Bradyco, Inc. Long-Term Concentrated

Location: Cambridge, MA

CIK: 0002055007 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $129M (100.0% shares, 0.0% debt)

Holdings (38)

BRK/B BERKSHIRE HATHAWAY INC DEL 21.2%

Value $27.38M Shares 57,127 Share Price $479.20 Est. Cost/Share $490.77 Unrealized @ Report Date -2.4%

MSFT MICROSOFT CORP 11.0%

Value $14.26M Shares 38,531 Share Price $370.17 Est. Cost/Share $420.90 Unrealized @ Report Date -12.1%

AMZN AMAZON COM INC 8.7%

Value $11.29M Shares 54,208 Share Price $208.27 Est. Cost/Share $209.72 Unrealized @ Report Date -0.7%

GOOG ALPHABET INC 7.6%

Value $9.856M Shares 34,359 Share Price $286.86 Est. Cost/Share $314.20 Unrealized @ Report Date -8.7%

COST COSTCO WHOLESALE CORPORATION 5.1%

Value $6.541M Shares 6,564 Share Price $996.43 Est. Cost/Share $924.02 Unrealized @ Report Date +7.8%

AAPL APPLE INC 5.0%

Value $6.454M Shares 25,429 Share Price $253.79 Est. Cost/Share $234.51 Unrealized @ Report Date +8.2%

BRK/A BERKSHIRE HATHAWAY INC DEL 3.9%

Value $5.027M Shares 7 Share Price $718140.00 Est. Cost/Share $736358.80 Unrealized @ Report Date -2.5%

XOM EXXON MOBIL CORP 3.3%

Value $4.201M Shares 24,761 Share Price $169.66 Est. Cost/Share $112.36 Unrealized @ Report Date +51.0%

MS MORGAN STANLEY 3.2%

Value $4.168M Shares 25,328 Share Price $164.57 Est. Cost/Share $119.51 Unrealized @ Report Date +37.7%

MKL MARKEL GROUP INC 3.0%

Value $3.897M Shares 2,036 Share Price $1914.07 Est. Cost/Share $1698.35 Unrealized @ Report Date +12.7%

GOOGL ALPHABET INC 2.9%

Value $3.689M Shares 12,830 Share Price $287.56 Est. Cost/Share $314.25 Unrealized @ Report Date -8.5%

JPM JPMORGAN CHASE & CO 2.5%

Value $3.238M Shares 11,007 Share Price $294.16 Est. Cost/Share $232.60 Unrealized @ Report Date +26.5%

JNJ JOHNSON & JOHNSON 2.2%

Value $2.884M Shares 11,798 Share Price $244.44 Est. Cost/Share $149.59 Unrealized @ Report Date +63.4%

DIS DISNEY WALT CO 2.0%

Value $2.623M Shares 27,220 Share Price $96.38 Est. Cost/Share $103.52 Unrealized @ Report Date -6.9%

PG PROCTER & GAMBLE CO 1.9%

Value $2.476M Shares 17,143 Share Price $144.44 Est. Cost/Share $165.73 Unrealized @ Report Date -12.8%

PEP PEPSICO INC 1.6%

Value $2.035M Shares 13,103 Share Price $155.29 Est. Cost/Share $156.55 Unrealized @ Report Date -0.8%

V VISA INC 1.4%

Value $1.81M Shares 5,990 Share Price $302.24 Est. Cost/Share $298.33 Unrealized @ Report Date +1.3%

META META PLATFORMS INC 1.2%

Value $1.567M Shares 2,739 Share Price $572.13 Est. Cost/Share $613.38 Unrealized @ Report Date -6.7%

AXP AMERICAN EXPRESS CO 1.2%

Value $1.535M Shares 5,074 Share Price $302.48 Est. Cost/Share $283.58 Unrealized @ Report Date +6.7%

ETN EATON CORP PLC 1.1%

Value $1.356M Shares 3,790 Share Price $357.67 Est. Cost/Share $347.11 Unrealized @ Report Date +3.0%

PANW PALO ALTO NETWORKS INC 1.0%

Value $1.305M Shares 8,138 Share Price $160.32 Est. Cost/Share $188.91 Unrealized @ Report Date -15.1%

