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Livermore
Livermore
ZHEN

Bradyco, Inc.

SEC CIK
0002055007
Latest filing
Aug 10, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 16, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
49
−3 vs. Q4 2024
Portfolio value
$131.7M
−$30.2M (−18.7%) vs. Q4 2024
Filed
Apr 16, 2025
SEC
Holdings of Bradyco, Inc. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock51,507$27.4M20.8%−5,342−9.4%ReducedHistory
MSFTMicrosoft CorpStock33,131$12.4M9.4%−1,810−5.2%ReducedHistory
GOOGAlphabet Inc.Stock55,797$8.72M6.6%−4,400−7.3%ReducedHistory
COSTCostco Wholesale CorpStock8,479$8.02M6.1%−1,140−11.9%ReducedHistory
AMZNAmazon Com IncStock38,341$7.29M5.5%−1,400−3.5%ReducedHistory
AAPLApple Inc.Stock26,789$5.95M4.5%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A7$5.59M4.2%00.0%UnchangedHistory
MSMorgan StanleyStock45,328$5.29M4.0%00.0%UnchangedHistory
MKLMarkel Group Inc.COM2,244$4.20M3.2%−230−9.3%ReducedHistory
PGProcter & Gamble CoStock17,283$2.95M2.2%−2,150−11.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM24,761$2.94M2.2%−900−3.5%ReducedHistory
DISWalt Disney CoStock28,020$2.77M2.1%−1,400−4.8%ReducedHistory
JPMJPMorgan Chase & CoStock11,075$2.72M2.1%−31−0.3%ReducedHistory
GOOGLAlphabet Inc.Stock15,080$2.33M1.8%−360−2.3%ReducedHistory
VVisa Inc.Stock5,990$2.10M1.6%00.0%UnchangedHistory
PEPPepsiCo IncStock13,103$1.96M1.5%−450−3.3%ReducedHistory
JNJJohnson & JohnsonStock11,798$1.96M1.5%−769−6.1%ReducedHistory
METAMeta Platforms, Inc.Stock2,739$1.58M1.2%00.0%UnchangedHistory
MORNMorningstar, Inc.COM4,864$1.46M1.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock2,673$1.40M1.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock8,138$1.39M1.1%00.0%UnchangedHistory
AXPAmerican Express CoStock5,074$1.37M1.0%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF2,054$1.15M0.9%+231+12.7%Added–
DEODiageo PLCSPON ADR NEW10,090$1.06M0.8%−1,512−13.0%ReducedHistory
NOWServiceNow, Inc.Stock1,320$1.05M0.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock3,894$1.04M0.8%00.0%UnchangedHistory
ETNEaton Corp plcStock3,790$1.03M0.8%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock6,150$1.03M0.8%00.0%UnchangedHistory
NEENextera Energy IncStock14,427$1.02M0.8%00.0%UnchangedHistory
LINLinde PLCStock2,171$1.01M0.8%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock4,985$859.9K0.7%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock598$856.7K0.7%00.0%UnchangedHistory
KOCoca Cola CoStock11,615$831.9K0.6%−750−6.1%ReducedHistory
NVDANVIDIA CorpStock7,550$818.3K0.6%00.0%UnchangedHistory
ADBEAdobe Inc.Stock2,129$816.5K0.6%00.0%UnchangedHistory
ECLEcolab Inc.Stock3,090$783.4K0.6%00.0%UnchangedHistory
NVSNovartis AGADR6,691$745.9K0.6%−500−7.0%ReducedHistory
CLColgate Palmolive CoStock7,825$733.2K0.6%00.0%UnchangedHistory
LOWLowes Companies IncStock3,069$715.8K0.5%00.0%UnchangedHistory
WMWaste Management IncStock2,849$659.6K0.5%00.0%UnchangedHistory
PAYXPaychex IncStock4,110$634.1K0.5%−750−15.4%ReducedHistory
ANETArista Networks, Inc.Stock7,568$586.4K0.4%00.0%UnchangedHistory
BACBank of America CorpStock11,452$477.9K0.4%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock5,630$404.2K0.3%−62−1.1%ReducedHistory
BLKBlackRock, Inc.Stock404$382.4K0.3%00.0%UnchangedHistory
PGRProgressive CorpStock1,320$373.6K0.3%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock4,455$290.7K0.2%00.0%UnchangedHistory
MTBM&T Bank CorpCOM1,545$276.2K0.2%00.0%UnchangedHistory
KVUEKenvue Inc.Stock9,372$224.7K0.2%−1,855−16.5%ReducedHistory

Sold out since Q4 2024 (3)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Bradyco, Inc. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Schwab U.S. Large-Cap Value ETF808524409ETF12,859$335.2K0.2%–
CABOCable One, Inc.COM645$306.0K0.2%History
DHRDanaher CorpStock1,301$298.6K0.2%History