Bradyco, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055007

Type: FundHoldings: 49Value: $131.7MLatest: 2025Q1

Bradyco, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 49 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MORN",
  "ADBE",
  "GOOGL",
  "AXP",
  "BLK",
  "AVGO",
  "LOW",
  "ICE",
  "META",
  "LIN",
  "MSFT",
  "MS",
  "NVS",
  "ORLY",
  "ANET",
  "PAYX",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "PG",
  "KVUE",
  "NOW",
  "DEO",
  "WM",
  "AMZN",
  "V",
  "WFC",
  "MTB",
  "MKL",
  "CRM",
  "BAC",
  "BRK-A",
  "BRK-B",
  "KO",
  "CL",
  "COST",
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 49
Total Value: 131711502
Accession Number: 0001754960-25-000204
Form Type: 13F-HR
CIK: bradyco
Manager Name: Bradyco

Data Enrichment

100% identified

49 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $131.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:51.5K

Value:$27.4M

% of Portfolio:20.8% ($27.4M/$131.7M)

MICROSOFT CORP

MSFT|594918104

Shares:33.1K

Value:$12.4M

% of Portfolio:9.4% ($12.4M/$131.7M)

Alphabet Inc.

GOOG|02079K107

Shares:55.8K

Value:$8.7M

% of Portfolio:6.6% ($8.7M/$131.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:8.5K

Value:$8.0M

% of Portfolio:6.1% ($8.0M/$131.7M)

AMAZON COM INC

AMZN|023135106

Shares:38.3K

Value:$7.3M

% of Portfolio:5.5% ($7.3M/$131.7M)

Apple Inc.

AAPL|037833100

Shares:26.8K

Value:$6.0M

% of Portfolio:4.5% ($6.0M/$131.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:7

Value:$5.6M

% of Portfolio:4.2% ($5.6M/$131.7M)

MORGAN STANLEY

MS|617446448

Shares:45.3K

Value:$5.3M

% of Portfolio:4.0% ($5.3M/$131.7M)

MARKEL GROUP INC.

MKL|570535104

Shares:2.2K

Value:$4.2M

% of Portfolio:3.2% ($4.2M/$131.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:17.3K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$131.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:24.8K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$131.7M)

Walt Disney Co

DIS|254687106

Shares:28.0K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$131.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.1K

Value:$2.7M

% of Portfolio:2.1% ($2.7M/$131.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:15.1K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$131.7M)

VISA INC.

V|92826C839

Shares:6.0K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$131.7M)

PEPSICO INC

PEP|713448108

Shares:13.1K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$131.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:11.8K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$131.7M)

Meta Platforms, Inc.

META|30303M102

Shares:2.7K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$131.7M)

Morningstar, Inc.

MORN|617700109

Shares:4.9K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$131.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.7K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$131.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	51.5K	QoQ -9.39% (-5.3K) YoY-	All Managers (Combined)	$27.4M	20.8% ($27.4M/$131.7M)	QoQ +16.76% (-$3.9M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	33.1K	QoQ -5.18% (-1.8K) YoY-	All Managers (Combined)	$12.4M	9.4% ($12.4M/$131.7M)	QoQ -23.36% (-$3.8M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	55.8K	QoQ -7.30% (-4.4K) YoY-	All Managers (Combined)	$8.7M	6.6% ($8.7M/$131.7M)	QoQ -27.02% (-$3.2M) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	8.5K	QoQ -11.85% (-1.1K) YoY-	All Managers (Combined)	$8.0M	6.1% ($8.0M/$131.7M)	QoQ -61.39% (-$12.8M) YoY-
AMAZON COM INC(AMZNcusip023135106)	38.3K	QoQ -3.52% (-1.4K) YoY-	All Managers (Combined)	$7.3M	5.5% ($7.3M/$131.7M)	QoQ -16.33% (-$1.4M) YoY-
Apple Inc.(AAPLcusip037833100)	26.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$6.0M	4.5% ($6.0M/$131.7M)	QoQ -12.77% (-$871.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	7	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.6M	4.2% ($5.6M/$131.7M)	QoQ +17.25% (+$822.7K) YoY-
MORGAN STANLEY(MScusip617446448)	45.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.3M	4.0% ($5.3M/$131.7M)	QoQ -7.19% (-$410.2K) YoY-
MARKEL GROUP INC.(MKLcusip570535104)	2.2K	QoQ -9.29% (-230) YoY-	All Managers (Combined)	$4.2M	3.2% ($4.2M/$131.7M)	QoQ -33.50% (-$2.1M) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	17.3K	QoQ -11.06% (-2.1K) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$131.7M)	QoQ -10.96% (-$362.9K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	24.8K	QoQ -3.50% (-900) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$131.7M)	QoQ -28.72% (-$1.2M) YoY-
Walt Disney Co(DIScusip254687106)	28.0K	QoQ -4.75% (-1.4K) YoY-	All Managers (Combined)	$2.8M	2.1% ($2.8M/$131.7M)	QoQ -20.87% (-$729.8K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	11.1K	QoQ -0.27% (-31) YoY-	All Managers (Combined)	$2.7M	2.1% ($2.7M/$131.7M)	QoQ -51.72% (-$2.9M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	15.1K	QoQ -2.33% (-360) YoY-	All Managers (Combined)	$2.3M	1.8% ($2.3M/$131.7M)	QoQ -20.20% (-$590.4K) YoY-
VISA INC.(Vcusip92826C839)	6.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$131.7M)	QoQ +10.89% (+$206.2K) YoY-
PEPSICO INC(PEPcusip713448108)	13.1K	QoQ -3.32% (-450) YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$131.7M)	QoQ -10.60% (-$233.1K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	11.8K	QoQ -6.11% (-769) YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$131.7M)	QoQ +7.65% (-$139.1K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6M	1.2% ($1.6M/$131.7M)	QoQ -1.56% (-$25.1K) YoY-
Morningstar, Inc.(MORNcusip617700109)	4.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$131.7M)	QoQ -10.95% (-$179.4K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$131.7M)	QoQ +3.53% (+$47.8K) YoY-