Bradyco
Latest statistics and disclosures from Bradyco's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, AAPL, COST, MS, and represent 46.98% of Bradyco's stock portfolio.
- Added to shares of these 2 stocks: NOW, AMZN.
- Reduced shares in these 9 stocks: MS, MSFT, COST, MKL, JPM, IVV, MTB, AAPL, NVDA.
- Bradyco was a net seller of stock by $-6.9M.
- Bradyco has $81M in assets under management (AUM), dropping by -8.63%.
- Central Index Key (CIK): 0002055007
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Portfolio Holdings for Bradyco
Bradyco holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.6 | $13M | -13% | 26k | 483.62 |
|
| Amazon (AMZN) | 10.4 | $8.4M | 36k | 230.82 |
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| Apple (AAPL) | 8.6 | $6.9M | 25k | 271.86 |
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| Costco Wholesale Corporation (COST) | 6.8 | $5.5M | -18% | 6.4k | 862.34 |
|
| Morgan Stanley Com New (MS) | 5.6 | $4.5M | -44% | 25k | 177.53 |
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| Markel Corporation (MKL) | 5.4 | $4.3M | -9% | 2.0k | 2149.65 |
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| JPMorgan Chase & Co. (JPM) | 4.2 | $3.4M | -6% | 11k | 322.22 |
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| Walt Disney Company (DIS) | 3.8 | $3.1M | 27k | 113.77 |
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| Exxon Mobil Corporation (XOM) | 3.7 | $3.0M | 25k | 120.34 |
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| Procter & Gamble Company (PG) | 3.0 | $2.5M | 17k | 143.31 |
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| Johnson & Johnson (JNJ) | 3.0 | $2.4M | 12k | 206.95 |
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| Visa Com Cl A (V) | 2.6 | $2.1M | 6.0k | 350.71 |
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| Pepsi (PEP) | 2.3 | $1.9M | 13k | 143.52 |
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| American Express Company (AXP) | 2.3 | $1.9M | 5.1k | 369.95 |
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| Meta Platforms Cl A (META) | 2.2 | $1.8M | 2.7k | 660.09 |
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| Palo Alto Networks (PANW) | 1.9 | $1.5M | 8.1k | 184.20 |
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| NVIDIA Corporation (NVDA) | 1.7 | $1.4M | 7.5k | 186.50 |
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| Eaton Corp SHS (ETN) | 1.5 | $1.2M | 3.8k | 318.51 |
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| Morningstar (MORN) | 1.3 | $1.1M | 4.9k | 217.31 |
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| Servicenow (NOW) | 1.3 | $1.0M | +400% | 6.6k | 153.19 |
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| Arista Networks Com Shs (ANET) | 1.2 | $992k | 7.6k | 131.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $940k | -19% | 1.4k | 684.94 |
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| Linde SHS (LIN) | 1.1 | $926k | 2.2k | 426.39 |
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| UnitedHealth (UNH) | 1.1 | $882k | 2.7k | 330.11 |
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| Diageo Spon Adr New (DEO) | 1.1 | $871k | 10k | 86.27 |
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| Coca-Cola Company (KO) | 1.0 | $812k | 12k | 69.91 |
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| Ecolab (ECL) | 1.0 | $811k | 3.1k | 262.52 |
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| Novartis Sponsored Adr (NVS) | 1.0 | $805k | 5.8k | 137.87 |
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| Lowe's Companies (LOW) | 0.9 | $740k | 3.1k | 241.16 |
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| Colgate-Palmolive Company (CL) | 0.8 | $618k | 7.8k | 79.02 |
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| Wells Fargo & Company (WFC) | 0.7 | $525k | 5.6k | 93.20 |
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| Paychex (PAYX) | 0.6 | $461k | 4.1k | 112.18 |
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| Progressive Corporation (PGR) | 0.4 | $301k | 1.3k | 227.72 |
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| Paypal Holdings (PYPL) | 0.3 | $260k | 4.5k | 58.38 |
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| M&T Bank Corporation (MTB) | 0.3 | $234k | -21% | 1.2k | 201.48 |
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Past Filings by Bradyco
SEC 13F filings are viewable for Bradyco going back to 2024
- Bradyco 2025 Q4 filed Feb. 5, 2026
- Bradyco 2025 Q3 filed Nov. 13, 2025
- Bradyco 2025 Q2 restated filed Aug. 13, 2025
- Bradyco 2025 Q1 filed April 16, 2025
- Bradyco 2024 Q4 filed Feb. 7, 2025