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Broderick Brian C

SEC CIK
0001314376
Latest filing
Aug 10, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 17, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
75
+1 vs. Q4 2021
Portfolio value
$391.4M
−$24.4M (−5.9%) vs. Q4 2021
Filed
May 17, 2022
SEC
Holdings of Broderick Brian C in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock133,540$23.3M6.0%−2,842−2.1%ReducedHistory
GOOGLAlphabet Inc.Stock6,516$18.1M4.6%−30−0.5%ReducedHistory
DHRDanaher CorpStock57,975$17.0M4.3%+188+0.3%AddedHistory
MSFTMicrosoft CorpStock49,444$15.2M3.9%+415+0.8%AddedHistory
MAMastercard IncStock40,892$14.6M3.7%+112+0.3%AddedHistory
CNICanadian National Railway CoStock107,778$14.5M3.7%+149+0.1%AddedHistory
PGProcter & Gamble CoStock87,804$13.4M3.4%+2,565+3.0%AddedHistory
AMDAdvanced Micro Devices IncStock120,415$13.2M3.4%+120,415NewHistory
ADPAutomatic Data Processing IncStock56,515$12.9M3.3%+30+0.1%AddedHistory
Nestle SA ADR641069406COM95,487$12.4M3.2%+70+0.1%Added–
ADIAnalog Devices IncStock75,195$12.4M3.2%+303+0.4%AddedHistory
JNJJohnson & JohnsonStock67,908$12.0M3.1%+130+0.2%AddedHistory
ABTAbbott LaboratoriesStock93,950$11.1M2.8%+236+0.3%AddedHistory
ROKRockwell Automation, IncStock37,502$10.5M2.7%+526+1.4%AddedHistory
RTXRTX CorpStock102,016$10.1M2.6%+780+0.8%AddedHistory
HDHome Depot, Inc.Stock32,242$9.65M2.5%+2,607+8.8%AddedHistory
ATRAptargroup, Inc.Stock80,008$9.40M2.4%+1,177+1.5%AddedHistory
AMZNAmazon Com IncStock2,817$9.18M2.3%+510+22.1%AddedHistory
NVDANVIDIA CorpStock33,142$9.04M2.3%+4,545+15.9%AddedHistory
FISVFiserv IncStock84,467$8.56M2.2%+497+0.6%AddedHistory
HONHoneywell International IncCOM37,695$7.33M1.9%+5,262+16.2%AddedHistory
DISWalt Disney CoStock51,995$7.13M1.8%+1,021+2.0%AddedHistory
UNHUnitedHealth Group IncStock13,536$6.90M1.8%+102+0.8%AddedHistory
CVSCVS Health CorpStock63,247$6.40M1.6%+2,769+4.6%AddedHistory
PYPLPayPal Holdings, Inc.Stock53,016$6.13M1.6%+7,621+16.8%AddedHistory
Fpa Crescent Fund30254T759Equity Mutual Fu168,183$6.03M1.5%00.0%Unchanged–
Robeco Boston Partners Long SH74925K581Equity Mutual Fu357,965$5.91M1.5%00.0%Unchanged–
TJXTJX Companies IncStock94,433$5.72M1.5%+2,072+2.2%AddedHistory
Neuberger Berman Altern Long S64128R608Equity Mutual Fu308,330$5.39M1.4%00.0%Unchanged–
ILMNIllumina, Inc.COM15,280$5.34M1.4%+325+2.2%AddedHistory
XYLXylem Inc.COM62,309$5.31M1.4%+691+1.1%AddedHistory
Koninklijke DSM NV780249108COM113,778$5.10M1.3%+16,580+17.1%Added–
NKENIKE, Inc.Stock36,430$4.90M1.3%+1,424+4.1%AddedHistory
EWEdwards Lifesciences CorpStock41,483$4.88M1.2%+14,066+51.3%AddedHistory
CVXChevron CorpStock27,575$4.49M1.1%+84+0.3%AddedHistory
Harding Loevner FDS Inc412295701INSTINAL EMMRKT211,030$4.27M1.1%00.0%Unchanged–
