Bradyco, Inc.
CIK 0002055007 · CAMBRIDGE, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
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
Top Holdings
MSFT
MICROSOFT CORP
16.5%
AMZN
AMAZON COM INC
14.8%
AAPL
APPLE INC
8.4%
COST
COSTCO WHOLESALE CORPORATION
7.0%
MS
MORGAN STANLEY
6.1%
MKL
MARKEL GROUP INC
4.6%
JPM
JPMORGAN CHASE & CO
4.1%
EXMOC
EXXON MOBIL CORP
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.