Broderick Brian C

CIK

1314376

Location

BOSTON, MA

Portfolio Value

Small $483,069,389

Diversification

Diversified

Filing Date

Global Rank

#2,365 / 8,232 ▲ 180

Top Industry

Semiconductors 18.1%

3Y Alpha vs SPY

-5.8%

Period ended 2 months ago

Filed May 7, 2026 · 38d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.2%

SPY

+76.3%

Annualised alpha

-5.8%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

−0.8 pts

Top 5

31.0%

−2.5 pts

Top 10

50.7%

−2.5 pts

HHI

365

Diversified−40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.1%	$169,476,254	19
Healthcare	17.0%	$81,923,551	18
Industrials	13.9%	$66,910,448	17
Consumer Cyclical	9.7%	$47,046,794	4
Communication Services	8.3%	$39,965,949	1
Financial Services	5.7%	$27,716,345	6
Consumer Defensive	4.3%	$20,705,993	7
Energy	3.8%	$18,460,579	6
Unclassified	1.6%	$7,650,190	2
Utilities	0.6%	$2,875,005	1
Basic Materials	0.1%	$338,281	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+8,822	11,083	$3,430,296
SCHW	Schwab Charles Corp	+7,888	31,262	$2,938,001
WMT	Walmart Inc.	+6,534	10,934	$1,358,877
AMAT	Applied Materials Inc /De	+5,166	21,247	$7,262,009
CNI	Canadian National Railway Co	+4,977	81,699	$8,396,204
ABT	Abbott Laboratories	+4,860	125,409	$12,875,739
PG	PROCTER & GAMBLE Co	+4,625	103,347	$14,927,438
AAPL	Apple Inc.	+4,625	117,248	$29,756,366
TJX	Tjx Companies Inc /De/	+4,589	109,283	$17,452,493
XYL	Xylem Inc.	+4,280	74,481	$8,900,478
ATR	Aptargroup, Inc.	+4,138	88,442	$11,145,457
GEV	GE Vernova Inc.	+3,500	4,072	$3,554,446
JNJ	Johnson & Johnson	+3,396	73,536	$17,975,138
NVDA	Nvidia Corp	+3,387	199,139	$34,729,841
UBER	Uber Technologies, Inc	+3,298	43,694	$3,142,907
AMD	Advanced Micro Devices Inc	+3,284	103,141	$20,981,971
AMZN	Amazon Com Inc	+3,167	75,850	$15,797,277
ADP	Automatic Data Processing Inc	+3,043	55,341	$11,244,183
RTX	RTX Corp	+2,824	108,451	$20,920,195
DHR	Danaher Corp /De/	+2,794	65,605	$12,438,707
MSFT	Microsoft Corp	+2,639	55,731	$20,629,941
GOOGL	Alphabet Inc.	+2,455	138,983	$39,965,949
HD	Home Depot, Inc.	+1,865	36,227	$11,914,695
CSCO	Cisco Systems, Inc.	+1,825	5,895	$457,392
AXP	American Express Co	+1,677	11,580	$3,502,716
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
UNH	Unitedhealth Group Inc	−6,558	5,286	$1,430,336
CARR	CARRIER GLOBAL Corp	−2,712	8,930	$502,846
FISV	Fiserv Inc	−2,611	78,826	$4,398,490
XOM	Exxon Mobil Corp	−1,722	45,924	$7,791,465
MKC	Mccormick & Co Inc	−1,281	5,035	$253,964
COP	Conocophillips	−900	4,640	$612,480
NVO	Novo Nordisk A S	−590	5,545	$203,778
GE	General Electric Co	−12	2,630	$746,312
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	30,954	$2,875,005
ASML	Asml Holding NV	2,000	$2,641,660
ET	Energy Transfer LP	125,000	$2,412,500
TSM	Taiwan Semiconductor Manufacturing Co Ltd	7,105	$2,401,134
VRT	Vertiv Holdings Co	6,200	$1,553,596
WCN	Waste Connections, Inc.	5,983	$971,877
GILD	Gilead Sciences, Inc.	3,310	$461,314
WWD	Woodward, Inc.	575	$205,804
SYK	Stryker Corp	625	$205,368
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $483,069,389 total · as of Mar 31, 2026

