Filed: 2/7/2025ACC: 0001754960-25-000108
📋 What this filing means
BRADYCO, INC. filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $161.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$161.92M
Total AUM (reported)
592.76K
Total Shares
Allocation by class
COM$102.52M63.3%
CL B NEW$23.49M14.5%
CAP STK CL C$11.94M7.4%
CL A$6.37M3.9%
COM NEW$5.70M3.5%
CAP STK CL A$2.92M1.8%
SHS$2.17M1.3%
Portfolio Concentration
Top 3$60.49M37.4%
4–10$49.89M30.8%
11–25$31.85M19.7%
Rest$19.68M12.2%
Top 3 weight
37.4%
Top 10 weight
68.2%
Voting Authority Distribution
Total shares with voting rights: 592.76K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
592.76K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.85K
TypeSH
Market value$23.49M
14.51%
Sole
0.00
Shared
0.00
None
56.85K
COSTCO WHSL CORP NEW
SOLEShares9.62K
TypeSH
Market value$20.77M
12.83%
Sole
0.00
Shared
0.00
None
9.62K
MICROSOFT CORP
SOLEShares34.94K
TypeSH
Market value$16.23M
10.02%
Sole
0.00
Shared
0.00
None
34.94K
ALPHABET INC
SOLEShares60.20K
TypeSH
Market value$11.94M
7.38%
Sole
0.00
Shared
0.00
None
60.20K
AMAZON COM INC
SOLEShares39.74K
TypeSH
Market value$8.72M
5.38%
Sole
0.00
Shared
0.00
None
39.74K
APPLE INC
SOLEShares26.79K
TypeSH
Market value$6.82M
4.21%
Sole
0.00
Shared
0.00
None
26.79K
MARKEL GROUP INC
SOLEShares2.47K
TypeSH
Market value$6.31M
3.90%
Sole
0.00
Shared
0.00
None
2.47K
MORGAN STANLEY
SOLEShares45.33K
TypeSH
Market value$5.70M
3.52%
Sole
0.00
Shared
0.00
None
45.33K
JPMORGAN CHASE & CO.
SOLEShares11.11K
TypeSH
Market value$5.63M
3.48%
Sole
0.00
Shared
0.00
None
11.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$4.77M
2.94%
Sole
0.00
Shared
0.00
None
7.00
EXXON MOBIL CORP
SOLEShares25.66K
TypeSH
Market value$4.13M
2.55%
Sole
0.00
Shared
0.00
None
25.66K
DISNEY WALT CO
SOLEShares29.42K
TypeSH
Market value$3.50M
2.16%
Sole
0.00
Shared
0.00
None
29.42K
PROCTER AND GAMBLE CO
SOLEShares19.43K
TypeSH
Market value$3.31M
2.04%
Sole
0.00
Shared
0.00
None
19.43K
ALPHABET INC
SOLEShares15.44K
TypeSH
Market value$2.92M
1.80%
Sole
0.00
Shared
0.00
None
15.44K
PEPSICO INC
SOLEShares13.55K
TypeSH
Market value$2.20M
1.36%
Sole
0.00
Shared
0.00
None
13.55K
VISA INC
SOLEShares5.99K
TypeSH
Market value$1.89M
1.17%
Sole
0.00
Shared
0.00
None
5.99K
JOHNSON & JOHNSON
SOLEShares12.57K
TypeSH
Market value$1.82M
1.12%
Sole
0.00
Shared
0.00
None
12.57K
MORNINGSTAR INC
SOLEShares4.86K
TypeSH
Market value$1.64M
1.01%
Sole
0.00
Shared
0.00
None
4.86K
META PLATFORMS INC
SOLEShares2.74K
TypeSH
Market value$1.60M
0.99%
Sole
0.00
Shared
0.00
None
2.74K
ISHARES TR
SOLEShares1.82K
TypeSH
Market value$1.55M
0.96%
Sole
0.00
