EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

CIK

1080382

Location

Miamisburg, OH

Portfolio Value

Small $786,307,936

Diversification

Diversified

Filing Date

Global Rank

#2,924 / 8,794 ▼ 410 · as of Jun 2026

Top Industry

Medical Devices 6.9%

Period ended 3 months ago

Filed Aug 12, 2026 · 53d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

101 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.0%

+0.1 pts

Top 5

21.9%

−0.3 pts

Top 10

39.4%

−0.2 pts

HHI

293

Diversified−0

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	21.7%	$170,937,526	16
Consumer Cyclical	18.7%	$147,398,875	10
Healthcare	11.0%	$86,547,316	10
Communication Services	9.8%	$77,203,736	4
Industrials	8.7%	$68,127,562	17
Technology	8.7%	$68,055,139	16
Energy	7.4%	$57,876,325	7
Basic Materials	6.0%	$47,480,610	3
Unclassified	4.0%	$31,469,859	8
Consumer Defensive	4.0%	$31,210,988	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VNT	Vontier Corp	+152,086	632,962	$18,355,898
IQV	Iqvia Holdings Inc.	+56,557	132,319	$25,566,677
POOL	Pool Corp	+16,592	122,722	$26,372,957
CMCSA	Comcast Corp	+10,313	1,259,515	$30,921,093
ZTS	Zoetis Inc.	+6,510	8,907	$640,057
EDV	Vanguard World Funds Extended Duration ETF	+6,048	6,912	$826,122
MDT	Medtronic plc	+5,126	335,820	$26,271,198
MKTX	Marketaxess Holdings Inc	+2,809	114,292	$12,970,999
LLY	ELI LILLY & Co	+2,374	2,616	$3,137,709
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+1,451	130,276	$7,815,452
AFK	VanEck Africa Index ETF	+1,049	141,282	$9,668,129
WFC	Wells Fargo & Company/Mn	+761	197,704	$16,338,258
JNJ	Johnson & Johnson	+555	7,884	$2,002,299
ABBV	AbbVie Inc.	+530	1,530	$385,009
INTU	Intuit Inc.	+524	62,334	$16,269,174
IFF	International Flavors & Fragrances Inc	+425	394,776	$31,274,154
LMT	Lockheed Martin Corp	+211	25,419	$12,949,963
PRK	Park National Corp /Oh/	+142	23,123	$4,231,277
GE	General Electric Co	+125	1,203	$449,597
AAPL	Apple Inc.	+92	8,160	$2,361,177
DE	Deere & Co	+52	1,017	$645,113
ADBE	Adobe Inc.	+35	3,870	$793,427
GEV	GE Vernova Inc.	+31	619	$727,238
HD	Home Depot, Inc.	+16	2,205	$777,659
TSLA	Tesla, Inc.	+15	726	$305,355
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KVUE	Kenvue Inc.	−1,339,210	19,953	$381,301
GTX	Garrett Motion Inc.	−556,690	590,802	$21,404,756
SLB	Slb Limited/Nv	−67,853	396,634	$18,439,514
PII	Polaris Inc.	−65,109	284,485	$19,470,153
KMX	Carmax Inc	−60,584	386,294	$20,431,089
PYPL	PayPal Holdings, Inc.	−17,030	752,956	$32,512,640
GNTX	Gentex Corp	−14,781	1,012,719	$25,591,409
BN	BROOKFIELD Corp /ON/	−13,678	927,451	$39,500,138
CROX	Crocs, Inc.	−8,139	225,646	$27,221,933
BF-B	Brown Forman Corp	−6,365	970,867	$25,873,605
ETSY	Etsy Inc	−5,194	414,900	$31,254,417
CNH	CNH Industrial N.V.	−3,854	2,012,702	$22,602,643
DIS	Walt Disney Co	−2,796	273,643	$26,338,138
ZBH	Zimmer Biomet Holdings, Inc.	−2,746	297,344	$25,598,344
CNX	CNX Resources Corp	−1,892	406,570	$13,794,920
CNR	Core Natural Resources, Inc.	−1,394	145,158	$11,615,543
L	Loews Corp	−1,339	183,253	$20,746,072
HON	Honeywell International Inc	−1,049	1,176	$263,306
FTV	Fortive Corp	−838	9,870	$602,958
GOOGL	Alphabet Inc.	−600	51,493	$18,402,053
GS	Goldman Sachs Group Inc	−548	215	$217,444
MSFT	Microsoft Corp	−514	63,428	$23,659,912
BRK-B	Berkshire Hathaway Inc	−509	75,887	$37,973,095
VSNT	Versant Media Group, Inc.	−410	42,834	$1,542,452
NEU	Newmarket Corp	−278	20,124	$15,922,913
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,146	$578,905
GLW	Corning Inc /Ny	1,403	$358,368
—		1,650	$272,877
HWM	Howmet Aerospace Inc.	999	$268,591
HONA	Honeywell Aerospace Inc.	1,176	$259,990
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BABA	Alibaba Group Holding Ltd	2,032	$254,934
OXY	Occidental Petroleum Corp /De/	3,385	$220,025
BR	Broadridge Financial Solutions, Inc.	1,288	$209,274
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $786,307,936 total · filing declares 118 positions · $841,750 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	927,451	-13,678	$39,500,138	+3.7%	5.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	75,887	-509	$37,973,095	+3.7%	4.83%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	752,956	-17,030	$32,512,640	−6.6%	4.13%
