MICHAEL BRADY & CO., LLC

PrivateCIK: 2095497
Location

WESTLAKE, OH

54
Positions
$99.54M
Total AUM (reported)
2.26M
Total Shares

Allocation by class

TOTAL AUM$99.54M54 positions
SHS CREATION UNI$57.75M58.0%
COM$18.65M18.7%
MUNICIPAL INCOME$8.02M8.1%
SHS$7.54M7.6%
CORE S&P SCP ETF$1.75M1.8%
US SMALL AND MID$1.24M1.2%
ULTRA SHORT INCO$788.0K0.8%

Portfolio Concentration

Top 341.1%4–1035.8%11–2513.0%Rest10.2%TOP 1076.8%0%100%
Top 3$40.87M41.1%
4–10$35.61M35.8%
11–25$12.94M13.0%
Rest$10.12M10.2%

Top 3 weight

41.1%

Top 10 weight

76.8%

Voting Authority Distribution

Total shares with voting rights: 2.26M

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

2.26M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:

CAPITAL GROUP GROWTH ETF

SOLE
SHS CREATION UNI
Shares369.38K
TypeSH
Market value$14.85M
14.91%
Sole
0.00
Shared
0.00
None
369.38K

CAPITAL GROUP DIVIDEND VALUE

SOLE
SHS CREATION UNI
Shares346.30K
TypeSH
Market value$14.73M
14.80%
Sole
0.00
Shared
0.00
None
346.30K

CAPITAL GROUP CORE EQUITY ET

SOLE
SHS CREATION UNI
Shares294.01K
TypeSH
Market value$11.30M
11.35%
Sole
0.00
Shared
0.00
None
294.01K

CAPITAL GROUP GBL GROWTH EQT

SOLE
SHS CREATION UNI
Shares265.96K
TypeSH
Market value$8.87M
8.92%
Sole
0.00
Shared
0.00
None
265.96K

CAPITAL GRP FIXED INCM ETF T

SOLE
MUNICIPAL INCOME
Shares295.55K
TypeSH
Market value$8.02M
8.06%
Sole
0.00
Shared
0.00
None
295.55K

CAPITAL GROUP INTL FOCUS EQT

SOLE
SHS CREATION UNI
Shares271.37K
TypeSH
Market value$8.00M
8.04%
Sole
0.00
Shared
0.00
None
271.37K

CAPITAL GROUP CORE BALANCED

SOLE
SHS
Shares162.91K
TypeSH
Market value$5.61M
5.63%
Sole
0.00
Shared
0.00
None
162.91K

APPLE INC

SOLE
COM
Shares7.74K
TypeSH
Market value$1.97M
1.97%
Sole
0.00
Shared
0.00
None
7.74K

ISHARES TR

SOLE
CORE S&P SCP ETF
Shares14.08K
TypeSH
Market value$1.75M
1.76%
Sole
0.00
Shared
0.00
None
14.08K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.40K
TypeSH
Market value$1.39M
1.40%
Sole
0.00
Shared
0.00
None
1.40K

MICROSOFT CORP

SOLE
COM
Shares3.48K
TypeSH
Market value$1.29M
1.30%
Sole
0.00
Shared
0.00
None
3.48K

PARKER-HANNIFIN CORP

SOLE
COM
Shares1.44K
TypeSH
Market value$1.29M
1.29%
Sole
0.00
Shared
0.00
None
1.44K

CAPITAL GROUP EQUITY ETF TR

SOLE
US SMALL AND MID
Shares42.10K
TypeSH
Market value$1.24M
1.24%
Sole
0.00
Shared
0.00
None
42.10K

JPMORGAN CHASE & CO

SOLE
COM
Shares3.89K
TypeSH
Market value$1.14M
1.15%
Sole
0.00
Shared
0.00
None
3.89K

WASTE MGMT INC DEL

SOLE
COM
Shares4.43K
TypeSH
Market value$1.02M
1.02%
Sole
0.00
Shared
0.00
None
4.43K

NVIDIA CORPORATION

SOLE
COM
Shares4.59K
TypeSH
Market value$801.0K
0.80%
Sole
0.00
Shared
0.00
None
4.59K

CAPITAL GRP FIXED INCM ETF T

SOLE
ULTRA SHORT INCO
Shares31.17K
TypeSH
Market value$788.0K
0.79%
Sole
0.00
Shared
0.00
None
31.17K

ABBVIE INC

SOLE
COM
Shares3.51K
TypeSH
Market value$764.2K
0.77%
Sole
0.00
Shared
0.00
None
3.51K

ALPHABET INC

SOLE
CAP STK CL A
Shares2.63K
TypeSH
Market value$755.7K
0.76%
Sole
0.00
Shared
0.00
None
2.63K

EATON CORP PLC

SOLE
SHS
Shares2.10K
TypeSH
Market value$751.7K
0.76%
Sole
0.00
Shared
0.00
None
2.10K

CAPITAL GROUP NEW GEOGRAPHY

SOLE
SHS
Shares23.25K
TypeSH
Market value$734.1K
0.74%
Sole
0.00
Shared
0.00
None
23.25K

TESLA INC

SOLE
COM
Shares1.74K
TypeSH
Market value$646.8K
0.65%
Sole
0.00
Shared
0.00
None
1.74K

WALMART INC

SOLE
COM
Shares5K
TypeSH
Market value$622.0K
0.62%
Sole
0.00
Shared
0.00
None
5K

UNION PAC CORP

SOLE
COM
Shares2.31K
TypeSH
Market value$559.2K
0.56%
Sole
0.00
Shared
0.00
None
2.31K

PEPSICO INC

SOLE
COM
Shares3.48K
TypeSH
Market value$539.6K
0.54%
Sole
0.00
Shared
0.00
None
3.48K
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