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 Est. Cost $493.47 Unrealized 0.0%

MSFT MICROSOFT CORP 11.0%

Value $14.26M Shares 38,531 Est. Cost $426.35 Unrealized +1.9%

AMZN AMAZON COM INC 8.7%

Value $11.29M Shares 54,208 Est. Cost $211.91 Unrealized +7.0%

GOOG ALPHABET INC 7.6%

Value $9.856M Shares 34,359 Est. Cost $323.67 Unrealized 0.0%

COST COSTCO WHOLESALE CORPORATION 5.1%

Value $6.541M Shares 6,564 Est. Cost $923.74 Unrealized +4.3%

AAPL APPLE INC 5.0%

Value $6.454M Shares 25,429 Est. Cost $234.51 Unrealized +12.1%

BRK/A BERKSHIRE HATHAWAY INC DEL 3.9%

Value $5.027M Shares 7 Est. Cost $740378.25 Unrealized 0.0%

XOM EXXON MOBIL CORP 3.3%

Value $4.201M Shares 24,761 Est. Cost $112.36 Unrealized +23.5%

MS MORGAN STANLEY 3.2%

Value $4.168M Shares 25,328 Est. Cost $119.51 Unrealized +50.3%

MKL MARKEL GROUP INC 3.0%

Value $3.897M Shares 2,036 Est. Cost $1698.35 Unrealized +22.4%

GOOGL ALPHABET INC 2.9%

Value $3.689M Shares 12,830 Est. Cost $323.29 Unrealized 0.0%

JPM JPMORGAN CHASE & CO 2.5%

Value $3.238M Shares 11,007 Est. Cost $232.95 Unrealized +33.7%

JNJ JOHNSON & JOHNSON 2.2%

Value $2.884M Shares 11,798 Est. Cost $149.59 Unrealized +52.3%

DIS DISNEY WALT CO 2.0%

Value $2.623M Shares 27,220 Est. Cost $103.52 Unrealized +5.7%

PG PROCTER & GAMBLE CO 1.9%

Value $2.476M Shares 17,143 Est. Cost $165.73 Unrealized -8.4%

PEP PEPSICO INC 1.6%

Value $2.035M Shares 13,103 Est. Cost $156.55 Unrealized -1.2%

V VISA INC 1.4%

Value $1.81M Shares 5,990 Est. Cost $298.33 Unrealized +10.3%

META META PLATFORMS INC 1.2%

Value $1.567M Shares 2,739 Est. Cost $613.38 Unrealized +6.9%

AXP AMERICAN EXPRESS CO 1.2%

Value $1.535M Shares 5,074 Est. Cost $283.58 Unrealized +25.6%

ETN EATON CORP PLC 1.1%

Value $1.356M Shares 3,790 Est. Cost $347.11 Unrealized +1.9%

PANW PALO ALTO NETWORKS INC 1.0%

Value $1.305M Shares 8,138 Est. Cost $188.91 Unrealized -8.9%

NVDA NVIDIA CORPORATION 0.8%

Value $1.003M Shares 5,750 Est. Cost $137.79 Unrealized +35.4%

ANET ARISTA NETWORKS INC 0.7%

Value $929K Shares 7,568 Est. Cost $102.84 Unrealized +31.3%

IVV ISHARES TR 0.7%

Value $901K Shares 1,379 Est. Cost $816.38 Unrealized —

NVS NOVARTIS AG 0.7%

Value $892K Shares 5,841 Est. Cost $97.31 Unrealized —

KO COCA COLA CO 0.7%

Value $883K Shares 11,615 Est. Cost $63.09 Unrealized +18.5%

LIN LINDE PLC 0.7%

Value $881K Shares 1,778 Est. Cost $448.71 Unrealized +2.5%

MORN MORNINGSTAR INC 0.6%

Value $822K Shares 4,864 Est. Cost $341.38 Unrealized -44.3%

ECL ECOLAB INC 0.6%

Value $822K Shares 3,090 Est. Cost $245.53 Unrealized +16.6%

DEO DIAGEO PLC 0.6%

Value $751K Shares 10,090 Est. Cost $128.23 Unrealized —

CL COLGATE PALMOLIVE CO 0.5%

Value $667K Shares 7,825 Est. Cost $93.07 Unrealized -4.6%

UNH UNITEDHEALTH GROUP INC 0.4%

Value $568K Shares 2,099 Est. Cost $552.89 Unrealized -44.2%

LOW LOWES COS INC 0.4%

Value $554K Shares 2,344 Est. Cost $261.54 Unrealized +3.8%

NOW SERVICENOW INC 0.4%

Value $544K Shares 5,200 Est. Cost $177.75 Unrealized -31.8%

