Bradyco, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Bradyco, Inc. reported 38 stock positions worth $129.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 21.2% of the portfolio, followed by Microsoft (MSFT, 11.0%) and Amazon.com (AMZN, 8.7%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 7 and reduced 5. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale Nvidia (NVDA, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- CAMBRIDGE, MA
- CIK
- 0002055007
- Portfolio Value
- $129.1M (Q1 2026)
- SEC Filing
- 0001754960-26-000376 ↗ filed May 13, 2026
Holdings Value
Holdings 38 stocks · $129.1M
| BRK.B Berkshire Hathaway Inc. Class B | 21.21% | 57,127 | $27.4M | New |
| MSFT Microsoft Corp. | 11.05% | 38,531 | $14.3M | Add +48.5% |
| AMZN Amazon.com Inc. | 8.75% | 54,208 | $11.3M | Add +49.1% |
| GOOG Alphabet Inc. Class C | 7.64% | 34,359 | $9.9M | New |
| COST Costco Wholesale Corp. | 5.07% | 6,564 | $6.5M | Add +2.7% |
| AAPL Apple Inc. | 5.00% | 25,429 | $6.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 3.89% | 7 | $5.0M | New |
| XOM Exxon Mobil Corp. | 3.25% | 24,761 | $4.2M | No change |
| MS Morgan Stanley | 3.23% | 25,328 | $4.2M | No change |
| MKL Markel Group Inc. | 3.02% | 2,036 | $3.9M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.86% | 12,830 | $3.7M | New |
| JPM JPMorgan Chase & Co. | 2.51% | 11,007 | $3.2M | Add +4.7% |
| JNJ Johnson & Johnson | 2.23% | 11,798 | $2.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.03% | 27,220 | $2.6M | No change |
| PG The Procter & Gamble Co. | 1.92% | 17,143 | $2.5M | No change |
| PEP Pepsico Inc. | 1.58% | 13,103 | $2.0M | No change |
| V Visa Inc. Class A | 1.40% | 5,990 | $1.8M | No change |
| META Meta Platforms Inc. Class A | 1.21% | 2,739 | $1.6M | No change |
| AXP American Express Co. | 1.19% | 5,074 | $1.5M | No change |
| ETN Eaton Corp. PLC | 1.05% | 3,790 | $1.4M | No change |
| PANW Palo Alto Networks Inc. | 1.01% | 8,138 | $1.3M | No change |
| NVDA Nvidia Corp. | 0.78% | 5,750 | $1.0M | Reduce -23.3% |
| ANET Arista Networks Inc. | 0.72% | 7,568 | $929K | No change |
| IVV iShares Core S&P 500 ETF | 0.70% | 1,379 | $901K | Add +0.5% |
| NVS Novartis AG-Sponsored ADR | 0.69% | 5,841 | $892K | No change |
| KO The Coca-Cola Co. | 0.68% | 11,615 | $883K | No change |
| LIN Linde PLC | 0.68% | 1,778 | $881K | Reduce -18.1% |
| MORN Morningstar Inc. | 0.64% | 4,864 | $822K | No change |
| ECL Ecolab Inc. | 0.64% | 3,090 | $822K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.58% | 10,090 | $751K | No change |
| CL Colgate-Palmolive Co. | 0.52% | 7,825 | $667K | No change |
| UNH Unitedhealth Group Inc. | 0.44% | 2,099 | $568K | Reduce -21.5% |
| LOW Lowe's Cos Inc. | 0.43% | 2,344 | $554K | Reduce -23.6% |
| NOW ServiceNow Inc. | 0.42% | 5,200 | $544K | Reduce -21.2% |
| WFC Wells Fargo & Co. | 0.35% | 5,630 | $448K | No change |
| PAYX Paychex Inc. | 0.29% | 4,110 | $379K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.19% | 1,175 | $243K | Add +1.3% |
| PYPL PayPal Holdings Inc. | 0.16% | 4,455 | $202K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | New | 21.21% | +21.21 |
| GOOG Alphabet Inc. Class C | New | 7.64% | +7.64 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 3.89% | +3.89 |
| GOOGL Alphabet Inc. Class A | New | 2.86% | +2.86 |
| MTB M & T Bank Corp. | Add +1.3% | 0.19% | −0.10 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 0.70% | −0.47 |
| AMZN Amazon.com Inc. | Add +49.1% | 8.75% | −1.67 |
| JPM JPMorgan Chase & Co. | Add +4.7% | 2.51% | −1.70 |
| COST Costco Wholesale Corp. | Add +2.7% | 5.07% | −1.77 |
| MKL Markel Group Inc. | Add +0.7% | 3.02% | −2.37 |
| MSFT Microsoft Corp. | Add +48.5% | 11.05% | −4.52 |
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 |