BRADYCO, INC.

PrivateCIK: 2055007
Location

CAMBRIDGE, MA

38
Positions
$129.08M
Total AUM (reported)
472K
Total Shares

Allocation by class

TOTAL AUM$129.08M38 positions
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 341.0%4–1031.1%11–2521.9%Rest6.0%TOP 1072.1%0%100%
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

SOLE
CL B NEW
Shares57.13K
TypeSH
Market value$27.38M
21.21%
Sole
0.00
Shared
0.00
None
57.13K

MICROSOFT CORP

SOLE
COM
Shares38.53K
TypeSH
Market value$14.26M
11.05%
Sole
0.00
Shared
0.00
None
38.53K

AMAZON COM INC

SOLE
COM
Shares54.21K
TypeSH
Market value$11.29M
8.75%
Sole
0.00
Shared
0.00
None
54.21K

ALPHABET INC

SOLE
CAP STK CL C
Shares34.36K
TypeSH
Market value$9.86M
7.64%
Sole
0.00
Shared
0.00
None
34.36K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares6.56K
TypeSH
Market value$6.54M
5.07%
Sole
0.00
Shared
0.00
None
6.56K

APPLE INC

SOLE
COM
Shares25.43K
TypeSH
Market value$6.45M
5.00%
Sole
0.00
Shared
0.00
None
25.43K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares7.00
TypeSH
Market value$5.03M
3.89%
Sole
0.00
Shared
0.00
None
7.00

EXXON MOBIL CORP

SOLE
COM
Shares24.76K
TypeSH
Market value$4.20M
3.25%
Sole
0.00
Shared
0.00
None
24.76K

MORGAN STANLEY

SOLE
COM NEW
Shares25.33K
TypeSH
Market value$4.17M
3.23%
Sole
0.00
Shared
0.00
None
25.33K

MARKEL GROUP INC

SOLE
COM
Shares2.04K
TypeSH
Market value$3.90M
3.02%
Sole
0.00
Shared
0.00
None
2.04K

ALPHABET INC

SOLE
CAP STK CL A
Shares12.83K
TypeSH
Market value$3.69M
2.86%
Sole
0.00
Shared
0.00
None
12.83K

JPMORGAN CHASE & CO

SOLE
COM
Shares11.01K
TypeSH
Market value$3.24M
2.51%
Sole
0.00
Shared
0.00
None
11.01K

JOHNSON & JOHNSON

SOLE
COM
Shares11.80K
TypeSH
Market value$2.88M
2.23%
Sole
0.00
Shared
0.00
None
11.80K

DISNEY WALT CO

SOLE
COM
Shares27.22K
TypeSH
Market value$2.62M
2.03%
Sole
0.00
Shared
0.00
None
27.22K

PROCTER & GAMBLE CO

SOLE
COM
Shares17.14K
TypeSH
Market value$2.48M
1.92%
Sole
0.00
Shared
0.00
None
17.14K

PEPSICO INC

SOLE
COM
Shares13.10K
TypeSH
Market value$2.03M
1.58%
Sole
0.00
Shared
0.00
None
13.10K

VISA INC

SOLE
COM CL A
Shares5.99K
TypeSH
Market value$1.81M
1.40%
Sole
0.00
Shared
0.00
None
5.99K

META PLATFORMS INC

SOLE
CL A
Shares2.74K
TypeSH
Market value$1.57M
1.21%
Sole
0.00
Shared
0.00
None
2.74K

AMERICAN EXPRESS CO

SOLE
COM
Shares5.07K
TypeSH
Market value$1.53M
1.19%
Sole
0.00
Shared
0.00
None
5.07K

EATON CORP PLC

SOLE
SHS
Shares3.79K
TypeSH
Market value$1.36M
1.05%
Sole
0.00
Shared
0.00
None
3.79K

PALO ALTO NETWORKS INC

SOLE
COM
Shares8.14K
TypeSH
Market value$1.30M
1.01%
Sole
0.00
Shared
0.00
None
8.14K

NVIDIA CORPORATION

SOLE
COM
Shares5.75K
TypeSH
Market value$1.00M
0.78%
Sole
0.00
Shared
0.00
None
5.75K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares7.57K
TypeSH
Market value$929.2K
0.72%
Sole
0.00
Shared
0.00
None
7.57K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.38K
TypeSH
Market value$900.8K
0.70%
Sole
0.00
Shared
0.00
None
1.38K

NOVARTIS AG

SOLE
SPONSORED ADR
Shares5.84K
TypeSH
Market value$892.2K
0.69%
Sole
0.00
Shared
0.00
None
5.84K
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