Position in BRC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,012,737
-$1,455,362 QoQ
Shares Held
12,466
-61.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 99.87152722017024.ToString("F0")%
Shared 0.ToString("F0")%
None 0.12847277982977356.ToString("F0")%
Common Shares in BRC Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $9,150,090 across 6 Security & Protection Services names. BRC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCO |
Brinks Co
|
47,065 | $4,877,345 | |
| 2 | ALLE |
Allegion plc
|
10,020 | $1,455,805 | |
| 3 | BRC |
Brady Corp
This page
|
12,466 | $1,012,737 | |
| 4 | ADT |
ADT Inc.
|
110,437 | $725,571 | |
| 5 | EVLV |
Evolv Technologies Holdings, Inc.
|
104,129 | $629,980 | |
| 6 | NSSC |
Napco Security Technologies, Inc
|
11,390 | $448,652 |
All Filings in BRC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,012,737 | 12,466 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $2,468,099 | 32,208 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||