Sponsored

The Analysis of Broderick Brian C's Holdings & P&L

Currently, Broderick Brian C holds 95 types of securities in its portfolio with a total value $542.3M. In the most recent quarter, they have increased their positions in GEV (+3.5K shares, valued at $3.1M), NEE (+31.0K shares, valued at $2.9M), N/A (+8.8K shares, valued at $2.7M); decreased their positions in UNH (-6.6K shares, valued at $1.8M), XOM (-1.7K shares, valued at $292.2K), CARR (-2.7K shares, valued at $152.7K); initiated new positions in NEE (+31.0K shares, valued at $2.9M), ASML (+2.0K shares, valued at $2.6M), ET (+125.0K shares, valued at $2.4M).

1M P&L

+29.5M+6.33%

3M P&L

+37.1M+8.08%

HY P&L

+55.8M+12.70%

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

1Semiconductors82.6M

18.9%

2Drug Manufacturers - General32.1M

7.3%

3Consumer Electronics29.8M

6.8%

Top Industries by Stock Count

1Drug Manufacturers - General8 stocks

10.3%

2Semiconductors5 stocks

6.4%

3Software - Application5 stocks

6.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC CL A ALPHABET INC CL A139.0K shares1.80%2026-03-312026-05-07

NVDA NVIDIA CORP199.1K shares1.73%2026-03-312026-05-07

AAPL APPLE117.2K shares4.11%2026-03-312026-05-07

ADI ANALOG DEVICES75.8K shares1.04%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES103.1K shares3.29%2026-03-312026-05-07

RTX RTX CORPORATION108.5K shares2.67%2026-03-312026-05-07

MSFT MICROSOFT55.7K shares4.97%2026-03-312026-05-07

MA MASTERCARD36.9K shares3.53%2026-03-312026-05-07

Sponsored

JNJ JOHNSON AND JOHNSON73.5K shares4.84%2026-03-312026-05-07

TJX TJX COS109.3K shares4.38%2026-03-312026-05-07

AMZN AMAZON.COM75.8K shares4.36%2026-03-312026-05-07

PG PROCTER & GAMBLE103.3K shares4.68%2026-03-312026-05-07

SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR248.7K shares3.79%2026-03-312026-05-07

ROK ROCKWELL AUTOMATION36.8K shares2.06%2026-03-312026-05-07

ABT ABBOTT LABS125.4K shares4.03%2026-03-312026-05-07

DHR DANAHER CORP65.6K shares4.45%2026-03-312026-05-07

Sponsored

HD HOME DEPOT36.2K shares5.43%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING55.3K shares5.82%2026-03-312026-05-07

ATR APTARGROUP88.4K shares4.91%2026-03-312026-05-07

FPA CRESCENT FUND FPA CRESCENT FUND211.5K shares0.00%2026-03-312026-05-07

XYL XYLEM INC74.5K shares6.10%2026-03-312026-05-07

LLY ELI LILLY & CO9.3K shares12.80%2026-03-312026-05-07

CNI CANADIAN NATL RAILWAY81.7K shares6.49%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS18.7K shares8.45%2026-03-312026-05-07

Sponsored

ROBECO BOSTON PARTNERS LONG SH ROBECO BOSTON PARTNERS LONG SH593.2K shares0.00%2026-03-312026-05-07

XOM EXXON MOBIL45.9K shares-3.61%2026-03-312026-05-07

NEUBERGER BERMAN ALTERN LONG S NEUBERGER BERMAN ALTERN LONG S395.7K shares0.00%2026-03-312026-05-07

AMAT APPLIED MATERIAL21.2K shares32.12%2026-03-312026-05-07

GQG PARTNERS EMERGING MARKETS GQG PARTNERS EMERGING MARKETS397.5K shares0.00%2026-03-312026-05-07

AMG RIVER ROAD SMALL-MID CAP V AMG RIVER ROAD SMALL-MID CAP V673.4K shares0.00%2026-03-312026-05-07

CVX CHEVRON28.1K shares4.99%2026-03-312026-05-07

FI FISERV78.8K shares-3.21%2026-03-312026-05-07

Sponsored

CRWD CROWDSTRIKE HOLDINGS INC10.0K shares0.00%2026-03-312026-05-07

GEV GE VERNOVA INC COM4.1K shares611.89%2026-03-312026-05-07

AXP AMERICAN EXPRESS11.6K shares16.93%2026-03-312026-05-07

BROADCOM INC BROADCOM INC11.1K shares390.18%2026-03-312026-05-07

SPY SPDR S&P 500 ETF5.0K shares0.00%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC43.7K shares8.16%2026-03-312026-05-07

