Bradyco, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Bradyco, Inc. reported 49 stock positions worth $136.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 17.2% of the portfolio, followed by Microsoft (MSFT, 11.5%) and Alphabet Class C (GOOG, 7.1%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Schwab US Large-Cap Value (SCHV) and the biggest sale an exit from Kenvue (KVUE).

Most Recent 13F
Q2 2026
Location
CAMBRIDGE, MA
CIK
0002055007
Portfolio Value
$136.4M (Q2 2025)
SEC Filing
0001754960-25-000603 ↗ filed Aug 13, 2025

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 $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 · $136.4M

BRK.B Berkshire Hathaway Inc. Class B 17.24% 51,507 $23.5M No change
MSFT Microsoft Corp. 11.55% 33,131 $15.7M No change
GOOG Alphabet Inc. Class C 7.07% 55,797 $9.6M No change
AMZN Amazon.com Inc. 5.95% 38,341 $8.1M No change
COST Costco Wholesale Corp. 5.92% 8,479 $8.1M No change
MS Morgan Stanley 4.68% 45,328 $6.4M No change
AAPL Apple Inc. 3.89% 26,789 $5.3M No change
BRK.A Berkshire Hathaway Inc. Class A 3.74% 7 $5.1M No change
MKL Markel Group Inc. 3.29% 2,739 $4.5M Add +22.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.55% 28,020 $3.5M No change
JPM JPMorgan Chase & Co. 2.40% 11,075 $3.3M No change
PG The Procter & Gamble Co. 2.02% 17,283 $2.8M No change
XOM Exxon Mobil Corp. 1.96% 24,761 $2.7M No change
GOOGL Alphabet Inc. Class A 1.95% 15 $2.7M Reduce -99.9%
V Visa Inc. Class A 1.56% 5,990 $2.1M No change
META Meta Platforms Inc. Class A 1.48% 2,244 $2.0M Reduce -18.1%
JNJ Johnson & Johnson 1.32% 11,798 $1.8M No change
PEP Pepsico Inc. 1.27% 13,103 $1.7M No change
AVGO Broadcom Inc. 1.24% 6,150 $1.7M No change
PANW Palo Alto Networks Inc. 1.22% 8,138 $1.7M No change
AXP American Express Co. 1.19% 5,074 $1.6M No change
MORN Morningstar Inc. 1.12% 4,864 $1.5M No change
NOW ServiceNow Inc. 1.00% 1,320 $1.4M No change
ETN Eaton Corp. PLC 0.99% 3,790 $1.4M No change
IVV iShares Core S&P 500 ETF 0.89% 2,054 $1.2M No change
NVDA Nvidia Corp. 0.87% 7,550 $1.2M No change
CRM Salesforce Inc. 0.78% 3,894 $1.1M No change
LIN Linde PLC 0.75% 2,171 $1.0M No change
DEO Diageo PLC-Sponsored ADR 0.75% 10,090 $1.0M No change
NEE Nextera Energy Inc. 0.73% 14,427 $1.0M No change
ICE Intercontinental Exchange Inc. 0.67% 4,985 $915K No change
UNH Unitedhealth Group Inc. 0.61% 2,673 $834K No change
ECL Ecolab Inc. 0.61% 3,090 $833K No change
ADBE Adobe Inc. 0.60% 2,129 $824K No change
KO The Coca-Cola Co. 0.60% 11,615 $822K No change
ORLY O'reilly Automotive Inc. 0.59% 598 $808K Reduce -93.3%
ANET Arista Networks Inc. 0.57% 7,568 $774K No change
CL Colgate-Palmolive Co. 0.52% 7,825 $711K No change
NVS Novartis AG-Sponsored ADR 0.52% 6,691 $707K No change
LOW Lowe's Cos Inc. 0.50% 3,069 $681K No change
WM Waste Management Inc. 0.48% 2,849 $652K No change
PAYX Paychex Inc. 0.44% 4,110 $598K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.40% 11,452 $542K No change
WFC Wells Fargo & Co. 0.33% 5,630 $451K No change
BLK BlackRock Inc. 0.31% 404 $424K No change
PGR Progressive Corp. 0.26% 1,320 $352K No change
PYPL PayPal Holdings Inc. 0.24% 4,455 $331K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.22% 1,545 $300K No change
SCHV Schwab US Large-Cap Value 0.15% 7,539 $209K New

Portfolio Sells Q1 2025 → Q2 2025

KVUE Kenvue Inc. Sold out 0.00% −0.17
ORLY O'reilly Automotive Inc. Reduce -93.3% 0.59% −0.06
GOOGL Alphabet Inc. Class A Reduce -99.9% 1.95% +0.18
META Meta Platforms Inc. Class A Reduce -18.1% 1.48% +0.28

Portfolio Buys Q1 2025 → Q2 2025

SCHV Schwab US Large-Cap Value New 0.15% +0.15
MKL Markel Group Inc. Add +22.1% 3.29% +0.10

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