Bradyco, Inc.
- SEC CIK
- 0002055007
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 38
- +3 vs. Q4 2025
- Portfolio value
- $129.1M
- +$48.5M (+60.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 57,127 | $27.4M | 21.2% | +57,127 | New | History |
| MSFTMicrosoft Corp | Stock | 38,531 | $14.3M | 11.0% | +12,591+48.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 54,208 | $11.3M | 8.7% | +17,850+49.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 34,359 | $9.86M | 7.6% | +34,359 | New | History |
| COSTCostco Wholesale Corp | Stock | 6,564 | $6.54M | 5.1% | +175+2.7% | Added | History |
| AAPLApple Inc. | Stock | 25,429 | $6.45M | 5.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $5.03M | 3.9% | +7 | New | History |
| XOMExxonMobil Holdings Corp | COM | 24,761 | $4.20M | 3.3% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 25,328 | $4.17M | 3.2% | 00.0% | Unchanged | History |
| MKLMarkel Group Inc. | COM | 2,036 | $3.90M | 3.0% | +14+0.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 12,830 | $3.69M | 2.9% | +12,830 | New | History |
| JPMJPMorgan Chase & Co | Stock | 11,007 | $3.24M | 2.5% | +489+4.6% | Added | History |
| JNJJohnson & Johnson | Stock | 11,798 | $2.88M | 2.2% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 27,220 | $2.62M | 2.0% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 17,143 | $2.48M | 1.9% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 13,103 | $2.03M | 1.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,990 | $1.81M | 1.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,739 | $1.57M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 5,074 | $1.53M | 1.2% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 3,790 | $1.36M | 1.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 8,138 | $1.30M | 1.0% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 5,750 | $1.00M | 0.8% | −1,750−23.3% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 7,568 | $929.2K | 0.7% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,379 | $900.8K | 0.7% | +7+0.5% | Added | – |
| NVSNovartis AG | ADR | 5,841 | $892.2K | 0.7% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 11,615 | $883.3K | 0.7% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 1,778 | $881.5K | 0.7% | −393−18.1% | Reduced | History |
| MORNMorningstar, Inc. | COM | 4,864 | $822.3K | 0.6% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 3,090 | $822.0K | 0.6% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 10,090 | $751.2K | 0.6% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 7,825 | $666.9K | 0.5% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,099 | $568.0K | 0.4% | −574−21.5% | Reduced | History |
| LOWLowes Companies Inc | Stock | 2,344 | $553.8K | 0.4% | −725−23.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 5,200 | $543.7K | 0.4% | −1,400−21.2% | Reduced | History |
| WFCWells Fargo & Company | Stock | 5,630 | $448.2K | 0.3% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,110 | $378.6K | 0.3% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 1,175 | $242.9K | 0.2% | +15+1.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,455 | $201.5K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.