ALPHABET INC CL C ALPHABET INC CL C10.9K shares8.35%2026-03-312026-05-07

ABBV ABBVIE13.8K shares3.80%2026-03-312026-05-07

Sponsored

SCHW CHARLES SCHWAB31.3K shares33.75%2026-03-312026-05-07

NEE NEXTERA ENERGY31.0K sharesnew addition2026-03-312026-05-07

UNP UNION PACIFIC11.1K shares0.00%2026-03-312026-05-07

MERCK MERCK22.3K shares1.15%2026-03-312026-05-07

ASML ASML HOLDING NV2.0K sharesnew addition2026-03-312026-05-07

ET ENERGY TRANSFER EQUITY LP125.0K sharesnew addition2026-03-312026-05-07

TSM TAIWAN S MANUFCTRING ADR7.1K sharesnew addition2026-03-312026-05-07

PEP PEPSICO13.4K shares0.45%2026-03-312026-05-07

Sponsored

ABNB AIRBNB INC14.9K shares0.00%2026-03-312026-05-07

SPTM SPDR TOTAL STOCK MARKET PORTFO21.6K shares-7.59%2026-03-312026-05-07

NESTLE SA ADR NESTLE SA ADR17.2K shares8.05%2026-03-312026-05-07

NU NU HOLDINGS115.0K shares0.00%2026-03-312026-05-07

TT TRANE TECHNOLOGIES PLC3.8K shares0.00%2026-03-312026-05-07

VRT VERTIV HOLDINGS CO COM CL A6.2K sharesnew addition2026-03-312026-05-07

KO COCA COLA19.5K shares1.03%2026-03-312026-05-07

PBA PEMBINA PIPELINE CO32.8K shares0.92%2026-03-312026-05-07

Sponsored

UNH UNITEDHEALTH GROUP5.3K shares-55.37%2026-03-312026-05-07

ZS ZSCALER INC10.0K shares0.00%2026-03-312026-05-07

WMT WAL-MART STORES10.9K shares148.50%2026-03-312026-05-07

IBM INTL BUSINESS MACH4.9K shares0.00%2026-03-312026-05-07

NSC NORFOLK SOUTHERN3.8K shares0.00%2026-03-312026-05-07

HON HONEYWELL INTL4.6K shares0.00%2026-03-312026-05-07

WCN WASTE CONNECTIONS INC NEW6.0K sharesnew addition2026-03-312026-05-07

PFE PFIZER29.3K shares1.74%2026-03-312026-05-07

Sponsored

JPM JPMORGAN CHASE2.6K shares21.33%2026-03-312026-05-07

GENERAL ELECTRIC GENERAL ELECTRIC2.6K shares-0.45%2026-03-312026-05-07

HUBS HUBSPOT INC3.0K shares0.00%2026-03-312026-05-07

DE DEERE & CO1.3K shares0.00%2026-03-312026-05-07

NOW SERVICENOW INC6.0K shares0.00%2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB10.1K shares0.00%2026-03-312026-05-07

COP CONOCOPHILLIPS4.6K shares-16.25%2026-03-312026-05-07

MMM 3M3.7K shares0.00%2026-03-312026-05-07

Sponsored

CARR CARRIER GLOBAL8.9K shares-23.29%2026-03-312026-05-07

NVS NOVARTIS AG ADR3.1K shares0.00%2026-03-312026-05-07

SNOW SNOWFLAKE INC3.1K shares0.00%2026-03-312026-05-07

GILD GILEAD SCIENCES3.3K sharesnew addition2026-03-312026-05-07

CSCO CISCO SYS INC5.9K shares44.84%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC905 shares2.26%2026-03-312026-05-07

