Broderick Brian C

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$660,114
Net value change ($000)
+14,000 (2.2%)
New positions
4
Sold out positions
4
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 8,032 37.6%
XOM 7,930 NEW
AAPL 4,395 13.0%
NVDA 3,888 10.0%
PG 3,267 2792.3%
CRWD 3,217 39.5%
AVGO 2,552 50.1%
VRTX 2,413 24.8%
DHR 1,932 15.6%
ADP 1,891 15.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,646 -100.0%
AMD -5,656 -10.2%
AMAT -4,574 -27.7%
ATR -4,231 -38.5%
ADI -2,499 -8.6%
UBER -2,388 -69.5%
HD -2,338 -17.9%
GOOGL -2,315 -4.7%
ROK -2,273 -12.2%
TJX -2,150 -12.8%
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