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Achilleas Taxildaris — Institutional Investor Profile | Buyside Digest

Achilleas Taxildaris

Institutional Investor • The Bristol Gate U.S. Equity Strategy

Value

$2.8B

Stocks

33 Stocks (1 new)

Turnover

0.0%

CIK

0001650142EDGAR ↗

Website ↗

Top Holdings

AMAT(5.50%) KLA(5.42%) LLY(5.21%) GE(5.06%) TRGP(4.92%)

About Investor

Bristol Gate Capital Partners Inc. is an independent, employee-owned investment management company founded in 2006 and based in Toronto, Ontario. The firm manages approximately $2.8 billion in AUM/AUA across US and Canadian equity strategies. Under current CIO Izet Elmazi's leadership since 2020, the firm has continued the dividend growth investment approach established by founding CIO Peter Simmie, who achieved a 10-year alpha of 3.5% during his tenure. The U.S. Equity Strategy launched May 15, 2009, and has earned Morningstar's five-star rating for 10-year performance.

Investor Philosophy

Investment philosophy details pending verification.

Achilleas Taxildaris Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AMAT	None	Applied Materials, Inc.	Information Technology	$79.0M	5.5%	No Change
KLA	None	KLA Corporation	General	$77.9M	5.4%	No Change
LLY	None	Eli Lilly and Company	Health Care	$74.8M	5.2%	No Change
GE	None	GE Aerospace	Industrials	$72.7M	5.1%	No Change
TRGP	None	Targa Resources	Energy	$70.7M	4.9%	No Change
APH	None	Amphenol Corporation	Information Technology	$67.9M	4.7%	No Change
IBKR	None	Interactive Brokers Group, Inc.	Financials	$65.9M	4.6%	No Change
WRB	None	W.R. Berkley	Financials	$64.7M	4.5%	No Change
V	None	Visa Inc.	Financials	$64.2M	4.5%	No Change
TT	None	Trane Technologies	Industrials	$63.7M	4.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
BNBrookfield Corporation	$599K	+100.0%	0.0%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
CMCanadian Imperial Bank of Commerce	$579.1M	-100.0%	0.0%	Sold Out
BN.TOBrookfield Corporation	$599K	-100.0%	0.0%	Sold Out
CIBC.TOCanadian Imperial Bank of Commerce	$579K	-99.9%	0.0%	Decreased

13F Sector Breakdown

Industrials31.4%

Information Technology18.5%

Financials17.9%

General9.5%

Health Care9.3%

Sector	Stocks	Value	Exposure
Industrials	10	$450.3M	31.4%
Information Technology	4	$265.7M	18.5%
Financials	7	$256.6M	17.9%
General	3	$136.9M	9.5%
Health Care	2	$132.9M	9.3%
Consumer Staples	2	$121.5M	8.5%
Energy	3	$71.7M	5.0%
Real Estate	1	$598K	0.0%
Materials	1	$261K	0.0%