Bradyco, Inc.
- SEC CIK
- 0002055007
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 49
- 0 vs. Q1 2025
- Portfolio value
- $136.4M
- +$4.65M (+3.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 51,507 | $23.5M | 17.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 33,131 | $15.7M | 11.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 55,797 | $9.64M | 7.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 38,341 | $8.12M | 6.0% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 8,479 | $8.07M | 5.9% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 45,328 | $6.38M | 4.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 26,789 | $5.31M | 3.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $5.10M | 3.7% | 00.0% | Unchanged | History |
| MKLMarkel Group Inc. | COM | 2,739 | $4.48M | 3.3% | +495+22.1% | Added | History |
| DISWalt Disney Co | Stock | 28,020 | $3.47M | 2.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 11,075 | $3.27M | 2.4% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 17,283 | $2.75M | 2.0% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 24,761 | $2.67M | 2.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 15 | $2.66M | 1.9% | −15,065−99.9% | Reduced | History |
| VVisa Inc. | Stock | 5,990 | $2.13M | 1.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,244 | $2.02M | 1.5% | −495−18.1% | Reduced | History |
| JNJJohnson & Johnson | Stock | 11,798 | $1.80M | 1.3% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 13,103 | $1.73M | 1.3% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 6,150 | $1.70M | 1.2% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 8,138 | $1.67M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 5,074 | $1.62M | 1.2% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 4,864 | $1.53M | 1.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 1,320 | $1.36M | 1.0% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 3,790 | $1.35M | 1.0% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,054 | $1.21M | 0.9% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 7,550 | $1.19M | 0.9% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 3,894 | $1.06M | 0.8% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 2,171 | $1.02M | 0.7% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 10,090 | $1.02M | 0.7% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 14,427 | $1.00M | 0.7% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,985 | $914.6K | 0.7% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,673 | $833.9K | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 3,090 | $832.6K | 0.6% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,129 | $823.7K | 0.6% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 11,615 | $821.8K | 0.6% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 598 | $808.5K | 0.6% | −8,372−93.3% | ReducedConverted for a 15-for-1 split | History |
| ANETArista Networks, Inc. | Stock | 7,568 | $774.3K | 0.6% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 7,825 | $711.3K | 0.5% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 6,691 | $706.8K | 0.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 3,069 | $680.9K | 0.5% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 2,849 | $651.9K | 0.5% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,110 | $597.8K | 0.4% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 11,452 | $541.9K | 0.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 5,630 | $451.1K | 0.3% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 404 | $423.9K | 0.3% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,320 | $352.3K | 0.3% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,455 | $331.1K | 0.2% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 1,545 | $299.7K | 0.2% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,539 | $208.6K | 0.2% | +7,539 | New | – |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.