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Bradyco, Inc.

Portfolio Manager
Bradyco, Inc.
Performance
+0.72% (2025 Q4)
AUM (13F)
$129.08M
# of Holdings
38
Performance Rank
Allocation (Top 20)
90.09%

Bradyco, Inc. Holdings Map

Top 38 Bradyco, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
21.21%57.1K$27.4Mnew2025-Q1: 51.5K shares2025-Q2: 51.5K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 57.1K shares
$460.13(+5.20%)
2026-03-31
MSFT
MICROSOFT CORP
11.05%38.5K$14.3M
+48.54%(+12.59K)
2025-Q1: 33.1K shares2025-Q2: 33.1K shares2025-Q3: 29.9K shares2025-Q4: 25.9K shares2026-Q1: 38.5K shares
$426.23(-3.94%)
2026-03-31
AMZN
AMAZON COM INC
8.75%54.2K$11.3M
+49.10%(+17.85K)
2025-Q1: 38.3K shares2025-Q2: 38.3K shares2025-Q3: 36.3K shares2025-Q4: 36.4K shares2026-Q1: 54.2K shares
$208.40(+28.23%)
2026-03-31
GOOG
ALPHABET INC
7.64%34.4K$9.9Mnew2025-Q1: 55.8K shares2025-Q2: 55.8K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 34.4K shares
$178.82(+122.11%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
5.07%6.6K$6.5M
+2.74%(+175)
2025-Q1: 8.5K shares2025-Q2: 8.5K shares2025-Q3: 7.8K shares2025-Q4: 6.4K shares2026-Q1: 6.6K shares
$902.14(+15.42%)
2026-03-31
AAPL
APPLE INC
5%25.4K$6.5M
+0.00%(+0)
2025-Q1: 26.8K shares2025-Q2: 26.8K shares2025-Q3: 25.5K shares2025-Q4: 25.4K shares2026-Q1: 25.4K shares
$232.35(+28.34%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
3.89%7$5.0Mnew2025-Q1: 7 shares2025-Q2: 7 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7 shares
$686050.00(+6.00%)
2026-03-31
XOM
EXXON MOBIL CORP
3.25%24.8K$4.2M
+0.00%(+0)
2025-Q1: 24.8K shares2025-Q2: 24.8K shares2025-Q3: 24.8K shares2025-Q4: 24.8K shares2026-Q1: 24.8K shares
$112.40(+35.93%)
2026-03-31
MS
MORGAN STANLEY
3.23%25.3K$4.2M
+0.00%(+0)
2025-Q1: 45.3K shares2025-Q2: 45.3K shares2025-Q3: 45.3K shares2025-Q4: 25.3K shares2026-Q1: 25.3K shares
$114.98(+69.19%)
2026-03-31
MKL
MARKEL GROUP INC
3.02%2.0K$3.9M
+0.69%(+14)
2025-Q1: 2.2K shares2025-Q2: 2.7K shares2025-Q3: 2.2K shares2025-Q4: 2.0K shares2026-Q1: 2.0K shares
$1700.12(+8.58%)
2026-03-31

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