Bradyco as of March 31, 2025
Portfolio Holdings for Bradyco
Bradyco holds 49 positions in its portfolio as reported in the March 2025 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) | 20.8 | $27M | 52k | 532.58 | |
| Microsoft Corporation (MSFT) | 9.4 | $12M | 33k | 375.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.6 | $8.7M | 56k | 156.23 | |
| Costco Wholesale Corporation (COST) | 6.1 | $8.0M | 8.5k | 945.78 | |
| Amazon (AMZN) | 5.5 | $7.3M | 38k | 190.26 | |
| Apple (AAPL) | 4.5 | $6.0M | 27k | 222.13 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.2 | $5.6M | 7.00 | 798441.57 | |
| Morgan Stanley Com New (MS) | 4.0 | $5.3M | 45k | 116.67 | |
| Markel Corporation (MKL) | 3.2 | $4.2M | 2.2k | 1869.61 | |
| Procter & Gamble Company (PG) | 2.2 | $2.9M | 17k | 170.42 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $2.9M | 25k | 118.93 | |
| Walt Disney Company (DIS) | 2.1 | $2.8M | 28k | 98.70 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $2.7M | 11k | 245.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.3M | 15k | 154.64 | |
| Visa Com Cl A (V) | 1.6 | $2.1M | 6.0k | 350.46 | |
| Pepsi (PEP) | 1.5 | $2.0M | 13k | 149.94 | |
| Johnson & Johnson (JNJ) | 1.5 | $2.0M | 12k | 165.84 | |
| Meta Platforms Cl A (META) | 1.2 | $1.6M | 2.7k | 576.36 | |
| Morningstar (MORN) | 1.1 | $1.5M | 4.9k | 299.87 | |
| UnitedHealth (UNH) | 1.1 | $1.4M | 2.7k | 523.75 | |
| Palo Alto Networks (PANW) | 1.1 | $1.4M | 8.1k | 170.64 | |
| American Express Company (AXP) | 1.0 | $1.4M | 5.1k | 269.05 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.2M | 2.1k | 561.90 | |
| Diageo Spon Adr New (DEO) | 0.8 | $1.1M | 10k | 104.79 | |
| Servicenow (NOW) | 0.8 | $1.1M | 1.3k | 796.14 | |
| salesforce (CRM) | 0.8 | $1.0M | 3.9k | 268.36 | |
| Eaton Corp SHS (ETN) | 0.8 | $1.0M | 3.8k | 271.83 | |
| Broadcom (AVGO) | 0.8 | $1.0M | 6.2k | 167.43 | |
| Nextera Energy (NEE) | 0.8 | $1.0M | 14k | 70.89 | |
| Linde SHS (LIN) | 0.8 | $1.0M | 2.2k | 465.64 | |
| Intercontinental Exchange (ICE) | 0.7 | $860k | 5.0k | 172.50 | |
| O'reilly Automotive (ORLY) | 0.7 | $857k | 598.00 | 1432.58 | |
| Coca-Cola Company (KO) | 0.6 | $832k | 12k | 71.62 | |
| NVIDIA Corporation (NVDA) | 0.6 | $818k | 7.6k | 108.38 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $817k | 2.1k | 383.53 | |
| Ecolab (ECL) | 0.6 | $783k | 3.1k | 253.52 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $746k | 6.7k | 111.48 | |
| Colgate-Palmolive Company (CL) | 0.6 | $733k | 7.8k | 93.70 | |
| Lowe's Companies (LOW) | 0.5 | $716k | 3.1k | 233.23 | |
| Waste Management (WM) | 0.5 | $660k | 2.8k | 231.51 | |
| Paychex (PAYX) | 0.5 | $634k | 4.1k | 154.28 | |
| Arista Networks Com Shs (ANET) | 0.4 | $586k | 7.6k | 77.48 | |
| Bank of America Corporation (BAC) | 0.4 | $478k | 12k | 41.73 | |
| Wells Fargo & Company (WFC) | 0.3 | $404k | 5.6k | 71.79 | |
| Blackrock (BLK) | 0.3 | $382k | 404.00 | 946.48 | |
| Progressive Corporation (PGR) | 0.3 | $374k | 1.3k | 283.01 | |
| Paypal Holdings (PYPL) | 0.2 | $291k | 4.5k | 65.25 | |
| M&T Bank Corporation (MTB) | 0.2 | $276k | 1.5k | 178.75 | |
| Kenvue (KVUE) | 0.2 | $225k | 9.4k | 23.98 |
