Bristol Gate Capital Partners Inc. Top Holdings and 13F Report (2025) About Bristol Gate Capital Partners Inc.Investment ActivityBristol Gate Capital Partners Inc. has $2.05 billion in total holdings as of March 31, 2025.Bristol Gate Capital Partners Inc. owns shares of 32 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 16.03% of the portfolio was purchased this quarter.About 16.17% of the portfolio was sold this quarter.This quarter, Bristol Gate Capital Partners Inc. has purchased 33 new stocks and bought additional shares in 11 stocks.Bristol Gate Capital Partners Inc. sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings McKesson $115,943,096Visa $109,188,420Marsh & McLennan Companies $107,458,051Mastercard $107,252,213Cintas $105,790,734 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $97,684,580 Holding25754A201 - DOMINOS PIZZA INC $92,085,163 Holding929740108 - Westinghouse Air Brake Technologies $88,744,992 Holding Largest Purchases this Quarter Eli Lilly and Company 118,275 shares (about $97.68M)DOMINOS PIZZA INC 200,425 shares (about $92.09M)Westinghouse Air Brake Technologies 489,358 shares (about $88.74M)Microchip Technology 466,458 shares (about $22.58M)Applied Materials 145,891 shares (about $21.17M) Largest Sales this Quarter MSCI 30,466 shares (about $17.23M)Broadcom 92,284 shares (about $15.45M)Moody's 30,448 shares (about $14.18M)GE Aerospace 40,187 shares (about $8.04M)SPDR S&P 500 ETF Trust 8,017 shares (about $4.48M) 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 PortfolioSectorMCKMcKesson$115,943,096$625,879 ▲0.5%172,2815.7%MedicalVVisa$109,188,420$398,123 ▲0.4%311,5575.3%Business ServicesMMCMarsh & McLennan Companies$107,458,051$705,734 ▲0.7%440,3485.2%FinanceMAMastercard$107,252,213$2,822,268 ▼-2.6%195,6735.2%Business ServicesCTASCintas$105,790,734$466,758 ▲0.4%514,7225.2%Business ServicesGEGE Aerospace$105,020,621$8,043,422 ▼-7.1%524,7105.1%IndustrialsSHWSherwin-Williams$100,595,524$486,073 ▲0.5%288,0824.9%Basic MaterialsLLYEli Lilly and Company$97,684,580$97,684,580 ▲New Holding118,2754.8%MedicalUNHUnitedHealth Group$96,011,549$791,908 ▲0.8%183,3164.7%MedicalMCOMoody's$92,982,080$14,179,342 ▼-13.2%199,6654.5%FinanceDOMINOS PIZZA INC$92,085,163$92,085,163 ▲New Holding200,4254.5%COMWABWestinghouse Air Brake Technologies$88,744,992$88,744,992 ▲New Holding489,3584.3%TransportationMSCIMSCI$88,639,351$17,228,533 ▼-16.3%156,7454.3%FinanceZTSZoetis$88,183,829$1,284,927 ▲1.5%535,5844.3%MedicalINTUIntuit$87,593,354$113,588 ▼-0.1%142,6634.3%Computer and TechnologyODFLOld Dominion Freight Line$84,735,743$808,554 ▼-0.9%512,1534.1%TransportationMSFTMicrosoft$84,282,355$252,263 ▼-0.3%224,5194.1%Computer and TechnologyTMOThermo Fisher Scientific$80,767,874$1,000,673 ▲1.3%162,3153.9%MedicalMCHPMicrochip Technology$79,906,353$22,581,227 ▲39.4%1,650,6173.9%Computer and TechnologyAMATApplied Materials$76,843,815$21,171,707 ▲38.0%529,5193.8%Computer and TechnologyCARRCarrier Global$76,156,191$315,922 ▲0.4%1,201,2023.7%Computer and TechnologyAVGOBroadcom$69,436,414$15,451,113 ▼-18.2%414,7193.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,118,979$4,484,631 ▼-46.7%9,1510.2%FinanceWCNWaste Connections$1,081,423$112,060 ▼-9.4%5,5490.1%Business ServicesBNBrookfield$1,019,569$112,082 ▼-9.9%19,4850.0%FinanceTRIThomson Reuters$994,700$108,873 ▼-9.9%5,7650.0%Business ServicesFSVFirstService$991,120$107,932 ▼-9.8%5,9780.0%FinanceCIGIColliers International Group$914,038$95,348 ▼-9.4%7,5540.0%FinanceOTEXOpen Text$810,938$89,131 ▼-9.9%32,1350.0%Computer and TechnologyCNICanadian National Railway$798,449$87,765 ▼-9.9%8,2060.0%TransportationTFIITFI International$603,297$66,422 ▼-9.9%7,7930.0%TransportationSPGIS&P Global$355,6700.0%7000.0%Business ServicesCTVACorteva$0$98,093,017 ▼-100.0%00.0%Consumer StaplesLOWLowe's Companies$0$89,458,264 ▼-100.0%00.0%Retail/WholesaleCSXCSX$0$79,295,694 ▼-100.0%00.0%TransportationMATXMatson$0$202,260 ▼-100.0%00.0%TransportationShowing 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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