Bradyco, Inc.

Q1 2026 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$129,079
Net value change ($000)
+48,496 (60.2%)
New positions
4
Sold out positions
1
Turnover %
35.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 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)
BRK-B 27,375 NEW
GOOGL 9,856 NEW
BRK-B 5,027 NEW
GOOGL 3,689 NEW
AMZN 2,898 34.5%
MSFT 1,718 13.7%
XOM 1,221 41.0%
COST 1,032 18.7%
JNJ 442 18.1%
PEP 154 8.2%
Top Reduces (Value $000, Stocks/ETFs)
DIS -474 -15.3%
NOW -467 -46.2%
AAPL -459 -6.6%
MKL -450 -10.4%
NVDA -396 -28.3%
AXP -342 -18.2%
MS -328 -7.3%
UNH -314 -35.6%
PGR -301 -100.0%
V -291 -13.9%
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