Broderick Brian C

All 13F Filings

Location
Boston, MA
Most recent 13F
Q2 2026
Holdings value ($000)
646,114
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 109 646,114 13F-HR Broderick Brian C
Q1 2026 5/7/2026 112 542,347 13F-HR Broderick Brian C
Q4 2025 2/17/2026 104 529,011 13F-HR Broderick Brian C
Q3 2025 11/10/2025 87 526,458 13F-HR Broderick Brian C
Q2 2025 7/23/2025 87 505,818 13F-HR Broderick Brian C
Q2 2014 7/23/2014 99 218,414 13F-HR Broderick Brian C
Q1 2014 5/29/2014 94 203,414 13F-HR Broderick Brian C
Q4 2013 2/27/2014 91 200,867 13F-HR Broderick Brian C
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 640.5 K 99.1% 103.1 K 0 103.1 K
ETFs 5.65 K 0.9% 690 0 690
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
646,114
Holdings
109
QoQ value change ($000)
103,767 (19.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.