$352K4K
Vanguard Growth EtfVUGShares$350K802
Mastercraft Boat Hldgs Inc ComMCFTShares$349K17K
Nvr Inc ComNVRShares$343K52
Wisdomtree Floating Rate Treasury USFRShares$341K7K
Gildan Activewear Inc ComGILShares$340K6K
Labcorp Holdings Inc Com ShsLHShares$292K1K
Titan Machinery Inc ComTITNShares$284K17K
Marinemax Inc ComHZOShares$284K11K
Novartis Ag AdrNVSShares$274K2K
C & F Finl CorpCFFIShares$259K4K
Vanguard 0-3 Month Treasury Bill EVBILShares$259K3K
Superior Group Of Co Inc ComSGCShares$199K20K
Quad / Graphics Inc Com Cl AQUADShares$198K30K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.