Bradyco, Inc.
- SEC CIK
- 0002055007
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 10, 2026.SEC
- Positions
- 33
- −5 vs. Q1 2026
- Total value
- $87.21M
- −$41.87M (−32.4%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP COM | Stock | 38,531 | $14.37M | 16.48% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 54,198 | $12.92M | 14.81% | −100.0% | Reduced | View |
| AAPLAPPLE INC COM | Stock | 25,429 | $7.36M | 8.44% | 00.0% | Unchanged | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 6,564 | $6.14M | 7.04% | 00.0% | Unchanged | View |
| MSMORGAN STANLEY COM NEW | Stock | 25,328 | $5.29M | 6.07% | 00.0% | Unchanged | View |
| MKLMARKEL GROUP INC | COM | 2,036 | $3.98M | 4.56% | 00.0% | Unchanged | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 11,007 | $3.6M | 4.13% | 00.0% | Unchanged | View |
| XOMEXXON MOBIL CORP | COM | 24,761 | $3.39M | 3.88% | 00.0% | Unchanged | View |
| JNJJOHNSON & JOHNSON COM | Stock | 11,798 | $3M | 3.44% | 00.0% | Unchanged | View |
| PGPROCTER & GAMBLE CO COM | Stock | 17,143 | $2.51M | 2.88% | 00.0% | Unchanged | View |
| DISDISNEY WALT CO COM | Stock | 25,120 | $2.42M | 2.77% | −2,100−7.7% | Reduced | View |
| PANWPALO ALTO NETWORKS INC COM | Stock | 6,874 | $2.34M | 2.69% | −1,264−15.5% | Reduced | View |
| VVISA INC COM CL A | Stock | 5,990 | $2.06M | 2.36% | 00.0% | Unchanged | View |
| PEPPEPSICO INC COM | Stock | 13,103 | $1.77M | 2.03% | 00.0% | Unchanged | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 5,074 | $1.72M | 1.97% | 00.0% | Unchanged | View |
| ETNEATON CORP PLC SHS | Stock | 2,972 | $1.27M | 1.45% | −818−21.6% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 2,209 | $1.24M | 1.43% | −530−19.4% | Reduced | View |
| NVDANVIDIA CORPORATION COM | Stock | 5,750 | $1.15M | 1.32% | 00.0% | Unchanged | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,379 | $1.03M | 1.18% | 00.0% | Unchanged | – |
| ANETARISTA NETWORKS INC COM SHS | Stock | 5,956 | $1.01M | 1.16% | −1,612−21.3% | Reduced | View |
| KOCOCA COLA CO COM | Stock | 11,615 | $943.95K | 1.08% | 00.0% | Unchanged | View |
| LINLINDE PLC SHS | Stock | 1,778 | $922.68K | 1.06% | 00.0% | Unchanged | View |
| NVSNOVARTIS AG SPONSORED ADR | ADR | 5,841 | $915.4K | 1.05% | 00.0% | Unchanged | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 2,099 | $872.41K | 1.00% | 00.0% | Unchanged | View |
| MORNMORNINGSTAR INC | COM | 4,864 | $758.88K | 0.87% | 00.0% | Unchanged | View |
| DEODIAGEO PLC | SPON ADR NEW | 9,240 | $742.71K | 0.85% | −850−8.4% | Reduced | View |
| CLCOLGATE PALMOLIVE CO COM | Stock | 7,825 | $717.4K | 0.82% | 00.0% | Unchanged | View |
| ECLECOLAB INC COM | Stock | 2,415 | $672.84K | 0.77% | −675−21.8% | Reduced | View |
| LOWLOWES COS INC COM | Stock | 2,344 | $516.83K | 0.59% | 00.0% | Unchanged | View |
| NOWSERVICENOW INC COM | Stock | 5,200 | $516.26K | 0.59% | 00.0% | Unchanged | View |
| WFCWELLS FARGO & CO COM | Stock | 5,630 | $465.26K | 0.53% | 00.0% | Unchanged | View |
| PAYXPAYCHEX INC COM | Stock | 3,160 | $310.72K | 0.36% | −950−23.1% | Reduced | View |
| MTBM & T BK CORP | COM | 1,175 | $279.66K | 0.32% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 57,127 | $27.38M | 21.21% |
| GOOGALPHABET INC CAP STK CL C | Stock | 34,359 | $9.86M | 7.64% |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 7 | $5.03M | 3.89% |
| GOOGLALPHABET INC CAP STK CL A | Stock | 12,830 | $3.69M | 2.86% |
| PYPLPAYPAL HLDGS INC COM | Stock | 4,455 | $201.5K | 0.16% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 10, 2026 | 33 | $87.21M | vs. Q1 2026 | SEC |
| Q1 2026 | May 13, 2026 | 38 | $129.08M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 5, 2026 | 35 | $80.58M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 35 | $88.19M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 13, 2025Amended | 49 | $136.36M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 16, 2025 | 49 | $131.71M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 52 | $161.92M | – | SEC |