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Bradyco, Inc. — 13F Holdings & Portfolio

CIK 2055007 · latest 13F-HR filed 2026-11-03

Backtest portfolio

Bradyco, Inc. manages $144.1M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are BRK.B (20.84%), MSFT (13.45%), AMZN (8.92%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 5 new positions and exited 1; 8 existing positions rose in reported value and 12 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$144.1M

Long-equity book

Holdings
37

Distinct positions

Period
2026-09-30

Filed 2026-11-03

Q/Q Activity
+5 / −1 / ↑8 / ↓12

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
BRK.B20.8% · newMSFT13.4% · -2%AMZN8.9% · -5%GOOG8.5% · newAAPL5.7% · -3%COST4.0% · -3%BRK.A3.6% · newMS3.3% · 0%GOOGL3.1% · newXOM2.7% · -3%JPM2.4% · -4%MKL2.4% · -0%JNJ2.0% · -8%PANW1.8% · -4%PG1.7% · -4%DIS1.6% · -11%V1.5% · 0%META1.1% · 0%AXP1.1% · 0%PEP1.1% · -8%NVDA0.9% · 0%ETN0.9% · 0%ANET0.8% · 0%IVV0.7% · 0%KO0.7% · 0%LIN0.6% · 0%MORN0.5% · -14%UNH0.5% · 0%NVS0.5% · -12%NOW0.5% · 0%DEO0.5% · -13%CL0.5% · 0%ECL0.5% · 0%WFC0.3% · 0%LOW0.3% · 0%PAYX0.2% · 0%MTB0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 74.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 22, 2026.

Assets Under Management
$176.7M
Discretionary
$172.7M
Employees
1
Accounts
87
Phone
(617) 945-1991
Website
Name Title / Status Ownership Type
RICHARDSON, BRADLEY, FREDERICK ControlPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, SHAREHOLDER
since Dec 1985
75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 8 →

Top Trims

Show all 12 →

New Positions

Show all 5 →

Exited Positions

Show all 1 →

Bradyco, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $30.0M 20.84% 60,291 SH
2 MICROSOFT CORP MSFT 594918104 $19.4M 13.45% 37,776 SH
3 AMAZON COM INC AMZN 023135106 $12.9M 8.92% 51,598 SH
4 ALPHABET INC GOOG 02079K107 $12.3M 8.52% 36,029 SH
5 APPLE INC AAPL 037833100 $8.2M 5.72% 24,722 SH
6 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.8M 4.01% 6,339 SH
7 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $5.2M 3.63% 7 SH
8 MORGAN STANLEY MS 617446448 $4.8M 3.31% 25,328 SH
9 ALPHABET INC GOOGL 02079K305 $4.4M 3.06% 12,830 SH
10 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $3.9M 2.71% 23,961 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $3.5M 2.43% 10,587 SH
12 MARKEL GROUP INC MKL 570535104 $3.5M 2.41% 2,031 SH
13 JOHNSON & JOHNSON JNJ 478160104 $2.9M 2.01% 10,914 SH
14 PALO ALTO NETWORKS INC PANW 697435105 $2.6M 1.82% 6,586 SH
15 PROCTER & GAMBLE CO PG 742718109 $2.4M 1.67% 16,518 SH
16 DISNEY WALT CO DIS 254687106 $2.3M 1.62% 22,270 SH
17 VISA INC V 92826C839 $2.2M 1.49% 5,990 SH
18 META PLATFORMS INC META 30303M102 $1.6M 1.11% 2,209 SH
19 AMERICAN EXPRESS CO AXP 025816109 $1.5M 1.07% 5,074 SH
20 PEPSICO INC PEP 713448108 $1.5M 1.06% 12,103 SH
21 NVIDIA CORPORATION NVDA 67066G104 $1.3M 0.91% 5,750 SH
22 EATON CORP PLC ETN G29183103 $1.3M 0.89% 2,972 SH
23 ARISTA NETWORKS INC ANET 040413205 $1.2M 0.84% 5,956 SH
24 ISHARES TR IVV 464287200 $1.1M 0.73% 1,379 SH
25 COCA COLA CO KO 191216100 $999.8K 0.69% 11,615 SH
26 LINDE PLC LIN G54950103 $843.9K 0.59% 1,778 SH
27 MORNINGSTAR INC MORN 617700109 $791.3K 0.55% 4,164 SH
28 UNITEDHEALTH GROUP INC UNH 91324P102 $770.5K 0.53% 2,099 SH
29 NOVARTIS AG NVS 66987V109 $733.0K 0.51% 5,141 SH
30 SERVICENOW INC NOW 81762P102 $696.9K 0.48% 5,200 SH
31 DIAGEO PLC DEO 25243Q205 $688.2K 0.48% 8,040 SH
32 COLGATE PALMOLIVE CO CL 194162103 $667.6K 0.46% 7,825 SH
33 ECOLAB INC ECL 278865100 $663.1K 0.46% 2,415 SH
34 WELLS FARGO & CO WFC 949746101 $450.7K 0.31% 5,630 SH
35 LOWES COS INC LOW 548661107 $432.0K 0.30% 2,344 SH
36 PAYCHEX INC PAYX 704326107 $311.3K 0.22% 3,160 SH
37 M & T BK CORP MTB 55261F104 $255.7K 0.18% 1,175 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-03 $144.1M 37 0001754960-26-000971
2026-06-30 2026-08-11 $87.2M 33 0001754960-26-000724
2026-03-31 2026-05-13 $129.1M 38 0001754960-26-000376
2025-12-31 2026-02-05 $80.6M 35 0001754960-26-000158
2025-09-30 2025-11-13 $88.2M 35 0001754960-25-000782
Filer Information
Address
75 CAMBRIDGE PKWY
UNIT E506
CAMBRIDGE, MA 02142
Phone
(617) 945-1991
Filing Manager
Bradyco, Inc.
CAMBRIDGE, MA
Signatory
Aryn Sands
Agent