Filed: 5/13/2026ACC: 0001754960-26-000376
📋 What this filing means
BRADYCO, INC. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $129.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$129.08M
Total AUM (reported)
472K
Total Shares
Allocation by class
COM$69.87M54.1%
CL B NEW$27.38M21.2%
CAP STK CL C$9.86M7.6%
CL A$6.59M5.1%
COM NEW$4.17M3.2%
CAP STK CL A$3.69M2.9%
SHS$2.24M1.7%
Portfolio Concentration
Top 3$52.93M41.0%
4–10$40.14M31.1%
11–25$28.24M21.9%
Rest$7.76M6.0%
Top 3 weight
41.0%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 472K
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
472K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings38
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares57.13K
TypeSH
Market value$27.38M
21.21%
Sole
0.00
Shared
0.00
None
57.13K
MICROSOFT CORP
SOLEShares38.53K
TypeSH
Market value$14.26M
11.05%
Sole
0.00
Shared
0.00
None
38.53K
AMAZON COM INC
SOLEShares54.21K
TypeSH
Market value$11.29M
8.75%
Sole
0.00
Shared
0.00
None
54.21K
ALPHABET INC
SOLEShares34.36K
TypeSH
Market value$9.86M
7.64%
Sole
0.00
Shared
0.00
None
34.36K
COSTCO WHOLESALE CORPORATION
SOLEShares6.56K
TypeSH
Market value$6.54M
5.07%
Sole
0.00
Shared
0.00
None
6.56K
APPLE INC
SOLEShares25.43K
TypeSH
Market value$6.45M
5.00%
Sole
0.00
Shared
0.00
None
25.43K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.03M
3.89%
Sole
0.00
Shared
0.00
None
7.00
EXXON MOBIL CORP
SOLEShares24.76K
TypeSH
Market value$4.20M
3.25%
Sole
0.00
Shared
0.00
None
24.76K
MORGAN STANLEY
SOLEShares25.33K
TypeSH
Market value$4.17M
3.23%
Sole
0.00
Shared
0.00
None
25.33K
MARKEL GROUP INC
SOLEShares2.04K
TypeSH
Market value$3.90M
3.02%
Sole
0.00
Shared
0.00
None
2.04K
ALPHABET INC
SOLEShares12.83K
TypeSH
Market value$3.69M
2.86%
Sole
0.00
Shared
0.00
None
12.83K
JPMORGAN CHASE & CO
SOLEShares11.01K
TypeSH
Market value$3.24M
2.51%
Sole
0.00
Shared
0.00
None
11.01K
JOHNSON & JOHNSON
SOLEShares11.80K
TypeSH
Market value$2.88M
2.23%
Sole
0.00
Shared
0.00
None
11.80K
DISNEY WALT CO
SOLEShares27.22K
TypeSH
Market value$2.62M
2.03%
Sole
0.00
Shared
0.00
None
27.22K
PROCTER & GAMBLE CO
SOLEShares17.14K
TypeSH
Market value$2.48M
1.92%
Sole
0.00
Shared
0.00
None
17.14K
PEPSICO INC
SOLEShares13.10K
TypeSH
Market value$2.03M
1.58%
Sole
0.00
Shared
0.00
None
13.10K
VISA INC
SOLEShares5.99K
TypeSH
Market value$1.81M
1.40%
Sole
0.00
Shared
0.00
None
5.99K
META PLATFORMS INC
SOLEShares2.74K
TypeSH
Market value$1.57M
1.21%
Sole
0.00
Shared
0.00
None
2.74K
AMERICAN EXPRESS CO
SOLEShares5.07K
TypeSH
Market value$1.53M
1.19%
Sole
0.00
Shared
0.00
None
5.07K
EATON CORP PLC
SOLEShares3.79K
TypeSH
Market value$1.36M
1.05%
Sole
0.00
Shared