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

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	138,983	+2,455	$39,965,949	−6.5%	8.27%
NVDA	Nvidia Corp Technology	Added	199,139	+3,387	$34,729,841	−4.9%	7.19%
AAPL	Apple Inc. Technology	Added	117,248	+4,625	$29,756,366	−2.8%	6.16%
ADI	Analog Devices Inc Technology	Added	75,757	+778	$24,101,328	+18.5%	4.99%
AMD	Advanced Micro Devices Inc Technology	Added	103,141	+3,284	$20,981,971	−1.9%	4.34%
RTX	RTX Corp Industrials	Added	108,451	+2,824	$20,920,195	+8.0%	4.33%
MSFT	Microsoft Corp Technology	Added	55,731	+2,639	$20,629,941	−19.7%	4.27%
MA	Mastercard Inc Financial Services	Added	36,899	+1,259	$18,436,951	−9.4%	3.82%
JNJ	Johnson & Johnson Healthcare	Added	73,536	+3,396	$17,975,138	+23.8%	3.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	109,283	+4,589	$17,452,493	+8.5%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	75,850	+3,167	$15,797,277	−5.8%	3.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	103,347	+4,625	$14,927,438	+5.5%	3.09%
ROK	Rockwell Automation, Inc Industrials	Added	36,756	+743	$13,190,992	−5.9%	2.73%
ABT	Abbott Laboratories Healthcare	Added	125,409	+4,860	$12,875,739	−14.8%	2.67%
DHR	Danaher Corp /De/ Healthcare	Added	65,605	+2,794	$12,438,707	−13.5%	2.57%
HD	Home Depot, Inc. Consumer Cyclical	Added	36,227	+1,865	$11,914,695	+0.8%	2.47%
ADP	Automatic Data Processing Inc Technology	Added	55,341	+3,043	$11,244,183	−16.4%	2.33%
ATR	Aptargroup, Inc. Healthcare	Added	88,442	+4,138	$11,145,457	+8.4%	2.31%
XYL	Xylem Inc. Industrials	Added	74,481	+4,280	$8,900,478	−6.9%	1.84%
LLY	ELI LILLY & Co Healthcare	Added	9,268	+1,052	$8,524,425	−3.5%	1.76%
CNI	Canadian National Railway Co Industrials	Added	81,699	+4,977	$8,396,204	+10.7%	1.74%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	18,656	+1,454	$8,330,647	+6.8%	1.72%
XOM	Exxon Mobil Corp Energy	Reduced	45,924	-1,722	$7,791,465	+35.9%	1.61%
AMAT	Applied Materials Inc /De Technology	Added	21,247	+5,166	$7,262,009	+75.7%	1.50%
CVX	Chevron Corp Energy	Added	28,093	+1,335	$5,812,440	+42.5%	1.20%
FISV	Fiserv Inc	Reduced	78,826	-2,611	$4,398,490	−19.6%	0.91%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	10,025	0	$3,913,860	−16.7%	0.81%
GEV	GE Vernova Inc. Industrials	Added	4,072	+3,500	$3,554,446	+850.8%	0.74%
AXP	American Express Co Financial Services	Added	11,580	+1,677	$3,502,716	−4.4%	0.73%
AVGO	Broadcom Inc. Technology	Added	11,083	+8,822	$3,430,296	+338.4%	0.71%
SPY	Spdr S&P 500 ETF Trust	Held	5,000	0	$3,251,700	−4.6%	0.67%
UBER	Uber Technologies, Inc Technology	Added	43,694	+3,298	$3,142,907	−4.8%	0.65%
ABBV	AbbVie Inc. Healthcare	Added	13,831	+506	$3,008,102	−1.2%	0.62%
SCHW	Schwab Charles Corp Financial Services	Added	31,262	+7,888	$2,938,001	+25.8%	0.61%
NEE	Nextera Energy Inc Utilities	NEW	30,954	NEW	$2,875,005	NEW	0.60%
UNP	Union Pacific Corp Industrials	Held	11,050	0	$2,680,949	+4.9%	0.55%
MRK	Merck & Co., Inc. Healthcare	Added	22,250	+253	$2,676,450	+15.6%	0.55%
ASML	Asml Holding NV Technology	NEW	2,000	NEW	$2,641,660	NEW	0.55%
ET	Energy Transfer LP Energy	NEW	125,000	NEW	$2,412,500	NEW	0.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	7,105	NEW	$2,401,134	NEW	0.50%
PEP	Pepsico Inc Consumer Defensive	Added	13,437	+60	$2,086,628	+8.7%	0.43%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	14,906	0	$1,882,329	−7.0%	0.39%
NU	Nu Holdings Ltd. Financial Services	Held	114,962	0	$1,652,003	−14.2%	0.34%
TT	Trane Technologies plc Industrials	Held	3,800	0	$1,583,612	+7.1%	0.33%
VRT	Vertiv Holdings Co Industrials	NEW	6,200	NEW	$1,553,596	NEW	0.32%
KO	Coca Cola Co Consumer Defensive	Added	19,544	+200	$1,486,320	+9.9%	0.31%
PBA	Pembina Pipeline Corp Energy	Added	32,823	+300	$1,469,157	+18.7%	0.30%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,286	-6,558	$1,430,336	−63.4%	0.30%
ZS	Zscaler, Inc. Technology	Held	10,000	0	$1,402,900	−37.6%	0.29%
WMT	Walmart Inc. Consumer Defensive	Added	10,934	+6,534	$1,358,877	+177.2%	0.28%