Bradyco, Inc.

CIK

2055007

Location

CAMBRIDGE, MA

Portfolio Value

Small $144,056,168

Diversification

Diversified

Filing Date

Global Rank

#8,423 / 8,827 ▼ 953 · as of Jun 2026

Top Industry

Insurance - Diversified 24.7%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.7% of the book (60%+)

Turnover

Low turnover

1.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.0 quarters (4 to under 12)

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 70.9%; sector active share 31.2% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

37 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

24.5%

+8.0 pts

Top 5

64.1%

+11.3 pts

Top 10

79.0%

+7.3 pts

HHI

1,096

Diversified+329

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.2%	$52,188,186	10
Technology	23.4%	$33,758,792	7
Communication Services	14.3%	$20,629,112	4
Consumer Cyclical	9.2%	$13,287,616	2
Consumer Defensive	8.4%	$12,059,744	6
Healthcare	3.0%	$4,392,824	3
Energy	2.7%	$3,899,652	1
Basic Materials	1.0%	$1,507,037	2
Industrials	0.9%	$1,277,098	1
Unclassified	0.7%	$1,056,107	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
DIS	Walt Disney Co	−2,850	22,270	$2,336,123
AMZN	Amazon Com Inc	−2,600	51,598	$12,855,641
DEO	Diageo PLC	−1,200	8,040	$688,224
PEP	Pepsico Inc	−1,000	12,103	$1,533,692
JNJ	Johnson & Johnson	−884	10,914	$2,889,372
XOM	ExxonMobil Holdings Corp	−800	23,961	$3,899,652
MSFT	Microsoft Corp	−755	37,776	$19,375,310
AAPL	Apple Inc.	−707	24,722	$8,232,920
MORN	Morningstar, Inc.	−700	4,164	$791,326
NVS	Novartis AG	−700	5,141	$732,952
PG	PROCTER & GAMBLE Co	−625	16,518	$2,399,735
JPM	Jpmorgan Chase & Co	−420	10,587	$3,502,497
PANW	Palo Alto Networks Inc	−288	6,586	$2,616,683
COST	Costco Wholesale Corp	−225	6,339	$5,770,645
MKL	Markel Group Inc.	−5	2,031	$3,477,985
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	60,291	$30,021,903
GOOG	Alphabet Inc.	36,029	$12,276,521
BRK-A	Berkshire Hathaway Inc	7	$5,229,035
GOOGL	Alphabet Inc.	12,830	$4,414,546
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

37 tracked positions · $144,056,168 total · filing declares 37 positions · $144,056,187 · as of Sep 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
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	60,291	NEW	$30,021,903	NEW	20.84%
MSFT	Microsoft Corp Technology	Reduced	37,776	-755	$19,375,310	+34.8%	13.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	51,598	-2,600	$12,855,641	−0.5%	8.92%
GOOG	Alphabet Inc. Communication Services	NEW	36,029	NEW	$12,276,521	NEW	8.52%
AAPL	Apple Inc. Technology	Reduced	24,722	-707	$8,232,920	+11.9%	5.72%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	6,339	-225	$5,770,645	−6.0%	4.01%
BRK-A	Berkshire Hathaway Inc Financial Services	NEW	7	NEW	$5,229,035	NEW	3.63%
MS	Morgan Stanley Financial Services	Held	25,328	0	$4,763,690	−10.0%	3.31%
GOOGL	Alphabet Inc. Communication Services	NEW	12,830	NEW	$4,414,546	NEW	3.06%
XOM	ExxonMobil Holdings Corp Energy	Reduced	23,961	-800	$3,899,652	+15.2%	2.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,587	-420	$3,502,497	−2.8%	2.43%
MKL	Markel Group Inc. Financial Services	Reduced	2,031	-5	$3,477,985	−12.5%	2.41%
JNJ	Johnson & Johnson Healthcare	Reduced	10,914	-884	$2,889,372	−3.6%	2.01%
PANW	Palo Alto Networks Inc Technology	Reduced	6,586	-288	$2,616,683	+11.6%	1.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,518	-625	$2,399,735	−4.5%	1.67%
DIS	Walt Disney Co Communication Services	Reduced	22,270	-2,850	$2,336,123	−3.4%	1.62%
V	Visa Inc. Financial Services	Held	5,990	0	$2,152,386	+4.7%	1.49%
META	Meta Platforms, Inc. Communication Services	Held	2,209	0	$1,601,922	+28.7%	1.11%
AXP	American Express Co Financial Services	Held	5,074	0	$1,543,003	−10.1%	1.07%
PEP	Pepsico Inc Consumer Defensive	Reduced	12,103	-1,000	$1,533,692	−13.6%	1.06%
NVDA	Nvidia Corp Technology	Held	5,750	0	$1,313,185	+14.1%	0.91%
ETN	Eaton Corp plc Industrials	Held	2,972	0	$1,277,098	+0.8%	0.89%
ANET	Arista Networks, Inc. Technology	Held	5,956	0	$1,212,582	+19.8%	0.84%
IVV	iShares Core S&P 500 ETF	Held	1,379	0	$1,056,107	+2.3%	0.73%
KO	Coca Cola Co Consumer Defensive	Held	11,615	0	$999,819	+5.9%	0.69%
LIN	Linde PLC Basic Materials	Held	1,778	0	$843,927	−8.5%	0.59%
MORN	Morningstar, Inc. Financial Services	Reduced	4,164	-700	$791,326	+4.3%	0.55%
UNH	Unitedhealth Group Inc Healthcare	Held	2,099	0	$770,500	−11.7%	0.53%
NVS	Novartis AG Healthcare	Reduced	5,141	-700	$732,952	−19.9%	0.51%
NOW	ServiceNow, Inc. Technology	Held	5,200	0	$696,852	+35.0%	0.48%
DEO	Diageo PLC Consumer Defensive	Reduced	8,040	-1,200	$688,224	−7.3%	0.48%
CL	Colgate Palmolive Co Consumer Defensive	Held	7,825	0	$667,629	−6.9%	0.46%
ECL	Ecolab Inc. Basic Materials	Held	2,415	0	$663,110	−1.4%	0.46%
WFC	Wells Fargo & Company Financial Services	Held	5,630	0	$450,681	−3.1%	0.31%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,344	0	$431,975	−16.4%	0.30%
PAYX	Paychex Inc Technology	Held	3,160	0	$311,260	+0.2%	0.22%
MTB	M&T Bank Corp Financial Services	Held	1,175	0	$255,680	−8.6%	0.18%

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.