0.00
None
3.79K
PALO ALTO NETWORKS INC
SOLEShares8.14K
TypeSH
Market value$1.30M
1.01%
Sole
0.00
Shared
0.00
None
8.14K
NVIDIA CORPORATION
SOLEShares5.75K
TypeSH
Market value$1.00M
0.78%
Sole
0.00
Shared
0.00
None
5.75K
ARISTA NETWORKS INC
SOLEShares7.57K
TypeSH
Market value$929.2K
0.72%
Sole
0.00
Shared
0.00
None
7.57K
ISHARES TR
SOLEShares1.38K
TypeSH
Market value$900.8K
0.70%
Sole
0.00
Shared
0.00
None
1.38K
NOVARTIS AG
SOLEShares5.84K
TypeSH
Market value$892.2K
0.69%
Sole
0.00
Shared
0.00
None
5.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 57.13K | SH | $27.38M 21.21% | 0.00 | 0.00 | 57.13K |
MICROSOFT CORPSOLE | COM | 38.53K | SH | $14.26M 11.05% | 0.00 | 0.00 | 38.53K |
AMAZON COM INCSOLE | COM | 54.21K | SH | $11.29M 8.75% | 0.00 | 0.00 | 54.21K |
ALPHABET INCSOLE | CAP STK CL C | 34.36K | SH | $9.86M 7.64% | 0.00 | 0.00 | 34.36K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.56K | SH | $6.54M 5.07% | 0.00 | 0.00 | 6.56K |
APPLE INCSOLE | COM | 25.43K | SH | $6.45M 5.00% | 0.00 | 0.00 | 25.43K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.03M 3.89% | 0.00 | 0.00 | 7.00 |
EXXON MOBIL CORPSOLE | COM | 24.76K | SH | $4.20M 3.25% | 0.00 | 0.00 | 24.76K |
MORGAN STANLEYSOLE | COM NEW | 25.33K | SH | $4.17M 3.23% | 0.00 | 0.00 | 25.33K |
MARKEL GROUP INCSOLE | COM | 2.04K | SH | $3.90M 3.02% | 0.00 | 0.00 | 2.04K |
ALPHABET INCSOLE | CAP STK CL A | 12.83K | SH | $3.69M 2.86% | 0.00 | 0.00 | 12.83K |
JPMORGAN CHASE & COSOLE | COM | 11.01K | SH | $3.24M 2.51% | 0.00 | 0.00 | 11.01K |
JOHNSON & JOHNSONSOLE | COM | 11.80K | SH | $2.88M 2.23% | 0.00 | 0.00 | 11.80K |
DISNEY WALT COSOLE | COM | 27.22K | SH | $2.62M 2.03% | 0.00 | 0.00 | 27.22K |
PROCTER & GAMBLE COSOLE | COM | 17.14K | SH | $2.48M 1.92% | 0.00 | 0.00 | 17.14K |
PEPSICO INCSOLE | COM | 13.10K | SH | $2.03M 1.58% | 0.00 | 0.00 | 13.10K |
VISA INCSOLE | COM CL A | 5.99K | SH | $1.81M 1.40% | 0.00 | 0.00 | 5.99K |
META PLATFORMS INCSOLE | CL A | 2.74K | SH | $1.57M 1.21% | 0.00 | 0.00 | 2.74K |
AMERICAN EXPRESS COSOLE | COM | 5.07K | SH | $1.53M 1.19% | 0.00 | 0.00 | 5.07K |
EATON CORP PLCSOLE | SHS | 3.79K | SH | $1.36M 1.05% | 0.00 | 0.00 | 3.79K |
PALO ALTO NETWORKS INCSOLE | COM | 8.14K | SH | $1.30M 1.01% | 0.00 | 0.00 | 8.14K |
NVIDIA CORPORATIONSOLE | COM | 5.75K | SH | $1.00M 0.78% | 0.00 | 0.00 | 5.75K |
ARISTA NETWORKS INCSOLE | COM SHS | 7.57K | SH | $929.2K 0.72% | 0.00 | 0.00 | 7.57K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.38K | SH | $900.8K 0.70% | 0.00 | 0.00 | 1.38K |
NOVARTIS AGSOLE | SPONSORED ADR | 5.84K | SH | $892.2K 0.69% | 0.00 | 0.00 | 5.84K |
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