Institutional
Bradyco, Inc.
CIK 0002055007
$129.1M
Reported AUM
38
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Bradyco, Inc. · Q1 2026
AI · grounded in 13F
Bradyco, Inc. established a new position in BRK/B valued at $27.38M. The fund also opened new stakes in GOOG for $9.86M and BRK/A for $5.03M. Additionally, the manager increased share counts for AMZN by 49.1% and MSFT by 48.5%. On the sell side, the fund closed its position in PGR and trimmed holdings in NVDA by 23.3%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $27.4M | 21.21% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $14.3M | 11.05% | — | HELD |
| 3 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $11.3M | 8.75% | — | HELD |
| 4 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $9.9M | 7.64% | — | HELD |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $955.56 | -1.90% | 2.82% | 125.57% | $6.5M | 5.07% | — | HELD |
| 6 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $6.5M | 5.00% | — | HELD |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $5.0M | 3.89% | — | HELD |
| 8 | XOM | EXXON MOBIL CORP | $155.24 | -0.96% | 47.33% | 239.93% | $4.2M | 3.25% | — | HELD |
| 9 | MS | MORGAN STANLEY | $206.89 | 1.85% | 48.54% | 126.84% | $4.2M | 3.23% | — | HELD |
| 10 | MKL | MARKEL GROUP INC | $1974.00 | -2.03% | 4.41% | 58.63% | $3.9M | 3.02% | — | HELD |
| 11 | GOOGL | ALPHABET INC | $335.21 | -0.45% | 76.51% | 132.04% | $3.7M | 2.86% | — | HELD |
| 12 | JPM | JPMORGAN CHASE & CO | $348.31 | 1.04% | 21.40% | 144.23% | $3.2M | 2.51% | — | HELD |
| 13 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | 64.28% | 77.25% | $2.9M | 2.23% | — | HELD |
| 14 | DIS | DISNEY WALT CO | $98.48 | -0.41% | -14.31% | -43.98% | $2.6M | 2.03% | — | HELD |
| 15 | PG | PROCTER & GAMBLE CO | $144.20 | -1.30% | -0.17% | 16.67% | $2.5M | 1.92% | — | HELD |
| 16 | PEP | PEPSICO INC | $141.70 | -1.25% | 7.11% | 7.50% | $2.0M | 1.58% | — | HELD |
| 17 | V | VISA INC | $365.00 | -1.01% | 9.62% | 67.02% | $1.8M | 1.40% | — | HELD |
| 18 | META | META PLATFORMS INC | $532.52 | -9.07% | -21.66% | 55.72% | $1.6M | 1.21% | — | HELD |
| 19 | AXP | AMERICAN EXPRESS CO | $331.86 | 0.11% | 13.86% | 112.26% | $1.5M | 1.19% | — | HELD |
| 20 | ETN | EATON CORP PLC | $382.25 | 5.63% | -3.99% | 131.71% | $1.4M | 1.05% | — | HELD |
| 21 | PANW | PALO ALTO NETWORKS INC | $316.62 | 0.79% | 81.72% | 308.84% | $1.3M | 1.01% | — | HELD |
| 22 | NVDA | NVIDIA CORPORATION | $192.21 | 1.16% | 9.52% | 751.61% | $1.0M | 0.78% | — | HELD |
| 23 | ANET | ARISTA NETWORKS INC | $166.35 | 5.30% | 34.36% | 583.98% | $929K | 0.72% | — | HELD |
| 24 | IVV | ISHARES TR | $739.09 | 0.81% | 20.00% | 75.17% | $901K | 0.70% | — | HELD |
| 25 | NVS | NOVARTIS AG | $156.69 | -1.35% | 41.75% | 107.01% | $892K | 0.69% | — | HELD |
| 26 | KO | COCA COLA CO | $87.89 | -1.33% | 35.46% | 86.77% | $883K | 0.68% | — | HELD |
| 27 | LIN | LINDE PLC | $512.76 | 0.31% | 11.84% | 72.45% | $881K | 0.68% | — | HELD |
| 28 | MORN | MORNINGSTAR INC | $197.74 | -0.46% | -26.32% | -23.30% | $822K | 0.64% | — | HELD |
| 29 | ECL | ECOLAB INC | $282.36 | -0.47% | 9.85% | 33.08% | $822K | 0.64% | — | HELD |
| 30 | DEO | DIAGEO PLC | $88.80 | -0.40% | -5.67% | -47.70% | $751K | 0.58% | — | HELD |
| 31 | CL | COLGATE PALMOLIVE CO | $92.39 | -1.18% | — | — | $667K | 0.52% | — | HELD |
| 32 | UNH | UNITEDHEALTH GROUP INC | $414.04 | -1.55% | — | — | $568K | 0.44% | — | HELD |
| 33 | LOW | LOWES COS INC | $213.14 | -1.18% | — | — | $554K | 0.43% | — | HELD |
| 34 | NOW | SERVICENOW INC | $112.01 | -3.24% | — | — | $544K | 0.42% | — | HELD |
| 35 | WMT2 | WELLS FARGO & CO | — | — | — | — | $448K | 0.35% | — | HELD |
| 36 | PAYX | PAYCHEX INC | $118.16 | -3.25% | — | — | $379K | 0.29% | — | HELD |
| 37 | MTB | M & T BK CORP | $250.33 | -0.90% | — | — | $243K | 0.19% | — | HELD |
| 38 | PYPL | PAYPAL HLDGS INC | $57.59 | -1.30% | — | — | $202K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0001754960-26-000376. 13F discloses long positions only — shorts, foreign equities, and options are excluded.