Filed: 4/16/2025ACC: 0001754960-25-000204
📋 What this filing means
BRADYCO, INC. filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $131.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$131.71M
Total AUM (reported)
552.37K
Total Shares
Allocation by class
COM$73.09M55.5%
CL B NEW$27.43M20.8%
CAP STK CL C$8.72M6.6%
CL A$7.17M5.4%
COM NEW$5.29M4.0%
CAP STK CL A$2.33M1.8%
COM CL A$2.10M1.6%
Portfolio Concentration
Top 3$48.59M36.9%
4–10$39.28M29.8%
11–25$27.23M20.7%
Rest$16.61M12.6%
Top 3 weight
36.9%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 552.37K
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
552.37K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares51.51K
TypeSH
Market value$27.43M
20.83%
Sole
0.00
Shared
0.00
None
51.51K
MICROSOFT CORP
SOLEShares33.13K
TypeSH
Market value$12.44M
9.44%
Sole
0.00
Shared
0.00
None
33.13K
ALPHABET INC
SOLEShares55.80K
TypeSH
Market value$8.72M
6.62%
Sole
0.00
Shared
0.00
None
55.80K
COSTCO WHSL CORP NEW
SOLEShares8.48K
TypeSH
Market value$8.02M
6.09%
Sole
0.00
Shared
0.00
None
8.48K
AMAZON COM INC
SOLEShares38.34K
TypeSH
Market value$7.29M
5.54%
Sole
0.00
Shared
0.00
None
38.34K
APPLE INC
SOLEShares26.79K
TypeSH
Market value$5.95M
4.52%
Sole
0.00
Shared
0.00
None
26.79K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.59M
4.24%
Sole
0.00
Shared
0.00
None
7.00
MORGAN STANLEY
SOLEShares45.33K
TypeSH
Market value$5.29M
4.02%
Sole
0.00
Shared
0.00
None
45.33K
MARKEL GROUP INC
SOLEShares2.24K
TypeSH
Market value$4.20M
3.19%
Sole
0.00
Shared
0.00
None
2.24K
PROCTER AND GAMBLE CO
SOLEShares17.28K
TypeSH
Market value$2.95M
2.24%
Sole
0.00
Shared
0.00
None
17.28K
EXXON MOBIL CORP
SOLEShares24.76K
TypeSH
Market value$2.94M
2.24%
Sole
0.00
Shared
0.00
None
24.76K
DISNEY WALT CO
SOLEShares28.02K
TypeSH
Market value$2.77M
2.10%
Sole
0.00
Shared
0.00
None
28.02K
JPMORGAN CHASE & CO.
SOLEShares11.07K
TypeSH
Market value$2.72M
2.06%
Sole
0.00
Shared
0.00
None
11.07K
ALPHABET INC
SOLEShares15.08K
TypeSH
Market value$2.33M
1.77%
Sole
0.00
Shared
0.00
None
15.08K
VISA INC
SOLEShares5.99K
TypeSH
Market value$2.10M
1.59%
Sole
0.00
Shared
0.00
None
5.99K
PEPSICO INC
SOLEShares13.10K
TypeSH
Market value$1.96M
1.49%
Sole
0.00
Shared
0.00
None
13.10K
JOHNSON & JOHNSON
SOLEShares11.80K
TypeSH
Market value$1.96M
1.49%
Sole
0.00
Shared
0.00
None
11.80K
META PLATFORMS INC
SOLEShares2.74K
TypeSH
Market value$1.58M
1.20%
Sole
0.00
Shared
0.00
None
2.74K
MORNINGSTAR INC
SOLEShares4.86K
TypeSH
Market value$1.46M
1.11%
Sole
0.00
Shared
0.00
None
4.86K
UNITEDHEALTH GROUP INC
SOLEShares2.67K
TypeSH
Market value$1.40M
1.06%
Sole
0.00
Shared
0.00
None
2.67K
PALO ALTO NETWORKS INC
SOLEShares8.14K
TypeSH
Market value$1.39M
1.05%
Sole
0.00
Shared
0.00
None
8.14K
AMERICAN EXPRESS CO
SOLEShares5.07K
TypeSH
Market value$1.37M
1.04%
Sole
0.00
Shared
0.00
None
5.07K
ISHARES TR
SOLEShares2.05K
TypeSH
Market value$1.15M
0.88%
Sole
0.00
Shared
0.00
None
2.05K
DIAGEO PLC
SOLEShares10.09K
TypeSH
Market value$1.06M
0.80%
Sole
0.00
Shared
0.00
None
10.09K
SERVICENOW INC
SOLEShares1.32K
TypeSH
Market value$1.05M
0.80%
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 | 51.51K | SH | $27.43M 20.83% | 0.00 | 0.00 | 51.51K |
MICROSOFT CORPSOLE | COM | 33.13K | SH | $12.44M 9.44% | 0.00 | 0.00 | 33.13K |
ALPHABET INCSOLE | CAP STK CL C | 55.80K | SH | $8.72M 6.62% | 0.00 | 0.00 | 55.80K |
COSTCO WHSL CORP NEWSOLE | COM | 8.48K | SH | $8.02M 6.09% | 0.00 | 0.00 | 8.48K |
AMAZON COM INCSOLE | COM | 38.34K | SH | $7.29M 5.54% | 0.00 | 0.00 | 38.34K |
APPLE INCSOLE | COM | 26.79K | SH | $5.95M 4.52% | 0.00 | 0.00 | 26.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.59M 4.24% | 0.00 | 0.00 | 7.00 |
MORGAN STANLEYSOLE | COM NEW | 45.33K | SH | $5.29M 4.02% | 0.00 | 0.00 | 45.33K |
MARKEL GROUP INCSOLE | COM | 2.24K | SH | $4.20M 3.19% | 0.00 | 0.00 | 2.24K |
PROCTER AND GAMBLE COSOLE | COM | 17.28K | SH | $2.95M 2.24% | 0.00 | 0.00 | 17.28K |
EXXON MOBIL CORPSOLE | COM | 24.76K | SH | $2.94M 2.24% | 0.00 | 0.00 | 24.76K |
DISNEY WALT COSOLE | COM | 28.02K | SH | $2.77M 2.10% | 0.00 | 0.00 | 28.02K |
JPMORGAN CHASE & CO.SOLE | COM | 11.07K | SH | $2.72M 2.06% | 0.00 | 0.00 | 11.07K |
ALPHABET INCSOLE | CAP STK CL A | 15.08K | SH | $2.33M 1.77% | 0.00 | 0.00 | 15.08K |
VISA INCSOLE | COM CL A | 5.99K | SH | $2.10M 1.59% | 0.00 | 0.00 | 5.99K |
PEPSICO INCSOLE | COM | 13.10K | SH | $1.96M 1.49% | 0.00 | 0.00 | 13.10K |
JOHNSON & JOHNSONSOLE | COM | 11.80K | SH | $1.96M 1.49% | 0.00 | 0.00 | 11.80K |
META PLATFORMS INCSOLE | CL A | 2.74K | SH | $1.58M 1.20% | 0.00 | 0.00 | 2.74K |
MORNINGSTAR INCSOLE | COM | 4.86K | SH | $1.46M 1.11% | 0.00 | 0.00 | 4.86K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.67K | SH | $1.40M 1.06% | 0.00 | 0.00 | 2.67K |
PALO ALTO NETWORKS INCSOLE | COM | 8.14K | SH | $1.39M 1.05% | 0.00 | 0.00 | 8.14K |
AMERICAN EXPRESS COSOLE | COM | 5.07K | SH | $1.37M 1.04% | 0.00 | 0.00 | 5.07K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.05K | SH | $1.15M 0.88% | 0.00 | 0.00 | 2.05K |
DIAGEO PLCSOLE | SPON ADR NEW | 10.09K | SH | $1.06M 0.80% | 0.00 | 0.00 | 10.09K |
SERVICENOW INCSOLE | COM | 1.32K | SH | $1.05M 0.80% | 0.00 | 0.00 | 1.32K |
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