PEPPepsiCo IncStock23,945$4.01M1.0%−123−0.5%ReducedHistory
NVSNovartis AGADR36,233$3.18M0.8%−4,867−11.8%ReducedHistory
XOMExxonMobil Holdings CorpCOM36,174$2.99M0.8%−130−0.4%ReducedHistory
CHDChurch & Dwight Co IncCOM27,958$2.78M0.7%+9,970+55.4%AddedHistory
Novozymes A S DKK 2.0B798FW902COM36,584$2.51M0.6%−4,350−10.6%Reduced–
ABBVAbbVie Inc.Stock15,312$2.48M0.6%−590−3.7%ReducedHistory
APTVAptiv PLCSHS19,430$2.33M0.6%+8,768+82.2%AddedHistory
MDTMedtronic plcStock19,969$2.21M0.6%+19,969NewHistory
SPDR Series Trust78464A805ST STR PR SP150030,000$1.67M0.4%−3,600−10.7%Reduced–
Roche Hldg Ltd ADR771195104COM30,180$1.49M0.4%−550−1.8%Reduced–
WELLWelltower Inc.REIT15,000$1.44M0.4%+5,090+51.4%AddedHistory
Matthews Asia Dividend Fund IN577130750Equity Mutual Fu87,835$1.42M0.4%00.0%Unchanged–
INTCIntel CorpStock27,965$1.39M0.4%−5,990−17.6%ReducedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A96,000$1.21M0.3%−6,946−6.7%ReducedHistory
BDXBecton Dickinson & CoStock4,491$1.20M0.3%−15,965−78.0%ReducedHistory
MMM3M CoStock7,195$1.07M0.3%−3,025−29.6%ReducedHistory
ULUnilever PLCSPON ADR NEW19,335$882.0K0.2%−78,124−80.2%ReducedHistory
BMYBristol Myers Squibb CoStock11,700$854.0K0.2%00.0%UnchangedHistory
PBAPembina Pipeline CorpCOM22,428$844.0K0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock2,794$763.0K0.2%−15−0.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,075$635.0K0.2%00.0%UnchangedHistory
TTTrane Technologies plcSHS3,970$606.0K0.2%00.0%UnchangedHistory
NVONovo Nordisk A SADR4,800$533.0K0.1%−185−3.7%ReducedHistory
MRKMerck & Co., Inc.Stock5,650$463.0K0.1%+35+0.6%AddedHistory
KOCoca Cola CoStock7,280$451.0K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock8,010$447.0K0.1%−675−7.8%ReducedHistory
DEDeere & CoStock910$378.0K0.1%00.0%UnchangedHistory
PFEPfizer IncStock7,154$370.0K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock3,669$367.0K0.1%−415−10.2%ReducedHistory
NEENextera Energy IncStock3,800$322.0K0.1%00.0%UnchangedHistory
MKCMcCormick & Co IncStock3,060$305.0K0.1%−600−16.4%ReducedHistory
CSXCSX CorpStock7,800$292.0K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock2,162$281.0K0.1%−135−5.9%ReducedHistory
MCDMcDonalds CorpStock1,000$247.0K0.1%−100−9.1%ReducedHistory
GISGeneral Mills IncStock3,500$237.0K0.1%−500−12.5%ReducedHistory
WMTWalmart Inc.Stock1,550$231.0K0.1%00.0%UnchangedHistory
IRIngersoll Rand Inc.COM4,385$221.0K0.1%00.0%UnchangedHistory
BKHBlack Hills CorpCOM2,709$209.0K0.1%+2,709NewHistory
CICigna GroupStock848$203.0K0.1%+848NewHistory

Sold out since Q4 2021 (3)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Broderick Brian C sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
XLNXXilinx IncCOM70,119$14.9M3.6%History
SJMJ M SMUCKER CoStock1,600$217.0K0.1%History
GEGeneral Electric CoStock2,280$215.0K0.1%History