StockDriftsStockDriftsTop 33 Bradyco, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 16.48% | 38.5K | $14.4M | +0.00%(+0) | $426.23(+17.96%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 14.81% | 54.2K | $12.9M | -0.02%(-10) | $208.40(+31.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.44% | 25.4K | $7.4M | +0.00%(+0) | $232.35(+31.98%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 7.04% | 6.6K | $6.1M | +0.00%(+0) | $902.14(+5.63%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 6.07% | 25.3K | $5.3M | +0.00%(+0) | $114.98(+87.60%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 4.56% | 2.0K | $4.0M | +0.00%(+0) | $1700.12(+8.49%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.13% | 11.0K | $3.6M | +0.00%(+0) | $230.36(+56.93%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.88% | 24.8K | $3.4M | +0.00%(+0) | $112.40(+42.13%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.44% | 11.8K | $3.0M | +0.00%(+0) | $153.34(+71.29%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.88% | 17.1K | $2.5M | +0.00%(+0) | $170.42(-14.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.67% |
Bradyco, Inc. reports $87.21M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (16.5%), AMZN (14.8%) and AAPL (8.4%). The top 20 holdings account for 90.09% of reported assets. Its disclosed equity book has returned +12.59% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bradyco, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055007). View Bradyco, Inc.’s 13F filings on SEC