Bradyco, Inc. reported 32 positions worth $86.17M for the quarter ended Jun 30, 2026, down 32.8% on the prior quarter. It opened 0 new positions, added to 0, trimmed 9 and exited 5. Its largest holding is Microsoft Corp at 16.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -57.1K | -100.0% | $27.38M | Exited |
| GOOG Alphabet Inc. | -34.4K | -100.0% | $9.86M | Exited |
| BRK-A Berkshire Hathaway Inc | -7 | -100.0% | $5.03M | Exited |
| GOOGL Alphabet Inc. | -12.8K | -100.0% | $3.69M | Exited |
| PANW Palo Alto Networks Inc | -1,264 | -15.5% | $431.05K | 2.72% |
| ETN Eaton Corp plc | -818 | -21.6% | $348.57K | 1.47% |
| META Meta Platforms, Inc. | -530 | -19.4% | $298.54K | 1.44% |
| ANET Arista Networks, Inc. | -1,612 | -21.3% | $273.85K | 1.17% |
| DIS Walt Disney Co | -2,100 | -7.7% | $202.13K | 2.81% |
| PYPL PayPal Holdings, Inc. | -4,455 | -100.0% | $201.50K | Exited |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 38.5K | $14.37M | 16.68% | 0 | 0.0% | Unchanged | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 54.2K | $12.92M | 14.99% | -10 | 0.0% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 25.4K | $7.36M | 8.54% | 0 | 0.0% | Unchanged | 0% |
| 4 | COST Costco Wholesale Corp | Consumer Staples | 6,564 | $6.14M | 7.13% | 0 | 0.0% | Unchanged | 0% |
| 5 | MS Morgan Stanley | Financial Services | 25.3K | $5.29M | 6.14% | 0 | 0.0% | Unchanged | 0% |
| 6 | MKL Markel Group Inc. | Financial Services | 2,036 | $3.98M | 4.61% | 0 | 0.0% | Unchanged | 0.02% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 11.0K | $3.60M | 4.18% | 0 | 0.0% | Unchanged | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 24.8K | $3.39M | 3.93% | 0 | 0.0% | Unchanged | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 11.8K | $3.00M | 3.48% | 0 | 0.0% | Unchanged | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 17.1K | $2.51M | 2.92% | 0 | 0.0% | Unchanged | 0% |
| 11 | DIS Walt Disney Co | Communication Services | 25.1K | $2.42M | 2.81% | -2,100 | -7.7% | Reduced | 0% |
| 12 | PANW Palo Alto Networks Inc | Technology | 6,874 | $2.34M | 2.72% | -1,264 | -15.5% | Reduced | 0% |
| 13 | V Visa Inc. | Financial Services | 5,990 | $2.06M | 2.38% | 0 | 0.0% | Unchanged | 0% |
| 14 | PEP Pepsico Inc | Consumer Staples | 13.1K | $1.77M | 2.06% | 0 | 0.0% | Unchanged | 0% |
| 15 | AXP American Express Co | Financial Services | 5,074 | $1.72M | 1.99% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Bradyco.
As of its Q2 2026 13F filing, Bradyco, Inc.’s five largest positions were Microsoft Corp (MSFT) at 16.7%, Amazon Com Inc (AMZN) at 15.0%, Apple Inc. (AAPL) at 8.5%, Costco Wholesale Corp (COST) at 7.1%, Morgan Stanley (MS) at 6.1% of the reported portfolio.
Bradyco, Inc. reported a 13F portfolio worth $86.17M across 32 positions for Q2 2026. That is down 32.8% from the previous quarter.
Its largest sales by value were Berkshire Hathaway Inc ($27.38M), Alphabet Inc. ($9.86M), Berkshire Hathaway Inc ($5.03M). It exited 5 positions entirely.
From the Form 13F-HR reports Bradyco, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.