Institutional Fund
Bradyco, Inc.
Cambridge, MACIK 20550076 filings on record
Portfolio Value
$129.08M
Q1 2026
Holdings
38
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+60.2%
from $80.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del21.2%
- Microsoft Corp11.0%
- Amazon Com Inc8.7%
- Alphabet Inc7.6%
- Costco Whsl Corp New5.1%
- Apple Inc5.0%
- Other41.3%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 57.1K | $27.38M | 21.2% | +57.1K | New |
| 2 | Microsoft Corp | 38.5K | $14.26M | 11.0% | +12.6K | Added |
| 3 | Amazon Com Inc | 54.2K | $11.29M | 8.7% | +17.9K | Added |
| 4 | Alphabet Inc | 34.4K | $9.86M | 7.6% | +34.4K | New |
| 5 | Costco Whsl Corp New | 6.6K | $6.54M | 5.1% | +175 | Added |
| 6 | Apple Inc | 25.4K | $6.45M | 5.0% | 0 | Held |
| 7 | Berkshire Hathaway Inc Del | 7 | $5.03M | 3.9% | +7 | New |
| 8 | Exxon Mobil Corp | 24.8K | $4.20M | 3.3% | 0 | Held |
| 9 | Morgan Stanley | 25.3K | $4.17M | 3.2% | 0 | Held |
| 10 | Markel Group Inc | 2.0K | $3.90M | 3.0% | +14 | Added |
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