Broderick Brian C

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
87
Total value ($000)
$526,458
Net value change ($000)
+20,640 (4.1%)
New positions
1
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/23/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 8,761 34.7%
AAPL 5,369 22.7%
NVDA 4,173 12.6%
TJX 2,097 16.1%
JNJ 2,016 18.3%
RTX 1,765 11.0%
AMAT 1,663 170.7%
AMD 1,408 9.4%
XYL 1,275 14.0%
HD 1,181 9.3%
Top Reduces (Value $000, Stocks/ETFs)
FISV -4,113 -26.0%
ATR -2,077 -15.6%
CARR -1,991 -25.0%
ADP -1,135 -6.9%
VRTX -1,111 -14.1%
NSRGY -941 -37.9%
CNI -915 -11.2%
NVO -836 -29.5%
MKC -806 -16.3%
CRM -756 -23.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type