Shared
0.00
None
1.82K
AMERICAN EXPRESS CO
SOLEShares5.07K
TypeSH
Market value$1.51M
0.93%
Sole
0.00
Shared
0.00
None
5.07K
DIAGEO PLC
SOLEShares11.60K
TypeSH
Market value$1.49M
0.92%
Sole
0.00
Shared
0.00
None
11.60K
PALO ALTO NETWORKS INC
SOLEShares8.14K
TypeSH
Market value$1.48M
0.91%
Sole
0.00
Shared
0.00
None
8.14K
BROADCOM INC
SOLEShares6.15K
TypeSH
Market value$1.43M
0.88%
Sole
0.00
Shared
0.00
None
6.15K
SERVICENOW INC
SOLEShares1.32K
TypeSH
Market value$1.40M
0.86%
Sole
0.00
Shared
0.00
None
1.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.85K | SH | $23.49M 14.51% | 0.00 | 0.00 | 56.85K |
COSTCO WHSL CORP NEWSOLE | COM | 9.62K | SH | $20.77M 12.83% | 0.00 | 0.00 | 9.62K |
MICROSOFT CORPSOLE | COM | 34.94K | SH | $16.23M 10.02% | 0.00 | 0.00 | 34.94K |
ALPHABET INCSOLE | CAP STK CL C | 60.20K | SH | $11.94M 7.38% | 0.00 | 0.00 | 60.20K |
AMAZON COM INCSOLE | COM | 39.74K | SH | $8.72M 5.38% | 0.00 | 0.00 | 39.74K |
APPLE INCSOLE | COM | 26.79K | SH | $6.82M 4.21% | 0.00 | 0.00 | 26.79K |
MARKEL GROUP INCSOLE | COM | 2.47K | SH | $6.31M 3.90% | 0.00 | 0.00 | 2.47K |
MORGAN STANLEYSOLE | COM NEW | 45.33K | SH | $5.70M 3.52% | 0.00 | 0.00 | 45.33K |
JPMORGAN CHASE & CO.SOLE | COM | 11.11K | SH | $5.63M 3.48% | 0.00 | 0.00 | 11.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $4.77M 2.94% | 0.00 | 0.00 | 7.00 |
EXXON MOBIL CORPSOLE | COM | 25.66K | SH | $4.13M 2.55% | 0.00 | 0.00 | 25.66K |
DISNEY WALT COSOLE | COM | 29.42K | SH | $3.50M 2.16% | 0.00 | 0.00 | 29.42K |
PROCTER AND GAMBLE COSOLE | COM | 19.43K | SH | $3.31M 2.04% | 0.00 | 0.00 | 19.43K |
ALPHABET INCSOLE | CAP STK CL A | 15.44K | SH | $2.92M 1.80% | 0.00 | 0.00 | 15.44K |
PEPSICO INCSOLE | COM | 13.55K | SH | $2.20M 1.36% | 0.00 | 0.00 | 13.55K |
VISA INCSOLE | COM CL A | 5.99K | SH | $1.89M 1.17% | 0.00 | 0.00 | 5.99K |
JOHNSON & JOHNSONSOLE | COM | 12.57K | SH | $1.82M 1.12% | 0.00 | 0.00 | 12.57K |
MORNINGSTAR INCSOLE | COM | 4.86K | SH | $1.64M 1.01% | 0.00 | 0.00 | 4.86K |
META PLATFORMS INCSOLE | CL A | 2.74K | SH | $1.60M 0.99% | 0.00 | 0.00 | 2.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.82K | SH | $1.55M 0.96% | 0.00 | 0.00 | 1.82K |
AMERICAN EXPRESS COSOLE | COM | 5.07K | SH | $1.51M 0.93% | 0.00 | 0.00 | 5.07K |
DIAGEO PLCSOLE | SPON ADR NEW | 11.60K | SH | $1.49M 0.92% | 0.00 | 0.00 | 11.60K |
PALO ALTO NETWORKS INCSOLE | COM | 8.14K | SH | $1.48M 0.91% | 0.00 | 0.00 | 8.14K |
BROADCOM INCSOLE | COM | 6.15K | SH | $1.43M 0.88% | 0.00 | 0.00 | 6.15K |
SERVICENOW INCSOLE | COM | 1.32K | SH | $1.40M 0.86% | 0.00 | 0.00 | 1.32K |
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