Bradyco, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Bradyco, Inc. reported 52 stock positions worth $161.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 14.5% of the portfolio, followed by Costco Wholesale (COST, 12.8%) and Microsoft (MSFT, 10.0%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0002055007
- Portfolio Value
- $161.9M (Q4 2024)
- SEC Filing
- 0001754960-25-000108 ↗ filed Feb 7, 2025
Holdings Value
Holdings 52 stocks · $161.9M
| BRK.B Berkshire Hathaway Inc. Class B | 14.51% | 56,849 | $23.5M | — |
| COST Costco Wholesale Corp. | 12.83% | 9,619 | $20.8M | — |
| MSFT Microsoft Corp. | 10.02% | 34,941 | $16.2M | — |
| GOOG Alphabet Inc. Class C | 7.38% | 60,197 | $11.9M | — |
| AMZN Amazon.com Inc. | 5.38% | 39,741 | $8.7M | — |
| AAPL Apple Inc. | 4.21% | 26,789 | $6.8M | — |
| MKL Markel Group Inc. | 3.90% | 2,474 | $6.3M | — |
| MS Morgan Stanley | 3.52% | 45,328 | $5.7M | — |
| JPM JPMorgan Chase & Co. | 3.48% | 11,106 | $5.6M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 2.94% | 7 | $4.8M | — |
| XOM Exxon Mobil Corp. | 2.55% | 25,661 | $4.1M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.16% | 29,420 | $3.5M | — |
| PG The Procter & Gamble Co. | 2.04% | 19,433 | $3.3M | — |
| GOOGL Alphabet Inc. Class A | 1.80% | 15,440 | $2.9M | — |
| PEP Pepsico Inc. | 1.36% | 13,553 | $2.2M | — |
| V Visa Inc. Class A | 1.17% | 5,990 | $1.9M | — |
| JNJ Johnson & Johnson | 1.12% | 12,567 | $1.8M | — |
| MORN Morningstar Inc. | 1.01% | 4,864 | $1.6M | — |
| META Meta Platforms Inc. Class A | 0.99% | 2,739 | $1.6M | — |
| IVV iShares Core S&P 500 ETF | 0.96% | 1,823 | $1.5M | — |
| AXP American Express Co. | 0.93% | 5,074 | $1.5M | — |
| DEO Diageo PLC-Sponsored ADR | 0.92% | 11,602 | $1.5M | — |
| PANW Palo Alto Networks Inc. | 0.91% | 8,138 | $1.5M | — |
| AVGO Broadcom Inc. | 0.88% | 6,150 | $1.4M | — |
| NOW ServiceNow Inc. | 0.86% | 1,320 | $1.4M | — |
| UNH Unitedhealth Group Inc. | 0.84% | 2,673 | $1.4M | — |
| CRM Salesforce Inc. | 0.80% | 3,894 | $1.3M | — |
| ETN Eaton Corp. PLC | 0.78% | 3,790 | $1.3M | — |
| WFC Wells Fargo & Co. | 0.64% | 5,692 | $1.0M | — |
| NEE Nextera Energy Inc. | 0.64% | 14,427 | $1.0M | — |
| NVDA Nvidia Corp. | 0.63% | 7,550 | $1.0M | — |
| ADBE Adobe Inc. | 0.58% | 2,129 | $947K | — |
| LIN Linde PLC | 0.56% | 2,171 | $909K | — |
| ANET Arista Networks Inc. | 0.52% | 7,568 | $836K | — |
| KO The Coca-Cola Co. | 0.49% | 12,365 | $795K | — |
| LOW Lowe's Cos Inc. | 0.47% | 3,069 | $757K | — |
| ICE Intercontinental Exchange Inc. | 0.46% | 4,985 | $743K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.46% | 1,545 | $742K | — |
| CL Colgate-Palmolive Co. | 0.46% | 7,825 | $739K | — |
| ECL Ecolab Inc. | 0.45% | 3,090 | $724K | — |
| ORLY O'reilly Automotive Inc. | 0.44% | 598 | $709K | — |
| NVS Novartis AG-Sponsored ADR | 0.43% | 7,191 | $700K | — |
| PAYX Paychex Inc. | 0.42% | 4,860 | $681K | — |
| WM Waste Management Inc. | 0.36% | 2,849 | $575K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 11,452 | $503K | — |
| BLK BlackRock Inc. | 0.26% | 404 | $414K | — |
| PYPL PayPal Holdings Inc. | 0.25% | 4,455 | $406K | — |
| SCHV Schwab US Large-Cap Value | 0.21% | 12,859 | $335K | — |
| PGR Progressive Corp. | 0.20% | 1,320 | $316K | — |
| CABO Cable One Inc. | 0.19% | 645 | $306K | — |
| DHR Danaher Corp. | 0.18% | 1,301 | $299K | — |
| KVUE Kenvue Inc. | 0.15% | 11,227 | $240K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $87.2M | MSFT, AMZN, AAPL, COST, MS |
| Q1 2026 | 38 | $129.1M | BRK.B, MSFT, AMZN, GOOG, COST |
| Q4 2025 | 35 | $80.6M | MSFT, AMZN, AAPL, COST, MS |
| Q3 2025 | 35 | $88.2M | MSFT, AMZN, COST, MS, AAPL |
| Q2 2025Amended | 49 | $136.4M | BRK.B, MSFT, GOOG, AMZN, COST |
| Q1 2025 | 49 | $131.7M | BRK.B, MSFT, GOOG, COST, AMZN |
| Q4 2024 | 52 | $161.9M | BRK.B, COST, MSFT, GOOG, AMZN |