13F HOLDINGS REPORT
Bradyco, Inc.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001754960-25-000782
Total Value
$88.2M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 29,916 | $15.5M | 17.57% |
| 2 | AMAZON COM INC | AMZN | 36,251 | $8.0M | 9.03% |
| 3 | COSTCO WHSL CORP NEW | 22160K105 | 7,819 | $7.2M | 8.21% |
| 4 | MORGAN STANLEY | MS-PQ | 45,328 | $7.2M | 8.17% |
| 5 | APPLE INC | AAPL | 25,467 | $6.5M | 7.35% |
| 6 | MARKEL GROUP INC | MKL | 2,239 | $4.3M | 4.85% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 11,287 | $3.6M | 4.04% |
| 8 | DISNEY WALT CO | 254687106 | 27,220 | $3.1M | 3.53% |
| 9 | EXXON MOBIL CORP | XOM | 24,761 | $2.8M | 3.17% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 17,143 | $2.6M | 2.99% |
| 11 | JOHNSON & JOHNSON | JNJ | 11,798 | $2.2M | 2.48% |
| 12 | VISA INC | V | 5,990 | $2.0M | 2.32% |
| 13 | META PLATFORMS INC | META | 2,739 | $2.0M | 2.28% |
| 14 | PEPSICO INC | PEP | 13,103 | $1.8M | 2.09% |
| 15 | AMERICAN EXPRESS CO | AXP | 5,074 | $1.7M | 1.91% |
| 16 | PALO ALTO NETWORKS INC | PANW | 8,138 | $1.7M | 1.88% |
| 17 | EATON CORP PLC | ETN | 3,790 | $1.4M | 1.61% |
| 18 | NVIDIA CORPORATION | NVDA | 7,550 | $1.4M | 1.60% |
| 19 | SERVICENOW INC | NOW | 1,320 | $1.2M | 1.38% |
| 20 | ISHARES TR | 464287200 | 1,705 | $1.1M | 1.29% |
| 21 | MORNINGSTAR INC | MORN | 4,864 | $1.1M | 1.28% |
| 22 | ARISTA NETWORKS INC | ANET | 7,568 | $1.1M | 1.25% |
| 23 | LINDE PLC | LIN | 2,171 | $1.0M | 1.17% |
| 24 | DIAGEO PLC | DGEAF | 10,090 | $962,889 | 1.09% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 2,673 | $922,987 | 1.05% |
| 26 | ECOLAB INC | ECL | 3,090 | $846,227 | 0.96% |
| 27 | LOWES COS INC | 548661107 | 3,069 | $771,270 | 0.87% |
| 28 | COCA COLA CO | KO | 11,615 | $770,307 | 0.87% |
| 29 | NOVARTIS AG | NVSEF | 5,841 | $749,050 | 0.85% |
| 30 | COLGATE PALMOLIVE CO | CL | 7,825 | $625,531 | 0.71% |
| 31 | PAYCHEX INC | PAYX | 4,110 | $520,984 | 0.59% |
| 32 | WELLS FARGO CO NEW | 949746101 | 5,630 | $471,907 | 0.54% |
| 33 | PROGRESSIVE CORP | 743315103 | 1,320 | $325,974 | 0.37% |
| 34 | PAYPAL HLDGS INC | PYPL | 4,455 | $298,752 | 0.34% |
| 35 | M & T BK CORP | 55261F104 | 1,475 | $291,490 | 0.33% |