Broderick Brian C

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$529,011
Net value change ($000)
+2,553 (0.5%)
New positions
1
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 8,745 25.7%
AMD 5,006 30.6%
DHR 2,020 16.3%
ADI 1,853 10.0%
AAPL 1,605 5.5%
RTX 1,577 8.9%
AMAT 1,496 56.7%
JNJ 1,484 11.4%
ROK 1,419 11.3%
AXP 1,220 49.9%
Top Reduces (Value $000, Stocks/ETFs)
PG -11,622 -76.6%
FISV -6,232 -53.3%
LLY -5,707 -99.8%
CARR -5,348 -89.7%
MKC -3,903 -94.3%
UNH -2,854 -42.2%
CRM -2,473 -100.0%
HD -2,082 -15.0%
ADP -1,906 -12.4%
MSFT -1,816 -6.6%
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