NVDA NVIDIA CORPORATION 0.8%

Value $1.003M Shares 5,750 Share Price $174.40 Est. Cost/Share $137.79 Unrealized @ Report Date +26.6%

ANET ARISTA NETWORKS INC 0.7%

Value $929K Shares 7,568 Share Price $122.78 Est. Cost/Share $102.84 Unrealized @ Report Date +19.4%

IVV ISHARES TR 0.7%

Value $901K Shares 1,379 Share Price $653.21 Est. Cost/Share $591.75 Unrealized @ Report Date +10.4%

NVS NOVARTIS AG 0.7%

Value $892K Shares 5,841 Share Price $152.75 Est. Cost/Share $106.64 Unrealized @ Report Date +43.2%

KO COCA COLA CO 0.7%

Value $883K Shares 11,615 Share Price $76.05 Est. Cost/Share $63.09 Unrealized @ Report Date +20.6%

LIN LINDE PLC 0.7%

Value $881K Shares 1,778 Share Price $495.76 Est. Cost/Share $448.71 Unrealized @ Report Date +10.5%

MORN MORNINGSTAR INC 0.6%

Value $822K Shares 4,864 Share Price $169.05 Est. Cost/Share $341.38 Unrealized @ Report Date -50.5%

ECL ECOLAB INC 0.6%

Value $822K Shares 3,090 Share Price $266.02 Est. Cost/Share $245.53 Unrealized @ Report Date +8.3%

DEO DIAGEO PLC 0.6%

Value $751K Shares 10,090 Share Price $74.45 Est. Cost/Share $127.22 Unrealized @ Report Date -41.5%

CL COLGATE PALMOLIVE CO 0.5%

Value $667K Shares 7,825 Share Price $85.23 Est. Cost/Share $93.07 Unrealized @ Report Date -8.4%

UNH UNITEDHEALTH GROUP INC 0.4%

Value $568K Shares 2,099 Share Price $270.59 Est. Cost/Share $552.89 Unrealized @ Report Date -51.1%

LOW LOWES COS INC 0.4%

Value $554K Shares 2,344 Share Price $236.28 Est. Cost/Share $261.54 Unrealized @ Report Date -9.7%

NOW SERVICENOW INC 0.4%

Value $544K Shares 5,200 Share Price $104.55 Est. Cost/Share $177.75 Unrealized @ Report Date -41.2%

WFC WELLS FARGO & CO 0.3%

Value $448K Shares 5,630 Share Price $79.61 Est. Cost/Share $66.67 Unrealized @ Report Date +19.4%

PAYX PAYCHEX INC 0.3%

Value $379K Shares 4,110 Share Price $92.12 Est. Cost/Share $137.31 Unrealized @ Report Date -32.9%

MTB M & T BK CORP 0.2%

Value $243K Shares 1,175 Share Price $206.72 Est. Cost/Share $192.44 Unrealized @ Report Date +7.4%

