BRADLEY MARK J.

PrivateCIK: 1846333
Location

WAUSAU, WI

42
Positions
$100.73M
Total AUM (reported)
719.72K
Total Shares

Allocation by class

TOTAL AUM$100.73M42 positions
COMMON STOCK$94.04M93.4%
INT'L COMMON STOCK$5.83M5.8%
FIXED INCOME ETF$860.7K0.9%

Portfolio Concentration

Top 315.1%4–1026.6%11–2538.3%Rest20.1%TOP 1041.6%0%100%
Top 3$15.18M15.1%
4–10$26.77M26.6%
11–25$38.57M38.3%
Rest$20.22M20.1%

Top 3 weight

15.1%

Top 10 weight

41.6%

Voting Authority Distribution

Total shares with voting rights: 719.72K

Sole

Full voting authority

719.72K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:

LILLY ELI & CO COM

SOLE
Common Stock
Shares11.96K
TypeSH
Market value$5.61M
5.57%
Sole
11.96K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Common Stock
Shares27.86K
TypeSH
Market value$5.40M
5.37%
Sole
27.86K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO COM

SOLE
Common Stock
Shares27.43K
TypeSH
Market value$4.16M
4.13%
Sole
27.43K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Common Stock
Shares12.17K
TypeSH
Market value$4.14M
4.11%
Sole
12.17K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
Common Stock
Shares10.31K
TypeSH
Market value$4.05M
4.02%
Sole
10.31K
Shared
0.00
None
0.00

DEXCOM INC

SOLE
Common Stock
Shares31.28K
TypeSH
Market value$4.02M
3.99%
Sole
31.28K
Shared
0.00
None
0.00

STRYKER CORP

SOLE
Common Stock
Shares13.13K
TypeSH
Market value$4.01M
3.98%
Sole
13.13K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
Common Stock
Shares22.80K
TypeSH
Market value$3.77M
3.75%
Sole
22.80K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION

SOLE
Common Stock
Shares11.09K
TypeSH
Market value$3.65M
3.63%
Sole
11.09K
Shared
0.00
None
0.00

ALPHABET INC C

SOLE
Common Stock
Shares25.75K
TypeSH
Market value$3.11M
3.09%
Sole
25.75K
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
Common Stock
Shares50.85K
TypeSH
Market value$3.00M
2.98%
Sole
50.85K
Shared
0.00
None
0.00

CHEVRON CORP NEW COM

SOLE
Common Stock
Shares18.82K
TypeSH
Market value$2.96M
2.94%
Sole
18.82K
Shared
0.00
None
0.00

WORKDAY INC A

SOLE
Common Stock
Shares12.70K
TypeSH
Market value$2.87M
2.85%
Sole
12.70K
Shared
0.00
None
0.00

AON PLC

SOLE
Int'l Common Stock
Shares8.29K
TypeSH
Market value$2.86M
2.84%
Sole
8.29K
Shared
0.00
None
0.00

ECOLAB INC

SOLE
Common Stock
Shares15.15K
TypeSH
Market value$2.83M
2.81%
Sole
15.15K
Shared
0.00
None
0.00

ZOETIS INC A

SOLE
Common Stock
Shares15.85K
TypeSH
Market value$2.73M
2.71%
Sole
15.85K
Shared
0.00
None
0.00

WALMART INC

SOLE
Common Stock
Shares17.05K
TypeSH
Market value$2.68M
2.66%
Sole
17.05K
Shared
0.00
None
0.00

HOLOGIC INC COM

SOLE
Common Stock
Shares31.42K
TypeSH
Market value$2.54M
2.53%
Sole
31.42K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
Common Stock
Shares57.83K
TypeSH
Market value$2.50M
2.48%
Sole
57.83K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE INC

SOLE
Common Stock
Shares21.99K
TypeSH
Market value$2.49M
2.47%
Sole
21.99K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
Common Stock
Shares6.15K
TypeSH
Market value$2.47M
2.45%
Sole
6.15K
Shared
0.00
None
0.00

STARBUCKS CORP COM

SOLE
Common Stock
Shares22.86K
TypeSH
Market value$2.26M
2.25%
Sole
22.86K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Common Stock
Shares15.51K
TypeSH
Market value$2.26M
2.24%
Sole
15.51K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
Common Stock
Shares6.07K
TypeSH
Market value$2.07M
2.06%
Sole
6.07K
Shared
0.00
None
0.00

AMAZON.COM INC COM

SOLE
Common Stock
Shares15.72K
TypeSH
Market value$2.05M
2.03%
Sole
15.72K
Shared
0.00
None
0.00
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