13F HOLDINGS REPORT
Bradyco, Inc.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001754960-25-000566
Total Value
$131.9M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 51,507 | $27.4M | 20.79% |
| 2 | MICROSOFT CORP | MSFT | 33,131 | $12.4M | 9.43% |
| 3 | ALPHABET INC | GOOG | 55,797 | $8.7M | 6.61% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 8,479 | $8.0M | 6.08% |
| 5 | AMAZON COM INC | AMZN | 38,341 | $7.3M | 5.53% |
| 6 | APPLE INC | AAPL | 26,789 | $6.0M | 4.51% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.6M | 4.24% |
| 8 | MORGAN STANLEY | MS-PQ | 45,328 | $5.3M | 4.01% |
| 9 | MARKEL GROUP INC | MKL | 2,739 | $4.2M | 3.18% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 17,283 | $2.9M | 2.23% |
| 11 | EXXON MOBIL CORP | XOM | 24,761 | $2.9M | 2.23% |
| 12 | DISNEY WALT CO | 254687106 | 28,020 | $2.8M | 2.10% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 11,075 | $2.7M | 2.06% |
| 14 | ALPHABET INC | GOOG | 15 | $2.3M | 1.77% |
| 15 | VISA INC | V | 5,990 | $2.1M | 1.59% |
| 16 | PEPSICO INC | PEP | 13,103 | $2.0M | 1.49% |
| 17 | JOHNSON & JOHNSON | JNJ | 11,798 | $2.0M | 1.48% |
| 18 | META PLATFORMS INC | META | 2,244 | $1.6M | 1.20% |
| 19 | MORNINGSTAR INC | MORN | 4,864 | $1.5M | 1.11% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 2,673 | $1.4M | 1.06% |
| 21 | PALO ALTO NETWORKS INC | PANW | 8,138 | $1.4M | 1.05% |
| 22 | AMERICAN EXPRESS CO | AXP | 5,074 | $1.4M | 1.03% |
| 23 | ISHARES TR | 464287200 | 2,054 | $1.2M | 0.87% |
| 24 | DIAGEO PLC | DGEAF | 10,090 | $1.1M | 0.80% |
| 25 | SERVICENOW INC | NOW | 1,320 | $1.1M | 0.80% |
| 26 | SALESFORCE INC | CRM | 3,894 | $1.0M | 0.79% |
| 27 | EATON CORP PLC | ETN | 3,790 | $1.0M | 0.78% |
| 28 | BROADCOM INC | AVGO | 6,150 | $1.0M | 0.78% |
| 29 | NEXTERA ENERGY INC | NEE-PW | 14,427 | $1.0M | 0.78% |
| 30 | LINDE PLC | LIN | 2,171 | $1.0M | 0.77% |
| 31 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 4,985 | $859,913 | 0.65% |
| 32 | OREILLY AUTOMOTIVE INC | 67103H107 | 598 | $856,683 | 0.65% |
| 33 | COCA COLA CO | KO | 11,615 | $831,866 | 0.63% |
| 34 | NVIDIA CORPORATION | NVDA | 7,550 | $818,269 | 0.62% |
| 35 | ADOBE INC | ADBE | 2,129 | $816,535 | 0.62% |
| 36 | ECOLAB INC | ECL | 3,090 | $783,377 | 0.59% |
| 37 | NOVARTIS AG | NVSEF | 6,691 | $745,913 | 0.57% |
| 38 | COLGATE PALMOLIVE CO | CL | 7,825 | $733,203 | 0.56% |
| 39 | LOWES COS INC | 548661107 | 3,069 | $715,783 | 0.54% |
| 40 | WASTE MGMT INC DEL | 94106L109 | 2,849 | $659,572 | 0.50% |
| 41 | PAYCHEX INC | PAYX | 4,110 | $634,091 | 0.48% |
| 42 | ARISTA NETWORKS INC | ANET | 7,568 | $586,369 | 0.44% |
| 43 | BANK AMERICA CORP | 060505104 | 11,452 | $477,892 | 0.36% |
| 44 | WELLS FARGO CO NEW | 949746101 | 5,630 | $404,178 | 0.31% |
| 45 | BLACKROCK INC | BLK | 404 | $382,378 | 0.29% |
| 46 | PROGRESSIVE CORP | 743315103 | 1,320 | $373,573 | 0.28% |
| 47 | PAYPAL HLDGS INC | PYPL | 4,455 | $290,689 | 0.22% |
| 48 | M & T BK CORP | 55261F104 | 1,545 | $276,169 | 0.21% |
| 49 | KENVUE INC | KVUE | 9,372 | $224,741 | 0.17% |
| 50 | SCHWAB STRATEGIC TR | 808524409 | 7,539 | $208,592 | 0.16% |