§ 13F · FUND PROFILE
Bradyco, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $88M (13F)Positions · 35Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$46M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 57K | $27M | 21.2% | NEW |
| 2 | MSFT | MICROSOFT CORP | 39K | $14M | 11.0% | +49% |
| 3 | AMZN | AMAZON COM INC | 54K | $11M | 8.7% | +49% |
| 4 | GOOG | ALPHABET INC | 34K | $10M | 7.6% | NEW |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 7K | $7M | 5.1% | +3% |
| 6 | AAPL | APPLE INC | 25K | $6M | 5.0% | ±0% |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 7 | $5M | 3.9% | NEW |
| 8 | XOM | EXXON MOBIL CORP | 25K | $4M | 3.3% | ±0% |
| 9 | MS | MORGAN STANLEY | 25K | $4M | 3.2% | ±0% |
| 10 | MKL | MARKEL GROUP INC | 2K | $4M | 3.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADYCO, SIGNAL
AC read
Bradyco, Inc. is a Other fund managing $88 million in assets. The fund runs a portfolio of 35 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed