Bristol John W & Co Inc holds a diversified book of 61 stocks worth $6.1B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Waters Corp and trimmed Alphabet Inc-CL A. Their largest long position is Amazon.com Inc at 6% of the equity book. Cloning the disclosed picks since 2013 would be +525% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/276101/holdings"
Use Arkolith to show BRISTOL JOHN W & CO INC /NY/'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 58.0 points over this window.
Growth of $10,000 cloning Bristol John W & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $341.7M | 1.64M | 5.6% | ▲+8.9% Added · +134K sh | |
| 2 | Apple Inc COM | $304.9M | 1.20M | 5.0% | ▲+15% Added · +156K sh | |
| 3 | Alphabet Inc CAP STK CL A | $294.5M | 1.02M | 4.8% | ▼−1.1% Reduced · −12K sh | |
| 4 | Arista Networks Inc COM SHS | $281.5M | 2.29M | 4.6% | ▼−1.6% Reduced · −36K sh | |
| 5 | Meta Platforms Inc CL A | $267.9M | 468.2K | 4.4% | ▼−1.2% Reduced · −6K sh | |
| 6 | Microsoft Corp COM | $267.7M | 723.1K | 4.4% | ▼−1.4% Reduced · −11K sh | |
| 7 | Netflix Inc. COM | $195.6M | 2.03M | 3.2% | ▼−1.1% Reduced · −24K sh | |
| 8 | Mastercard Incorporated CL A | $189.7M | 379.7K | 3.1% | ▼−1.2% Reduced · −5K sh | |
| 9 | JPMorgan Chase & Co COM | $177.7M | 604.2K | 2.9% | ▼−21% Reduced · −162K sh | |
| 10 | Thermo Fisher Scientific Inc COM | $168.5M | 342.8K | 2.8% | ▼−1.2% Reduced · −4K sh | |
| 11 | Intuitive Surgical Inc COM NEW | $166.3M | 360.7K | 2.7% | ▼−1.2% Reduced · −4K sh | |
| 12 | Nvidia Corporation COM | $160.2M | 918.4K | 2.6% | ▼−1.2% Reduced · −11K sh | |
| 13 | Canadian Pacific Kansas City COM | $144.1M | 1.83M | 2.4% | ▼−1.2% Reduced · −22K sh | |
| 14 | Infineon Technologies-ADR COMMON STOCKS | $134.6M | 2.98M | 2.2% | ▼−1.2% Reduced · −36K sh | |
| 15 | Deere & Co COM | $131.4M | 233.3K | 2.2% | ▼−1.3% Reduced · −3K sh | |
| 16 | Berkshire Hathaway Inc Del CL B NEW | $129.5M | 270.3K | 2.1% | ▼−1.1% Reduced · −3K sh | |
| 17 | Transdigm Group Inc COM | $126.9M | 109.5K | 2.1% | ▼−1.1% Reduced · −1K sh | |
| 18 | Fedex Corp COM | $124.5M | 349.5K | 2.0% | ▼−25% Reduced · −114K sh | |
| 19 | Starbucks Corp COM | $116.7M | 1.30M | 1.9% | ▼−5.5% Reduced · −75K sh | |
| 20 | T-Mobile US Inc COM | $115.1M | 547.9K | 1.9% | ▼−0.9% Reduced · −5K sh | |
| 21 | Schwab Charles Corp COM | $110.3M | 1.17M | 1.8% | ▼−1.2% Reduced · −14K sh | |
| 22 | Costco Wholesale Corporation COM | $105.2M | 105.5K | 1.7% | ▼−1.8% Reduced · −2K sh | |
| 23 | Delta Air Lines Inc COM NEW | $105.0M | 1.58M | 1.7% | ▼−31% Reduced · −724K sh | |
| 24 | Texas Instrs Inc COM | $101.7M | 523.6K | 1.7% | ▼−1.4% Reduced · −7K sh | |
| 25 | Union Pac Corp COM | $101.3M | 417.4K | 1.7% | ▼−1.3% Reduced · −5K sh | |
| 26 | Moodys Corp COM | $100.5M | 230.3K | 1.7% | ▼−1.2% Reduced · −3K sh | |
| 27 | Air Products And Chemicals I COM | $99.8M | 343.6K | 1.6% | ▼−1.1% Reduced · −4K sh | |
| 28 | Nestle Sa ADR COMMON STOCKS | $98.9M | 998.4K | 1.6% | ▲+4.2% Added · +40K sh | |
| 29 | Workday Inc CL A | $94.5M | 727.4K | 1.6% | ▲+30% Added · +167K sh | |
| 30 | Aon PLC SHS CL A | $91.4M | 283.1K | 1.5% | ▼−1.1% Reduced · −3K sh | |
| 31 | Entegris Inc COM | $90.7M | 773.3K | 1.5% | ▼−1.1% Reduced · −9K sh | |
