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, ADI, AMD, and represent 27.57% of Broderick Brian C's stock portfolio.
- Added to shares of these 10 stocks: GEV, NEE, AVGO, ASML, ET, TSM, AMAT, VRT, AAPL, MSFT.
- Started 9 new stock positions in TSM, ASML, VRT, GILD, WWD, WCN, ET, NEE, SYK.
- Reduced shares in these 9 stocks: UNH, XOM, CARR, FISV, SPTM, COP, MKC, NVO, GE.
- Broderick Brian C was a net buyer of stock by $37M.
- Broderick Brian C has $542M in assets under management (AUM), dropping by 2.52%.
- Central Index Key (CIK): 0001314376
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Portfolio Holdings for Broderick Brian C
Broderick Brian C holds 95 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 | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 7.4 | $40M | 139k | 287.56 |
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| NVIDIA Corporation (NVDA) | 6.4 | $35M | 199k | 174.40 |
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| Apple (AAPL) | 5.5 | $30M | +4% | 117k | 253.79 |
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| Analog Devices (ADI) | 4.4 | $24M | 76k | 318.14 |
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| Advanced Micro Devices (AMD) | 3.9 | $21M | +3% | 103k | 203.43 |
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| Raytheon Technologies Corp (RTX) | 3.9 | $21M | +2% | 109k | 192.90 |
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| Microsoft Corporation (MSFT) | 3.8 | $21M | +4% | 56k | 370.17 |
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| MasterCard Incorporated (MA) | 3.4 | $18M | +3% | 37k | 499.66 |
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| Johnson & Johnson (JNJ) | 3.3 | $18M | +4% | 74k | 244.44 |
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| TJX Companies (TJX) | 3.2 | $18M | +4% | 109k | 159.70 |
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| Amazon (AMZN) | 2.9 | $16M | +4% | 76k | 208.27 |
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| Procter & Gamble Company (PG) | 2.8 | $15M | +4% | 103k | 144.44 |
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| Schneider Elect Sa-unsp (SBGSY) | 2.5 | $14M | +3% | 249k | 54.43 |
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| Rockwell Automation (ROK) | 2.4 | $13M | +2% | 37k | 358.88 |
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| Abbott Laboratories (ABT) | 2.4 | $13M | +4% | 125k | 102.67 |
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| Danaher Corporation (DHR) | 2.3 | $12M | +4% | 66k | 189.60 |
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| Home Depot (HD) | 2.2 | $12M | +5% | 36k | 328.89 |
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| Automatic Data Processing (ADP) | 2.1 | $11M | +5% | 55k | 203.18 |
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| Aptar (ATR) | 2.1 | $11M | +4% | 88k | 126.02 |
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| Fpa Crescent Fund Equity Mutual Fu (FPACX) | 1.7 | $9.0M | 212k | 42.43 |
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| Xylem (XYL) | 1.6 | $8.9M | +6% | 75k | 119.50 |
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| Eli Lilly & Co. (LLY) | 1.6 | $8.5M | +12% | 9.3k | 919.77 |
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| Canadian Natl Ry (CNI) | 1.5 | $8.4M | +6% | 82k | 102.77 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $8.3M | +8% | 19k | 446.54 |
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| Robeco Boston Partners Long Sh Equity Mutual Fu (BPIRX) | 1.5 | $8.3M | 593k | 13.94 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $7.8M | -3% | 46k | 169.66 |
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| Neuberger Berman Altern Long S Equity Mutual Fu (NLSIX) | 1.4 | $7.8M | 396k | 19.61 |
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| Applied Materials (AMAT) | 1.3 | $7.3M | +32% | 21k | 341.79 |
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| Gqg Partners Emerging Markets Equity Mutual Fu (GQGIX) | 1.3 | $7.2M | 398k | 18.19 |
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| Amg River Road Small-mid Cap V Equity Mutual Fu (ARIMX) | 1.2 | $6.6M | 673k | 9.78 |
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| Chevron Corporation (CVX) | 1.1 | $5.8M | +4% | 28k | 206.90 |
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| Fiserv (FISV) | 0.8 | $4.4M | -3% | 79k | 55.80 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.7 | $3.9M | 10k | 390.41 |
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| Ge Vernova (GEV) | 0.7 | $3.6M | +611% | 4.1k | 872.90 |
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| American Express Company (AXP) | 0.6 | $3.5M | +16% | 12k | 302.48 |
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| Broadcom (AVGO) | 0.6 | $3.4M | +390% | 11k | 309.51 |
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| Spdr S&p 500 Etf (SPY) | 0.6 | $3.3M | 5.0k | 650.34 |
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| Uber Technologies (UBER) | 0.6 | $3.1M | +8% | 44k | 71.93 |
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| Alphabet Inc Class C cs (GOOG) | 0.6 | $3.1M | +8% | 11k | 286.86 |
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| Abbvie (ABBV) | 0.6 | $3.0M | +3% | 14k | 217.49 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $2.9M | +33% | 31k | 93.98 |
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| Nextera Energy (NEE) | 0.5 | $2.9M | NEW | 31k | 92.88 |
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| Union Pacific Corporation (UNP) | 0.5 | $2.7M | 11k | 242.62 |
