Investor
Bradyco, Inc.
CIK 0002055007 · filed 2026-05-13 · SEC filing
13F book
$129.1M
Positions
38
4 new · 1 sold
Largest name
21.2%
Berkshire Hathaway Inc Del
Est. mark
−$4.81M
Price effect on 34 names still held. Flow $53.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 57.1K | $27.4M | 21.2% | — | New |
| Microsoft Corp | MSFT | 38.5K | $14.3M | 11.1% | −$2.94M | Added$1.72M |
| Amazon Com Inc | AMZN | 54.2K | $11.3M | 8.7% | −$819.9K | Added$2.9M |
| Alphabet Inc | — | 34.4K | $9.86M | 7.6% | — | New |
| Costco Whsl Corp New | — | 6.56K | $6.54M | 5.1% | $856.7K | Added$1.03M |
| Apple Inc. | AAPL | 25.4K | $6.45M | 5.0% | −$459.5K | Held |
| Berkshire Hathaway Inc Del | — | 7 | $5.03M | 3.9% | — | New |
| Exxon Mobil Corp | — | 24.8K | $4.2M | 3.3% | $1.22M | Held |
| Morgan Stanley | — | 25.3K | $4.17M | 3.2% | −$328.3K | Held |
| Markel Group Inc. | MKL | 2.04K | $3.9M | 3.0% | −$476.3K | Added−$449.5K |
| Alphabet Inc | — | 12.8K | $3.69M | 2.9% | — | New |
| Jpmorgan Chase & Co. | — | 11K | $3.24M | 2.5% | −$295.1K | Added−$151.3K |
| Johnson & Johnson | JNJ | 11.8K | $2.88M | 2.2% | $442.3K | Held |
| Disney Walt Co | — | 27.2K | $2.62M | 2.0% | −$473.4K | Held |
| Procter And Gamble Co | PG | 17.1K | $2.48M | 1.9% | $19.4K | Held |
| Pepsico Inc | PEP | 13.1K | $2.03M | 1.6% | $154.2K | Held |
| Visa Inc. | V | 5.99K | $1.81M | 1.4% | −$290.3K | Held |
| Meta Platforms, Inc. | META | 2.74K | $1.57M | 1.2% | −$240.9K | Held |
| American Express Co | AXP | 5.07K | $1.53M | 1.2% | −$342.3K | Held |
| Eaton Corp Plc | ETN | 3.79K | $1.36M | 1.1% | $148.4K | Held |
| Palo Alto Networks Inc | PANW | 8.14K | $1.3M | 1.0% | −$194.3K | Held |
| Nvidia Corp | NVDA | 5.75K | $1M | 0.8% | −$69.6K | Cut−$395.9K |
| Arista Networks, Inc. | ANET | 7.57K | $929.2K | 0.7% | −$62.4K | Held |
| Ishares Tr | — | 1.38K | $900.8K | 0.7% | −$43.5K | Added−$39K |
| Novartis Ag | — | 5.84K | $892.2K | 0.7% | $86.9K | Held |
| Coca Cola Co | KO | 11.6K | $883.3K | 0.7% | $71.3K | Held |
| Linde Plc | LIN | 1.78K | $881.5K | 0.7% | $123.3K | Cut−$44.2K |
| Morningstar, Inc. | MORN | 4.86K | $822.3K | 0.6% | −$234.7K | Held |
| Ecolab Inc. | ECL | 3.09K | $822K | 0.6% | $10.8K | Held |
| Diageo Plc | — | 10.1K | $751.2K | 0.6% | −$119.3K | Held |
| Colgate Palmolive Co | CL | 7.83K | $666.9K | 0.5% | $48.6K | Held |
| Unitedhealth Group Inc | UNH | 2.1K | $568K | 0.4% | −$124.9K | Cut−$314.4K |
| Lowes Cos Inc | — | 2.34K | $553.8K | 0.4% | −$11.4K | Cut−$186.3K |
| ServiceNow, Inc. | NOW | 5.2K | $543.7K | 0.4% | −$252.9K | Cut−$467.4K |
| Wells Fargo Co New | — | 5.63K | $448.2K | 0.3% | −$76.5K | Held |
| Paychex Inc | PAYX | 4.11K | $378.6K | 0.3% | −$82.4K | Held |
| M & T Bk Corp | — | 1.18K | $242.9K | 0.2% | $6.08K | Added$9.18K |
| Paypal Hldgs Inc | — | 4.46K | $201.5K | 0.2% | −$58.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.