Bradyco, Inc.
- SEC CIK
- 0002055007
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 35
- 0 vs. Q3 2025
- Portfolio value
- $80.6M
- −$7.61M (−8.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 25,940 | $12.5M | 15.6% | −3,976−13.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 36,358 | $8.39M | 10.4% | +107+0.3% | Added | History |
| AAPLApple Inc. | Stock | 25,429 | $6.91M | 8.6% | −38−0.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 6,389 | $5.51M | 6.8% | −1,430−18.3% | Reduced | History |
| MSMorgan Stanley | Stock | 25,328 | $4.50M | 5.6% | −20,000−44.1% | Reduced | History |
| MKLMarkel Group Inc. | COM | 2,022 | $4.35M | 5.4% | −217−9.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,518 | $3.39M | 4.2% | −769−6.8% | Reduced | History |
| DISWalt Disney Co | Stock | 27,220 | $3.10M | 3.8% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 24,761 | $2.98M | 3.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 17,143 | $2.46M | 3.0% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 11,798 | $2.44M | 3.0% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,990 | $2.10M | 2.6% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 13,103 | $1.88M | 2.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 5,074 | $1.88M | 2.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,739 | $1.81M | 2.2% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 8,138 | $1.50M | 1.9% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 7,500 | $1.40M | 1.7% | −50−0.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 3,790 | $1.21M | 1.5% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 4,864 | $1.06M | 1.3% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 6,600 | $1.01M | 1.3% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| ANETArista Networks, Inc. | Stock | 7,568 | $991.6K | 1.2% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,372 | $939.7K | 1.2% | −333−19.5% | Reduced | – |
| LINLinde PLC | Stock | 2,171 | $925.7K | 1.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,673 | $882.4K | 1.1% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 10,090 | $870.5K | 1.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 11,615 | $812.0K | 1.0% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 3,090 | $811.2K | 1.0% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 5,841 | $805.3K | 1.0% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 3,069 | $740.1K | 0.9% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 7,825 | $618.3K | 0.8% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 5,630 | $524.7K | 0.7% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,110 | $461.1K | 0.6% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,320 | $300.6K | 0.4% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,455 | $260.1K | 0.3% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 1,160 | $233.7K | 0.3% | −315−21.4% | Reduced | History |