Investor
Broderick Brian C
CIK 0001314376 · filed 2026-05-07 · SEC filing
13F book
$542.3M
Positions
95
9 new · 0 sold
Largest name
7.4%
Alphabet Inc
Est. mark
−$22.9M
Price effect on 86 names still held. Flow $36.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 139K | $40M | 7.4% | −$3.47M | Added−$2.77M |
| Nvidia Corp | NVDA | 199.1K | $34.7M | 6.4% | −$2.37M | Added−$1.78M |
| Apple Inc. | AAPL | 117.2K | $29.8M | 5.5% | −$2.04M | Added−$861.3K |
| Analog Devices Inc | ADI | 75.8K | $24.1M | 4.4% | $3.52M | Added$3.77M |
| Advanced Micro Devices Inc | AMD | 103.1K | $21M | 3.9% | −$1.07M | Added−$403.4K |
| RTX Corp | RTX | 108.5K | $20.9M | 3.9% | $1M | Added$1.55M |
| Microsoft Corp | MSFT | 55.7K | $20.6M | 3.8% | −$6.02M | Added−$5.05M |
| Mastercard Inc | MA | 36.9K | $18.4M | 3.4% | −$2.54M | Added−$1.91M |
| Johnson & Johnson | JNJ | 73.5K | $18M | 3.3% | $2.63M | Added$3.46M |
| Tjx Cos Inc New | — | 109.3K | $17.5M | 3.2% | $637.6K | Added$1.37M |
| Amazon Com Inc | AMZN | 75.8K | $15.8M | 2.9% | −$1.64M | Added−$979.4K |
| Procter And Gamble Co | PG | 103.3K | $14.9M | 2.8% | $111.6K | Added$779.6K |
| Schneider Elec Sa Adr | — | 248.7K | $13.5M | 2.5% | −$120.9K | Added$373.1K |
| Rockwell Automation, Inc | ROK | 36.8K | $13.2M | 2.4% | −$1.09M | Added−$820.6K |
| Abbott Labs | ABT | 125.4K | $12.9M | 2.4% | −$2.73M | Added−$2.23M |
| Danaher Corporation | — | 65.6K | $12.4M | 2.3% | −$2.47M | Added−$1.94M |
| Home Depot, Inc. | HD | 36.2K | $11.9M | 2.2% | −$522.6K | Added$90.7K |
| Automatic Data Processing In | — | 55.3K | $11.2M | 2.1% | −$2.83M | Added−$2.21M |
| Aptargroup, Inc. | ATR | 88.4K | $11.1M | 2.1% | $342.3K | Added$863.7K |
| Fpa Crescent Fund | — | 211.5K | $8.97M | 1.7% | −$141.7K | Held |
| Xylem Inc. | XYL | 74.5K | $8.9M | 1.6% | −$1.17M | Added−$659.5K |
| Eli Lilly & Co | LLY | 9.27K | $8.52M | 1.6% | −$1.27M | Added−$305.1K |
| Canadian Natl Ry Co | — | 81.7K | $8.4M | 1.5% | $300.7K | Added$812.2K |
| Vertex Pharmaceuticals Inc | — | 18.7K | $8.33M | 1.5% | −$117.3K | Added$532K |
| Robeco Boston Partners Long Sh | — | 593.2K | $8.27M | 1.5% | −$59.3K | Held |
| Exxon Mobil Corp | — | 45.9K | $7.79M | 1.4% | $2.26M | Cut$2.06M |
| Neuberger Berman Altern Long S | — | 395.7K | $7.76M | 1.4% | −$189.9K | Held |
| Applied Matls Inc | — | 21.2K | $7.26M | 1.3% | $1.36M | Added$3.13M |
| Gqg Partners Emerging Markets | — | 397.5K | $7.23M | 1.3% | $155K | Held |
| Amg River Road Small-Mid Cap V | — | 673.4K | $6.59M | 1.2% | −$107.7K | Held |
| Chevron Corp New | CVX | 28.1K | $5.81M | 1.1% | $1.46M | Added$1.73M |
| Fiserv Inc | FISV | 78.8K | $4.4M | 0.8% | −$896.3K | Cut−$1.07M |
| Crowdstrike Hldgs Inc | — | 10K | $3.91M | 0.7% | −$785.5K | Held |
| GE Vernova Inc. | GEV | 4.07K | $3.55M | 0.7% | $125.5K | Added$3.18M |
| American Express Co | AXP | 11.6K | $3.5M | 0.6% | −$668.2K | Added−$160.9K |
| Broadcom Inc. | AVGO | 11.1K | $3.43M | 0.6% | −$82.7K | Added$2.65M |
| Spdr S&P 500 Etf Tr | — | 5K | $3.25M | 0.6% | −$157.9K | Held |
| Uber Technologies, Inc | UBER | 43.7K | $3.14M | 0.6% | −$395.1K | Added−$157.8K |
| Alphabet Inc | — | 10.9K | $3.13M | 0.6% | −$270.9K | Added−$29.9K |
| AbbVie Inc. | ABBV | 13.8K | $3.01M | 0.6% | −$146.6K | Added−$36.5K |
| Schwab Charles Corp | — | 31.3K | $2.94M | 0.5% | −$138.6K | Added$602.7K |
| Nextera Energy Inc | — | 31K | $2.88M | 0.5% | — | New |
| Union Pac Corp | — | 11.1K | $2.68M | 0.5% | $124.9K | Held |
| Merck & Co., Inc. | MRK | 22.3K | $2.68M | 0.5% | $330.6K | Added$361.1K |
