Broderick Brian C

CIK

1314376

Location

BOSTON, MA

Portfolio Value

Small $586,409,454

Diversification

Diversified

Reports for

PUZO MICHAEL J SOMERVILLE KURT F Kidder Stephen W Dempze Nancy E Elefante Mark B

Filing Date

Global Rank

#3,484 / 8,798 ▼ 122 · as of Jun 2026

Top Industry

Semiconductors 22.9%

Period ended 3 months ago

Filed Aug 11, 2026 · 2mo

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

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

Top Position

9.5%

+0.6 pts

Top 5

35.8%

+4.5 pts

Top 10

52.7%

+1.9 pts

HHI

409

Diversified+40

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$239,026,099	19
Healthcare	15.1%	$88,480,336	17
Industrials	13.3%	$78,062,980	18
Communication Services	9.0%	$52,626,719	1
Consumer Cyclical	8.6%	$50,659,543	4
Financial Services	5.2%	$30,482,044	7
Consumer Defensive	3.4%	$19,969,443	6
Energy	2.7%	$15,874,538	6
Unclassified	1.1%	$6,282,753	3
Utilities	0.8%	$4,653,124	1
Basic Materials	0.0%	$291,875	1

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
NEE	Nextera Energy Inc	+22,061	53,015	$4,653,124
WCN	Waste Connections, Inc.	+7,060	13,043	$2,174,135
UBER	Uber Technologies, Inc	+3,899	47,593	$3,434,309
AXP	American Express Co	+3,425	15,005	$5,075,441
SCHW	Schwab Charles Corp	+2,890	34,152	$3,151,204
XOM	ExxonMobil Holdings Corp	+2,685	48,609	$6,645,821
LLY	ELI LILLY & Co	+2,548	11,816	$14,172,462
AMZN	Amazon Com Inc	+2,415	78,265	$18,653,678
AVGO	Broadcom Inc.	+2,391	13,474	$5,089,801
ABT	Abbott Laboratories	+2,084	127,493	$11,568,713
XYL	Xylem Inc.	+1,987	76,468	$9,039,280
PG	PROCTER & GAMBLE Co	+1,960	105,307	$15,442,216
TJX	Tjx Companies Inc /De/	+1,883	111,166	$16,841,647
CNI	Canadian National Railway Co	+1,790	83,489	$9,955,227
AMAT	Applied Materials Inc /De	+1,625	22,872	$16,536,456
MSFT	Microsoft Corp	+1,557	57,288	$21,369,568
JNJ	Johnson & Johnson	+1,483	75,019	$19,052,571
MRK	Merck & Co., Inc.	+1,234	23,484	$3,017,692
ADP	Automatic Data Processing Inc	+1,050	56,391	$12,628,762
ROK	Rockwell Automation, Inc	+1,025	37,781	$18,704,615
RTX	RTX Corp	+912	109,363	$20,749,437
VRTX	Vertex Pharmaceuticals Inc / Ma	+893	19,549	$9,710,572
HD	Home Depot, Inc.	+722	36,949	$13,031,170
MA	Mastercard Inc	+684	37,583	$19,302,628
CRWD	CrowdStrike Holdings, Inc.	+650	10,675	$8,146,518
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−65,916	12,910	$633,234
AMD	Advanced Micro Devices Inc	−7,567	95,574	$55,519,890
PEP	Pepsico Inc	−5,670	7,767	$1,051,651
NVDA	Nvidia Corp	−4,400	194,739	$38,965,324
UNH	Unitedhealth Group Inc	−3,174	2,112	$877,807
ADI	Analog Devices Inc	−2,962	72,795	$28,911,986
GOOGL	Alphabet Inc.	−2,500	147,378	$52,626,719
HON	Honeywell International Inc	−2,334	2,241	$501,758
CVX	Chevron Corp	−934	27,159	$4,501,872
ATR	Aptargroup, Inc.	−608	87,834	$10,996,816
DHR	Danaher Corp /De/	−534	65,071	$12,394,722
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−500	21,100	$1,915,669
PFE	Pfizer Inc	−500	28,800	$693,504
NVO	Novo Nordisk A S	−480	5,065	$242,816
MMM	3M Co	−225	3,475	$562,636
AAPL	Apple Inc.	−197	117,051	$33,869,874
NVS	Novartis AG	−175	2,946	$461,696
JPM	Jpmorgan Chase & Co	−150	2,410	$788,865
CSCO	Cisco Systems, Inc.	−100	5,795	$680,680
WMT	Walmart Inc.	−99	10,835	$1,227,172
INTC	Intel Corp	−50	8,103	$1,131,421
WWD	Woodward, Inc.	−50	525	$223,356
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−5	7,100	$3,390,747
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	2,241	$495,438
CP	Canadian Pacific Kansas City Ltd/Cn	3,395	$294,176
MS	Morgan Stanley	1,011	$211,339
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CARR	CARRIER GLOBAL Corp	8,930	$502,846
MKC	Mccormick & Co Inc	5,035	$253,964
SYK	Stryker Corp	625	$205,368
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $586,409,454 total · filing declares 346 positions · $646,114,247 · as of Jun 30, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Reduced	95,574	-7,567	$55,519,890	+164.6%	9.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	147,378	-2,500	$52,626,719	+22.1%	8.97%
