Bryant-Woods-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MOG-A",
  "GOOGL",
  "AVGO",
  null,
  null,
  "UNP",
  null,
  "OBE",
  "IJH",
  null,
  "LHX",
  "LIN",
  "MSFT",
  "IJR",
  null,
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PPG",
  null,
  "IEFA",
  "VNQ",
  "VXF",
  "IVOO",
  "ACWV",
  "AMZN",
  null,
  "VXUS",
  "BND",
  "VOO",
  "VTV",
  "V",
  "WTM",
  "MTB",
  null,
  "MTUM",
  "EXR",
  "BRK-A",
  "BRK-B",
  "CW",
  "DMRC",
  null,
  "USMV",
  "QQQ",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 49
Total Value: 207950033
Accession Number: 0001085146-25-002470
Form Type: 13F-HR
CIK: bryant-woods-investment-advisors
Manager Name: Bryant-Woods-Investment-Advisors

Data Enrichment

80% identified

39 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $208.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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Extra Space Storage Inc.

EXR|30225T102

Shares:1.9K

Value:$287.5K

% of Portfolio:0.1% ($287.5K/$208.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.8K

Value:$282.0K

% of Portfolio:0.1% ($282.0K/$208.0M)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.4K

Value:$262.4K

% of Portfolio:0.1% ($262.4K/$208.0M)

VISA INC.

V|92826C839

Shares:688

Value:$241.1K

% of Portfolio:0.1% ($241.1K/$208.0M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$221.1K

% of Portfolio:0.1% ($221.1K/$208.0M)

CURTISS WRIGHT CORP

CW|231561101

Shares:692

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$208.0M)

464286533

Shares:3.6K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$208.0M)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$204.7K

% of Portfolio:0.1% ($204.7K/$208.0M)

OBSIDIAN ENERGY LTD.

OBE|674482203

Shares:10.1K

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$208.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Extra Space Storage Inc.(EXRcusip30225T102)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$287.5K	0.1% ($287.5K/$208.0M)	QoQ -0.74% (-$2.1K) YoY +1.01% (+$2.9K)
Alphabet Inc.(GOOGLcusip02079K305)	1.8K	QoQ +3.28% (-58) YoY +33.97% (+462)	All Managers (Combined)	$282.0K	0.1% ($282.0K/$208.0M)	QoQ -15.58% (-$52.0K) YoY +37.39% (+$76.8K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$262.4K	0.1% ($262.4K/$208.0M)	QoQ -8.45% (-$24.2K) YoY -24.53% (-$85.3K)
VISA INC.(Vcusip92826C839)	688	QoQ -2.13% (-15) YoY NEW(+688)	All Managers (Combined)	$241.1K	0.1% ($241.1K/$208.0M)	QoQ +8.52% (-$18.9K) YoY NEW(+$241.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ +0.22% (-3) YoY NEW(+1.3K)	All Managers (Combined)	$221.1K	0.1% ($221.1K/$208.0M)	QoQ -27.61% (-$84.4K) YoY NEW(+$221.1K)
CURTISS WRIGHT CORP(CWcusip231561101)	692	QoQ 0.00% (-0) YoY NEW(+692)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$208.0M)	QoQ -10.59% (-$26.0K) YoY NEW(+$219.6K)
(cusip464286533)✕	3.6K	QoQ -25.31% (-1.2K) YoY -19.60% (-875)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$208.0M)	QoQ -24.86% (-$69.3K) YoY -17.14% (-$43.3K)
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ +0.15% (-2) YoY NEW(+1.3K)	All Managers (Combined)	$204.7K	0.1% ($204.7K/$208.0M)	QoQ -17.86% (-$44.5K) YoY NEW(+$204.7K)
OBSIDIAN ENERGY LTD.(OBEcusip674482203)	10.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$208.0M)	QoQ +1.20% (+$707) YoY -28.71% (-$23.8K)