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BI

Bradyco Inc Portfolio holdings

AUM $129M
1-Year Est. Return 7.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$10.8M
3
+$5.27M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.03M

Top Sells

1
+$321K
2
+$301K
3
+$189K
4
LIN icon
Linde
LIN
+$185K
5
UNH icon
UnitedHealth
UNH
+$171K

Sector Composition

1 Financials 37.78%
2 Technology 19.27%
3 Communication Services 13.74%
4 Consumer Staples 10.34%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.04T
$27.4M 21.21%
+57,127
MSFT icon
2
Microsoft
MSFT
$2.95T
$14.3M 11.05%
38,531
+12,591
AMZN icon
3
Amazon
AMZN
$2.56T
$11.3M 8.75%
54,208
+17,850
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.31T
$9.86M 7.64%
+34,359
COST icon
5
Costco
COST
$436B
$6.54M 5.07%
6,564
+175
AAPL icon
6
Apple
AAPL
$4.28T
$6.45M 5%
25,429
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.05T
$5.03M 3.89%
+7
XOM icon
8
Exxon Mobil
XOM
$624B
$4.2M 3.25%
24,761
MS icon
9
Morgan Stanley
MS
$326B
$4.17M 3.23%
25,328
MKL icon
10
Markel Group
MKL
$22.8B
$3.9M 3.02%
2,036
+14
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.35T
$3.69M 2.86%
+12,830
JPM icon
12
JPMorgan Chase
JPM
$828B
$3.24M 2.51%
11,007
+489
JNJ icon
13
Johnson & Johnson
JNJ
$574B
$2.88M 2.23%
11,798
DIS icon
14
Walt Disney
DIS
$171B
$2.62M 2.03%
27,220
PG icon
15
Procter & Gamble
PG
$347B
$2.48M 1.92%
17,143
PEP icon
16
PepsiCo
PEP
$197B
$2.03M 1.58%
13,103
V icon
17
Visa
V
$614B
$1.81M 1.4%
5,990
META icon
18
Meta Platforms (Facebook)
META
$1.45T
$1.57M 1.21%
2,739
AXP icon
19
American Express
AXP
$214B
$1.53M 1.19%
5,074
ETN icon
20
Eaton
ETN
$146B
$1.36M 1.05%
3,790
PANW icon
21
Palo Alto Networks
PANW
$215B
$1.3M 1.01%
8,138
NVDA icon
22
NVIDIA
NVDA
$4.85T
$1M 0.78%
5,750
-1,750
ANET icon
23
Arista Networks
ANET
$191B
$929K 0.72%
7,568
IVV icon
24
iShares Core S&P 500 ETF
IVV
$819B
$901K 0.7%
1,379
+7
NVS icon
25
Novartis
NVS
$283B
$892K 0.69%
5,841
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