Bristol Gate Capital Partners Inc. 13F Holdings

CIK 0001650142 · TORONTO, A6

As of Sep 30, 2025, Bristol Gate Capital Partners Inc. reported 31 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology289,747$95.6M5.64%
GE AEROSPACEGEIndustrials312,260$93.9M5.55%
MICROSOFT CORPMSFTTechnology177,318$91.8M5.42%
UNITEDHEALTH GROUP INCUNHHealthcare256,127$88.4M5.22%
MASTERCARD INCMAFinancial Services153,880$87.5M5.17%
APPLIED MATERIALS INCAMATTechnology417,459$85.5M5.05%
VISA INC-CLASS A SHARESVFinancial Services244,794$83.6M4.93%
THERMO FISHER SCIENTIFIC INCTMOHealthcare168,015$81.5M4.81%
SHERWIN WILLIAMS COSHWBasic Materials226,426$78.4M4.63%
MCKESSON CORPMCKHealthcare101,263$78.2M4.62%
CINTAS CORPCTASIndustrials380,234$78.0M4.61%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials386,308$77.4M4.57%
INTUIT INCINTUTechnology112,201$76.6M4.52%
MOODYS CORPMCOFinancial Services157,072$74.8M4.42%
ELI LILLY & COLLYHealthcare93,840$71.6M4.23%
MSCI INCMSCIFinancial Services123,310$70.0M4.13%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services346,194$69.8M4.12%
DOMINOS PIZZA INCDPZConsumer Cyclical157,655$68.1M4.02%
ZOETIS INCZTSHealthcare416,305$60.9M3.60%
ACCENTURE PLCACNTechnology239,609$59.1M3.49%
OLD DOMINION FREIGHT LINE INCODFLIndustrials405,255$57.1M3.37%
CARRIER GLOBAL CORPCARRBasic Materials944,185$56.4M3.33%
SPDR S&P 500 ETF TRUSTSPY—3,147$2.1M0.12%
BROOKFIELD CORPBNFinancial Services17,639 .2M0.07%
OPEN TEXT CORPOTEXTechnology32,098 .2M0.07%