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BCB

Brian C. Broderick Portfolio holdings

AUM $542M
1-Year Est. Return 20.28%
This Fund
S&P 500
This Quarter Est. Return
-1.86%
1 Year Est. Return
+20.28%
3 Year Est. Return
+64.8%
5 Year Est. Return
+86.99%
10 Year Est. Return
+301.53%
AUM
$542M
AUM Growth
+$13.3M
Cap. Flow
+$36.9M
Cap. Flow %
6.81%
Top 10 Hldgs %
45.16%
Holding
95
New
9
Increased
42
Reduced
9
Closed
–

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$2.9M
2
NEE icon
NextEra Energy
NEE
+$2.75M
3
ASML icon
ASML
ASML
+$2.74M
4
GEV icon
GE Vernova
GEV
+$2.73M
5
TSM icon
TSMC
TSM
+$2.45M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$1.95M
2
XOM icon
ExxonMobil
XOM
+$251K
3
FISV
Fiserv Inc
FISV
+$162K
4
CARR icon
Carrier Global
CARR
+$161K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$147K

Sector Composition

Rank Sector Weight
1 Technology 32.06%
2 Healthcare 15.11%
3 Industrials 12.34%
4 Consumer Discretionary 8.67%
5 Communication Services 7.95%

No holdings matched the selected filter criteria.

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WCA
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ISB
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CIAM
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FMC
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HCM
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FSA
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Brian C. Broderick's Q1 2026 Portfolio in Review

As of Q1 2026, Brian C. Broderick held 95 positions worth $542M, up 2.5% from $529M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Brian C. Broderick deployed $36.9M of net new capital in Q1 2026, opening 9 new positions and adding to 42 existing holdings. Its largest new stake was NextEra Energy: 30,954 shares worth $2.88M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 33% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was UnitedHealth, an estimated $1.95M trimmed.

  • Brian C. Broderick's largest Q1 2026 buy was NextEra Energy: 30,954 shares worth $2.88M.
  • Brian C. Broderick added most to Broadcom in Q1 2026, an estimated $2.9M increase.
  • Brian C. Broderick's biggest Q1 2026 reduction was UnitedHealth, cutting an estimated $1.95M.
  • Brian C. Broderick's ten largest holdings make up 45% of its $542M portfolio in Q1 2026.
  • Brian C. Broderick opened 9 new positions and closed 0 in Q1 2026.
  • Brian C. Broderick's portfolio value rose 2.5% quarter-over-quarter to $542M.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.