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| Merck & Co (MRK) | 0.5 | $2.7M | 22k | 120.29 |
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| Asml Holding (ASML) | 0.5 | $2.6M | NEW | 2.0k | 1320.83 |
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| Energy Transfer Equity (ET) | 0.4 | $2.4M | NEW | 125k | 19.30 |
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| Taiwan Semiconductor Mfg (TSM) | 0.4 | $2.4M | NEW | 7.1k | 337.95 |
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| Pepsi (PEP) | 0.4 | $2.1M | 13k | 155.29 |
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| Airbnb (ABNB) | 0.3 | $1.9M | 15k | 126.28 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.3 | $1.7M | -7% | 22k | 79.06 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $1.7M | +8% | 17k | 99.10 |
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| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.3 | $1.7M | 115k | 14.37 |
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| Trane Technologies (TT) | 0.3 | $1.6M | 3.8k | 416.74 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $1.6M | NEW | 6.2k | 250.58 |
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| Coca-Cola Company (KO) | 0.3 | $1.5M | 20k | 76.05 |
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| Pembina Pipeline Corp (PBA) | 0.3 | $1.5M | 33k | 44.76 |
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| UnitedHealth (UNH) | 0.3 | $1.4M | -55% | 5.3k | 270.59 |
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| Zscaler Incorporated (ZS) | 0.3 | $1.4M | 10k | 140.29 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.4M | +148% | 11k | 124.28 |
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| International Business Machines (IBM) | 0.2 | $1.2M | 4.9k | 242.39 |
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| Norfolk Southern (NSC) | 0.2 | $1.1M | 3.8k | 287.00 |
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| Honeywell International (HON) | 0.2 | $1.0M | 4.6k | 226.03 |
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| Waste Connections (WCN) | 0.2 | $972k | NEW | 6.0k | 162.44 |
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| Pfizer (PFE) | 0.2 | $823k | 29k | 28.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $753k | +21% | 2.6k | 294.16 |
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| General Electric (GE) | 0.1 | $746k | 2.6k | 283.77 |
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| Hubspot (HUBS) | 0.1 | $732k | 3.0k | 244.10 |
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| Deere & Company (DE) | 0.1 | $704k | 1.3k | 563.30 |
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| Servicenow (NOW) | 0.1 | $627k | 6.0k | 104.55 |
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| Bristol Myers Squibb (BMY) | 0.1 | $614k | 10k | 60.65 |
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| ConocoPhillips (COP) | 0.1 | $613k | -16% | 4.6k | 132.00 |
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| 3M Company (MMM) | 0.1 | $537k | 3.7k | 145.23 |
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| Carrier Global Corporation (CARR) | 0.1 | $503k | -23% | 8.9k | 56.31 |
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| Novartis (NVS) | 0.1 | $477k | 3.1k | 152.75 |
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| Snowflake Inc Cl A (SNOW) | 0.1 | $473k | 3.1k | 150.82 |
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| Gilead Sciences (GILD) | 0.1 | $461k | NEW | 3.3k | 139.37 |
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| Cisco Systems (CSCO) | 0.1 | $457k | +44% | 5.9k | 77.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $445k | +2% | 905.00 | 491.53 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $434k | 2.5k | 173.45 |
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| Phillips 66 (PSX) | 0.1 | $363k | 2.0k | 182.18 |
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| Intel Corporation (INTC) | 0.1 | $360k | 8.2k | 44.13 |
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| Ingersoll Rand (IR) | 0.1 | $351k | 4.4k | 80.12 |
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| Newmont Mining Corporation (NEM) | 0.1 | $338k | 3.1k | 108.25 |
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| Altria (MO) | 0.1 | $303k | 4.6k | 65.99 |
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| Soltera Mng Corp | 0.1 | $300k | 300k | 1.00 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $289k | 3.0k | 96.47 |
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| McCormick & Company, Incorporated (MKC) | 0.0 | $254k | -20% | 5.0k | 50.44 |
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| Cigna Corp (CI) | 0.0 | $227k | 851.00 | 266.75 |
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| Woodward Governor Company (WWD) | 0.0 | $206k | NEW | 575.00 | 357.92 |
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| Stryker Corporation (SYK) | 0.0 | $205k | NEW | 625.00 | 328.59 |
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| Novo Nordisk A/S (NVO) | 0.0 | $204k | -9% | 5.5k | 36.75 |
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| Ironwood Pharmaceuticals (IRWD) | 0.0 | $63k | 18k | 3.51 |
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| Amg River Road Div All Cap Val Equity Mutual Fu (ARIDX) | 0.0 | $56k | 11k | 5.11 |
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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 2026 Q1 filed May 7, 2026
- 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