Bradyco as of Dec. 31, 2025
Portfolio Holdings for Bradyco
Bradyco holds 35 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.6 | $13M | 26k | 483.62 | |
| Amazon (AMZN) | 10.4 | $8.4M | 36k | 230.82 | |
| Apple (AAPL) | 8.6 | $6.9M | 25k | 271.86 | |
| Costco Wholesale Corporation (COST) | 6.8 | $5.5M | 6.4k | 862.34 | |
| Morgan Stanley Com New (MS) | 5.6 | $4.5M | 25k | 177.53 | |
| Markel Corporation (MKL) | 5.4 | $4.3M | 2.0k | 2149.65 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $3.4M | 11k | 322.22 | |
| Walt Disney Company (DIS) | 3.8 | $3.1M | 27k | 113.77 | |
| Exxon Mobil Corporation (XOM) | 3.7 | $3.0M | 25k | 120.34 | |
| Procter & Gamble Company (PG) | 3.0 | $2.5M | 17k | 143.31 | |
| Johnson & Johnson (JNJ) | 3.0 | $2.4M | 12k | 206.95 | |
| Visa Com Cl A (V) | 2.6 | $2.1M | 6.0k | 350.71 | |
| Pepsi (PEP) | 2.3 | $1.9M | 13k | 143.52 | |
| American Express Company (AXP) | 2.3 | $1.9M | 5.1k | 369.95 | |
| Meta Platforms Cl A (META) | 2.2 | $1.8M | 2.7k | 660.09 | |
| Palo Alto Networks (PANW) | 1.9 | $1.5M | 8.1k | 184.20 | |
| NVIDIA Corporation (NVDA) | 1.7 | $1.4M | 7.5k | 186.50 | |
| Eaton Corp SHS (ETN) | 1.5 | $1.2M | 3.8k | 318.51 | |
| Morningstar (MORN) | 1.3 | $1.1M | 4.9k | 217.31 | |
| Servicenow (NOW) | 1.3 | $1.0M | 6.6k | 153.19 | |
| Arista Networks Com Shs (ANET) | 1.2 | $992k | 7.6k | 131.03 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $940k | 1.4k | 684.94 | |
| Linde SHS (LIN) | 1.1 | $926k | 2.2k | 426.39 | |
| UnitedHealth (UNH) | 1.1 | $882k | 2.7k | 330.11 | |
| Diageo Spon Adr New (DEO) | 1.1 | $871k | 10k | 86.27 | |
| Coca-Cola Company (KO) | 1.0 | $812k | 12k | 69.91 | |
| Ecolab (ECL) | 1.0 | $811k | 3.1k | 262.52 | |
| Novartis Sponsored Adr (NVS) | 1.0 | $805k | 5.8k | 137.87 | |
| Lowe's Companies (LOW) | 0.9 | $740k | 3.1k | 241.16 | |
| Colgate-Palmolive Company (CL) | 0.8 | $618k | 7.8k | 79.02 | |
| Wells Fargo & Company (WFC) | 0.7 | $525k | 5.6k | 93.20 | |
| Paychex (PAYX) | 0.6 | $461k | 4.1k | 112.18 | |
| Progressive Corporation (PGR) | 0.4 | $301k | 1.3k | 227.72 | |
| Paypal Holdings (PYPL) | 0.3 | $260k | 4.5k | 58.38 | |
| M&T Bank Corporation (MTB) | 0.3 | $234k | 1.2k | 201.48 |
