Brian C. Broderick
Latest statistics and disclosures from Broderick Brian C's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AAPL, MSFT, AMD, and represent 29.66% of Broderick Brian C's stock portfolio.
- Added to shares of these 10 stocks: SCHW, AXP, UBER, AMAT, BPIRX, AVGO, LLY, NOW, FPACX, NU.
- Started 1 new stock position in AVGO.
- Reduced shares in these 10 stocks: CARR, MKC, UNH, , NVO, GOOGL, NVDA, FI, , AAPL.
- Sold out of its positions in ADBE, CRM.
- Broderick Brian C was a net seller of stock by $-11M.
- Broderick Brian C has $529M in assets under management (AUM), dropping by 0.48%.
- Central Index Key (CIK): 0001314376
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Portfolio Holdings for Broderick Brian C
Broderick Brian C holds 86 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 | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 8.1 | $43M | -2% | 137k | 313.00 |
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| NVIDIA Corporation (NVDA) | 6.9 | $37M | -2% | 196k | 186.50 |
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| Apple (AAPL) | 5.8 | $31M | 113k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.9 | $26M | 53k | 483.62 |
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| Advanced Micro Devices (AMD) | 4.0 | $21M | 100k | 214.16 |
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| MasterCard Incorporated (MA) | 3.8 | $20M | 36k | 570.88 |
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| Analog Devices (ADI) | 3.8 | $20M | 75k | 271.20 |
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| Raytheon Technologies Corp (RTX) | 3.7 | $19M | 106k | 183.40 |
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| Amazon (AMZN) | 3.2 | $17M | 73k | 230.82 |
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| TJX Companies (TJX) | 3.0 | $16M | 105k | 153.61 |
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| Abbott Laboratories (ABT) | 2.9 | $15M | 121k | 125.29 |
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| Johnson & Johnson (JNJ) | 2.7 | $15M | 70k | 206.95 |
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| Danaher Corporation (DHR) | 2.7 | $14M | 63k | 228.92 |
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| Procter & Gamble Company (PG) | 2.7 | $14M | 99k | 143.31 |
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| Rockwell Automation (ROK) | 2.6 | $14M | 36k | 389.07 |
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| Automatic Data Processing (ADP) | 2.5 | $14M | 52k | 257.23 |
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| Schneider Elect Sa-unsp (SBGSY) | 2.5 | $13M | 240k | 54.93 |
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| Home Depot (HD) | 2.2 | $12M | 34k | 344.10 |
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| Aptar (ATR) | 1.9 | $10M | 84k | 121.96 |
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| Xylem (XYL) | 1.8 | $9.6M | 70k | 136.18 |
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| Fpa Crescent Fund Equity Mutual Fu (FPACX) | 1.7 | $9.1M | +8% | 212k | 43.10 |
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| Eli Lilly & Co. (LLY) | 1.7 | $8.8M | +9% | 8.2k | 1074.68 |
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| Robeco Boston Partners Long Sh Equity Mutual Fu (BPIRX) | 1.6 | $8.3M | +10% | 593k | 14.04 |
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| Neuberger Berman Altern Long S Equity Mutual Fu (NLSIX) | 1.5 | $7.9M | 396k | 20.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $7.8M | 17k | 453.36 |
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| Canadian Natl Ry (CNI) | 1.4 | $7.6M | 77k | 98.85 |
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| Gqg Partners Emerging Markets Equity Mutual Fu (GQGIX) | 1.3 | $7.1M | 398k | 17.80 |
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| Amg River Road Small-mid Cap V Equity Mutual Fu (ARIMX) | 1.3 | $6.7M | 673k | 9.94 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $5.7M | 48k | 120.34 |
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| Fiserv (FI) | 1.0 | $5.5M | -10% | 81k | 67.17 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.9 | $4.7M | 10k | 468.76 |
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| Applied Materials (AMAT) | 0.8 | $4.1M | +24% | 16k | 256.99 |
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| Chevron Corporation (CVX) | 0.8 | $4.1M | 27k | 152.41 |
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| UnitedHealth (UNH) | 0.7 | $3.9M | -39% | 12k | 330.11 |
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| American Express Company (AXP) | 0.7 | $3.7M | +34% | 9.9k | 369.95 |
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| Spdr S&p 500 Etf (SPY) | 0.6 | $3.4M | 5.0k | 681.92 |
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| Uber Technologies (UBER) | 0.6 | $3.3M | +34% | 40k | 81.71 |
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| Alphabet Inc Class C cs (GOOG) | 0.6 | $3.2M | 10k | 313.80 |
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| Abbvie (ABBV) | 0.6 | $3.0M | 13k | 228.49 |
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| Union Pacific Corporation (UNP) | 0.5 | $2.6M | 11k | 231.32 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.3M | +76% | 23k | 99.91 |
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| Merck & Co (MRK) | 0.4 | $2.3M | 22k | 105.26 |
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| Zscaler Incorporated (ZS) | 0.4 | $2.2M | 10k | 224.92 |
