13F HOLDINGS REPORT (Amended)
Bradyco, Inc.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001754960-25-000603
Total Value
$136.4M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 51,507 | $23.5M | 17.24% |
| 2 | MICROSOFT CORP | MSFT | 33,131 | $15.7M | 11.55% |
| 3 | ALPHABET INC | GOOG | 55,797 | $9.6M | 7.07% |
| 4 | AMAZON COM INC | AMZN | 38,341 | $8.1M | 5.95% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 8,479 | $8.1M | 5.92% |
| 6 | MORGAN STANLEY | MS-PQ | 45,328 | $6.4M | 4.68% |
| 7 | APPLE INC | AAPL | 26,789 | $5.3M | 3.89% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $5.1M | 3.74% |
| 9 | MARKEL GROUP INC | MKL | 2,739 | $4.5M | 3.29% |
| 10 | DISNEY WALT CO | 254687106 | 28,020 | $3.5M | 2.55% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 11,075 | $3.3M | 2.40% |
| 12 | PROCTER AND GAMBLE CO | 742718109 | 17,283 | $2.8M | 2.02% |
| 13 | EXXON MOBIL CORP | XOM | 24,761 | $2.7M | 1.96% |
| 14 | ALPHABET INC | GOOG | 15 | $2.7M | 1.95% |
| 15 | VISA INC | V | 5,990 | $2.1M | 1.56% |
| 16 | META PLATFORMS INC | META | 2,244 | $2.0M | 1.48% |
| 17 | JOHNSON & JOHNSON | JNJ | 11,798 | $1.8M | 1.32% |
| 18 | PEPSICO INC | PEP | 13,103 | $1.7M | 1.27% |
| 19 | BROADCOM INC | AVGO | 6,150 | $1.7M | 1.24% |
| 20 | PALO ALTO NETWORKS INC | PANW | 8,138 | $1.7M | 1.22% |
| 21 | AMERICAN EXPRESS CO | AXP | 5,074 | $1.6M | 1.19% |
| 22 | MORNINGSTAR INC | MORN | 4,864 | $1.5M | 1.12% |
| 23 | SERVICENOW INC | NOW | 1,320 | $1.4M | 1.00% |
| 24 | EATON CORP PLC | ETN | 3,790 | $1.4M | 0.99% |
| 25 | ISHARES TR | 464287200 | 2,054 | $1.2M | 0.89% |
| 26 | NVIDIA CORPORATION | NVDA | 7,550 | $1.2M | 0.87% |
| 27 | SALESFORCE INC | CRM | 3,894 | $1.1M | 0.78% |
| 28 | LINDE PLC | LIN | 2,171 | $1.0M | 0.75% |
| 29 | DIAGEO PLC | DGEAF | 10,090 | $1.0M | 0.75% |
| 30 | NEXTERA ENERGY INC | NEE-PW | 14,427 | $1.0M | 0.73% |
| 31 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 4,985 | $914,598 | 0.67% |
| 32 | UNITEDHEALTH GROUP INC | UNH | 2,673 | $833,896 | 0.61% |
| 33 | ECOLAB INC | ECL | 3,090 | $832,570 | 0.61% |
| 34 | ADOBE INC | ADBE | 2,129 | $823,668 | 0.60% |
| 35 | COCA COLA CO | KO | 11,615 | $821,761 | 0.60% |
| 36 | OREILLY AUTOMOTIVE INC | 67103H107 | 598 | $808,466 | 0.59% |
| 37 | ARISTA NETWORKS INC | ANET | 7,568 | $774,282 | 0.57% |
| 38 | COLGATE PALMOLIVE CO | CL | 7,825 | $711,293 | 0.52% |
| 39 | NOVARTIS AG | NVSEF | 6,691 | $706,819 | 0.52% |
| 40 | LOWES COS INC | 548661107 | 3,069 | $680,919 | 0.50% |
| 41 | WASTE MGMT INC DEL | 94106L109 | 2,849 | $651,908 | 0.48% |
| 42 | PAYCHEX INC | PAYX | 4,110 | $597,841 | 0.44% |
| 43 | BANK AMERICA CORP | 060505104 | 11,452 | $541,909 | 0.40% |
| 44 | WELLS FARGO CO NEW | 949746101 | 5,630 | $451,076 | 0.33% |
| 45 | BLACKROCK INC | BLK | 404 | $423,897 | 0.31% |
| 46 | PROGRESSIVE CORP | 743315103 | 1,320 | $352,255 | 0.26% |
| 47 | PAYPAL HLDGS INC | PYPL | 4,455 | $331,096 | 0.24% |
| 48 | M & T BK CORP | 55261F104 | 1,545 | $299,715 | 0.22% |
| 49 | SCHWAB STRATEGIC TR | 808524409 | 7,539 | $208,592 | 0.15% |