13FBOX
Bradley Mark J. · 13F Holdings
Options Calculator Rankings

Bradley Mark J.

No.10153 Data as of Q3 2023
Latest AUM (Q3 2023)
$86.9M
QoQ Change Q2 2023
-$13.8M-13.7%
Holdings
42
New Buys
0
Adds
0
Reduces
9
Exits
0
Unchanged
33
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2023 ValueQ3 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ELI LILLY & COLLY
6.46%5.57%$5.6M11,965$5.6M11,96500.00%Unchanged
APPLE INCAAPL
6.22%5.37%$5.4M27,865$5.4M27,86500.00%Unchanged
PROCTER & GAMBLE COPG
4.79%4.13%$4.2M27,433$4.2M27,43300.00%Unchanged
MICROSOFT CORPMSFT
4.77%4.11%$4.1M12,169$4.1M12,16900.00%Unchanged
MASTERCARD INCORPORATEDMA
4.66%4.02%$4.1M10,309$4.1M10,30900.00%Unchanged
DEXCOM INCDXCM
4.62%3.99%$4.0M31,278$4.0M31,27800.00%Unchanged
STRYKER CORPORATIONSYK
4.61%3.98%$4.0M13,135$4.0M13,13500.00%Unchanged
JOHNSON & JOHNSONJNJ
4.34%3.75%$3.8M22,797$3.8M22,79700.00%Unchanged
ROCKWELL AUTOMATION INCROK
4.21%3.63%$3.7M11,094$3.7M11,09400.00%Unchanged
AAlphabet Inc Class CGOOG
3.58%3.09%$3.1M25,750$3.1M25,75000.00%Unchanged
FFASTENAL CO COMFAST
3.45%2.98%$3.0M50,855$3.0M50,85500.00%Unchanged
CHEVRON CORPORATIONCVX
3.41%2.94%$3.0M18,824$3.0M18,82400.00%Unchanged
WORKDAY INCWDAY
3.3%2.85%$2.9M12,695$2.9M12,69500.00%Unchanged
AON PLC SHS CL AAON
3.29%2.84%$2.9M8,295$2.9M8,29500.00%Unchanged
ECOLAB INCECL
3.26%2.81%$2.8M15,155$2.8M15,15500.00%Unchanged
ZOETIS INC CL AZTS
3.14%2.71%$2.7M15,850$2.7M15,85000.00%Unchanged
WALMART INCWMT
3.08%2.66%$2.7M17,051$2.7M17,05100.00%Unchanged
HOLOGIC INCHOLX
2.93%2.53%$2.5M31,420$2.5M31,42000.00%Unchanged
INTERCONTINENTAL EXCHANGE INC COMICE
2.86%2.47%$2.5M21,990$2.5M21,99000.00%Unchanged
STARBUCKS CORPSBUX
2.6%2.25%$2.3M22,855$2.3M22,85500.00%Unchanged
INTUITIVE SURGICAL INCISRG
2.17%2.06%$1.9M5,510$2.1M6,065-555-9.15%Reduce
NUCOR CORPNUE
2.03%1.75%$1.8M10,750$1.8M10,75000.00%Unchanged
BLACKSTONE INCBX
1.88%1.62%$1.6M17,535$1.6M17,53500.00%Unchanged
CANADIAN NATL RY COCNI
1.77%1.52%$1.5M12,680$1.5M12,68000.00%Unchanged
NIKE INCNKE
1.74%1.5%$1.5M13,669$1.5M13,66900.00%Unchanged
HOME DEPOT INCHD
1.69%1.46%$1.5M4,735$1.5M4,73500.00%Unchanged
SCHWAB CHARLES CORPSCHW
1.64%1.59%$1.4M25,150$1.6M28,340-3,190-11.26%Reduce
DISNEY WALT CODIS
1.61%1.39%$1.4M15,705$1.4M15,70500.00%Unchanged
XYLEM INCXYL
1.43%1.23%$1.2M11,045$1.2M11,04500.00%Unchanged
TRIMBLE INC COMTRMB
1.22%1.05%$1.1M19,970$1.1M19,97000.00%Unchanged
PAYPAL HLDGS INC COMPYPL
0.93%0.81%$810,97012,153$810,97012,15300.00%Unchanged
VVANGUARD BD INDEX FDSBIV
0.62%0.53%$538,4967,158$538,4967,15800.00%Unchanged
IISHARES TRAGG
0.37%0.32%$322,1583,289$322,1583,28900.00%Unchanged
UBER TECHNOLOGIES INCUBER
0.35%2.48%$300,0326,950$2.5M57,830-50,880-87.98%Reduce
CCARMAX INCKMX
0.28%0.24%$239,3822,860$239,3822,86000.00%Unchanged
EXXON MOBIL CORPXOM
0.25%0.21%$214,5002,000$214,5002,00000.00%Unchanged
JPMORGAN CHASE & COJPM
0.2%2.24%$174,5281,200$2.3M15,505-14,305-92.26%Reduce
AMAZON COM INCAMZN
0.12%2.03%$102,984790$2.0M15,725-14,935-94.98%Reduce
S&P GLOBAL INCSPGI
0.05%2.45%$44,499111$2.5M6,152-6,041-98.20%Reduce
SALESFORCE INCCRM
0.05%1.86%$42,252200$1.9M8,882-8,682-97.75%Reduce
IRHYTHM HOLDINGS INCIRTC
0.02%1.56%$15,648150$1.6M15,025-14,875-99.00%Reduce
RRB GLOBAL INCRBA
0.02%1.42%$15,000250$1.4M23,865-23,615-98.95%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow