Bradyco, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Bradyco, Inc. reported 35 stock positions worth $88.2 million. Its top holding was Microsoft (MSFT) at 17.6% of the portfolio, followed by Amazon.com (AMZN, 9.0%) and Costco Wholesale (COST, 8.2%). Compared with Q2 2025, it sold out of 14, added to 2 and reduced 10. The biggest buy was JPMorgan Chase (JPM, shares +2%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0002055007
- Portfolio Value
- $88.2M (Q3 2025)
- SEC Filing
- 0001754960-25-000782 ↗ filed Nov 13, 2025
Holdings Value
Holdings 35 stocks · $88.2M
| MSFT Microsoft Corp. | 17.57% | 29,916 | $15.5M | Reduce -9.7% |
| AMZN Amazon.com Inc. | 9.03% | 36,251 | $8.0M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 8.21% | 7,819 | $7.2M | Reduce -7.8% |
| MS Morgan Stanley | 8.17% | 45,328 | $7.2M | No change |
| AAPL Apple Inc. | 7.35% | 25,467 | $6.5M | Reduce -4.9% |
| MKL Markel Group Inc. | 4.85% | 2,239 | $4.3M | Reduce -18.3% |
| JPM JPMorgan Chase & Co. | 4.04% | 11,287 | $3.6M | Add +1.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.53% | 27,220 | $3.1M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 3.17% | 24,761 | $2.8M | No change |
| PG The Procter & Gamble Co. | 2.99% | 17,143 | $2.6M | Reduce -0.8% |
| JNJ Johnson & Johnson | 2.48% | 11,798 | $2.2M | No change |
| V Visa Inc. Class A | 2.32% | 5,990 | $2.0M | No change |
| META Meta Platforms Inc. Class A | 2.28% | 2,739 | $2.0M | Add +22.1% |
| PEP Pepsico Inc. | 2.09% | 13,103 | $1.8M | No change |
| AXP American Express Co. | 1.91% | 5,074 | $1.7M | No change |
| PANW Palo Alto Networks Inc. | 1.88% | 8,138 | $1.7M | No change |
| ETN Eaton Corp. PLC | 1.61% | 3,790 | $1.4M | No change |
| NVDA Nvidia Corp. | 1.60% | 7,550 | $1.4M | No change |
| NOW ServiceNow Inc. | 1.38% | 1,320 | $1.2M | No change |
| IVV iShares Core S&P 500 ETF | 1.29% | 1,705 | $1.1M | Reduce -17.0% |
| MORN Morningstar Inc. | 1.28% | 4,864 | $1.1M | No change |
| ANET Arista Networks Inc. | 1.25% | 7,568 | $1.1M | No change |
| LIN Linde PLC | 1.17% | 2,171 | $1.0M | No change |
| DEO Diageo PLC-Sponsored ADR | 1.09% | 10,090 | $963K | No change |
| UNH Unitedhealth Group Inc. | 1.05% | 2,673 | $923K | No change |
| ECL Ecolab Inc. | 0.96% | 3,090 | $846K | No change |
| LOW Lowe's Cos Inc. | 0.87% | 3,069 | $771K | No change |
| KO The Coca-Cola Co. | 0.87% | 11,615 | $770K | No change |
| NVS Novartis AG-Sponsored ADR | 0.85% | 5,841 | $749K | Reduce -12.7% |
| CL Colgate-Palmolive Co. | 0.71% | 7,825 | $626K | No change |
| PAYX Paychex Inc. | 0.59% | 4,110 | $521K | No change |
| WFC Wells Fargo & Co. | 0.54% | 5,630 | $472K | No change |
| PGR Progressive Corp. | 0.37% | 1,320 | $326K | No change |
| PYPL PayPal Holdings Inc. | 0.34% | 4,455 | $299K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.33% | 1,475 | $291K | Reduce -4.5% |
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −17.24 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −7.07 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −3.74 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.95 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.24 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.78 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.73 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.67 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.60 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.59 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.48 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.40 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.31 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.15 |
| MTB M & T Bank Corp. | Reduce -4.5% | 0.33% | +0.11 |
| NVS Novartis AG-Sponsored ADR | Reduce -12.7% | 0.85% | +0.33 |
| IVV iShares Core S&P 500 ETF | Reduce -17.0% | 1.29% | +0.40 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 2.99% | +0.97 |
| DIS The Walt Disney Co. | Reduce -2.9% | 3.53% | +0.99 |
| MKL Markel Group Inc. | Reduce -18.3% | 4.85% | +1.57 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 8.21% | +2.29 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 9.03% | +3.07 |
| AAPL Apple Inc. | Reduce -4.9% | 7.35% | +3.46 |
| MSFT Microsoft Corp. | Reduce -9.7% | 17.57% | +6.02 |
Portfolio Buys Q2 2025 → Q3 2025
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 |