Bradyco, Inc. 13F Holdings

CIK 0002055007 · CAMBRIDGE, MA

As of Sep 30, 2025, Bradyco, Inc. reported 35 positions worth $88.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology29,916 5.5M17.57%
AMAZON.COM INCAMZNEquity36,251$8.0M9.03%
COSTCO WHOLESALE CORPCOSTConsumer Defensive7,819$7.2M8.21%
MORGAN STANLEYMSFinancial Services45,328$7.2M8.17%
APPLE INCAAPLTechnology25,467$6.5M7.35%
MARKEL GROUP INCMKLFinancial Services2,239$4.3M4.85%
JPMORGAN CHASE & COJPMFinancial Services11,287$3.6M4.04%
WALT DISNEY CODISCommunication Services27,220$3.1M3.53%
EXXON MOBIL CORPXOMEnergy24,761$2.8M3.17%
PROCTER & GAMBLE COPGConsumer Defensive17,143$2.6M2.99%
JOHNSON & JOHNSONJNJHealthcare11,798$2.2M2.48%
VISA INC-CLASS A SHARESVFinancial Services5,990$2.0M2.32%
META PLATFORMS INCMETACommunication Services2,739$2.0M2.28%
PEPSICO INCPEPConsumer Defensive13,103 .8M2.09%
AMERICAN EXPRESS COAXPFinancial Services5,074 .7M1.91%
PALO ALTO NETWORKS INCPANWTechnology8,138 .7M1.88%
EATON CORP PLCETNIndustrials3,790 .4M1.61%
NVIDIA CORPNVDATechnology7,550 .4M1.60%
SERVICENOW INCNOWTechnology1,320 .2M1.38%
ISHARES CORE S&P 500 ETFIVV—1,705 .1M1.29%
MORNINGSTAR INCMORNFinancial Services4,864 .1M1.28%
ARISTA NETWORKS INCANETTechnology7,568 .1M1.25%
LINDE PLCLINBasic Materials2,171 .0M1.17%
DIAGEO PLCDEOConsumer Defensive10,090$962.9K1.09%
UNITEDHEALTH GROUP INCUNHHealthcare2,673$923.0K1.05%