Bradyco, Inc.
- SEC CIK
- 0002055007
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 33
- −5 vs. Q1 2026
- Portfolio value
- $87.2M
- −$41.9M (−32.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 38,531 | $14.4M | 16.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 54,198 | $12.9M | 14.8% | −100.0% | Reduced | History |
| AAPLApple Inc. | Stock | 25,429 | $7.36M | 8.4% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 6,564 | $6.14M | 7.0% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 25,328 | $5.29M | 6.1% | 00.0% | Unchanged | History |
| MKLMarkel Group Inc. | COM | 2,036 | $3.98M | 4.6% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 11,007 | $3.60M | 4.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 24,761 | $3.39M | 3.9% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 11,798 | $3.00M | 3.4% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 17,143 | $2.51M | 2.9% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 25,120 | $2.42M | 2.8% | −2,100−7.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 6,874 | $2.34M | 2.7% | −1,264−15.5% | Reduced | History |
| VVisa Inc. | Stock | 5,990 | $2.06M | 2.4% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 13,103 | $1.77M | 2.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 5,074 | $1.72M | 2.0% | 00.0% | Unchanged | History |
| ETNEaton Corp plc | Stock | 2,972 | $1.27M | 1.5% | −818−21.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,209 | $1.24M | 1.4% | −530−19.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 5,750 | $1.15M | 1.3% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,379 | $1.03M | 1.2% | 00.0% | Unchanged | – |
| ANETArista Networks, Inc. | Stock | 5,956 | $1.01M | 1.2% | −1,612−21.3% | Reduced | History |
| KOCoca Cola Co | Stock | 11,615 | $944.0K | 1.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 1,778 | $922.7K | 1.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 5,841 | $915.4K | 1.0% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,099 | $872.4K | 1.0% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 4,864 | $758.9K | 0.9% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 9,240 | $742.7K | 0.9% | −850−8.4% | Reduced | History |
| CLColgate Palmolive Co | Stock | 7,825 | $717.4K | 0.8% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 2,415 | $672.8K | 0.8% | −675−21.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 2,344 | $516.8K | 0.6% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 5,200 | $516.3K | 0.6% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 5,630 | $465.3K | 0.5% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 3,160 | $310.7K | 0.4% | −950−23.1% | Reduced | History |
| MTBM&T Bank Corp | COM | 1,175 | $279.7K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 57,127 | $27.4M | 21.2% | History |
| GOOGAlphabet Inc. | Stock | 34,359 | $9.86M | 7.6% | History |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $5.03M | 3.9% | History |
| GOOGLAlphabet Inc. | Stock | 12,830 | $3.69M | 2.9% | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,455 | $201.5K | 0.2% | History |