2026 Q2 Portfolio Activity
In 2026 Q2, Bradyco, Inc. maintained a portfolio of 38 distinct positions. Conversely, Bradyco, Inc. completely exited their position in BERKSHIRE HATHAWAY INC DEL.
Position History
hover any row below to update
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Total Positions
38
Quarter
2026 Q2
Top Holding
MSFT (16.5%)
Top 10 Concentration
71.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
Bradyco, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 16.48% | 11.05% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
38,531 | $14,372,834 |
$404.06
+22.6%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 14.81% | 8.75% |
#2
1
Prev: #3
|
6.0 |
—
|
-10 | -0.0% |
P
S
|
54,198 | $12,917,551 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AAPL
APPLE INC
|
Technology | 8.44% | 5.00% |
#3
3
Prev: #6
|
5.4 |
—
|
no change | no change |
P
S
|
25,429 | $7,358,135 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 7.04% | 5.07% |
#4
1
Prev: #5
|
4.3 |
—
|
no change | no change |
P
S
|
6,564 | $6,140,425 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 6.07% | 3.23% |
#5
4
Prev: #9
|
3.9 |
—
|
no change | no change |
P
S
|
25,328 | $5,294,565 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 4.56% | 3.02% |
#6
4
Prev: #10
|
2.8 |
—
|
no change | no change |
P
S
|
2,036 | $3,976,328 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.13% | 2.51% |
#7
5
Prev: #12
|
2.7 |
—
|
no change | no change |
P
S
|
11,007 | $3,602,921 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.88% | 3.25% |
#8
Prev: #8
|
2.6 |
—
|
no change | no change |
P
S
|
24,761 | $3,385,324 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 3.44% | 2.23% |
#9
4
Prev: #13
|
2.4 |
—
|
no change | no change |
P
S
|
11,798 | $2,996,338 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.88% | 1.92% |
#10
5
Prev: #15
|
2.2 |
—
|
no change | no change |
P
S
|
17,143 | $2,513,850 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 2.77% | 2.03% |
#11
3
Prev: #14
|
1.6 |
—
|
-2,100 | -7.7% |
P
S
|
25,120 | $2,417,800 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.69% | 1.01% |
#12
9
Prev: #21
|
1.6 |
—
|
-1,264 | -15.5% |
P
S
|
6,874 | $2,344,171 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
V
VISA INC
|
Financial Services | 2.36% | 1.40% |
#13
4
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
5,990 | $2,055,109 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 2.03% | 1.58% |
#14
2
Prev: #16
|
1.8 |
—
|
no change | no change |
P
S
|
13,103 | $1,774,146 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.97% | 1.19% |
#15
4
Prev: #19
|
1.8 |
—
|
no change | no change |
P
S
|
5,074 | $1,716,281 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.45% | 1.05% |
#16
4
Prev: #20
|
0.6 |
—
|
-818 | -21.6% |
P
S
|
2,972 | $1,266,429 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.43% | 1.21% |
#17
1
Prev: #18
|
1.1 |
—
|
-530 | -19.4% |
P
S
|
2,209 | $1,244,308 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.32% | 0.78% |
#18
4
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
5,750 | $1,150,518 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IVV
ISHARES TR
|
ETF | 1.18% | 0.70% |
#19
5
Prev: #24
|
1.5 |
—
|
no change | no change |
P
S
|
1,379 | $1,032,719 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.16% | 0.72% |
#20
3
Prev: #23
|
0.5 |
—
|
-1,612 | -21.3% |
P
S
|
5,956 | $1,011,805 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.08% | 0.68% |
#21
5
Prev: #26
|
1.4 |
—
|
no change | no change |
P
S
|
11,615 | $943,951 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LIN
LINDE PLC
|
Basic Materials | 1.06% | 0.68% |
#22
5
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
1,778 | $922,675 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 1.05% | 0.69% |
#23
2
Prev: #25
|
1.4 |
—
|
no change | no change |
P
S
|
5,841 | $915,402 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.00% | 0.44% |
#24
8
Prev: #32
|
1.4 |
—
|
no change | no change |
P
S
|
2,099 | $872,407 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MORN
MORNINGSTAR INC
|
Financial Services | 0.87% | 0.64% |
#25
3
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
4,864 | $758,881 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DEO
DIAGEO PLC
|
Consumer Defensive | 0.85% | 0.58% |
#26
4
Prev: #30
|
0.8 |
—
|
-850 | -8.4% |
P
S
|
9,240 | $742,711 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.82% | 0.52% |
#27
4
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
7,825 | $717,396 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.77% | 0.64% |
#28
1
Prev: #29
|
0.3 |
—
|
-675 | -21.8% |
P
S
|
2,415 | $672,843 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.59% | 0.43% |
#29
4
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
2,344 | $516,829 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.59% | 0.42% |
#30
4
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
5,200 | $516,256 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.53% | 0.35% |
#31
4
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
5,630 | $465,263 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PAYX
PAYCHEX INC
|
Technology | 0.36% | 0.29% |
#32
4
Prev: #36
|
0.1 |
—
|
-950 | -23.1% |
P
S
|
3,160 | $310,723 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MTB
M & T BK CORP
|
Financial Services | 0.32% | 0.19% |
#33
4
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
1,175 | $279,662 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.00% | 0.16% |
Sold All 😨
(Was: #38) |
0.0 |
—
|
-4,455 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.00% | 2.86% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-12,830 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 3.89% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-7 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.00% | 7.64% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-34,359 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 21.21% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-57,127 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-38 of 38 holdings