Bradyco, Inc.

Bradyco, Inc. reported 33 holdings worth US$87.2M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Bradyco, Inc. reported 33 holdings worth US$87.2M as of Jun 30, 2026. Largest: Microsoft Corp., Amazon.com, Inc. and Apple Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
33
Value as reported
US$87.2M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.38,531US$14.4M16.5%
Amazon.com, Inc.54,198US$12.9M14.8%
Apple Inc25,429US$7.36M8.4%
Costco Wholesale Corporation6,564US$6.14M7.0%
Morgan Stanley25,328US$5.29M6.1%
Markel Group Inc.2,036US$3.98M4.6%
Jp Morgan Chase & Co.11,007US$3.6M4.1%
Exxon Mobil Corporation24,761US$3.39M3.9%
Johnson & Johnson11,798US$3M3.4%
Procter & Gamble Company (the)17,143US$2.51M2.9%
Walt Disney Company (the)25,120US$2.42M2.8%
Palo Alto Networks, Inc.6,874US$2.34M2.7%
Visa Inc.5,990US$2.06M2.4%
Pepsico, Inc.13,103US$1.77M2.0%
American Express Company5,074US$1.72M2.0%
Meta Platforms, Inc.2,209US$1.24M1.4%
Nvidia Corporation5,750US$1.15M1.3%
Arista Networks, Inc.5,956US$1.01M1.2%
Coca-cola Company (the)11,615US$944K1.1%
Novartis Ag5,841US$915K1.0%
Unitedhealth Group Incorporated2,099US$872K1.0%
Morningstar, Inc.4,864US$759K0.87%
Diageo Plc9,240US$743K0.85%
Colgate-palmolive Company7,825US$717K0.82%
Ecolab Inc.2,415US$673K0.77%
Lowe's Companies, Inc.2,344US$517K0.59%
Servicenow, Inc.5,200US$516K0.59%
Wells Fargo & Company5,630US$465K0.53%
Paychex, Inc.3,160US$311K0.36%
M&t Bank Corporation1,175US$280K0.32%
Paypal Holdings, Inc.0US$00.00%
Alphabet Inc (google) Class C0US$00.00%
Berkshire Hathaway Inc.0US$00.00%

Source

View original at SEC

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