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The Analysis of Bradyco, Inc.'s Holdings & P&L

Currently, Bradyco, Inc. holds 38 types of securities in its portfolio with a total value $129.1M. In the most recent quarter, they have increased their positions in BRK.B (+57.1K shares, valued at $27.4M), GOOG (+34.4K shares, valued at $9.9M), BRK.A (+7 shares, valued at $5.0M); decreased their positions in NVDA (-1.8K shares, valued at $305.2K), LIN (-393 shares, valued at $194.8K), LOW (-725 shares, valued at $171.3K); initiated new positions in BRK.B (+57.1K shares, valued at $27.4M), GOOG (+34.4K shares, valued at $9.9M), BRK.A (+7 shares, valued at $5.0M).

1M P&L

+4.1M+3.14%

3M P&L

+1.8M+1.36%

HY P&L

+1.4M+1.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1INSURANCE - DIVERSIFIED27.4M

21.2%

2Software - Infrastructure15.6M

12.1%

3Internet Content & Information15.1M

11.7%

Top Industries by Stock Count

1Credit Services3 stocks

7.9%

2Internet Content & Information3 stocks

7.9%

3Specialty Chemicals2 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL57.1K sharesnew addition2026-03-312026-05-13

MSFT MICROSOFT CORP38.5K shares48.54%2026-03-312026-05-13

AMZN AMAZON COM INC54.2K shares49.10%2026-03-312026-05-13

GOOG ALPHABET INC34.4K sharesnew addition2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION6.6K shares2.74%2026-03-312026-05-13

AAPL APPLE INC25.4K shares0.00%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL7 sharesnew addition2026-03-312026-05-13

XOM EXXON MOBIL CORP24.8K shares0.00%2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY25.3K shares0.00%2026-03-312026-05-13

MKL MARKEL GROUP INC2.0K shares0.69%2026-03-312026-05-13

GOOGL ALPHABET INC12.8K sharesnew addition2026-03-312026-05-13

JPM JPMORGAN CHASE & CO11.0K shares4.65%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON11.8K shares0.00%2026-03-312026-05-13

DIS DISNEY WALT CO27.2K shares0.00%2026-03-312026-05-13

PG PROCTER & GAMBLE CO17.1K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC13.1K shares0.00%2026-03-312026-05-13

Sponsored

V VISA INC6.0K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC2.7K shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO5.1K shares0.00%2026-03-312026-05-13

ETN EATON CORP PLC3.8K shares0.00%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC8.1K shares0.00%2026-03-312026-05-13

NVDA NVIDIA CORPORATION5.8K shares-23.33%2026-03-312026-05-13

ANET ARISTA NETWORKS INC7.6K shares0.00%2026-03-312026-05-13

IVV ISHARES TR1.4K shares0.51%2026-03-312026-05-13

Sponsored

NVS NOVARTIS AG5.8K shares0.00%2026-03-312026-05-13

KO COCA COLA CO11.6K shares0.00%2026-03-312026-05-13

LIN LINDE PLC1.8K shares-18.10%2026-03-312026-05-13

MORN MORNINGSTAR INC4.9K shares0.00%2026-03-312026-05-13

ECL ECOLAB INC3.1K shares0.00%2026-03-312026-05-13

DEO DIAGEO PLC10.1K shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO7.8K shares0.00%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC2.1K shares-21.47%2026-03-312026-05-13

Sponsored

LOW LOWES COS INC2.3K shares-23.62%2026-03-312026-05-13

NOW SERVICENOW INC5.2K shares-21.21%2026-03-312026-05-13

WFC WELLS FARGO & CO5.6K shares0.00%2026-03-312026-05-13

PAYX PAYCHEX INC4.1K shares0.00%2026-03-312026-05-13

MTB M & T BK CORP1.2K shares1.29%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC4.5K shares0.00%2026-03-312026-05-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares57.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

48.54%

Shares38.5K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

49.10%

Shares54.2K

Event2026-03-31

Filed2026-05-13

GOOG

ALPHABET INC

New

Shares34.4K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

2.74%

Shares6.6K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares7

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

0.00%

Shares24.8K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

0.00%

Shares25.3K

Event2026-03-31

Filed2026-05-13

MKL

MARKEL GROUP INC

0.69%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GOOGL

ALPHABET INC

New

Shares12.8K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

4.65%

Shares11.0K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-13

VISA INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-13