MMC MARSH & MC2.5K shares0.00%2026-03-312026-05-07

PSX PHILLIPS 662.0K shares0.00%2026-03-312026-05-07

Sponsored

INTC INTEL8.2K shares0.00%2026-03-312026-05-07

IR INGERSOLL RAND INC4.4K shares0.00%2026-03-312026-05-07

NEM NEWMONT GOLDCORP CORPORATION3.1K shares0.00%2026-03-312026-05-07

MO ALTRIA GROUP4.6K shares0.00%2026-03-312026-05-07

SOLTERA MNG CORP COM SOLTERA MNG CORP COM300.0K shares0.00%2026-03-312026-05-07

KMB KIMBERLY CLARK3.0K shares0.00%2026-03-312026-05-07

MKC MCCORMICK & CO5.0K shares-20.28%2026-03-312026-05-07

CIGNA CORP NEW CIGNA CORP NEW851 shares0.00%2026-03-312026-05-07

Sponsored

WWD WOODWARD GOVERNOR575 sharesnew addition2026-03-312026-05-07

SYK STRYKER CORP625 sharesnew addition2026-03-312026-05-07

NVO NOVO NORDISK A S ADR5.5K shares-9.62%2026-03-312026-05-07

IRWD IRONWOOD PHARMACEUTICALS18.0K shares0.00%2026-03-312026-05-07

AMG RIVER ROAD DIV ALL CAP VAL AMG RIVER ROAD DIV ALL CAP VAL11.0K shares0.00%2026-03-312026-05-07

Proteostasis Therapeutics Proteostasis Therapeutics65.0K shares0.00%2026-03-312026-05-07

