Bradyco, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Bradyco, Inc. reported 33 stock positions worth $87.2 million. Its top holding was Microsoft (MSFT) at 16.5% of the portfolio, followed by Amazon.com (AMZN, 14.8%) and Apple (AAPL, 8.4%). Compared with Q1 2026, it sold out of 5 and reduced 9. The biggest sale was an exit from Berkshire Hathaway Class B (BRK.B).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0002055007
Portfolio Value
$87.2M (Q2 2026)
SEC Filing
0001754960-26-000724 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $161.9M Q4 2024 Q1 2025: $131.7M Q1 2025 Q2 2025: $136.4M Q2 2025 Q3 2025: $88.2M Q3 2025 Q4 2025: $80.6M Q4 2025 Q1 2026: $129.1M Q1 2026 Q2 2026: $87.2M $87.2M Q2 2026

Holdings 33 stocks · $87.2M
MSFT Microsoft Corp. 16.48% 38,531 $14.4M No change
AMZN Amazon.com Inc. 14.81% 54,198 $12.9M Reduce -0.0%
AAPL Apple Inc. 8.44% 25,429 $7.4M No change
COST Costco Wholesale Corp. 7.04% 6,564 $6.1M No change
MS Morgan Stanley 6.07% 25,328 $5.3M No change
MKL Markel Group Inc. 4.56% 2,036 $4.0M No change
JPM JPMorgan Chase & Co. 4.13% 11,007 $3.6M No change
XOM Exxon Mobil Corp. 3.88% 24,761 $3.4M No change
JNJ Johnson & Johnson 3.44% 11,798 $3.0M No change
PG The Procter & Gamble Co. 2.88% 17,143 $2.5M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.77% 25,120 $2.4M Reduce -7.7%
PANW Palo Alto Networks Inc. 2.69% 6,874 $2.3M Reduce -15.5%
V Visa Inc. Class A 2.36% 5,990 $2.1M No change
PEP Pepsico Inc. 2.03% 13,103 $1.8M No change
AXP American Express Co. 1.97% 5,074 $1.7M No change
ETN Eaton Corp. PLC 1.45% 2,972 $1.3M Reduce -21.6%
META Meta Platforms Inc. Class A 1.43% 2,209 $1.2M Reduce -19.4%
NVDA Nvidia Corp. 1.32% 5,750 $1.2M No change
IVV iShares Core S&P 500 ETF 1.18% 1,379 $1.0M No change
ANET Arista Networks Inc. 1.16% 5,956 $1.0M Reduce -21.3%
KO The Coca-Cola Co. 1.08% 11,615 $944K No change
LIN Linde PLC 1.06% 1,778 $923K No change
NVS Novartis AG-Sponsored ADR 1.05% 5,841 $915K No change
UNH Unitedhealth Group Inc. 1.00% 2,099 $872K No change
MORN Morningstar Inc. 0.87% 4,864 $759K No change
DEO Diageo PLC-Sponsored ADR 0.85% 9,240 $743K Reduce -8.4%
CL Colgate-Palmolive Co. 0.82% 7,825 $717K No change
ECL Ecolab Inc. 0.77% 2,415 $673K Reduce -21.8%
LOW Lowe's Cos Inc. 0.59% 2,344 $517K No change
NOW ServiceNow Inc. 0.59% 5,200 $516K No change
WFC Wells Fargo & Co. 0.53% 5,630 $465K No change
PAYX Paychex Inc. 0.36% 3,160 $311K Reduce -23.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.32% 1,175 $280K No change

Portfolio Sells Q1 2026 → Q2 2026
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −21.21
GOOG Alphabet Inc. Class C Sold out 0.00% −7.64
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −3.89
GOOGL Alphabet Inc. Class A Sold out 0.00% −2.86
PYPL PayPal Holdings Inc. Sold out 0.00% −0.16
PAYX Paychex Inc. Reduce -23.1% 0.36% +0.06
ECL Ecolab Inc. Reduce -21.8% 0.77% +0.13
META Meta Platforms Inc. Class A Reduce -19.4% 1.43% +0.21
DEO Diageo PLC-Sponsored ADR Reduce -8.4% 0.85% +0.27
ETN Eaton Corp. PLC Reduce -21.6% 1.45% +0.40
ANET Arista Networks Inc. Reduce -21.3% 1.16% +0.44
DIS The Walt Disney Co. Reduce -7.7% 2.77% +0.74
PANW Palo Alto Networks Inc. Reduce -15.5% 2.69% +1.68
AMZN Amazon.com Inc. Reduce -0.0% 14.81% +6.07

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 33$87.2MMSFT, AMZN, AAPL, COST, MS
Q1 2026 38$129.1MBRK.B, MSFT, AMZN, GOOG, COST
Q4 2025 35$80.6MMSFT, AMZN, AAPL, COST, MS
Q3 2025 35$88.2MMSFT, AMZN, COST, MS, AAPL
Q2 2025Amended 49$136.4MBRK.B, MSFT, GOOG, AMZN, COST
Q1 2025 49$131.7MBRK.B, MSFT, GOOG, COST, AMZN
Q4 2024 52$161.9MBRK.B, COST, MSFT, GOOG, AMZN