Broderick Brian C

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$646,114
Net value change ($000)
+103,767 (19.1%)
New positions
4
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 34,538 164.6%
AMAT 9,274 127.7%
GOOGL 9,009 22.5%
ROK 5,514 41.8%
ADI 4,811 20.0%
NVDA 4,235 12.2%
CRWD 4,233 108.2%
AAPL 4,114 13.8%
SBGSY 2,955 21.8%
AMZN 2,857 18.1%
Top Reduces (Value $000, Stocks/ETFs)
PG -6,607 -98.3%
FISV -3,765 -85.6%
LLY -3,581 -98.3%
CVX -1,310 -22.5%
ABT -1,307 -10.2%
XOM -1,145 -14.7%
PEP -1,035 -49.6%
HON -1,034 -100.0%
TJX -610 -3.5%
UNH -552 -38.6%
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