Kalypsis Inc. Kalypsis Inc.20.0K shares0.00%2026-03-312026-05-07

ALPHABET INC CL A

1.80%

Shares139.0K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORP

1.73%

Shares199.1K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE

4.11%

Shares117.2K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES

1.04%

Shares75.8K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES

3.29%

Shares103.1K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION

2.67%

Shares108.5K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT

4.97%

Shares55.7K

Event2026-03-31

Filed2026-05-07

MASTERCARD

3.53%

Shares36.9K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON AND JOHNSON

4.84%

Shares73.5K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS

4.38%

Shares109.3K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON.COM

4.36%

Shares75.8K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE

4.68%

Shares103.3K

Event2026-03-31

Filed2026-05-07

SCHNEIDER ELEC SA ADR

3.79%

Shares248.7K

Event2026-03-31

Filed2026-05-07

ROK

ROCKWELL AUTOMATION

2.06%

Shares36.8K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABS

4.03%

Shares125.4K

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP

4.45%

Shares65.6K

Event2026-03-31

Filed2026-05-07

HOME DEPOT

5.43%

Shares36.2K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING

5.82%

Shares55.3K

Event2026-03-31

Filed2026-05-07

ATR

APTARGROUP

4.91%

Shares88.4K

Event2026-03-31

Filed2026-05-07

FPA CRESCENT FUND

0.00%

Shares211.5K

Event2026-03-31

Filed2026-05-07

XYL

XYLEM INC

6.10%

Shares74.5K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

12.80%

Shares9.3K

Event2026-03-31

Filed2026-05-07

CNI

CANADIAN NATL RAILWAY

6.49%

Shares81.7K

Event2026-03-31

Filed2026-05-07

VRTX

VERTEX PHARMACEUTICALS

8.45%

Shares18.7K

Event2026-03-31

Filed2026-05-07

ROBECO BOSTON PARTNERS LONG SH

0.00%

Shares593.2K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL

-3.61%

Shares45.9K

Event2026-03-31

Filed2026-05-07

NEUBERGER BERMAN ALTERN LONG S

0.00%

Shares395.7K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATERIAL

32.12%

Shares21.2K

Event2026-03-31

Filed2026-05-07

GQG PARTNERS EMERGING MARKETS

0.00%

Shares397.5K

Event2026-03-31

Filed2026-05-07

AMG RIVER ROAD SMALL-MID CAP V

0.00%

Shares673.4K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON

4.99%

Shares28.1K

Event2026-03-31

Filed2026-05-07

FISERV

-3.21%

Shares78.8K

Event2026-03-31

Filed2026-05-07

CRWD

CROWDSTRIKE HOLDINGS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-07

GEV

GE VERNOVA INC COM

611.89%

Shares4.1K

Event2026-03-31

Filed2026-05-07

AXP

AMERICAN EXPRESS

16.93%

Shares11.6K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

390.18%

Shares11.1K

Event2026-03-31

Filed2026-05-07

SPY

SPDR S&P 500 ETF

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC

8.16%

Shares43.7K

Event2026-03-31

Filed2026-05-07

ALPHABET INC CL C

8.35%

Shares10.9K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE

3.80%

Shares13.8K

Event2026-03-31

Filed2026-05-07

SCHW

CHARLES SCHWAB

33.75%

Shares31.3K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY

New

Shares31.0K

Event2026-03-31

Filed2026-05-07

UNP

UNION PACIFIC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-07

MERCK

1.15%

Shares22.3K

Event2026-03-31

Filed2026-05-07

ASML

ASML HOLDING NV

New

Shares2.0K

Event2026-03-31

Filed2026-05-07

ENERGY TRANSFER EQUITY LP

New

Shares125.0K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN S MANUFCTRING ADR

New

Shares7.1K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO

0.45%

Shares13.4K

Event2026-03-31

Filed2026-05-07

ABNB

AIRBNB INC

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-07

SPTM

SPDR TOTAL STOCK MARKET PORTFO

-7.59%

Shares21.6K

Event2026-03-31

Filed2026-05-07

NESTLE SA ADR

8.05%

Shares17.2K

Event2026-03-31

Filed2026-05-07

NU HOLDINGS

0.00%

Shares115.0K

Event2026-03-31

Filed2026-05-07

TRANE TECHNOLOGIES PLC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-07

VRT

VERTIV HOLDINGS CO COM CL A

New

Shares6.2K

Event2026-03-31

Filed2026-05-07

COCA COLA

1.03%

Shares19.5K

Event2026-03-31

Filed2026-05-07

PBA

PEMBINA PIPELINE CO

0.92%

Shares32.8K

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP

-55.37%

Shares5.3K

Event2026-03-31

Filed2026-05-07

ZSCALER INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-07

WMT

WAL-MART STORES

148.50%

Shares10.9K

Event2026-03-31

Filed2026-05-07

IBM

INTL BUSINESS MACH

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-07

NSC

NORFOLK SOUTHERN

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-07

HON

HONEYWELL INTL

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-07

WCN

WASTE CONNECTIONS INC NEW

New

Shares6.0K

Event2026-03-31

Filed2026-05-07

PFE

PFIZER

1.74%

Shares29.3K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE

21.33%

Shares2.6K

Event2026-03-31

Filed2026-05-07

GENERAL ELECTRIC

-0.45%

Shares2.6K

Event2026-03-31

Filed2026-05-07

HUBS

HUBSPOT INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

DEERE & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

NOW

SERVICENOW INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-07

BMY

BRISTOL-MYERS SQUIBB

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-07

COP

CONOCOPHILLIPS

-16.25%

Shares4.6K

Event2026-03-31

Filed2026-05-07

MMM

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-07

CARR

CARRIER GLOBAL

-23.29%

Shares8.9K

Event2026-03-31

Filed2026-05-07

NVS

NOVARTIS AG ADR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-07

SNOW

SNOWFLAKE INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-07

GILD

GILEAD SCIENCES

New

Shares3.3K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

44.84%

Shares5.9K

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC

2.26%

Shares905

Event2026-03-31

Filed2026-05-07

MMC

MARSH & MC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-07

PSX

PHILLIPS 66

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-07

INTC

INTEL

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-07

INGERSOLL RAND INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT GOLDCORP CORPORATION

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-07

SOLTERA MNG CORP COM

0.00%

Shares300.0K

Event2026-03-31

Filed2026-05-07

KMB

KIMBERLY CLARK

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

MKC

MCCORMICK & CO

-20.28%

Shares5.0K

Event2026-03-31

Filed2026-05-07

CIGNA CORP NEW

0.00%

Shares851

Event2026-03-31

Filed2026-05-07

WWD

WOODWARD GOVERNOR

New

Shares575

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORP

New

Shares625

Event2026-03-31

Filed2026-05-07

NVO

NOVO NORDISK A S ADR

-9.62%

Shares5.5K

Event2026-03-31

Filed2026-05-07

IRWD

IRONWOOD PHARMACEUTICALS

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-07

AMG RIVER ROAD DIV ALL CAP VAL

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-07

Proteostasis Therapeutics

0.00%

Shares65.0K

Event2026-03-31

Filed2026-05-07

Kalypsis Inc.

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available