Bradyco, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$129.1M
Q ending 2026-03-31
Prior quarter
$80.6M
Q ending 2025-12-31
Change
+60.2% QoQ · -2.0% YoY
Positions
38
reported holdings
Largest positions
All 38 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $27.4M | 57K |
| Microsoft Corp | MSFT | Shares | $14.3M | 39K |
| Amazon Com Inc | AMZN | Shares | $11.3M | 54K |
| Alphabet Inc | GOOG | Shares | $9.9M | 34K |
| Costco Wholesale Corporation | COST | Shares | $6.5M | 7K |
| Apple Inc | AAPL | Shares | $6.5M | 25K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $5.0M | 7 |
| Exxon Mobil Corp | XOM | Shares | $4.2M | 25K |
| Morgan Stanley | MS | Shares | $4.2M | 25K |
| Markel Group Inc | MKL | Shares | $3.9M | 2K |
| Alphabet Inc | GOOGL | Shares | $3.7M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $3.2M | 11K |
| Johnson & Johnson | JNJ | Shares | $2.9M | 12K |
| Disney Walt Co | DIS | Shares | $2.6M | 27K |
| Procter & Gamble Co | PG | Shares | $2.5M | 17K |
| Pepsico Inc | PEP | Shares | $2.0M | 13K |
| Visa Inc | V | Shares | $1.8M | 6K |
| Meta Platforms Inc | META | Shares | $1.6M | 3K |
| American Express Co | AXP | Shares | $1.5M | 5K |
| Eaton Corp Plc | Shares | $1.4M | 4K | |
| Palo Alto Networks Inc | PANW | Shares | $1.3M | 8K |
| Nvidia Corporation | NVDA | Shares | $1.0M | 6K |
| Arista Networks Inc | ANET | Shares | $929K | 8K |
| Ishares Tr | IVV | Shares | $901K | 1K |
| Novartis Ag | NVS | Shares | $892K | 6K |
| Coca Cola Co | KO | Shares | $883K | 12K |
| Linde Plc | Shares | $881K | 2K | |
| Morningstar Inc | MORN | Shares | $822K | 5K |
| Ecolab Inc | ECL | Shares | $822K | 3K |
| Diageo Plc | DEO | Shares | $751K | 10K |
| Colgate Palmolive Co | CL | Shares | $667K | 8K |
| Unitedhealth Group Inc | UNH | Shares | $568K | 2K |
| Lowes Cos Inc | LOW | Shares | $554K | 2K |
| Servicenow Inc | NOW | Shares | $544K | 5K |
| Wells Fargo & Co | WFC | Shares | $448K | 6K |
| Paychex Inc | PAYX | Shares | $379K | 4K |
| M & T Bk Corp | MTB | Shares | $243K | 1K |
| Paypal Hldgs Inc | PYPL | Shares | $202K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.