Institutions / Bradyco, Inc.

Bradyco, Inc.

CIK 2055007 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$80.58M
Positions
35
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$12.55M25,94015.6%
Amazon.com Incโ€”$8.39M36,35810.4%
Apple Inc.โ€”$6.91M25,4298.6%
Costco Wholesale Corp /Newโ€”$5.51M6,3896.8%
Morgan Stanleyโ€”$4.50M25,3285.6%
Markel Group Incโ€”$4.35M2,0225.4%
JPMorgan Chase & Coโ€”$3.39M10,5184.2%
Walt Disney Coโ€”$3.10M27,2203.8%
Exxon Mobil Corpโ€”$2.98M24,7613.7%
PROCTER & GAMBLE Coโ€”$2.46M17,1433.0%
Johnson & Johnsonโ€”$2.44M11,7983.0%
Visa Incโ€”$2.10M5,9902.6%
Pepsico Incโ€”$1.88M13,1032.3%
American Express Coโ€”$1.88M5,0742.3%
Meta Platforms Incโ€”$1.81M2,7392.2%
Palo Alto Networks Incโ€”$1.50M8,1381.9%
NVIDIA Corpโ€”$1.40M7,5001.7%
Eaton Corp plcโ€”$1.21M3,7901.5%
Morningstar, Inc.โ€”$1.06M4,8641.3%
ServiceNow Incโ€”$1.01M6,6001.3%
Arista Networks, Inc.ANETCommon Stock$991.6K7,5681.2%
iShares Trโ€”$939.7K1,3721.2%
Linde PLCโ€”$925.7K2,1711.1%
Unitedhealth Group Incโ€”$882.4K2,6731.1%
Diageo PLCโ€”$870.5K10,0901.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.