Bradyco, Inc.

CIK

2055007

Location

CAMBRIDGE, MA

Portfolio Value

Small $109,093,693

Diversification

Diversified

Filing Date

Global Rank

#5,493 / 8,603 ▲ 860 · as of Mar 2026

Top Industry

Insurance - Diversified 25.1%

3Y Alpha vs SPY

-8.9%

Period ended 3 months ago

Filed May 13, 2026 · 57d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+10.1%

SPY

+24.0%

Annualised alpha

-9.6%

Max drawdown

−13.5%

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

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

Top Position

25.1%

+8.7 pts

Top 5

60.4%

+11.0 pts

Top 10

76.8%

+6.9 pts

HHI

1,064

Diversified+371

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	40.1%	$43,738,409	10
Technology	22.8%	$24,875,601	7
Consumer Defensive	12.2%	$13,352,908	6
Consumer Cyclical	10.9%	$11,843,740	2
Communication Services	7.2%	$7,879,921	3
Healthcare	4.0%	$4,344,083	3
Basic Materials	1.6%	$1,703,462	2
Industrials	1.2%	$1,355,569	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+17,850	54,208	$11,289,900
MSFT	Microsoft Corp	+12,591	38,531	$14,263,020
JPM	Jpmorgan Chase & Co	+489	11,007	$3,237,819
COST	Costco Wholesale Corp /New	+175	6,564	$6,540,566
MTB	M&T Bank Corp	+15	1,175	$242,896
MKL	Markel Group Inc.	+14	2,036	$3,897,046
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,750	5,750	$1,002,800
NOW	ServiceNow, Inc.	−1,400	5,200	$543,660
LOW	Lowes Companies Inc	−725	2,344	$553,840
UNH	Unitedhealth Group Inc	−574	2,099	$567,968
LIN	Linde PLC	−393	1,778	$881,461
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	57,127	$27,375,258
GOOGL	Alphabet Inc.	12,830	$3,689,394
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PGR	Progressive Corp/Oh/	1,320	$300,590
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 positions · $109,093,693 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	57,127	NEW	$27,375,258	NEW	25.09%
MSFT	Microsoft Corp Technology	Added	38,531	+12,591	$14,263,020	+13.7%	13.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	54,208	+17,850	$11,289,900	+34.5%	10.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,564	+175	$6,540,566	+18.7%	6.00%
AAPL	Apple Inc. Technology	Held	25,429	0	$6,453,625	−6.6%	5.92%
MS	Morgan Stanley Financial Services	Held	25,328	0	$4,168,228	−7.3%	3.82%
MKL	Markel Group Inc. Financial Services	Added	2,036	+14	$3,897,046	−10.3%	3.57%
GOOGL	Alphabet Inc. Communication Services	NEW	12,830	NEW	$3,689,394	NEW	3.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,007	+489	$3,237,819	−4.5%	2.97%
JNJ	Johnson & Johnson Healthcare	Held	11,798	0	$2,883,903	+18.1%	2.64%
DIS	Walt Disney Co Communication Services	Held	27,220	0	$2,623,463	−15.3%	2.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	17,143	0	$2,476,134	+0.8%	2.27%
PEP	Pepsico Inc Consumer Defensive	Held	13,103	0	$2,034,764	+8.2%	1.87%
V	Visa Inc. Financial Services	Held	5,990	0	$1,810,417	−13.8%	1.66%
META	Meta Platforms, Inc. Communication Services	Held	2,739	0	$1,567,064	−13.3%	1.44%
AXP	American Express Co Financial Services	Held	5,074	0	$1,534,783	−18.2%	1.41%
ETN	Eaton Corp plc Industrials	Held	3,790	0	$1,355,569	+12.3%	1.24%
PANW	Palo Alto Networks Inc Technology	Held	8,138	0	$1,304,684	−13.0%	1.20%
NVDA	Nvidia Corp Technology	Reduced	5,750	-1,750	$1,002,800	−28.3%	0.92%
ANET	Arista Networks, Inc. Technology	Held	7,568	0	$929,199	−6.3%	0.85%
NVS	Novartis AG Healthcare	Held	5,841	0	$892,212	+10.8%	0.82%
KO	Coca Cola Co Consumer Defensive	Held	11,615	0	$883,320	+8.8%	0.81%
LIN	Linde PLC Basic Materials	Reduced	1,778	-393	$881,461	−4.8%	0.81%
MORN	Morningstar, Inc. Financial Services	Held	4,864	0	$822,259	−22.2%	0.75%
ECL	Ecolab Inc. Basic Materials	Held	3,090	0	$822,001	+1.3%	0.75%
DEO	Diageo PLC Consumer Defensive	Held	10,090	0	$751,200	−13.7%	0.69%
CL	Colgate Palmolive Co Consumer Defensive	Held	7,825	0	$666,924	+7.9%	0.61%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,099	-574	$567,968	−35.6%	0.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,344	-725	$553,840	−25.2%	0.51%
NOW	ServiceNow, Inc. Technology	Reduced	5,200	-1,400	$543,660	−46.2%	0.50%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5,630	0	$448,204	−14.6%	0.41%
PAYX	Paychex Inc Technology	Held	4,110	0	$378,613	−17.9%	0.35%
MTB	M&T Bank Corp Financial Services	Added	1,175	+15	$242,896	+3.9%	0.22%
PYPL	PayPal Holdings, Inc. Financial Services	Held	4,455	0	$201,499	−22.5%	0.18%