| Asml Holding N V | — | 2K | $2.64M | 0.5% | — | New |
| Energy Transfer L P | — | 125K | $2.41M | 0.4% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 7.11K | $2.4M | 0.4% | — | New |
| Pepsico Inc | PEP | 13.4K | $2.09M | 0.4% | $157.4K | Added$166.8K |
| Airbnb, Inc. | ABNB | 14.9K | $1.88M | 0.3% | −$140.7K | Held |
| Spdr Series Trust | — | 21.6K | $1.71M | 0.3% | −$74.3K | Cut−$220.7K |
| Nestle Sa Adr | — | 17.2K | $1.7M | 0.3% | $5.09K | Added$131.9K |
| Nu Hldgs Ltd | — | 115K | $1.65M | 0.3% | −$272.5K | Held |
| Trane Technologies Plc | TT | 3.8K | $1.58M | 0.3% | $104.7K | Held |
| Vertiv Holdings Co | VRT | 6.2K | $1.55M | 0.3% | — | New |
| Coca Cola Co | KO | 19.5K | $1.49M | 0.3% | $118.8K | Added$134K |
| Pembina Pipeline Corp | — | 32.8K | $1.47M | 0.3% | $217.9K | Added$231.3K |
| Unitedhealth Group Inc | UNH | 5.29K | $1.43M | 0.3% | −$314.6K | Cut−$2.48M |
| Zscaler, Inc. | ZS | 10K | $1.4M | 0.3% | −$846.3K | Held |
| Walmart Inc. | WMT | 10.9K | $1.36M | 0.3% | $56.6K | Added$868.7K |
| International Business Machs | — | 4.9K | $1.19M | 0.2% | −$263.8K | Held |
| Norfolk Southn Corp | — | 3.75K | $1.08M | 0.2% | −$6.45K | Held |
| Honeywell Intl Inc | — | 4.58K | $1.03M | 0.2% | $141.6K | Held |
| Waste Connections, Inc. | WCN | 5.98K | $971.9K | 0.2% | — | New |
| Pfizer Inc | PFE | 29.3K | $822.7K | 0.2% | $91.6K | Added$105.6K |
| Jpmorgan Chase & Co. | — | 2.56K | $753K | 0.1% | −$59.2K | Added$73.2K |
| Ge Aerospace | — | 2.63K | $746.3K | 0.1% | −$63.8K | Cut−$67.5K |
| Hubspot Inc | HUBS | 3K | $732.3K | 0.1% | −$471.6K | Held |
| Deere & Co | DE | 1.25K | $704.1K | 0.1% | $122.2K | Held |
| ServiceNow, Inc. | NOW | 6K | $627.3K | 0.1% | −$291.8K | Held |
| Bristol-Myers Squibb Co | — | 10.1K | $613.6K | 0.1% | $67.9K | Held |
| Conocophillips | COP | 4.64K | $612.5K | 0.1% | $178.1K | Cut$93.9K |
| 3M CO | MMM | 3.7K | $537.4K | 0.1% | −$55K | Held |
| CARRIER GLOBAL Corp | CARR | 8.93K | $502.8K | 0.1% | $31K | Cut−$112.3K |
| Novartis Ag | — | 3.12K | $476.7K | 0.1% | $46.4K | Held |
| Snowflake Inc. | SNOW | 3.14K | $473.1K | 0.1% | −$215K | Held |
| Gilead Sciences, Inc. | GILD | 3.31K | $461.3K | 0.1% | — | New |
| Cisco Sys Inc | — | 5.89K | $457.4K | 0.1% | $2.28K | Added$143.9K |
| Thermo Fisher Scientific Inc. | TMO | 905 | $444.8K | 0.1% | −$77.8K | Added−$68K |
| Marsh & Mclennan Cos Inc | — | 2.5K | $433.6K | 0.1% | −$30.2K | Held |
| Phillips 66 | PSX | 1.99K | $362.5K | 0.1% | $105.7K | Held |
| Intel Corp | INTC | 8.15K | $359.8K | 0.1% | $58.9K | Held |
| Ingersoll Rand Inc. | IR | 4.38K | $351.3K | 0.1% | $3.95K | Held |
| Newmont Corp | — | 3.13K | $338.3K | 0.1% | $26.3K | Held |
| Altria Group, Inc. | MO | 4.6K | $303.4K | 0.1% | $38.3K | Held |
| Soltera Mng Corp Com | — | 300K | $300K | 0.1% | $0 | Held |
| Kimberly Clark Corp | KMB | 3K | $289.4K | 0.1% | −$13.3K | Held |
| Mccormick & Co Inc | — | 5.04K | $254K | 0.0% | −$89K | Cut−$176.2K |
| Cigna Group | CI | 851 | $227K | 0.0% | −$7.22K | Held |
| Woodward, Inc. | WWD | 575 | $205.8K | 0.0% | — | New |
| Stryker Corp | SYK | 625 | $205.4K | 0.0% | — | New |
| Novo-Nordisk A S | — | 5.54K | $203.8K | 0.0% | −$78.4K | Cut−$108.4K |
| Ironwood Pharmaceuticals Inc | IRWD | 18K | $63.2K | 0.0% | $2.52K | Held |
| Amg River Road Div All Cap Val | — | 11K | $56.2K | 0.0% | $1.21K | Held |
| Proteostasis Therapeutics | — | 65K | $29.5K | 0.0% | $0 | Held |
| Kalypsis Inc. | — | 20K | $2 | 0.0% | $0 | 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.