Bradyco as of Sept. 30, 2025
Portfolio Holdings for Bradyco
Bradyco holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.6 | $16M | 30k | 517.95 | |
| Amazon (AMZN) | 9.0 | $8.0M | 36k | 219.57 | |
| Costco Wholesale Corporation (COST) | 8.2 | $7.2M | 7.8k | 925.63 | |
| Morgan Stanley Com New (MS) | 8.2 | $7.2M | 45k | 158.96 | |
| Apple (AAPL) | 7.4 | $6.5M | 26k | 254.63 | |
| Markel Corporation (MKL) | 4.9 | $4.3M | 2.2k | 1911.36 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $3.6M | 11k | 315.43 | |
| Walt Disney Company (DIS) | 3.5 | $3.1M | 27k | 114.50 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $2.8M | 25k | 112.75 | |
| Procter & Gamble Company (PG) | 3.0 | $2.6M | 17k | 153.65 | |
| Johnson & Johnson (JNJ) | 2.5 | $2.2M | 12k | 185.42 | |
| Visa Com Cl A (V) | 2.3 | $2.0M | 6.0k | 341.38 | |
| Meta Platforms Cl A (META) | 2.3 | $2.0M | 2.7k | 734.38 | |
| Pepsi (PEP) | 2.1 | $1.8M | 13k | 140.44 | |
| American Express Company (AXP) | 1.9 | $1.7M | 5.1k | 332.16 | |
| Palo Alto Networks (PANW) | 1.9 | $1.7M | 8.1k | 203.62 | |
| Eaton Corp SHS (ETN) | 1.6 | $1.4M | 3.8k | 374.25 | |
| NVIDIA Corporation (NVDA) | 1.6 | $1.4M | 7.6k | 186.58 | |
| Servicenow (NOW) | 1.4 | $1.2M | 1.3k | 920.28 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.1M | 1.7k | 669.32 | |
| Morningstar (MORN) | 1.3 | $1.1M | 4.9k | 232.01 | |
| Arista Networks Com Shs (ANET) | 1.3 | $1.1M | 7.6k | 145.71 | |
| Linde SHS (LIN) | 1.2 | $1.0M | 2.2k | 475.00 | |
| Diageo Spon Adr New (DEO) | 1.1 | $963k | 10k | 95.43 | |
| UnitedHealth (UNH) | 1.0 | $923k | 2.7k | 345.30 | |
| Ecolab (ECL) | 1.0 | $846k | 3.1k | 273.86 | |
| Lowe's Companies (LOW) | 0.9 | $771k | 3.1k | 251.31 | |
| Coca-Cola Company (KO) | 0.9 | $770k | 12k | 66.32 | |
| Novartis Sponsored Adr (NVS) | 0.8 | $749k | 5.8k | 128.24 | |
| Colgate-Palmolive Company (CL) | 0.7 | $626k | 7.8k | 79.94 | |
| Paychex (PAYX) | 0.6 | $521k | 4.1k | 126.76 | |
| Wells Fargo & Company (WFC) | 0.5 | $472k | 5.6k | 83.82 | |
| Progressive Corporation (PGR) | 0.4 | $326k | 1.3k | 246.95 | |
| Paypal Holdings (PYPL) | 0.3 | $299k | 4.5k | 67.06 | |
| M&T Bank Corporation (MTB) | 0.3 | $292k | 1.5k | 197.62 |