WFC WELLS FARGO & CO 0.3%

Value $448K Shares 5,630 Est. Cost $66.67 Unrealized +35.1%

PAYX PAYCHEX INC 0.3%

Value $379K Shares 4,110 Est. Cost $137.31 Unrealized -25.7%

MTB M & T BK CORP 0.2%

Value $243K Shares 1,175 Est. Cost $192.51 Unrealized +14.9%

PYPL PAYPAL HLDGS INC 0.2%

Value $202K Shares 4,455 Est. Cost $83.88 Unrealized -40.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	57,127	$27.38M	21.2%	$493.47	0.0%	CL B NEW	084670702
MSFT	MICROSOFT CORP	38,531	$14.26M	11.0%	$426.35	+1.9%	COM	594918104
AMZN	AMAZON COM INC	54,208	$11.29M	8.7%	$211.91	+7.0%	COM	023135106
GOOG	ALPHABET INC	34,359	$9.856M	7.6%	$323.67	0.0%	CAP STK CL C	02079K107
COST	COSTCO WHOLESALE CORPORATION	6,564	$6.541M	5.1%	$923.74	+4.3%	COM	22160K105
AAPL	APPLE INC	25,429	$6.454M	5.0%	$234.51	+12.1%	COM	037833100
BRK/A	BERKSHIRE HATHAWAY INC DEL	7	$5.027M	3.9%	$740378.25	0.0%	CL A	084670108
XOM	EXXON MOBIL CORP	24,761	$4.201M	3.3%	$112.36	+23.5%	COM	30231G102
MS	MORGAN STANLEY	25,328	$4.168M	3.2%	$119.51	+50.3%	COM NEW	617446448
MKL	MARKEL GROUP INC	2,036	$3.897M	3.0%	$1698.35	+22.4%	COM	570535104
GOOGL	ALPHABET INC	12,830	$3.689M	2.9%	$323.29	0.0%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO	11,007	$3.238M	2.5%	$232.95	+33.7%	COM	46625H100
JNJ	JOHNSON & JOHNSON	11,798	$2.884M	2.2%	$149.59	+52.3%	COM	478160104
DIS	DISNEY WALT CO	27,220	$2.623M	2.0%	$103.52	+5.7%	COM	254687106
PG	PROCTER & GAMBLE CO	17,143	$2.476M	1.9%	$165.73	-8.4%	COM	742718109
PEP	PEPSICO INC	13,103	$2.035M	1.6%	$156.55	-1.2%	COM	713448108
V	VISA INC	5,990	$1.81M	1.4%	$298.33	+10.3%	COM CL A	92826C839
META	META PLATFORMS INC	2,739	$1.567M	1.2%	$613.38	+6.9%	CL A	30303M102
AXP	AMERICAN EXPRESS CO	5,074	$1.535M	1.2%	$283.58	+25.6%	COM	025816109
ETN	EATON CORP PLC	3,790	$1.356M	1.1%	$347.11	+1.9%	SHS	G29183103
PANW	PALO ALTO NETWORKS INC	8,138	$1.305M	1.0%	$188.91	-8.9%	COM	697435105
NVDA	NVIDIA CORPORATION	5,750	$1.003M	0.8%	$137.79	+35.4%	COM	67066G104
ANET	ARISTA NETWORKS INC	7,568	$929K	0.7%	$102.84	+31.3%	COM SHS	040413205
IVV	ISHARES TR	1,379	$901K	0.7%	$816.38	—	CORE S&P500 ETF	464287200
NVS	NOVARTIS AG	5,841	$892K	0.7%	$97.31	—	SPONSORED ADR	66987V109
KO	COCA COLA CO	11,615	$883K	0.7%	$63.09	+18.5%	COM	191216100
LIN	LINDE PLC	1,778	$881K	0.7%	$448.71	+2.5%	SHS	G54950103
MORN	MORNINGSTAR INC	4,864	$822K	0.6%	$341.38	-44.3%	COM	617700109
ECL	ECOLAB INC	3,090	$822K	0.6%	$245.53	+16.6%	COM	278865100
DEO	DIAGEO PLC	10,090	$751K	0.6%	$128.23	—	SPON ADR NEW	25243Q205
CL	COLGATE PALMOLIVE CO	7,825	$667K	0.5%	$93.07	-4.6%	COM	194162103
UNH	UNITEDHEALTH GROUP INC	2,099	$568K	0.4%	$552.89	-44.2%	COM	91324P102
LOW	LOWES COS INC	2,344	$554K	0.4%	$261.54	+3.8%	COM	548661107
NOW	SERVICENOW INC	5,200	$544K	0.4%	$177.75	-31.8%	COM	81762P102
WFC	WELLS FARGO & CO	5,630	$448K	0.3%	$66.67	+35.1%	COM	949746101
PAYX	PAYCHEX INC	4,110	$379K	0.3%	$137.31	-25.7%	COM	704326107
MTB	M & T BK CORP	1,175	$243K	0.2%	$192.51	+14.9%	COM	55261F104
PYPL	PAYPAL HLDGS INC	4,455	$202K	0.2%	$83.88	-40.3%	COM	70450Y103