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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
+4.59%
1 Year Est. Return
+7.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow %
87.02%
Top 10 Hldgs %
68.17%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$26.2M
2
MSFT icon
Microsoft
MSFT
+$14.9M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.6M
4
COST icon
Costco
COST
+$8.93M
5
AMZN icon
Amazon
AMZN
+$8.13M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 34.03%
2 Technology 19.85%
3 Consumer Staples 18.24%
4 Communication Services 12.52%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
51
Danaher
DHR
$135B
$299K 0.18%
+1,301
New +$320K
KVUE icon
52
Kenvue
KVUE
$37B
$240K 0.15%
+11,227
New +$255K
1 2
3

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MFS
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Bradyco Inc's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Bradyco Inc, which disclosed 52 positions worth $162M. Its ten largest holdings account for 68% of the portfolio.

Its largest position is Berkshire Hathaway Class B: 56,849 shares worth $23.5M.

By sector, the portfolio is most concentrated in Financials at 34% of assets, followed by Technology and Consumer Staples.

  • Bradyco Inc's largest Q4 2024 buy was Berkshire Hathaway Class B: 56,849 shares worth $23.5M.
  • Bradyco Inc's ten largest holdings make up 68% of its $162M portfolio in Q4 2024.
  • Bradyco Inc disclosed 52 positions in Q4 2024, its first 13F filing on record.

Based on Bradyco Inc's 13F filing for Q4 2024, filed 7 Feb 2025.