§ 13F · FUND PROFILE
Bradyco, Inc..
AUM · $87M (13F)Positions · 33Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 39K | $14M | 16.5% | ±0% |
| 2 | AMZN | AMAZON COM INC | 54K | $13M | 14.8% | ±0% |
| 3 | AAPL | APPLE INC | 25K | $7M | 8.4% | ±0% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 7K | $6M | 7.0% | ±0% |
| 5 | MS | MORGAN STANLEY | 25K | $5M | 6.1% | ±0% |
| 6 | MKL | MARKEL GROUP INC | 2K | $4M | 4.6% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 11K | $4M | 4.1% | ±0% |
| 8 | XOM | EXXON MOBIL CORP | 25K | $3M | 3.9% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 12K | $3M | 3.4% | ±0% |
| 10 | PG | PROCTER & GAMBLE CO | 17K | $3M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADYCO, SIGNAL
AC read
Bradyco, Inc. is a Other fund managing $87 million in assets. The fund runs a portfolio of 33 positions.
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