Bradyco, Inc.

CIK 0002055007 · CAMBRIDGE, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Bradyco, Inc. reported 33 positions worth $87.2M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: MSFT (16.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$87.2M
2026 Q2
Positions
33
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.7%
Est. Net Flow (Q)
2026 Q2
10 / 33 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$14.4M16.48%38,531
2AMZNAMAZON COM INCSH$12.9M14.81%54,198
3AAPLAPPLE INCSH$7.4M8.44%25,429
4COSTCOSTCO WHOLESALE CORPORATIONSH$6.1M7.04%6,564
5MSMORGAN STANLEYSH$5.3M6.07%25,328
6MKLMARKEL GROUP INCSH$4.0M4.56%2,036
7JPMJPMORGAN CHASE & COSH$3.6M4.13%11,007
8EXMOCEXXON MOBIL CORPSH$3.4M3.88%24,761
9JNJJOHNSON & JOHNSONSH$3.0M3.44%11,798
10PGPROCTER & GAMBLE COSH$2.5M2.88%17,143

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bradyco, Inc. hold as of Q2 2026?

Bradyco, Inc. reported 33 positions worth $87.2M in its Q2 2026 13F filing. Largest positions: MSFT (16.5%), AMZN (14.8%), AAPL (8.4%), COST (7.0%) and MS (6.1%).

What did Bradyco, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bradyco, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.