Managers / Q1 2026
Bradyco, Inc.
CIK 0002055007 · 75 CAMBRIDGE PKWY, UNIT E506, CAMBRIDGE, MA, 02142 · 6179451991
Summary
Bradyco, Inc. reported $129M in U.S.-listed holdings across 38 positions for Q1 2026.
The portfolio is heavily concentrated: BRK/B alone accounts for 21.2% of reported value.
Compared with Q4 2025, the fund opened 4 new positions and exited 1.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 96.3% · $124M
- Other · 1.7% · $2M
- ADR · 1.3% · $2M
- ETP · 0.7% · $900,777
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BRK/BBERKSHIRE HATHAWAY INC DEL | NEW | +57.1K | 57.1K | +$27M | $27M |
| GOOGALPHABET INC | NEW | +34.4K | 34.4K | +$10M | $10M |
| BRK/ABERKSHIRE HATHAWAY INC DEL | NEW | +7 | 7 | +$5M | $5M |
| GOOGLALPHABET INC | NEW | +12.8K | 12.8K | +$4M | $4M |
| PGRPROGRESSIVE CORP | SOLD OUT | −1.3K | 0 | −$300,590 | $0 |
| AMZNAMAZON COM INC | ADDED | +17.9K | 54.2K | +$3M | $11M |
| MSFTMICROSOFT CORP | ADDED | +12.6K | 38.5K | +$2M | $14M |
| LOWLOWES COS INC | TRIMMED | −725 | 2.3K | −$186,280 | $553,840 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW · CL A | 25.10% | $32M | 57.1K |
| 2 | MSFTMICROSOFT CORPhistory → | COM | 11.05% | $14M | 38.5K |
| 3 | GOOGALPHABET INC | CAP STK CL C · CAP STK CL A | 10.49% | $14M | 47.2K |
| 4 | AMZNAMAZON COM INChistory → | COM | 8.75% | $11M | 54.2K |
| 5 | COSTCOSTCO WHOLESALE CORPORATIONhistory → | COM | 5.07% | $7M | 6.6K |
| 6 | AAPLAPPLE INChistory → | COM | 5.00% | $6M | 25.4K |
| 7 | EXMOCEXXON MOBIL CORPhistory → | COM | 3.25% | $4M | 24.8K |
| 8 | DWDMORGAN STANLEYhistory → | COM NEW | 3.23% | $4M | 25.3K |
| 9 | MKLMARKEL GROUP INChistory → | COM | 3.02% | $4M | 2.0K |
| 10 | JPMJPMORGAN CHASE & COhistory → | COM | 2.51% | $3M | 11.0K |
| 11 | JNJJOHNSON & JOHNSONhistory → | COM | 2.23% | $3M | 11.8K |
| 12 | DISDISNEY WALT COhistory → | COM | 2.03% | $3M | 27.2K |
| 13 | PGPROCTER & GAMBLE COhistory → | COM | 1.92% | $2M | 17.1K |
| 14 | PEPPEPSICO INChistory → | COM | 1.58% | $2M | 13.1K |
| 15 | VVISA INChistory → | COM CL A | 1.40% | $2M | 6.0K |
| 16 | METAMETA PLATFORMS INChistory → | CL A | 1.21% | $2M | 2.7K |
| 17 | AXPAMERICAN EXPRESS COhistory → | COM | 1.19% | $2M | 5.1K |
| 18 | EATON CORP PLC | SHS | 1.05% | $1M | 3.8K |
| 19 | PANWPALO ALTO NETWORKS INChistory → | COM | 1.01% | $1M | 8.1K |
| 20 | NVDANVIDIA CORPORATION | COM | 0.78% | $1M | 5.8K |
| 21 | ANETARISTA NETWORKS INC | COM SHS | 0.72% | $929,199 | 7.6K |
| 22 | ISHARES TR | CORE S&P500 ETF | 0.70% | $900,777 | 1.4K |
| 23 | NVSNNOVARTIS AG | SPONSORED ADR | 0.69% | $892,213 | 5.8K |
| 24 | KOCOCA COLA CO | COM | 0.68% | $883,321 | 11.6K |
| 25 | LINDE PLC | SHS | 0.68% | $881,461 | 1.8K |
| 26 | MORNMORNINGSTAR INC | COM | 0.64% | $822,259 | 4.9K |
| 27 | ECLECOLAB INC | COM | 0.64% | $822,002 | 3.1K |
| 28 | DGEDDIAGEO PLC | SPON ADR NEW | 0.58% | $751,201 | 10.1K |
| 29 | CLCOLGATE PALMOLIVE CO | COM | 0.52% | $666,925 | 7.8K |
| 30 | UNHUNITEDHEALTH GROUP INC | COM | 0.44% | $567,968 | 2.1K |
| 31 | LOWLOWES COS INC | COM | 0.43% | $553,840 | 2.3K |
| 32 | NOWSERVICENOW INC | COM | 0.42% | $543,660 | 5.2K |
| 33 | WFCWELLS FARGO & CO | COM | 0.35% | $448,204 | 5.6K |
| 34 | PAYXPAYCHEX INC | COM | 0.29% | $378,613 | 4.1K |
| 35 | MTBM & T BK CORP | COM | 0.19% | $242,896 | 1.2K |
| 36 | PYPLPAYPAL HLDGS INC | COM | 0.16% | $201,500 | 4.5K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $129M | 38 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $81M | 35 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $88M | 35 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $136M | 49 | Aug 13, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2025 | $132M | 49 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $162M | 52 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.