Bristol Gate Capital Partners Inc. Top Holdings and 13F Report (2025) About Bristol Gate Capital Partners Inc.Investment ActivityBristol Gate Capital Partners Inc. has $1.76 billion in total holdings as of June 30, 2025.Bristol Gate Capital Partners Inc. owns shares of 31 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.52% of the portfolio was purchased this quarter.About 28.13% of the portfolio was sold this quarter.This quarter, Bristol Gate Capital Partners Inc. has purchased 32 new stocks and bought additional shares in 4 stocks.Bristol Gate Capital Partners Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings GE Aerospace $109,607,425Broadcom $91,909,877Intuit $91,447,188Microsoft $91,036,671Visa $89,866,419 Largest New Holdings this Quarter G1151C101 - Accenture $74,387,203 Holding Largest Purchases this Quarter Accenture 248,878 shares (about $74.39M)Thermo Fisher Scientific 11,183 shares (about $4.53M)TFI International 4,227 shares (about $378.68K)Canadian National Railway 1,664 shares (about $173.03K)Open Text 2,074 shares (about $60.48K) Largest Sales this Quarter McKesson 67,580 shares (about $49.52M)Cintas 121,211 shares (about $27.01M)GE Aerospace 98,869 shares (about $25.45M)Broadcom 81,290 shares (about $22.41M)Intuit 26,560 shares (about $20.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBristol Gate Capital Partners Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGEGE Aerospace$109,607,425$25,447,941 ▼-18.8%425,8416.2%AerospaceAVGOBroadcom$91,909,877$22,407,631 ▼-19.6%333,4295.2%Computer and TechnologyINTUIntuit$91,447,188$20,919,677 ▼-18.6%116,1035.2%Computer and TechnologyMSFTMicrosoft$91,036,671$20,641,564 ▼-18.5%183,0215.2%Computer and TechnologyVVisa$89,866,419$20,751,978 ▼-18.8%253,1095.1%Business ServicesMAMastercard$89,279,406$20,677,851 ▼-18.8%158,8765.1%Business ServicesCTASCintas$87,701,927$27,014,336 ▼-23.5%393,5115.0%Business ServicesWABWabtec$83,656,984$18,790,231 ▼-18.3%399,6034.8%TransportationMCOMoody's$81,400,083$18,750,565 ▼-18.7%162,2834.6%FinanceSHWSherwin-Williams$80,325,213$18,590,944 ▼-18.8%233,9384.6%Basic MaterialsAMATApplied Materials$78,855,936$18,083,330 ▼-18.7%430,7414.5%Computer and TechnologyMMCMarsh & McLennan Companies$78,200,857$18,076,961 ▼-18.8%357,6694.4%FinanceMCKMcKesson$76,723,093$49,521,462 ▼-39.2%104,7014.4%MedicalLLYEli Lilly and Company$75,507,355$16,691,239 ▼-18.1%96,8634.3%MedicalACNAccenture$74,387,203$74,387,203 ▲New Holding248,8784.2%Computer and TechnologyMSCIMSCI$73,480,657$16,920,385 ▼-18.7%127,4074.2%FinanceDOMINOS PIZZA INC$73,462,160$16,849,272 ▼-18.7%163,0324.2%COMCARRCarrier Global$71,408,332$16,507,728 ▼-18.8%975,6564.1%ConstructionTMOThermo Fisher Scientific$70,346,801$4,534,279 ▲6.9%173,4984.0%MedicalODFLOld Dominion Freight Line$68,332,855$14,789,590 ▼-17.8%421,0283.9%TransportationZTSZoetis$67,231,470$16,293,075 ▼-19.5%431,1083.8%MedicalUNHUnitedHealth Group$46,369,385$10,820,137 ▼-18.9%148,6332.6%MedicalBNBrookfield$1,156,016$47,498 ▼-3.9%18,7160.1%FinanceTRIThomson Reuters$1,118,238$38,733 ▼-3.3%5,5720.1%Business ServicesTFIITFI International$1,076,823$378,680 ▲54.2%12,0200.1%TransportationCNICanadian National Railway$1,026,350$173,034 ▲20.3%9,8700.1%TransportationFSVFirstService$999,631$41,448 ▼-4.0%5,7400.1%FinanceOTEXOpen Text$997,564$60,480 ▲6.5%34,2090.1%Computer and TechnologyWCNWaste Connections$994,403$40,082 ▼-3.9%5,3340.1%Business ServicesSPYSPDR S&P 500 ETF Trust$447,460$5,208,212 ▼-92.1%7240.0%FinanceSPGIS&P Global$369,1030.0%7000.0%FinanceMCHPMicrochip Technology$0$79,906,353 ▼-100.0%00.0%Computer and TechnologyCIGIColliers International Group$0$914,038 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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