Bradyco
Latest statistics and disclosures from Bradyco's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, GOOG, COST, AMZN, and represent 48.52% of Bradyco's stock portfolio.
- Added to shares of these 1 stock: IVV.
- Reduced shares in these 10 stocks: BRK.B, COST, GOOG, MSFT, MKL, PG, SCHV, CABO, DHR, AMZN.
- Sold out of its positions in CABO, DHR, SCHV.
- Bradyco was a net seller of stock by $-8.1M.
- Bradyco has $132M in assets under management (AUM), dropping by -18.65%.
- Central Index Key (CIK): 0002055007
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Portfolio Holdings for Bradyco
Bradyco holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 20.8 | $27M | -9% | 52k | 532.58 |
|
| Microsoft Corporation (MSFT) | 9.4 | $12M | -5% | 33k | 375.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $8.7M | -7% | 56k | 156.23 |
|
| Costco Wholesale Corporation (COST) | 6.1 | $8.0M | -11% | 8.5k | 945.78 |
|
| Amazon (AMZN) | 5.5 | $7.3M | -3% | 38k | 190.26 |
|
| Apple (AAPL) | 4.5 | $6.0M | 27k | 222.13 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.2 | $5.6M | 7.00 | 798441.57 |
|
|
| Morgan Stanley Com New (MS) | 4.0 | $5.3M | 45k | 116.67 |
|
|
| Markel Corporation (MKL) | 3.2 | $4.2M | -9% | 2.2k | 1869.61 |
|
| Procter & Gamble Company (PG) | 2.2 | $2.9M | -11% | 17k | 170.42 |
|
| Exxon Mobil Corporation (XOM) | 2.2 | $2.9M | -3% | 25k | 118.93 |
|
| Walt Disney Company (DIS) | 2.1 | $2.8M | -4% | 28k | 98.70 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $2.7M | 11k | 245.30 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.3M | -2% | 15k | 154.64 |
|
| Visa Com Cl A (V) | 1.6 | $2.1M | 6.0k | 350.46 |
|
|
| Pepsi (PEP) | 1.5 | $2.0M | -3% | 13k | 149.94 |
|
| Johnson & Johnson (JNJ) | 1.5 | $2.0M | -6% | 12k | 165.84 |
|
| Meta Platforms Cl A (META) | 1.2 | $1.6M | 2.7k | 576.36 |
|
|
| Morningstar (MORN) | 1.1 | $1.5M | 4.9k | 299.87 |
|
|
| UnitedHealth (UNH) | 1.1 | $1.4M | 2.7k | 523.75 |
|
|
| Palo Alto Networks (PANW) | 1.1 | $1.4M | 8.1k | 170.64 |
|
|
| American Express Company (AXP) | 1.0 | $1.4M | 5.1k | 269.05 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.2M | +12% | 2.1k | 561.90 |
|
| Diageo Spon Adr New (DEO) | 0.8 | $1.1M | -13% | 10k | 104.79 |
|
| Servicenow (NOW) | 0.8 | $1.1M | 1.3k | 796.14 |
|
|
| salesforce (CRM) | 0.8 | $1.0M | 3.9k | 268.36 |
|
|
| Eaton Corp SHS (ETN) | 0.8 | $1.0M | 3.8k | 271.83 |
|
|
| Broadcom (AVGO) | 0.8 | $1.0M | 6.2k | 167.43 |
|
|
| Nextera Energy (NEE) | 0.8 | $1.0M | 14k | 70.89 |
|
|
| Linde SHS (LIN) | 0.8 | $1.0M | 2.2k | 465.64 |
|
|
| Intercontinental Exchange (ICE) | 0.7 | $860k | 5.0k | 172.50 |
|
|
| O'reilly Automotive (ORLY) | 0.7 | $857k | 598.00 | 1432.58 |
|
|
| Coca-Cola Company (KO) | 0.6 | $832k | -6% | 12k | 71.62 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $818k | 7.6k | 108.38 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $817k | 2.1k | 383.53 |
|
|
| Ecolab (ECL) | 0.6 | $783k | 3.1k | 253.52 |
|
|
| Novartis Sponsored Adr (NVS) | 0.6 | $746k | -6% | 6.7k | 111.48 |
|
| Colgate-Palmolive Company (CL) | 0.6 | $733k | 7.8k | 93.70 |
|
|
| Lowe's Companies (LOW) | 0.5 | $716k | 3.1k | 233.23 |
|
|
| Waste Management (WM) | 0.5 | $660k | 2.8k | 231.51 |
|
|
| Paychex (PAYX) | 0.5 | $634k | -15% | 4.1k | 154.28 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $586k | 7.6k | 77.48 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $478k | 12k | 41.73 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $404k | 5.6k | 71.79 |
|
|
| Blackrock (BLK) | 0.3 | $382k | 404.00 | 946.48 |
|
|
| Progressive Corporation (PGR) | 0.3 | $374k | 1.3k | 283.01 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $291k | 4.5k | 65.25 |
|
|
| M&T Bank Corporation (MTB) | 0.2 | $276k | 1.5k | 178.75 |
|
|
| Kenvue (KVUE) | 0.2 | $225k | -16% | 9.4k | 23.98 |
|
Past Filings by Bradyco
SEC 13F filings are viewable for Bradyco going back to 2024
- Bradyco 2025 Q1 filed April 16, 2025
- Bradyco 2024 Q4 filed Feb. 7, 2025