| 32 | Becton Dickinson & Co COM | $89.9M | 571.8K | 1.5% | ▼−1.0% Reduced · −6K sh | |
| 33 | Johnson & Johnson COM | $86.0M | 351.9K | 1.4% | ▼−26% Reduced · −121K sh | |
| 34 | Novartis AG SPONSORED ADR | $85.8M | 561.8K | 1.4% | ▼−1.4% Reduced · −8K sh | |
| 35 | Chipotle Mexican Grill Inc COM | $85.2M | 2.66M | 1.4% | ▲+4.5% Added · +114K sh | |
| 36 | Yum Brands Inc COM | $82.7M | 531.9K | 1.4% | ▼−1.2% Reduced · −6K sh | |
| 37 | Unitedhealth Group Inc COM | $82.5M | 304.9K | 1.4% | ▲+7.9% Added · +22K sh | |
| 38 | S&P Global Inc COM | $74.7M | 175.7K | 1.2% | ▼−1.1% Reduced · −2K sh | |
| 39 | Sba Communications Corp CL A | $66.7M | 387.4K | 1.1% | ▲+23% Added · +72K sh | |
| 40 | Nike Inc CL B | $60.0M | 1.14M | 1.0% | ▲+5.3% Added · +57K sh | |
| 41 | Waters Corp COM | $59.4M | 199.5K | 1.0% | ▲New New position | |
| 42 | Alphabet Inc CAP STK CL C | $57.5M | 200.5K | 0.9% | ▼−1.4% Reduced · −3K sh | |
| 43 | Sherwin Williams Co COM | $57.1M | 178.1K | 0.9% | ▲New New position | |
| 44 | Tesla Inc COM | $55.5M | 149.3K | 0.9% | ▼−1.1% Reduced · −2K sh | |
| 45 | Verisk Analytics Inc COM | $54.6M | 287.6K | 0.9% | ▲New New position | |
| 46 | Ross Stores Inc COM | $53.1M | 245.1K | 0.9% | ▼−57% Reduced · −323K sh | |
| 47 | Capital One Finl Corp COM | $51.6M | 282.7K | 0.8% | ▲New New position | |
| 48 | Shopify Inc CL A SUB VTG SHS | $30.2M | 254.5K | 0.5% | ▲New New position | |
| 49 | TJX Cos Inc New COM | $862K | 5.4K | 0.0% | ▼−40% Reduced · −4K sh | |
| 50 | American Express Co COM | $711K | 2.4K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 109 | $6.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 103 | $6.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 96 | $6.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 94 | $6.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 96 | $5.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 26, 2025 | 95 | $6.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 104 | $6.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 101 | $6.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 94 | $5.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 30, 2024 | 109 | $5.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 109 | $5.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 28, 2023 | 110 | $5.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 124 | $4.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 18, 2023 | 120 | $4.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 1, 2022 | 128 | $4.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 117 | $4.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 126 | $5.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 133 | $5.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 29, 2021 | 136 | $5.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 135 | $5.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 27, 2021 | 132 | $4.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 121 | $4.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 26, 2020 | 119 | $4.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 18, 2020 | 96 | $4.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.