Bristol Gate Capital Partners Inc. Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Bristol Gate Capital Partners Inc.Investment ActivityBristol Gate Capital Partners Inc. has $2.13 billion in total holdings as of March 31, 2024.Bristol Gate Capital Partners Inc. owns shares of 30 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.89% of the portfolio was purchased this quarter.About 10.58% of the portfolio was sold this quarter.This quarter, Bristol Gate Capital Partners Inc. has purchased 32 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 Cintas $122,434,929Sherwin-Williams $106,568,833Mastercard $103,298,691Applied Materials $102,406,806Thermo Fisher Scientific $100,781,233 Largest New Holdings this Quarter McKesson $97,509,676 HoldingMarsh & McLennan Companies $95,138,866 Holding Largest Purchases this Quarter McKesson 181,633 shares (about $97.51M)Marsh & McLennan Companies 461,884 shares (about $95.14M)UnitedHealth Group 28,011 shares (about $13.86M)Corteva 29,587 shares (about $1.71M)Open Text 9,879 shares (about $383.20K) Largest Sales this Quarter Broadcom 23,361 shares (about $30.96M)Applied Materials 122,471 shares (about $25.26M)CSX 14,226 shares (about $527.36K)Roper Technologies 927 shares (about $519.90K)Cintas 743 shares (about $510.46K) 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 PortfolioSectorCTASCintas$122,434,929$510,463 ▼-0.4%178,2095.8%Industrial ProductsSHWSherwin-Williams$106,568,833$485,567 ▼-0.5%306,8235.0%ConstructionMAMastercard$103,298,691$480,607 ▼-0.5%214,5044.9%Business ServicesAMATApplied Materials$102,406,806$25,257,194 ▼-19.8%496,5664.8%Computer and TechnologyTMOThermo Fisher Scientific$100,781,233$9,881 ▲0.0%173,3994.7%MedicalMSFTMicrosoft$100,742,666$380,752 ▼-0.4%239,4534.7%Computer and TechnologyROPRoper Technologies$99,527,227$519,899 ▼-0.5%177,4614.7%Computer and TechnologyLOWLowe's Companies$99,178,616$56,550 ▼-0.1%389,3484.7%Retail/WholesaleINTUIntuit$98,963,800$481,000 ▼-0.5%152,2524.6%Computer and TechnologyCSXCSX$97,652,315$527,358 ▼-0.5%2,634,2684.6%TransportationMCKMcKesson$97,509,676$97,509,676 ▲New Holding181,6334.6%MedicalMCOMoody's$96,433,841$375,737 ▼-0.4%245,3604.5%FinanceAVGOBroadcom$96,330,799$30,962,903 ▼-24.3%72,6804.5%Computer and TechnologyMMCMarsh & McLennan Companies$95,138,866$95,138,866 ▲New Holding461,8844.5%FinanceCARRCarrier Global$93,688,005$59,293 ▼-0.1%1,611,6984.4%Computer and TechnologyVVisa$93,516,080$159,634 ▼-0.2%335,0874.4%Business ServicesMCHPMicrochip Technology$91,423,102$312,819 ▼-0.3%1,019,0964.3%Computer and TechnologyCTVACorteva$88,805,572$1,706,282 ▲2.0%1,539,8924.2%Consumer StaplesALLEAllegion$87,438,779$113,561 ▼-0.1%649,0894.1%Industrial ProductsUNHUnitedHealth Group$85,361,969$13,857,042 ▲19.4%172,5534.0%MedicalMSCIMSCI$85,075,189$429,865 ▼-0.5%151,7984.0%Computer and TechnologyZTSZoetis$79,968,984$119,631 ▼-0.1%472,6023.8%MedicalBNBrookfield$978,201$297,288 ▲43.7%23,3850.0%FinanceTRIThomson Reuters$961,590$285,474 ▲42.2%6,1810.0%Business ServicesOTEXOpen Text$860,238$383,203 ▲80.3%22,1770.0%Computer and TechnologyFSVFirstService$852,977$346,387 ▲68.4%5,1540.0%FinanceWCNWaste Connections$821,490$251,087 ▲44.0%4,7800.0%Business ServicesCIGIColliers International Group$809,277$225,933 ▲38.7%6,6230.0%FinanceCNICanadian National Railway$779,826$236,686 ▲43.6%5,9240.0%TransportationTUTELUS$762,448$370,277 ▲94.4%47,6750.0%UtilitiesAMTAmerican Tower$0$86,302,563 ▼-100.0%00.0%FinanceSBUXStarbucks$0$73,361,433 ▼-100.0%00.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$0$3,952,203 ▼-100.0%00.0%FinanceCPCanadian Pacific Kansas City$0$510,328 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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