Bradyco, Inc.

CIK

2055007

Location

CAMBRIDGE, MA

Portfolio Value

Micro $86,173,826

Diversification

Diversified

Filing Date

Global Rank

#6,343 / 8,633 ▼ 904

Top Industry

Software - Infrastructure 19.4%

3Y Alpha vs SPY

+2.6%

Period ended 51 days ago

Filed Aug 11, 2026 · 9d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.1%

SPY

+26.1%

Annualised alpha

+3.6%

Max drawdown

−13.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.7%

−8.6 pts

Top 5

53.5%

−7.4 pts

Top 10

72.6%

−5.4 pts

HHI

784

Diversified−284

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$27,064,439	7
Financial Services	21.1%	$18,149,008	8
Consumer Cyclical	15.6%	$13,434,379	2
Consumer Defensive	14.9%	$12,832,478	6
Healthcare	5.6%	$4,784,146	3
Communication Services	4.2%	$3,662,107	2
Energy	3.9%	$3,385,323	1
Basic Materials	1.9%	$1,595,518	2
Industrials	1.5%	$1,266,428	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−2,100	25,120	$2,417,800
ANET	Arista Networks, Inc.	−1,612	5,956	$1,011,805
PANW	Palo Alto Networks Inc	−1,264	6,874	$2,344,171
PAYX	Paychex Inc	−950	3,160	$310,722
DEO	Diageo PLC	−850	9,240	$742,711
ETN	Eaton Corp plc	−818	2,972	$1,266,428
ECL	Ecolab Inc.	−675	2,415	$672,843
META	Meta Platforms, Inc.	−530	2,209	$1,244,307
AMZN	Amazon Com Inc	−10	54,198	$12,917,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	57,134	$32,402,238
GOOGL	Alphabet Inc.	47,189	$13,545,616
PYPL	PayPal Holdings, Inc.	4,455	$201,499
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $86,173,826 total · filing declares 33 positions · $87,206,556 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Held	38,531	0	$14,372,833	+0.8%	16.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	54,198	-10	$12,917,551	+14.4%	14.99%
AAPL	Apple Inc. Technology	Held	25,429	0	$7,358,135	+14.0%	8.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	6,564	0	$6,140,425	−6.1%	7.13%
MS	Morgan Stanley Financial Services	Held	25,328	0	$5,294,565	+27.0%	6.14%
MKL	Markel Group Inc. Financial Services	Held	2,036	0	$3,976,328	+2.0%	4.61%
JPM	Jpmorgan Chase & Co Financial Services	Held	11,007	0	$3,602,921	+11.3%	4.18%
XOM	ExxonMobil Holdings Corp Energy	Held	24,761	0	$3,385,323	−19.4%	3.93%
JNJ	Johnson & Johnson Healthcare	Held	11,798	0	$2,996,338	+3.9%	3.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	17,143	0	$2,513,849	+1.5%	2.92%
DIS	Walt Disney Co Communication Services	Reduced	25,120	-2,100	$2,417,800	−7.8%	2.81%
PANW	Palo Alto Networks Inc Technology	Reduced	6,874	-1,264	$2,344,171	+79.7%	2.72%
V	Visa Inc. Financial Services	Held	5,990	0	$2,055,109	+13.5%	2.38%
PEP	Pepsico Inc Consumer Defensive	Held	13,103	0	$1,774,146	−12.8%	2.06%
AXP	American Express Co Financial Services	Held	5,074	0	$1,716,280	+11.8%	1.99%
ETN	Eaton Corp plc Industrials	Reduced	2,972	-818	$1,266,428	−6.6%	1.47%
META	Meta Platforms, Inc. Communication Services	Reduced	2,209	-530	$1,244,307	−20.6%	1.44%
NVDA	Nvidia Corp Technology	Held	5,750	0	$1,150,517	+14.7%	1.34%
ANET	Arista Networks, Inc. Technology	Reduced	5,956	-1,612	$1,011,805	+8.9%	1.17%
KO	Coca Cola Co Consumer Defensive	Held	11,615	0	$943,951	+6.9%	1.10%
LIN	Linde PLC Basic Materials	Held	1,778	0	$922,675	+4.7%	1.07%
NVS	Novartis AG Healthcare	Held	5,841	0	$915,401	+2.6%	1.06%
UNH	Unitedhealth Group Inc Healthcare	Held	2,099	0	$872,407	+53.6%	1.01%
MORN	Morningstar, Inc. Financial Services	Held	4,864	0	$758,881	−7.7%	0.88%
DEO	Diageo PLC Consumer Defensive	Reduced	9,240	-850	$742,711	−1.1%	0.86%
CL	Colgate Palmolive Co Consumer Defensive	Held	7,825	0	$717,396	+7.6%	0.83%
ECL	Ecolab Inc. Basic Materials	Reduced	2,415	-675	$672,843	−18.1%	0.78%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,344	0	$516,828	−6.7%	0.60%
NOW	ServiceNow, Inc. Technology	Held	5,200	0	$516,256	−5.0%	0.60%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5,630	0	$465,263	+3.8%	0.54%
PAYX	Paychex Inc Technology	Reduced	3,160	-950	$310,722	−17.9%	0.36%
MTB	M&T Bank Corp Financial Services	Held	1,175	0	$279,661	+15.1%	0.32%

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.