Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bradyco, Inc. (CIK 2055007) reported $129.1M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($27.4M, 21.21%), MSFT ($14.3M, 11.05%), AMZN ($11.3M, 8.75%), GOOG ($9.9M, 7.64%), COST ($6.5M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.4M | 21.21% | 57,127 | New |
| 2 | MSFT | MICROSOFT CORP | $14.3M | 11.05% | 38,531 | Added |
| 3 | AMZN | AMAZON COM INC | $11.3M | 8.75% | 54,208 | Added |
| 4 | GOOG | ALPHABET INC | $9.9M | 7.64% | 34,359 | New |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $6.5M | 5.07% | 6,564 | Added |
| 6 | AAPL | APPLE INC | $6.5M | 5.00% | 25,429 | Hold |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.0M | 3.89% | 7 | New |
| 8 | XOM | EXXON MOBIL CORP | $4.2M | 3.25% | 24,761 | Hold |
| 9 | MS | MORGAN STANLEY | $4.2M | 3.23% | 25,328 | Hold |
| 10 | MKL | MARKEL GROUP INC | $3.9M | 3.02% | 2,036 | Added |
| 11 | GOOGL | ALPHABET INC | $3.7M | 2.86% | 12,830 | New |
| 12 | JPM | JPMORGAN CHASE & CO | $3.2M | 2.51% | 11,007 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $2.9M | 2.23% | 11,798 | Hold |
| 14 | DIS | DISNEY WALT CO | $2.6M | 2.03% | 27,220 | Hold |
| 15 | PG | PROCTER & GAMBLE CO | $2.5M | 1.92% | 17,143 | Hold |
| 16 | PEP | PEPSICO INC | $2.0M | 1.58% | 13,103 | Hold |
| 17 | V | VISA INC | $1.8M | 1.40% | 5,990 | Hold |
| 18 | META | META PLATFORMS INC | $1.6M | 1.21% | 2,739 | Hold |
| 19 | AXP | AMERICAN EXPRESS CO | $1.5M | 1.19% | 5,074 | Hold |
| 20 | ETN | EATON CORP PLC | $1.4M | 1.05% | 3,790 | Hold |
| 21 | PANW | PALO ALTO NETWORKS INC | $1.3M | 1.01% | 8,138 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $1.0M | 0.78% | 5,750 | Trimmed |
| 23 | ANET | ARISTA NETWORKS INC | $929,199 | 0.72% | 7,568 | Hold |
| 24 | IVV | ISHARES TR | $900,777 | 0.70% | 1,379 | Added |
| 25 | NVS | NOVARTIS AG | $892,213 | 0.69% | 5,841 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31