Bristlecone Advisors, LLC
RIA/Wealth
Bristlecone Advisors, LLC is a RIA/Wealth based in Bellevue, WA led by Kevin George Mccandlish, reporting $2.1B in AUM as of Q3 2025 with 53% ETF concentration.
PartnerKevin George Mccandlish
- Portfolio Value
- $1.2B
- Positions
- 230
- Top Holding
- MSFT at 9.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bristlecone Advisors, LLC's portfolio (40.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $117.2M | 9.89% | -$46.5M Sold | 0.00% 226.3K shares | |
ETF ETF | $67.0M | 5.65% | +$2.4M Bought | — 100.1K shares | |
Semiconductors Technology | $48.5M | 4.09% | -$513.8K Sold | 0.00% 260.0K shares | |
Consumer Electronics Technology | $45.2M | 3.81% | -$5.3M Sold | 0.00% 177.5K shares | |
ETF ETF | $41.8M | 3.53% | +$1.0M Bought | — 976.9K shares | |
ETF ETF | $38.6M | 3.26% | -$422.7K Sold | — 385.5K shares | |
ETF ETF | $32.5M | 2.74% | +$439.7K Bought | — 498.3K shares | |
ETF ETF | $32.3M | 2.73% | -$180.1K Sold | — 1.2M shares | |
Specialty Retail Consumer Cyclical | $26.8M | 2.26% | -$7.7M Sold | 0.00% 122.2K shares | |
ETF ETF | $25.8M | 2.17% | +$51.1K Bought | — 83.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bristlecone Advisors, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bristlecone Advisors, LLC
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