Broderick Brian C

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$542,347
Net value change ($000)
+13,336 (2.5%)
New positions
9
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ADI 3,767 18.5%
LLY 3,630 30250.0%
JNJ 3,460 23.8%
PG 3,182 89.8%
GEV 3,180 850.3%
AMAT 3,129 75.7%
NEE 2,875 NEW
AVGO 2,647 338.1%
ASML 2,642 NEW
ET 2,413 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,046 -19.7%
GOOGL -2,767 -6.5%
UNH -2,480 -63.4%
ABT -2,228 -14.8%
ADP -2,209 -16.4%
DHR -1,940 -13.5%
MA -1,909 -9.4%
NVDA -1,778 -4.9%
FISV -1,072 -19.6%
AMZN -980 -5.8%
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