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| Airbnb (ABNB) | 0.4 | $2.0M | +7% | 15k | 135.72 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.4 | $1.9M | -2% | 23k | 82.50 |
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| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.4 | $1.9M | +21% | 115k | 16.74 |
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| Pepsi (PEP) | 0.4 | $1.9M | 13k | 143.52 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $1.6M | -5% | 16k | 98.78 |
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| Trane Technologies (TT) | 0.3 | $1.5M | 3.8k | 389.20 |
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| International Business Machines (IBM) | 0.3 | $1.5M | 4.9k | 296.21 |
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| Coca-Cola Company (KO) | 0.3 | $1.4M | 19k | 69.91 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $1.2M | 33k | 38.06 |
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| Hubspot (HUBS) | 0.2 | $1.2M | 3.0k | 401.30 |
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| Norfolk Southern (NSC) | 0.2 | $1.1M | 3.8k | 288.72 |
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| Servicenow (NOW) | 0.2 | $919k | +400% | 6.0k | 153.19 |
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| Honeywell International (HON) | 0.2 | $893k | 4.6k | 195.09 |
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| General Electric (GE) | 0.2 | $814k | 2.6k | 308.03 |
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| Broadcom (AVGO) | 0.1 | $783k | NEW | 2.3k | 346.10 |
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| Pfizer (PFE) | 0.1 | $717k | 29k | 24.90 |
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| Snowflake Inc Cl A (SNOW) | 0.1 | $688k | 3.1k | 219.36 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $680k | 2.1k | 322.22 |
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| Carrier Global Corporation (CARR) | 0.1 | $615k | -88% | 12k | 52.84 |
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| 3M Company (MMM) | 0.1 | $592k | 3.7k | 160.10 |
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| Deere & Company (DE) | 0.1 | $582k | 1.3k | 465.57 |
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| Bristol Myers Squibb (BMY) | 0.1 | $546k | 10k | 53.94 |
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| ConocoPhillips (COP) | 0.1 | $519k | 5.5k | 93.61 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $513k | 885.00 | 579.45 |
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| Wal-Mart Stores (WMT) | 0.1 | $490k | 4.4k | 111.41 |
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| Marsh & McLennan Companies | 0.1 | $464k | 2.5k | 185.52 |
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| Novartis (NVS) | 0.1 | $430k | 3.1k | 137.87 |
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| McCormick & Company, Incorporated (MKC) | 0.1 | $430k | -89% | 6.3k | 68.11 |
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| Ge Vernova (GEV) | 0.1 | $374k | 572.00 | 653.57 |
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| Ingersoll Rand (IR) | 0.1 | $347k | 4.4k | 79.22 |
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| Cisco Systems (CSCO) | 0.1 | $314k | 4.1k | 77.03 |
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| Novo Nordisk A/S (NVO) | 0.1 | $312k | -82% | 6.1k | 50.88 |
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| Newmont Mining Corporation (NEM) | 0.1 | $312k | 3.1k | 99.85 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $303k | 3.0k | 100.89 |
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| Intel Corporation (INTC) | 0.1 | $301k | -30% | 8.2k | 36.90 |
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| Soltera Mng Corp | 0.1 | $300k | 300k | 1.00 |
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| Altria (MO) | 0.1 | $265k | 4.6k | 57.66 |
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| Phillips 66 (PSX) | 0.0 | $257k | 2.0k | 129.04 |
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| Cigna Corp (CI) | 0.0 | $234k | 851.00 | 275.23 |
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| Ironwood Pharmaceuticals (IRWD) | 0.0 | $61k | 18k | 3.37 |
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| Amg River Road Div All Cap Val Equity Mutual Fu (ARIDX) | 0.0 | $55k | 11k | 5.00 |
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| Proteostasis Therapeutics | 0.0 | $30k | 65k | 0.45 |
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| Kalypsis | 0.0 | $2.000000 | 20k | 0.00 |
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Past Filings by Broderick Brian C
SEC 13F filings are viewable for Broderick Brian C going back to 2011
- Broderick Brian C 2025 Q4 filed Feb. 17, 2026
- Broderick Brian C 2025 Q3 filed Nov. 10, 2025
- Broderick Brian C 2025 Q2 filed July 23, 2025
- Broderick Brian C 2025 Q1 filed April 18, 2025
- Broderick Brian C 2024 Q4 filed Feb. 13, 2025
- Broderick Brian C 2024 Q3 filed Nov. 6, 2024
- Broderick Brian C 2024 Q2 filed Aug. 12, 2024
- Broderick Brian C 2024 Q1 filed May 6, 2024
- Broderick Brian C 2023 Q3 filed Nov. 14, 2023
- Broderick Brian C 2023 Q2 filed Aug. 11, 2023
- Broderick Brian C 2023 Q1 filed May 10, 2023
- Broderick Brian C 2022 Q4 filed Feb. 9, 2023
- Broderick Brian C 2022 Q3 filed Nov. 8, 2022
- Broderick Brian C 2022 Q2 filed July 19, 2022
- Broderick Brian C 2022 Q1 filed May 17, 2022
- Broderick Brian C 2021 Q4 filed Feb. 8, 2022