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 3 months ago

Filed May 7, 2026 · 39d

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

+50.4%

SPY

+74.2%

Annualised alpha

-5.7%

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
IRWD	Ironwood Pharmaceuticals Inc Healthcare	Held	18,000	0	$63,180	+4.2%	0.01%
NVO	Novo Nordisk A S Healthcare	Reduced	5,545	-590	$203,778	−34.7%	0.04%
SYK	Stryker Corp Healthcare	NEW	625	NEW	$205,368	NEW	0.04%
WWD	Woodward, Inc. Industrials	NEW	575	NEW	$205,804	NEW	0.04%
CI	Cigna Group Healthcare	Held	851	0	$227,004	−3.1%	0.05%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	5,035	-1,281	$253,964	−41.0%	0.05%
KMB	Kimberly Clark Corp Consumer Defensive	Held	3,000	0	$289,410	−4.4%	0.06%
MO	Altria Group, Inc. Consumer Defensive	Held	4,597	0	$303,356	+14.4%	0.06%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	3,125	0	$338,281	+8.4%	0.07%
IR	Ingersoll Rand Inc. Industrials	Held	4,385	0	$351,326	+1.1%	0.07%
INTC	Intel Corp Technology	Held	8,153	0	$359,791	+19.6%	0.07%
PSX	Phillips 66 Energy	Held	1,990	0	$362,537	+41.2%	0.08%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	2,500	0	$433,625	−6.5%	0.09%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	905	+20	$444,834	−13.3%	0.09%
CSCO	Cisco Systems, Inc. Technology	Added	5,895	+1,825	$457,392	+45.9%	0.09%
GILD	Gilead Sciences, Inc. Healthcare	NEW	3,310	NEW	$461,314	NEW	0.10%
SNOW	Snowflake Inc. Technology	Held	3,137	0	$473,122	−31.2%	0.10%
NVS	Novartis AG Healthcare	Held	3,121	0	$476,732	+10.8%	0.10%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	8,930	-2,712	$502,846	−18.3%	0.10%
MMM	3M Co Industrials	Held	3,700	0	$537,350	−9.3%	0.11%
COP	Conocophillips Energy	Reduced	4,640	-900	$612,480	+18.1%	0.13%
BMY	Bristol Myers Squibb Co Healthcare	Held	10,117	0	$613,596	+12.4%	0.13%
NOW	ServiceNow, Inc. Technology	Held	6,000	0	$627,300	−31.8%	0.13%
DE	Deere & Co Industrials	Held	1,250	0	$704,125	+21.0%	0.15%
HUBS	Hubspot Inc Technology	Held	3,000	0	$732,300	−39.2%	0.15%
GE	General Electric Co Industrials	Reduced	2,630	-12	$746,312	−8.3%	0.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,560	+450	$753,049	+10.8%	0.16%
PFE	Pfizer Inc Healthcare	Added	29,300	+500	$822,744	+14.7%	0.17%
WCN	Waste Connections, Inc. Industrials	NEW	5,983	NEW	$971,877	NEW	0.20%
HON	Honeywell International Inc Industrials	Held	4,575	0	$1,034,086	+15.9%	0.21%
NSC	Norfolk Southern Corp Industrials	Held	3,750	0	$1,076,250	−0.6%	0.22%
IBM	International Business Machines Corp Technology	Held	4,901	0	$1,187,953	−18.2%	0.25%
WMT	Walmart Inc. Consumer Defensive	Added	10,934	+6,534	$1,358,877	+177.2%	0.28%
ZS	Zscaler, Inc. Technology	Held	10,000	0	$1,402,900	−37.6%	0.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,286	-6,558	$1,430,336	−63.4%	0.30%
PBA	Pembina Pipeline Corp Energy	Added	32,823	+300	$1,469,157	+18.7%	0.30%
KO	Coca Cola Co Consumer Defensive	Added	19,544	+200	$1,486,320	+9.9%	0.31%
VRT	Vertiv Holdings Co Industrials	NEW	6,200	NEW	$1,553,596	NEW	0.32%
TT	Trane Technologies plc Industrials	Held	3,800	0	$1,583,612	+7.1%	0.33%
NU	Nu Holdings Ltd. Financial Services	Held	114,962	0	$1,652,003	−14.2%	0.34%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	14,906	0	$1,882,329	−7.0%	0.39%
PEP	Pepsico Inc Consumer Defensive	Added	13,437	+60	$2,086,628	+8.7%	0.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	7,105	NEW	$2,401,134	NEW	0.50%
ET	Energy Transfer LP Energy	NEW	125,000	NEW	$2,412,500	NEW	0.50%
ASML	Asml Holding NV Technology	NEW	2,000	NEW	$2,641,660	NEW	0.55%
MRK	Merck & Co., Inc. Healthcare	Added	22,250	+253	$2,676,450	+15.6%	0.55%
UNP	Union Pacific Corp Industrials	Held	11,050	0	$2,680,949	+4.9%	0.55%
NEE	Nextera Energy Inc Utilities	NEW	30,954	NEW	$2,875,005	NEW	0.60%
SCHW	Schwab Charles Corp Financial Services	Added	31,262	+7,888	$2,938,001	+25.8%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	13,831	+506	$3,008,102	−1.2%	0.62%