Bradyco, Inc. — 13F Holdings & Portfolio
CIK 2055007 · latest 13F-HR filed 2026-05-13
Bradyco, Inc. manages $129.1M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (21.21%), MSFT (11.05%), AMZN (8.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 1, added to 10, and trimmed 18.
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.
$129.1M
Long-equity book
38
Distinct positions
2026-03-31
Filed 2026-05-13
+4 / −1 / ↑10 / ↓18
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$2.9M +34.5%
- MICROSOFT CORP$1.7M +13.7%
- EXXON MOBIL CORP$1.2M +41.0%
- COSTCO WHOLESALE CORPORATION$1.0M +18.7%
- JOHNSON & JOHNSON$442.3K +18.1%
Top Trims
- DISNEY WALT CO-$473.4K -15.3%
- SERVICENOW INC-$467.4K -46.2%
- APPLE INC-$459.5K -6.6%
- MARKEL GROUP INC-$449.5K -10.3%
- NVIDIA CORPORATION-$395.9K -28.3%
New Positions
- BERKSHIRE HATHAWAY INC DEL$27.4M
- ALPHABET INC$9.9M
- BERKSHIRE HATHAWAY INC DEL$5.0M
- ALPHABET INC$3.7M
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 | $27.4M | 21.21% | 57,127 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $14.3M | 11.05% | 38,531 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $11.3M | 8.75% | 54,208 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $9.9M | 7.64% | 34,359 | SH |
| 5 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.5M | 5.07% | 6,564 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $6.5M | 5.00% | 25,429 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $5.0M | 3.89% | 7 | SH |
| 8 | EXXON MOBIL CORP | XOM | 30231G102 | $4.2M | 3.25% | 24,761 | SH |
| 9 | MORGAN STANLEY | MS | 617446448 | $4.2M | 3.23% | 25,328 | SH |
| 10 | MARKEL GROUP INC | MKL | 570535104 | $3.9M | 3.02% | 2,036 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $3.7M | 2.86% | 12,830 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.2M | 2.51% | 11,007 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.9M | 2.23% | 11,798 | SH |
| 14 | DISNEY WALT CO | DIS | 254687106 | $2.6M | 2.03% | 27,220 | SH |
| 15 | PROCTER & GAMBLE CO | PG | 742718109 | $2.5M | 1.92% | 17,143 | SH |
| 16 | PEPSICO INC | PEP | 713448108 | $2.0M | 1.58% | 13,103 | SH |
| 17 | VISA INC | V | 92826C839 | $1.8M | 1.40% | 5,990 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $1.6M | 1.21% | 2,739 | SH |
| 19 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.5M | 1.19% | 5,074 | SH |
| 20 | EATON CORP PLC | ETN | G29183103 | $1.4M | 1.05% | 3,790 | SH |
| 21 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.3M | 1.01% | 8,138 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.0M | 0.78% | 5,750 | SH |
| 23 | ARISTA NETWORKS INC | ANET | 040413205 | $929.2K | 0.72% | 7,568 | SH |
| 24 | ISHARES TR | IVV | 464287200 | $900.8K | 0.70% | 1,379 | SH |
| 25 | NOVARTIS AG | NVS | 66987V109 | $892.2K | 0.69% | 5,841 | SH |
| 26 | COCA COLA CO | KO | 191216100 | $883.3K | 0.68% | 11,615 | SH |
| 27 | LINDE PLC | LIN | G54950103 | $881.5K | 0.68% | 1,778 | SH |
| 28 | MORNINGSTAR INC | MORN | 617700109 | $822.3K | 0.64% | 4,864 | SH |
| 29 | ECOLAB INC | ECL | 278865100 | $822.0K | 0.64% | 3,090 | SH |
| 30 | DIAGEO PLC | DEO | 25243Q205 | $751.2K | 0.58% | 10,090 | SH |
| 31 | COLGATE PALMOLIVE CO | CL | 194162103 | $666.9K | 0.52% | 7,825 | SH |
| 32 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $568.0K | 0.44% | 2,099 | SH |
| 33 | LOWES COS INC | LOW | 548661107 | $553.8K | 0.43% | 2,344 | SH |
| 34 | SERVICENOW INC | NOW | 81762P102 | $543.7K | 0.42% | 5,200 | SH |
| 35 | WELLS FARGO & CO | WFC | 949746101 | $448.2K | 0.35% | 5,630 | SH |
| 36 | PAYCHEX INC | PAYX | 704326107 | $378.6K | 0.29% | 4,110 | SH |
| 37 | M & T BK CORP | MTB | 55261F104 | $242.9K | 0.19% | 1,175 | SH |
| 38 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $201.5K | 0.16% | 4,455 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |