Filed: 11/13/2025ACC: 0001754960-25-000782
📋 What this filing means
BRADYCO, INC. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $88.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$88.19M
Total AUM (reported)
364.43K
Total Shares
Allocation by class
COM$70.53M80.0%
COM NEW$7.21M8.2%
SHS$2.45M2.8%
COM CL A$2.04M2.3%
CL A$2.01M2.3%
CORE S&P500 ETF$1.14M1.3%
COM SHS$1.10M1.3%
Portfolio Concentration
Top 3$30.69M34.8%
4–10$30.07M34.1%
11–25$21.76M24.7%
Rest$5.67M6.4%
Top 3 weight
34.8%
Top 10 weight
68.9%
Voting Authority Distribution
Total shares with voting rights: 362.73K
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
362.73K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings35
Rows:
MICROSOFT CORP
SOLEShares29.92K
TypeSH
Market value$15.49M
17.57%
Sole
0.00
Shared
0.00
None
29.92K
AMAZON COM INC
SOLEShares36.25K
TypeSH
Market value$7.96M
9.03%
Sole
0.00
Shared
0.00
None
36.25K
COSTCO WHSL CORP NEW
SOLEShares7.82K
TypeSH
Market value$7.24M
8.21%
Sole
0.00
Shared
0.00
None
7.82K
MORGAN STANLEY
SOLEShares45.33K
TypeSH
Market value$7.21M
8.17%
Sole
0.00
Shared
0.00
None
45.33K
APPLE INC
SOLEShares25.47K
TypeSH
Market value$6.48M
7.35%
Sole
0.00
Shared
0.00
None
25.47K
MARKEL GROUP INC
SOLEShares2.24K
TypeSH
Market value$4.28M
4.85%
Sole
0.00
Shared
0.00
None
2.24K
JPMORGAN CHASE & CO.
SOLEShares11.29K
TypeSH
Market value$3.56M
4.04%
Sole
0.00
Shared
0.00
None
11.29K
DISNEY WALT CO
SOLEShares27.22K
TypeSH
Market value$3.12M
3.53%
Sole
0.00
Shared
0.00
None
27.22K
EXXON MOBIL CORP
SOLEShares24.76K
TypeSH
Market value$2.79M
3.17%
Sole
0.00
Shared
0.00
None
24.76K
PROCTER AND GAMBLE CO
SOLEShares17.14K
TypeSH
Market value$2.63M
2.99%
Sole
0.00
Shared
0.00
None
17.14K
JOHNSON & JOHNSON
SOLEShares11.80K
TypeSH
Market value$2.19M
2.48%
Sole
0.00
Shared
0.00
None
11.80K
VISA INC
SOLEShares5.99K
TypeSH
Market value$2.04M
2.32%
Sole
0.00
Shared
0.00
None
5.99K
META PLATFORMS INC
SOLEShares2.74K
TypeSH
Market value$2.01M
2.28%
Sole
0.00
Shared
0.00
None
2.74K
PEPSICO INC
SOLEShares13.10K
TypeSH
Market value$1.84M
2.09%
Sole
0.00
Shared
0.00
None
13.10K
AMERICAN EXPRESS CO
SOLEShares5.07K
TypeSH
Market value$1.69M
1.91%
Sole
0.00
Shared
0.00
None
5.07K
PALO ALTO NETWORKS INC
SOLEShares8.14K
TypeSH
Market value$1.66M
1.88%
Sole
0.00
Shared
0.00
None
8.14K
EATON CORP PLC
SOLEShares3.79K
TypeSH
Market value$1.42M
1.61%
Sole
0.00
Shared
0.00
None
3.79K
NVIDIA CORPORATION
SOLEShares7.55K
TypeSH
Market value$1.41M
1.60%
Sole
0.00
Shared
0.00
None
7.55K
SERVICENOW INC
SOLEShares1.32K
TypeSH
Market value$1.21M
1.38%
Sole
0.00
Shared
0.00
None
1.32K
ISHARES TR
SOLEShares1.71K
TypeSH
Market value$1.14M
1.29%
Sole
0.00
Shared
0.00
None
1.00
MORNINGSTAR INC
SOLEShares4.86K
TypeSH
Market value$1.13M
1.28%
Sole
0.00
Shared
0.00
None
4.86K
ARISTA NETWORKS INC
SOLEShares7.57K
TypeSH
Market value$1.10M
1.25%
Sole
0.00
Shared
0.00
None
7.57K
LINDE PLC
SOLEShares2.17K
TypeSH
Market value$1.03M
1.17%
Sole
0.00
Shared
0.00
None
2.17K
DIAGEO PLC
SOLEShares10.09K
TypeSH
Market value$962.9K
1.09%
Sole
0.00
Shared
0.00
None
10.09K
UNITEDHEALTH GROUP INC
SOLEShares2.67K
TypeSH
Market value$923.0K
1.05%
Sole
0.00
Shared
0.00
None
2.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 29.92K | SH | $15.49M 17.57% | 0.00 | 0.00 | 29.92K |
AMAZON COM INCSOLE | COM | 36.25K | SH | $7.96M 9.03% | 0.00 | 0.00 | 36.25K |
COSTCO WHSL CORP NEWSOLE | COM | 7.82K | SH | $7.24M 8.21% | 0.00 | 0.00 | 7.82K |
MORGAN STANLEYSOLE | COM NEW | 45.33K | SH | $7.21M 8.17% | 0.00 | 0.00 | 45.33K |
APPLE INCSOLE | COM | 25.47K | SH | $6.48M 7.35% | 0.00 | 0.00 | 25.47K |
MARKEL GROUP INCSOLE | COM | 2.24K | SH | $4.28M 4.85% | 0.00 | 0.00 | 2.24K |
JPMORGAN CHASE & CO.SOLE | COM | 11.29K | SH | $3.56M 4.04% | 0.00 | 0.00 | 11.29K |
DISNEY WALT COSOLE | COM | 27.22K | SH | $3.12M 3.53% | 0.00 | 0.00 | 27.22K |
EXXON MOBIL CORPSOLE | COM | 24.76K | SH | $2.79M 3.17% | 0.00 | 0.00 | 24.76K |
PROCTER AND GAMBLE COSOLE | COM | 17.14K | SH | $2.63M 2.99% | 0.00 | 0.00 | 17.14K |
JOHNSON & JOHNSONSOLE | COM | 11.80K | SH | $2.19M 2.48% | 0.00 | 0.00 | 11.80K |
VISA INCSOLE | COM CL A | 5.99K | SH | $2.04M 2.32% | 0.00 | 0.00 | 5.99K |
META PLATFORMS INCSOLE | CL A | 2.74K | SH | $2.01M 2.28% | 0.00 | 0.00 | 2.74K |
PEPSICO INCSOLE | COM | 13.10K | SH | $1.84M 2.09% | 0.00 | 0.00 | 13.10K |
AMERICAN EXPRESS COSOLE | COM | 5.07K | SH | $1.69M 1.91% | 0.00 | 0.00 | 5.07K |
PALO ALTO NETWORKS INCSOLE | COM | 8.14K | SH | $1.66M 1.88% | 0.00 | 0.00 | 8.14K |
EATON CORP PLCSOLE | SHS | 3.79K | SH | $1.42M 1.61% | 0.00 | 0.00 | 3.79K |
NVIDIA CORPORATIONSOLE | COM | 7.55K | SH | $1.41M 1.60% | 0.00 | 0.00 | 7.55K |
SERVICENOW INCSOLE | COM | 1.32K | SH | $1.21M 1.38% | 0.00 | 0.00 | 1.32K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.71K | SH | $1.14M 1.29% | 0.00 | 0.00 | 1.00 |
MORNINGSTAR INCSOLE | COM | 4.86K | SH | $1.13M 1.28% | 0.00 | 0.00 | 4.86K |
ARISTA NETWORKS INCSOLE | COM SHS | 7.57K | SH | $1.10M 1.25% | 0.00 | 0.00 | 7.57K |
LINDE PLCSOLE | SHS | 2.17K | SH | $1.03M 1.17% | 0.00 | 0.00 | 2.17K |
DIAGEO PLCSOLE | SPON ADR NEW | 10.09K | SH | $962.9K 1.09% | 0.00 | 0.00 | 10.09K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.67K | SH | $923.0K 1.05% | 0.00 | 0.00 | 2.67K |
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