Bradyco, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Bradyco, Inc. reported 49 stock positions worth $131.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 20.8% of the portfolio, followed by Microsoft (MSFT, 9.4%) and Alphabet Class C (GOOG, 6.6%). Compared with Q4 2024, it sold out of 3, added to 1 and reduced 19. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +13%) and the biggest sale Costco Wholesale (COST, shares −12%).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0002055007
Portfolio Value
$131.7M (Q1 2025)
SEC Filing
0001754960-25-000204 ↗ filed Apr 16, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $161.9M Q4 2024 Q1 2025: $131.7M $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 Q2 2026

Holdings 49 stocks · $131.7M
BRK.B Berkshire Hathaway Inc. Class B 20.83% 51,507 $27.4M Reduce -9.4%
MSFT Microsoft Corp. 9.44% 33,131 $12.4M Reduce -5.2%
GOOG Alphabet Inc. Class C 6.62% 55,797 $8.7M Reduce -7.3%
COST Costco Wholesale Corp. 6.09% 8,479 $8.0M Reduce -11.8%
AMZN Amazon.com Inc. 5.54% 38,341 $7.3M Reduce -3.5%
AAPL Apple Inc. 4.52% 26,789 $6.0M No change
BRK.A Berkshire Hathaway Inc. Class A 4.24% 7 $5.6M No change
MS Morgan Stanley 4.02% 45,328 $5.3M No change
MKL Markel Group Inc. 3.19% 2,244 $4.2M Reduce -9.3%
PG The Procter & Gamble Co. 2.24% 17,283 $2.9M Reduce -11.1%
XOM Exxon Mobil Corp. 2.24% 24,761 $2.9M Reduce -3.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.10% 28,020 $2.8M Reduce -4.8%
JPM JPMorgan Chase & Co. 2.06% 11,075 $2.7M Reduce -0.3%
GOOGL Alphabet Inc. Class A 1.77% 15,080 $2.3M Reduce -2.3%
V Visa Inc. Class A 1.59% 5,990 $2.1M No change
PEP Pepsico Inc. 1.49% 13,103 $2.0M Reduce -3.3%
JNJ Johnson & Johnson 1.49% 11,798 $2.0M Reduce -6.1%
META Meta Platforms Inc. Class A 1.20% 2,739 $1.6M No change
MORN Morningstar Inc. 1.11% 4,864 $1.5M No change
UNH Unitedhealth Group Inc. 1.06% 2,673 $1.4M No change
PANW Palo Alto Networks Inc. 1.05% 8,138 $1.4M No change
AXP American Express Co. 1.04% 5,074 $1.4M No change
IVV iShares Core S&P 500 ETF 0.88% 2,054 $1.2M Add +12.7%
DEO Diageo PLC-Sponsored ADR 0.80% 10,090 $1.1M Reduce -13.0%
NOW ServiceNow Inc. 0.80% 1,320 $1.1M No change
CRM Salesforce Inc. 0.79% 3,894 $1.0M No change
ETN Eaton Corp. PLC 0.78% 3,790 $1.0M No change
AVGO Broadcom Inc. 0.78% 6,150 $1.0M No change
NEE Nextera Energy Inc. 0.78% 14,427 $1.0M No change
LIN Linde PLC 0.77% 2,171 $1.0M No change
ICE Intercontinental Exchange Inc. 0.65% 4,985 $860K No change
ORLY O'reilly Automotive Inc. 0.65% 598 $857K No change
KO The Coca-Cola Co. 0.63% 11,615 $832K Reduce -6.1%
NVDA Nvidia Corp. 0.62% 7,550 $818K No change
ADBE Adobe Inc. 0.62% 2,129 $817K No change
ECL Ecolab Inc. 0.59% 3,090 $783K No change
NVS Novartis AG-Sponsored ADR 0.57% 6,691 $746K Reduce -7.0%
CL Colgate-Palmolive Co. 0.56% 7,825 $733K No change
LOW Lowe's Cos Inc. 0.54% 3,069 $716K No change
WM Waste Management Inc. 0.50% 2,849 $660K No change
PAYX Paychex Inc. 0.48% 4,110 $634K Reduce -15.4%
ANET Arista Networks Inc. 0.45% 7,568 $586K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.36% 11,452 $478K No change
WFC Wells Fargo & Co. 0.31% 5,630 $404K Reduce -1.1%
BLK BlackRock Inc. 0.29% 404 $382K No change
PGR Progressive Corp. 0.28% 1,320 $374K No change
PYPL PayPal Holdings Inc. 0.22% 4,455 $291K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.21% 1,545 $276K No change
KVUE Kenvue Inc. 0.17% 9,372 $225K Reduce -16.5%

Portfolio Sells Q4 2024 → Q1 2025
COST Costco Wholesale Corp. Reduce -11.8% 6.09% −6.74
JPM JPMorgan Chase & Co. Reduce -0.3% 2.06% −1.41
GOOG Alphabet Inc. Class C Reduce -7.3% 6.62% −0.76
MKL Markel Group Inc. Reduce -9.3% 3.19% −0.71
MSFT Microsoft Corp. Reduce -5.2% 9.44% −0.58
WFC Wells Fargo & Co. Reduce -1.1% 0.31% −0.34
XOM Exxon Mobil Corp. Reduce -3.5% 2.24% −0.32
SCHV Schwab US Large-Cap Value Sold out 0.00% −0.21
CABO Cable One Inc. Sold out 0.00% −0.19
DHR Danaher Corp. Sold out 0.00% −0.18
DEO Diageo PLC-Sponsored ADR Reduce -13.0% 0.80% −0.12
DIS The Walt Disney Co. Reduce -4.8% 2.10% −0.06
GOOGL Alphabet Inc. Class A Reduce -2.3% 1.77% −0.03
KVUE Kenvue Inc. Reduce -16.5% 0.17% +0.02
PAYX Paychex Inc. Reduce -15.4% 0.48% +0.06
NVS Novartis AG-Sponsored ADR Reduce -7.0% 0.57% +0.13
PEP Pepsico Inc. Reduce -3.3% 1.49% +0.13
KO The Coca-Cola Co. Reduce -6.1% 0.63% +0.14
AMZN Amazon.com Inc. Reduce -3.5% 5.54% +0.15
PG The Procter & Gamble Co. Reduce -11.1% 2.24% +0.19
JNJ Johnson & Johnson Reduce -6.1% 1.49% +0.36
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.4% 20.83% +6.32

Portfolio Buys Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Add +12.7% 0.88% −0.08

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