Bradyco
Latest statistics and disclosures from Bradyco's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MSFT, AMZN, GOOG, COST, and represent 53.71% of Bradyco's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$27M), GOOG (+$9.9M), BRK.A (+$5.0M), MSFT, AMZN, GOOGL, COST, JPM, MKL, IVV.
- Started 4 new stock positions in BRK.A, BRK.B, GOOG, GOOGL.
- Reduced shares in these 6 stocks: NVDA, PGR, LIN, LOW, UNH, NOW.
- Sold out of its position in PGR.
- Bradyco was a net buyer of stock by $53M.
- Bradyco has $129M in assets under management (AUM), dropping by 60.18%.
- Central Index Key (CIK): 0002055007
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Portfolio Holdings for Bradyco
Bradyco holds 38 positions in its portfolio as reported in the March 2026 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) | 21.2 | $27M | NEW | 57k | 479.20 |
|
| Microsoft Corporation (MSFT) | 11.0 | $14M | +48% | 39k | 370.17 |
|
| Amazon (AMZN) | 8.7 | $11M | +49% | 54k | 208.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 7.6 | $9.9M | NEW | 34k | 286.86 |
|
| Costco Wholesale Corporation (COST) | 5.1 | $6.5M | +2% | 6.6k | 996.43 |
|
| Apple (AAPL) | 5.0 | $6.5M | 25k | 253.79 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.9 | $5.0M | NEW | 7.00 | 718140.00 |
|
| Exxon Mobil Corporation (XOM) | 3.3 | $4.2M | 25k | 169.66 |
|
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| Morgan Stanley Com New (MS) | 3.2 | $4.2M | 25k | 164.57 |
|
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| Markel Corporation (MKL) | 3.0 | $3.9M | 2.0k | 1914.07 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $3.7M | NEW | 13k | 287.56 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $3.2M | +4% | 11k | 294.16 |
|
| Johnson & Johnson (JNJ) | 2.2 | $2.9M | 12k | 244.44 |
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| Walt Disney Company (DIS) | 2.0 | $2.6M | 27k | 96.38 |
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| Procter & Gamble Company (PG) | 1.9 | $2.5M | 17k | 144.44 |
|
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| Pepsi (PEP) | 1.6 | $2.0M | 13k | 155.29 |
|
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| Visa Com Cl A (V) | 1.4 | $1.8M | 6.0k | 302.24 |
|
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| Meta Platforms Cl A (META) | 1.2 | $1.6M | 2.7k | 572.13 |
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| American Express Company (AXP) | 1.2 | $1.5M | 5.1k | 302.48 |
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| Eaton Corp SHS (ETN) | 1.1 | $1.4M | 3.8k | 357.67 |
|
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| Palo Alto Networks (PANW) | 1.0 | $1.3M | 8.1k | 160.32 |
|
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| NVIDIA Corporation (NVDA) | 0.8 | $1.0M | -23% | 5.8k | 174.40 |
|
| Arista Networks Com Shs (ANET) | 0.7 | $929k | 7.6k | 122.78 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $901k | 1.4k | 653.21 |
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| Novartis Sponsored Adr (NVS) | 0.7 | $892k | 5.8k | 152.75 |
|
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| Coca-Cola Company (KO) | 0.7 | $883k | 12k | 76.05 |
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| Linde SHS (LIN) | 0.7 | $882k | -18% | 1.8k | 495.76 |
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| Morningstar (MORN) | 0.6 | $822k | 4.9k | 169.05 |
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| Ecolab (ECL) | 0.6 | $822k | 3.1k | 266.02 |
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| Diageo Spon Adr New (DEO) | 0.6 | $751k | 10k | 74.45 |
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| Colgate-Palmolive Company (CL) | 0.5 | $667k | 7.8k | 85.23 |
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| UnitedHealth (UNH) | 0.4 | $568k | -21% | 2.1k | 270.59 |
|
| Lowe's Companies (LOW) | 0.4 | $554k | -23% | 2.3k | 236.28 |
|
| Servicenow (NOW) | 0.4 | $544k | -21% | 5.2k | 104.55 |
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| Wells Fargo & Company (WFC) | 0.3 | $448k | 5.6k | 79.61 |
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| Paychex (PAYX) | 0.3 | $379k | 4.1k | 92.12 |
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| M&T Bank Corporation (MTB) | 0.2 | $243k | 1.2k | 206.72 |
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| Paypal Holdings (PYPL) | 0.2 | $202k | 4.5k | 45.23 |
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Past Filings by Bradyco
SEC 13F filings are viewable for Bradyco going back to 2024
- 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