IFF	International Flavors & Fragrances Inc Basic Materials	Added	394,776	+425	$31,274,154	+9.3%	3.98%
ETSY	Etsy Inc Consumer Cyclical	Reduced	414,900	-5,194	$31,254,417	+48.9%	3.97%
CMCSA	Comcast Corp Communication Services	Added	1,259,515	+10,313	$30,921,093	−13.8%	3.93%
CROX	Crocs, Inc. Consumer Cyclical	Reduced	225,646	-8,139	$27,221,933	+40.3%	3.46%
POOL	Pool Corp Industrials	Added	122,722	+16,592	$26,372,957	+22.8%	3.35%
DIS	Walt Disney Co Communication Services	Reduced	273,643	-2,796	$26,338,138	−1.1%	3.35%
MDT	Medtronic plc Healthcare	Added	335,820	+5,126	$26,271,198	−8.3%	3.34%
BF-B	Brown Forman Corp Consumer Defensive	Reduced	970,867	-6,365	$25,873,605	+0.1%	3.29%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Reduced	297,344	-2,746	$25,598,344	−5.7%	3.26%
GNTX	Gentex Corp Consumer Cyclical	Reduced	1,012,719	-14,781	$25,591,409	+14.0%	3.25%
IQV	Iqvia Holdings Inc. Healthcare	Added	132,319	+56,557	$25,566,677	+97.9%	3.25%
MSFT	Microsoft Corp Technology	Reduced	63,428	-514	$23,659,912	−0.0%	3.01%
CNH	CNH Industrial N.V. Industrials	Reduced	2,012,702	-3,854	$22,602,643	+1.9%	2.87%
GTX	Garrett Motion Inc. Consumer Cyclical	Reduced	590,802	-556,690	$21,404,756	+2.7%	2.72%
L	Loews Corp Financial Services	Reduced	183,253	-1,339	$20,746,072	+5.3%	2.64%
KMX	Carmax Inc Consumer Cyclical	Reduced	386,294	-60,584	$20,431,089	+10.0%	2.60%
PII	Polaris Inc. Consumer Cyclical	Reduced	284,485	-65,109	$19,470,153	+2.2%	2.48%
SLB	Slb Limited/Nv Energy	Reduced	396,634	-67,853	$18,439,514	−22.8%	2.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	51,493	-600	$18,402,053	+22.8%	2.34%
VNT	Vontier Corp Technology	Added	632,962	+152,086	$18,355,898	+7.6%	2.33%
WFC	Wells Fargo & Company/Mn Financial Services	Added	197,704	+761	$16,338,258	+4.2%	2.08%
INTU	Intuit Inc. Technology	Added	62,334	+524	$16,269,174	−39.1%	2.07%
NEU	Newmarket Corp Basic Materials	Reduced	20,124	-278	$15,922,913	+21.8%	2.03%
CNX	CNX Resources Corp Energy	Reduced	406,570	-1,892	$13,794,920	−12.4%	1.75%
MKTX	Marketaxess Holdings Inc Financial Services	Added	114,292	+2,809	$12,970,999	−29.5%	1.65%
LMT	Lockheed Martin Corp Industrials	Added	25,419	+211	$12,949,963	−15.0%	1.65%
FISV	Fiserv Inc	Reduced	238,684	-5	$11,707,450	−12.1%	1.49%
CNR	Core Natural Resources, Inc. Energy	Reduced	145,158	-1,394	$11,615,543	−24.3%	1.48%
NRP	Natural Resource Partners LP Energy	Held	117,500	0	$11,397,500	−19.8%	1.45%
AFK	VanEck Africa Index ETF	Added	141,282	+1,049	$9,668,129	+13.1%	1.23%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	130,276	+1,451	$7,815,452	—	0.99%
PRK	Park National Corp /Oh/ Financial Services	Added	23,123	+142	$4,231,277	+12.6%	0.54%
LLY	ELI LILLY & Co Healthcare	Added	2,616	+2,374	$3,137,709	+1309.7%	0.40%
SFBS	ServisFirst Bancshares, Inc. Financial Services	Held	32,950	0	$2,858,412	+19.1%	0.36%
AAPL	Apple Inc. Technology	Added	8,160	+92	$2,361,177	+15.3%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	7,884	+555	$2,002,299	+11.8%	0.25%
VSNT	Versant Media Group, Inc. Communication Services	Reduced	42,834	-410	$1,542,452	−3.7%	0.20%
AMGN	Amgen Inc Healthcare	Reduced	3,709	-1	$1,343,103	+2.9%	0.17%
NVDA	Nvidia Corp Technology	Reduced	6,615	-114	$1,323,595	+12.8%	0.17%
CVX	Chevron Corp Energy	Reduced	7,221	-49	$1,196,952	−20.4%	0.15%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,685	-17	$1,187,413	−19.6%	0.15%
MRK	Merck & Co., Inc. Healthcare	Held	8,638	0	$1,109,983	+6.8%	0.14%
CAT	Caterpillar Inc Industrials	Held	1,035	0	$1,102,171	+50.3%	0.14%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,282	0	$1,074,297	+11.3%	0.14%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	7,169	0	$1,051,262	+1.5%	0.13%
AVGO	Broadcom Inc. Technology	Held	2,601	0	$982,527	+22.0%	0.12%
CSCO	Cisco Systems, Inc. Technology	Held	7,579	0	$890,229	+51.4%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.