PYPL PAYPAL HLDGS INC 0.2%

Value $202K Shares 4,455 Share Price $45.23 Est. Cost/Share $83.88 Unrealized @ Report Date -46.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	57,127	$27.38M	21.2%	$479.20	$490.77	-2.4%	CL B NEW	084670702
MSFT	MICROSOFT CORP	38,531	$14.26M	11.0%	$370.17	$420.90	-12.1%	COM	594918104
AMZN	AMAZON COM INC	54,208	$11.29M	8.7%	$208.27	$209.72	-0.7%	COM	023135106
GOOG	ALPHABET INC	34,359	$9.856M	7.6%	$286.86	$314.20	-8.7%	CAP STK CL C	02079K107
COST	COSTCO WHOLESALE CORPORATION	6,564	$6.541M	5.1%	$996.43	$924.02	+7.8%	COM	22160K105
AAPL	APPLE INC	25,429	$6.454M	5.0%	$253.79	$234.51	+8.2%	COM	037833100
BRK/A	BERKSHIRE HATHAWAY INC DEL	7	$5.027M	3.9%	$718140.00	$736358.80	-2.5%	CL A	084670108
XOM	EXXON MOBIL CORP	24,761	$4.201M	3.3%	$169.66	$112.36	+51.0%	COM	30231G102
MS	MORGAN STANLEY	25,328	$4.168M	3.2%	$164.57	$119.51	+37.7%	COM NEW	617446448
MKL	MARKEL GROUP INC	2,036	$3.897M	3.0%	$1914.07	$1698.35	+12.7%	COM	570535104
GOOGL	ALPHABET INC	12,830	$3.689M	2.9%	$287.56	$314.25	-8.5%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO	11,007	$3.238M	2.5%	$294.16	$232.60	+26.5%	COM	46625H100
JNJ	JOHNSON & JOHNSON	11,798	$2.884M	2.2%	$244.44	$149.59	+63.4%	COM	478160104
DIS	DISNEY WALT CO	27,220	$2.623M	2.0%	$96.38	$103.52	-6.9%	COM	254687106
PG	PROCTER & GAMBLE CO	17,143	$2.476M	1.9%	$144.44	$165.73	-12.8%	COM	742718109
PEP	PEPSICO INC	13,103	$2.035M	1.6%	$155.29	$156.55	-0.8%	COM	713448108
V	VISA INC	5,990	$1.81M	1.4%	$302.24	$298.33	+1.3%	COM CL A	92826C839
META	META PLATFORMS INC	2,739	$1.567M	1.2%	$572.13	$613.38	-6.7%	CL A	30303M102
AXP	AMERICAN EXPRESS CO	5,074	$1.535M	1.2%	$302.48	$283.58	+6.7%	COM	025816109
ETN	EATON CORP PLC	3,790	$1.356M	1.1%	$357.67	$347.11	+3.0%	SHS	G29183103
PANW	PALO ALTO NETWORKS INC	8,138	$1.305M	1.0%	$160.32	$188.91	-15.1%	COM	697435105
NVDA	NVIDIA CORPORATION	5,750	$1.003M	0.8%	$174.40	$137.79	+26.6%	COM	67066G104
ANET	ARISTA NETWORKS INC	7,568	$929K	0.7%	$122.78	$102.84	+19.4%	COM SHS	040413205
IVV	ISHARES TR	1,379	$901K	0.7%	$653.21	$591.75	+10.4%	CORE S&P500 ETF	464287200
NVS	NOVARTIS AG	5,841	$892K	0.7%	$152.75	$106.64	+43.2%	SPONSORED ADR	66987V109
KO	COCA COLA CO	11,615	$883K	0.7%	$76.05	$63.09	+20.6%	COM	191216100
LIN	LINDE PLC	1,778	$881K	0.7%	$495.76	$448.71	+10.5%	SHS	G54950103
MORN	MORNINGSTAR INC	4,864	$822K	0.6%	$169.05	$341.38	-50.5%	COM	617700109
ECL	ECOLAB INC	3,090	$822K	0.6%	$266.02	$245.53	+8.3%	COM	278865100
DEO	DIAGEO PLC	10,090	$751K	0.6%	$74.45	$127.22	-41.5%	SPON ADR NEW	25243Q205
CL	COLGATE PALMOLIVE CO	7,825	$667K	0.5%	$85.23	$93.07	-8.4%	COM	194162103
UNH	UNITEDHEALTH GROUP INC	2,099	$568K	0.4%	$270.59	$552.89	-51.1%	COM	91324P102
LOW	LOWES COS INC	2,344	$554K	0.4%	$236.28	$261.54	-9.7%	COM	548661107
NOW	SERVICENOW INC	5,200	$544K	0.4%	$104.55	$177.75	-41.2%	COM	81762P102
WFC	WELLS FARGO & CO	5,630	$448K	0.3%	$79.61	$66.67	+19.4%	COM	949746101
PAYX	PAYCHEX INC	4,110	$379K	0.3%	$92.12	$137.31	-32.9%	COM	704326107
MTB	M & T BK CORP	1,175	$243K	0.2%	$206.72	$192.44	+7.4%	COM	55261F104
PYPL	PAYPAL HLDGS INC	4,455	$202K	0.2%	$45.23	$83.88	-46.1%	COM	70450Y103