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 52.84% of Bradyco's stock portfolio.
- Reduced shares in these 10 stocks: BRK.B (-$27M), GOOG (-$9.9M), BRK.A (-$5.0M), GOOGL, PANW, ETN, META, ANET, DIS, PYPL.
- Sold out of its positions in GOOG, GOOGL, BRK.A, BRK.B, PYPL.
- Bradyco was a net seller of stock by $-48M.
- Bradyco has $87M in assets under management (AUM), dropping by -32.44%.
- Central Index Key (CIK): 0002055007
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Portfolio Holdings for Bradyco
Bradyco holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.5 | $14M | 39k | 373.02 |
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| Amazon (AMZN) | 14.8 | $13M | 54k | 238.34 |
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| Apple (AAPL) | 8.4 | $7.4M | 25k | 289.36 |
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| Costco Wholesale Corporation (COST) | 7.0 | $6.1M | 6.6k | 935.47 |
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| Morgan Stanley Com New (MS) | 6.1 | $5.3M | 25k | 209.04 |
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| Markel Corporation (MKL) | 4.6 | $4.0M | 2.0k | 1953.01 |
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| JPMorgan Chase & Co. (JPM) | 4.1 | $3.6M | 11k | 327.33 |
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| Exxon Mobil Corporation (XOM) | 3.9 | $3.4M | 25k | 136.72 |
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| Johnson & Johnson (JNJ) | 3.4 | $3.0M | 12k | 253.97 |
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| Procter & Gamble Company (PG) | 2.9 | $2.5M | 17k | 146.64 |
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| Walt Disney Company (DIS) | 2.8 | $2.4M | -7% | 25k | 96.25 |
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| Palo Alto Networks (PANW) | 2.7 | $2.3M | -15% | 6.9k | 341.02 |
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| Visa Com Cl A (V) | 2.4 | $2.1M | 6.0k | 343.09 |
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| Pepsi (PEP) | 2.0 | $1.8M | 13k | 135.40 |
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| American Express Company (AXP) | 2.0 | $1.7M | 5.1k | 338.25 |
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| Eaton Corp SHS (ETN) | 1.5 | $1.3M | -21% | 3.0k | 426.12 |
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| Meta Platforms Cl A (META) | 1.4 | $1.2M | -19% | 2.2k | 563.29 |
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| NVIDIA Corporation (NVDA) | 1.3 | $1.2M | 5.8k | 200.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.0M | 1.4k | 748.89 |
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| Arista Networks Com Shs (ANET) | 1.2 | $1.0M | -21% | 6.0k | 169.88 |
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| Coca-Cola Company (KO) | 1.1 | $944k | 12k | 81.27 |
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| Linde SHS (LIN) | 1.1 | $923k | 1.8k | 518.94 |
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| Novartis Sponsored Adr (NVS) | 1.0 | $915k | 5.8k | 156.72 |
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| UnitedHealth (UNH) | 1.0 | $872k | 2.1k | 415.63 |
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| Morningstar (MORN) | 0.9 | $759k | 4.9k | 156.02 |
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| Diageo Spon Adr New (DEO) | 0.9 | $743k | -8% | 9.2k | 80.38 |
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| Colgate-Palmolive Company (CL) | 0.8 | $717k | 7.8k | 91.68 |
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| Ecolab (ECL) | 0.8 | $673k | -21% | 2.4k | 278.61 |
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| Lowe's Companies (LOW) | 0.6 | $517k | 2.3k | 220.49 |
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| Servicenow (NOW) | 0.6 | $516k | 5.2k | 99.28 |
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| Wells Fargo & Company (WFC) | 0.5 | $465k | 5.6k | 82.64 |
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| Paychex (PAYX) | 0.4 | $311k | -23% | 3.2k | 98.33 |
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| M&T Bank Corporation (MTB) | 0.3 | $280k | 1.2k | 238.01 |
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Past Filings by Bradyco
SEC 13F filings are viewable for Bradyco going back to 2024
- Bradyco 2026 Q2 filed Aug. 11, 2026
- Bradyco 2026 Q1 filed May 13, 2026
- 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