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Bradyco Inc Portfolio holdings

AUM $129M
1-Year Est. Return 7.72%
This Fund
S&P 500
This Quarter Est. Return
-5.25%
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
+$56.2M
Cap. Flow %
43.57%
Top 10 Hldgs %
72.1%
Holding
39
New
4
Increased
7
Reduced
5
Closed
1

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.8M
3
MSFT icon
Microsoft
MSFT
+$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

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$321K
2
PGR icon
Progressive
PGR
+$301K
3
LOW icon
Lowe's Companies
LOW
+$189K
4
LIN icon
Linde
LIN
+$185K
5
UNH icon
UnitedHealth
UNH
+$171K

Sector Composition

Rank Sector Weight
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
$1.07T
$27.4M 21.21%
+57,127
New +$28M
MSFT icon
2
Microsoft
MSFT
$2.84T
$14.3M 11.05%
38,531
+12,591
+49% +$5.27M
AMZN icon
3
Amazon
AMZN
$2.5T
$11.3M 8.75%
54,208
+17,850
+49% +$3.93M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.9T
$9.86M 7.64%
+34,359
New +$10.8M
COST icon
5
Costco
COST
$415B
$6.54M 5.07%
6,564
+175
+3% +$171K
AAPL icon
6
Apple
AAPL
$4.89T
$6.45M 5%
25,429
– –
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.07T
$5.03M 3.89%
+7
New +$5.15M
XOM icon
8
ExxonMobil
XOM
$651B
$4.2M 3.25%
24,761
– –
MS icon
9
Morgan Stanley
MS
$337B
$4.17M 3.23%
25,328
– –
MKL icon
10
Markel Group
MKL
$25B
$3.9M 3.02%
2,036
+14
+0.7% +$28.4K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.91T
$3.69M 2.86%
+12,830
New +$4.03M
JPM icon
12
JPMorgan Chase
JPM
$939B
$3.24M 2.51%
11,007
+489
+5% +$148K
JNJ icon
13
Johnson & Johnson
JNJ
$635B
$2.88M 2.23%
11,798
– –
DIS icon
14
Walt Disney
DIS
$165B
$2.62M 2.03%
27,220
– –
PG icon
15
Procter & Gamble
PG
$343B
$2.48M 1.92%
17,143
– –
PEP icon
16
PepsiCo
PEP
$186B
$2.03M 1.58%
13,103
– –
V icon
17
Visa
V
$677B
$1.81M 1.4%
5,990
– –
META icon
18
Meta Platforms (Facebook)
META
$1.51T
$1.57M 1.21%
2,739
– –
AXP icon
19
American Express
AXP
$223B
$1.53M 1.19%
5,074
– –
ETN icon
20
Eaton
ETN
$157B
$1.36M 1.05%
3,790
– –
PANW icon
21
Palo Alto Networks
PANW
$264B
$1.3M 1.01%
8,138
– –
NVDA icon
22
NVIDIA
NVDA
$5.01T
$1M 0.78%
5,750
-1,750
-23% -$321K
ANET icon
23
Arista Networks
ANET
$219B
$929K 0.72%
7,568
– –
IVV icon
24
iShares Core S&P 500 ETF
IVV
$876B
$901K 0.7%
1,379
+7
+0.5% +$4.78K
NVS icon
25
Novartis
NVS
$295B
$892K 0.69%
5,841
– –
1
2

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HHGC
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MFS
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OF
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TIA
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BA
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PCU
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Bradyco Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Bradyco Inc held 39 positions worth $129M, up 60% from $80.6M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Bradyco Inc deployed $56.2M of net new capital in Q1 2026, opening 4 new positions and adding to 7 existing holdings. Its largest new stake was Berkshire Hathaway Class B: 57,127 shares worth $27.4M.

By sector, the portfolio is most concentrated in Financials at 38% of assets, up from 23% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $321K trimmed.

  • Bradyco Inc's largest Q1 2026 buy was Berkshire Hathaway Class B: 57,127 shares worth $27.4M.
  • Bradyco Inc added most to Microsoft in Q1 2026, an estimated $5.27M increase.
  • Bradyco Inc's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $321K.
  • Bradyco Inc fully exited Progressive in Q1 2026, selling an estimated $301K.
  • Bradyco Inc's ten largest holdings make up 72% of its $129M portfolio in Q1 2026.
  • Bradyco Inc opened 4 new positions and closed 1 in Q1 2026.
  • Bradyco Inc's portfolio value rose 60% quarter-over-quarter to $129M.

Based on Bradyco Inc's 13F filing for Q1 2026, filed 13 May 2026.