NVDA	Nvidia Corp Technology	Reduced	194,739	-4,400	$38,965,324	+12.2%	6.64%
AAPL	Apple Inc. Technology	Reduced	117,051	-197	$33,869,874	+13.8%	5.78%
ADI	Analog Devices Inc Technology	Reduced	72,795	-2,962	$28,911,986	+20.0%	4.93%
MSFT	Microsoft Corp Technology	Added	57,288	+1,557	$21,369,568	+3.6%	3.64%
RTX	RTX Corp Industrials	Added	109,363	+912	$20,749,437	−0.8%	3.54%
MA	Mastercard Inc Financial Services	Added	37,583	+684	$19,302,628	+4.7%	3.29%
JNJ	Johnson & Johnson Healthcare	Added	75,019	+1,483	$19,052,571	+6.0%	3.25%
ROK	Rockwell Automation, Inc Industrials	Added	37,781	+1,025	$18,704,615	+41.8%	3.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	78,265	+2,415	$18,653,678	+18.1%	3.18%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	111,166	+1,883	$16,841,647	−3.5%	2.87%
AMAT	Applied Materials Inc /De Technology	Added	22,872	+1,625	$16,536,456	+127.7%	2.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	105,307	+1,960	$15,442,216	+3.4%	2.63%
LLY	ELI LILLY & Co Healthcare	Added	11,816	+2,548	$14,172,462	+66.3%	2.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	36,949	+722	$13,031,170	+9.4%	2.22%
ADP	Automatic Data Processing Inc Technology	Added	56,391	+1,050	$12,628,762	+12.3%	2.15%
DHR	Danaher Corp /De/ Healthcare	Reduced	65,071	-534	$12,394,722	−0.4%	2.11%
ABT	Abbott Laboratories Healthcare	Added	127,493	+2,084	$11,568,713	−10.2%	1.97%
ATR	Aptargroup, Inc. Healthcare	Reduced	87,834	-608	$10,996,816	−1.3%	1.88%
CNI	Canadian National Railway Co Industrials	Added	83,489	+1,790	$9,955,227	+18.6%	1.70%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	19,549	+893	$9,710,572	+16.6%	1.66%
XYL	Xylem Inc. Industrials	Added	76,468	+1,987	$9,039,280	+1.6%	1.54%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,675	+650	$8,146,518	+108.1%	1.39%
XOM	ExxonMobil Holdings Corp Energy	Added	48,609	+2,685	$6,645,821	−14.7%	1.13%
AVGO	Broadcom Inc. Technology	Added	13,474	+2,391	$5,089,801	+48.4%	0.87%
AXP	American Express Co Financial Services	Added	15,005	+3,425	$5,075,441	+44.9%	0.87%
GEV	GE Vernova Inc. Industrials	Added	4,254	+182	$4,997,852	+40.6%	0.85%
NEE	Nextera Energy Inc Utilities	Added	53,015	+22,061	$4,653,124	+61.8%	0.79%
ASML	Asml Holding NV Technology	Added	2,322	+322	$4,619,478	+74.9%	0.79%
CVX	Chevron Corp Energy	Reduced	27,159	-934	$4,501,872	−22.5%	0.77%
SPY	Spdr S&P 500 ETF Trust	Held	5,000	0	$3,733,850	+14.8%	0.64%
ABBV	AbbVie Inc. Healthcare	Added	14,011	+180	$3,525,726	+17.2%	0.60%
UBER	Uber Technologies, Inc Technology	Added	47,593	+3,899	$3,434,309	+9.3%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	7,100	-5	$3,390,747	+41.2%	0.58%
SCHW	Schwab Charles Corp Financial Services	Added	34,152	+2,890	$3,151,204	+7.3%	0.54%
MRK	Merck & Co., Inc. Healthcare	Added	23,484	+1,234	$3,017,692	+12.7%	0.51%
UNP	Union Pacific Corp Industrials	Held	11,050	0	$3,005,600	+12.1%	0.51%
ET	Energy Transfer LP Energy	Held	125,000	0	$2,390,000	−0.9%	0.41%
VRT	Vertiv Holdings Co Industrials	Added	6,505	+305	$2,178,004	+40.2%	0.37%
WCN	Waste Connections, Inc. Industrials	Added	13,043	+7,060	$2,174,135	+123.7%	0.37%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	14,906	0	$2,133,048	+13.3%	0.36%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	21,100	-500	$1,915,669	+12.2%	0.33%
TT	Trane Technologies plc Industrials	Held	3,800	0	$1,866,408	+17.9%	0.32%
KO	Coca Cola Co Consumer Defensive	Held	19,544	0	$1,588,340	+6.9%	0.27%
NU	Nu Holdings Ltd. Financial Services	Held	114,962	0	$1,535,892	−7.0%	0.26%
PBA	Pembina Pipeline Corp Energy	Held	32,823	0	$1,518,063	+3.3%	0.26%
ZS	Zscaler, Inc. Technology	Held	10,000	0	$1,411,500	+0.6%	0.24%
IBM	International Business Machines Corp Technology	Held	4,901	0	$1,378,209	+16.0%	0.24%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,835	-99	$1,227,172	−9.7%	0.21%

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.