Michael Brady & Co., LLC Diversified Active

CIK: 0002095497 · Show all filings

Period: Q4 2025

Filing Date: Jan 27, 2026

Total Value ($000): $100,206 (100.0% shares, 0.0% debt)

Holdings (53)

CGGR CAPITAL GROUP GROWTH ETF 16.4%
Value ($000) $16,431 Shares 369,494 Est. Cost $44.47 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 14.9%
Value ($000) $14,907 Shares 341,590 Est. Cost $43.64 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 11.7%
Value ($000) $11,708 Shares 291,024 Est. Cost $40.23 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 9.0%
Value ($000) $9,038 Shares 260,825 Est. Cost $34.65 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 7.8%
Value ($000) $7,845 Shares 265,485 Est. Cost $29.55 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 7.5%
Value ($000) $7,468 Shares 272,757 Est. Cost $27.38 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 5.2%
Value ($000) $5,236 Shares 148,190 Est. Cost $35.33 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $2,128 Shares 7,829 Est. Cost $268.34 Unrealized 0.0%
IJR ISHARES TR 1.7%
Value ($000) $1,698 Shares 14,126 Est. Cost $120.18 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $1,660 Shares 3,431 Est. Cost $500.58 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $1,273 Shares 3,952 Est. Cost $309.53 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 1.3%
Value ($000) $1,266 Shares 1,440 Est. Cost $817.77 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $1,204 Shares 1,396 Est. Cost $905.73 Unrealized 0.0%
WM WASTE MGMT INC DEL 1.0%
Value ($000) $996 Shares 4,533 Est. Cost $212.55 Unrealized 0.0%
CGMM CAPITAL GROUP EQUITY ETF TR 0.9%
Value ($000) $870 Shares 30,151 Est. Cost $28.84 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $863 Shares 4,628 Est. Cost $186.13 Unrealized 0.0%
TSLA TESLA INC 0.8%
Value ($000) $832 Shares 1,850 Est. Cost $443.29 Unrealized 0.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $817 Shares 2,610 Est. Cost $285.60 Unrealized 0.0%
ABBV ABBVIE INC 0.8%
Value ($000) $803 Shares 3,514 Est. Cost $227.54 Unrealized 0.0%
CGUI CAPITAL GRP FIXED INCM ETF T 0.7%
Value ($000) $687 Shares 27,148 Est. Cost $25.31 Unrealized
ETN EATON CORP PLC 0.7%
Value ($000) $669 Shares 2,102 Est. Cost $354.39 Unrealized 0.0%
WMT WALMART INC 0.6%
Value ($000) $558 Shares 5,005 Est. Cost $107.20 Unrealized 0.0%
UNP UNION PAC CORP 0.5%
Value ($000) $551 Shares 2,380 Est. Cost $227.32 Unrealized 0.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $537 Shares 2,345 Est. Cost $219.54 Unrealized 0.0%
META META PLATFORMS INC 0.5%
Value ($000) $525 Shares 795 Est. Cost $667.32 Unrealized 0.0%
PEP PEPSICO INC 0.5%
Value ($000) $499 Shares 3,475 Est. Cost $145.91 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $494 Shares 1,335 Est. Cost $356.97 Unrealized 0.0%
RTX RTX CORPORATION 0.5%
Value ($000) $479 Shares 2,613 Est. Cost $173.32 Unrealized 0.0%
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.5%
Value ($000) $465 Shares 14,553 Est. Cost $31.93 Unrealized
GE GE AEROSPACE 0.5%
Value ($000) $458 Shares 1,487 Est. Cost $300.80 Unrealized 0.0%
TJX TJX COS INC NEW 0.4%
Value ($000) $438 Shares 2,850 Est. Cost $147.70 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value ($000) $431 Shares 1,245 Est. Cost $357.00 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $431 Shares 3,438 Est. Cost $127.30 Unrealized 0.0%
SCZ ISHARES TR 0.4%
Value ($000) $424 Shares 5,471 Est. Cost $77.53 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $416 Shares 1,070 Est. Cost $413.59 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $411 Shares 1,985 Est. Cost $197.01 Unrealized 0.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $372 Shares 1,904 Est. Cost $195.03 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $369 Shares 1,207 Est. Cost $305.09 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $333 Shares 1,297 Est. Cost $264.83 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $312 Shares 2,180 Est. Cost $147.17 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $311 Shares 925 Est. Cost $340.86 Unrealized 0.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $289 Shares 2,178 Est. Cost $132.37 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $284 Shares 968 Est. Cost $288.43 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $271 Shares 773 Est. Cost $340.38 Unrealized 0.0%
IVW ISHARES TR 0.3%
Value ($000) $261 Shares 2,117 Est. Cost $123.26 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $261 Shares 11,510 Est. Cost $22.64 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $258 Shares 450 Est. Cost $555.50 Unrealized 0.0%
CGMS CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $257 Shares 9,309 Est. Cost $27.62 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $242 Shares 371 Est. Cost $609.04 Unrealized 0.0%
BX BLACKSTONE INC 0.2%
Value ($000) $231 Shares 1,500 Est. Cost $151.46 Unrealized 0.0%
IVE ISHARES TR 0.2%
Value ($000) $216 Shares 1,018 Est. Cost $212.07 Unrealized
CSX CSX CORP 0.2%
Value ($000) $214 Shares 5,906 Est. Cost $35.70 Unrealized 0.0%
IJH ISHARES TR 0.2%
Value ($000) $210 Shares 3,181 Est. Cost $65.99 Unrealized