Bradyco as of June 30, 2025
Portfolio Holdings for Bradyco
Bradyco holds 49 positions in its portfolio as reported in the June 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) | 17.2 | $24M | 52k | 456.47 | |
| Microsoft Corporation (MSFT) | 11.5 | $16M | 33k | 475.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.1 | $9.6M | 56k | 172.77 | |
| Amazon (AMZN) | 6.0 | $8.1M | 38k | 211.67 | |
| Costco Wholesale Corporation (COST) | 5.9 | $8.1M | 8.5k | 952.00 | |
| Morgan Stanley Com New (MS) | 4.7 | $6.4M | 45k | 140.86 | |
| Apple (AAPL) | 3.9 | $5.3M | 27k | 198.12 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.7 | $5.1M | 7.00 | 728800.00 | |
| Markel Corporation (MKL) | 3.3 | $4.5M | 2.7k | 1636.39 | |
| Walt Disney Company (DIS) | 2.5 | $3.5M | 28k | 124.01 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $3.3M | 11k | 295.46 | |
| Procter & Gamble Company (PG) | 2.0 | $2.8M | 17k | 159.32 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $2.7M | 25k | 107.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.7M | 15.00 | 177170.00 | |
| Visa Com Cl A (V) | 1.6 | $2.1M | 6.0k | 355.05 | |
| Meta Platforms Cl A (META) | 1.5 | $2.0M | 2.2k | 900.90 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.8M | 12k | 152.75 | |
| Pepsi (PEP) | 1.3 | $1.7M | 13k | 132.04 | |
| Broadcom (AVGO) | 1.2 | $1.7M | 6.2k | 275.65 | |
| Palo Alto Networks (PANW) | 1.2 | $1.7M | 8.1k | 204.64 | |
| American Express Company (AXP) | 1.2 | $1.6M | 5.1k | 318.98 | |
| Morningstar (MORN) | 1.1 | $1.5M | 4.9k | 313.93 | |
| Servicenow (NOW) | 1.0 | $1.4M | 1.3k | 1028.08 | |
| Eaton Corp SHS (ETN) | 1.0 | $1.4M | 3.8k | 356.99 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.2M | 2.1k | 590.99 | |
| NVIDIA Corporation (NVDA) | 0.9 | $1.2M | 7.6k | 157.99 | |
| salesforce (CRM) | 0.8 | $1.1M | 3.9k | 272.69 | |
| Linde SHS (LIN) | 0.7 | $1.0M | 2.2k | 469.18 | |
| Diageo Spon Adr New (DEO) | 0.7 | $1.0M | 10k | 100.84 | |
| Nextera Energy (NEE) | 0.7 | $1.0M | 14k | 69.42 | |
| Intercontinental Exchange (ICE) | 0.7 | $915k | 5.0k | 183.47 | |
| UnitedHealth (UNH) | 0.6 | $834k | 2.7k | 311.97 | |
| Ecolab (ECL) | 0.6 | $833k | 3.1k | 269.44 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $824k | 2.1k | 386.88 | |
| Coca-Cola Company (KO) | 0.6 | $822k | 12k | 70.75 | |
| O'reilly Automotive (ORLY) | 0.6 | $809k | 598.00 | 1351.95 | |
| Arista Networks Com Shs (ANET) | 0.6 | $774k | 7.6k | 102.31 | |
| Colgate-Palmolive Company (CL) | 0.5 | $711k | 7.8k | 90.90 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $707k | 6.7k | 105.64 | |
| Lowe's Companies (LOW) | 0.5 | $681k | 3.1k | 221.87 | |
| Waste Management (WM) | 0.5 | $652k | 2.8k | 228.82 | |
| Paychex (PAYX) | 0.4 | $598k | 4.1k | 145.46 | |
| Bank of America Corporation (BAC) | 0.4 | $542k | 12k | 47.32 | |
| Wells Fargo & Company (WFC) | 0.3 | $451k | 5.6k | 80.12 | |
| Blackrock (BLK) | 0.3 | $424k | 404.00 | 1049.25 | |
| Progressive Corporation (PGR) | 0.3 | $352k | 1.3k | 266.86 | |
| Paypal Holdings (PYPL) | 0.2 | $331k | 4.5k | 74.32 | |
| M&T Bank Corporation (MTB) | 0.2 | $300k | 1.5k | 193.99 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $209k | 7.5k | 27.67 |
