Investor
Bradyco, Inc.
CIK 0002055007 · filed 2026-02-05 · SEC filing
13F book
$80.6M
Positions
35
Largest name
15.6%
Microsoft Corp · MSFT
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 25.9K | $12.5M | 15.6% | — | Held |
| Amazon Com Inc | AMZN | 36.4K | $8.39M | 10.4% | — | Held |
| Apple Inc. | AAPL | 25.4K | $6.91M | 8.6% | — | Held |
| Costco Whsl Corp New | — | 6.39K | $5.51M | 6.8% | — | Held |
| Morgan Stanley | — | 25.3K | $4.5M | 5.6% | — | Held |
| Markel Group Inc. | MKL | 2.02K | $4.35M | 5.4% | — | Held |
| Jpmorgan Chase & Co. | — | 10.5K | $3.39M | 4.2% | — | Held |
| Disney Walt Co | — | 27.2K | $3.1M | 3.8% | — | Held |
| Exxon Mobil Corp | — | 24.8K | $2.98M | 3.7% | — | Held |
| Procter And Gamble Co | PG | 17.1K | $2.46M | 3.0% | — | Held |
| Johnson & Johnson | JNJ | 11.8K | $2.44M | 3.0% | — | Held |
| Visa Inc. | V | 5.99K | $2.1M | 2.6% | — | Held |
| Pepsico Inc | PEP | 13.1K | $1.88M | 2.3% | — | Held |
| American Express Co | AXP | 5.07K | $1.88M | 2.3% | — | Held |
| Meta Platforms, Inc. | META | 2.74K | $1.81M | 2.2% | — | Held |
| Palo Alto Networks Inc | PANW | 8.14K | $1.5M | 1.9% | — | Held |
| Nvidia Corp | NVDA | 7.5K | $1.4M | 1.7% | — | Held |
| Eaton Corp Plc | ETN | 3.79K | $1.21M | 1.5% | — | Held |
| Morningstar, Inc. | MORN | 4.86K | $1.06M | 1.3% | — | Held |
| ServiceNow, Inc. | NOW | 6.6K | $1.01M | 1.3% | — | Held |
| Arista Networks, Inc. | ANET | 7.57K | $991.6K | 1.2% | — | Held |
| Ishares Tr | — | 1.37K | $939.7K | 1.2% | — | Held |
| Linde Plc | LIN | 2.17K | $925.7K | 1.1% | — | Held |
| Unitedhealth Group Inc | UNH | 2.67K | $882.4K | 1.1% | — | Held |
| Diageo Plc | — | 10.1K | $870.5K | 1.1% | — | Held |
| Coca Cola Co | KO | 11.6K | $812K | 1.0% | — | Held |
| Ecolab Inc. | ECL | 3.09K | $811.2K | 1.0% | — | Held |
| Novartis Ag | — | 5.84K | $805.3K | 1.0% | — | Held |
| Lowes Cos Inc | — | 3.07K | $740.1K | 0.9% | — | Held |
| Colgate Palmolive Co | CL | 7.83K | $618.3K | 0.8% | — | Held |
| Wells Fargo Co New | — | 5.63K | $524.7K | 0.7% | — | Held |
| Paychex Inc | PAYX | 4.11K | $461.1K | 0.6% | — | Held |
| Progressive Corp | — | 1.32K | $300.6K | 0.4% | — | Held |
| Paypal Hldgs Inc | — | 4.46K | $260.1K | 0.3% | — | Held |
| M & T Bk Corp | — | 1.16K | $233.7K | 0.3% | — | Held |
Positions as of Q4 2025. 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.