13FBOX
Bradyco, Inc. · 13F Holdings
Options Calculator Rankings

Bradyco, Inc.

No.9263 Data as of 2026Q2
Latest AUM (Q2 2026)
$87.2M
QoQ Change Q1 2026
-$41.9M-32.4%
Holdings
33
New Buys
0
Adds
0
Reduces
9
Exits
5
Unchanged
24
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MICROSOFT CORPMSFT
16.48%11.05%$14.4M38,531$14.3M38,53100.00%Unchanged
AMAZON COM INCAMZN
14.81%8.75%$12.9M54,198$11.3M54,208-10-0.02%Reduce
APPLE INCAAPL
8.44%5%$7.4M25,429$6.5M25,42900.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
7.04%5.07%$6.1M6,564$6.5M6,56400.00%Unchanged
MORGAN STANLEYMS
6.07%3.23%$5.3M25,328$4.2M25,32800.00%Unchanged
Markel Group Inc.MKL
4.56%3.02%$4.0M2,036$3.9M2,03600.00%Unchanged
JPMORGAN CHASE & COJPM
4.13%2.51%$3.6M11,007$3.2M11,00700.00%Unchanged
EXXON MOBIL CORPXOM
3.88%3.25%$3.4M24,761$4.2M24,76100.00%Unchanged
JOHNSON & JOHNSONJNJ
3.44%2.23%$3.0M11,798$2.9M11,79800.00%Unchanged
PROCTER & GAMBLE COPG
2.88%1.92%$2.5M17,143$2.5M17,14300.00%Unchanged
DISNEY WALT CODIS
2.77%2.03%$2.4M25,120$2.6M27,220-2,100-7.71%Reduce
PALO ALTOPANW
2.69%1.01%$2.3M6,874$1.3M8,138-1,264-15.53%Reduce
VISA INCV
2.36%1.4%$2.1M5,990$1.8M5,99000.00%Unchanged
PEPSICO INCPEP
2.03%1.58%$1.8M13,103$2.0M13,10300.00%Unchanged
AMERICAN EXPRESS COAXP
1.97%1.19%$1.7M5,074$1.5M5,07400.00%Unchanged
EATON CORP PLCETN
1.45%1.05%$1.3M2,972$1.4M3,790-818-21.58%Reduce
META PLATFORMS INCMETA
1.43%1.21%$1.2M2,209$1.6M2,739-530-19.35%Reduce
NVIDIA CORPORATIONNVDA
1.32%0.78%$1.2M5,750$1.0M5,75000.00%Unchanged
IISHARES TRIVV
1.18%0.7%$1.0M1,379$900,7771,37900.00%Unchanged
ARISTA NETWORKS INCANET
1.16%0.72%$1.0M5,956$929,1997,568-1,612-21.30%Reduce
COCA COLA COKO
1.08%0.68%$943,95111,615$883,32111,61500.00%Unchanged
LINDE PLCLIN
1.06%0.68%$922,6751,778$881,4611,77800.00%Unchanged
NOVARTIS AGNVS
1.05%0.69%$915,4025,841$892,2135,84100.00%Unchanged
UNITEDHEALTH GROUP INCUNH
1%0.44%$872,4072,099$567,9682,09900.00%Unchanged
MMORNINGSTAR INCMORN
0.87%0.64%$758,8814,864$822,2594,86400.00%Unchanged
DIAGEO PLC SPON ADR NEWDEO
0.85%0.58%$742,7119,240$751,20110,090-850-8.42%Reduce
COLGATE PALMOLIVE COCL
0.82%0.52%$717,3967,825$666,9257,82500.00%Unchanged
ECOLAB INCECL
0.77%0.64%$672,8432,415$822,0023,090-675-21.84%Reduce
LOWES COS INC COMLOW
0.59%0.43%$516,8292,344$553,8402,34400.00%Unchanged
SERVICENOW INCNOW
0.59%0.42%$516,2565,200$543,6605,20000.00%Unchanged
WELLS FARGO CO NEWWFC
0.53%0.35%$465,2635,630$448,2045,63000.00%Unchanged
PAYCHEX INC COMPAYX
0.36%0.29%$310,7233,160$378,6134,110-950-23.11%Reduce
M & T BK CORPMTB
0.32%0.19%$279,6621,175$242,8961,17500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow