Q2 2026 13F · SEC CIK 2055007

Bradyco, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $87.2M
Reported positions: 33
Holdings vs S&P 500, 3 yrs: —
Assets under management: $176.7M

Bradyco, Inc. is a wealth manager that reported 33 positions worth $87.2M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Microsoft Corp (MSFT, 16.5%), Amazon Com Inc (AMZN, 14.8%), Apple Inc (AAPL, 8.4%).

Bradyco, Inc. holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bradyco, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	16.5%	11.1%	38,531	+0.0%	$14.4M
AMZNAmazon Com Inc	14.8%	8.7%	54,198	-0.0%	$12.9M
AAPLApple Inc	8.4%	5.0%	25,429	+0.0%	$7.4M
COSTCostco Wholesale Corporation	7.0%	5.1%	6,564	+0.0%	$6.1M
MSMorgan Stanley	6.1%	3.2%	25,328	+0.0%	$5.3M
MKLMarkel Group Inc	4.6%	3.0%	2,036	+0.0%	$4.0M
JPMJpmorgan Chase & Co	4.1%	2.5%	11,007	+0.0%	$3.6M
XOMExxon Mobil Corp	3.9%	3.3%	24,761	+0.0%	$3.4M
JNJJohnson & Johnson	3.4%	2.2%	11,798	+0.0%	$3.0M
PGProcter & Gamble Co	2.9%	1.9%	17,143	+0.0%	$2.5M
DISDisney Walt Co	2.8%	2.0%	25,120	-7.7%	$2.4M
PANWPalo Alto Networks Inc	2.7%	1.0%	6,874	-15.5%	$2.3M
VVisa Inc	2.4%	1.4%	5,990	+0.0%	$2.1M
PEPPepsico Inc	2.0%	1.6%	13,103	+0.0%	$1.8M
AXPAmerican Express Co	2.0%	1.2%	5,074	+0.0%	$1.7M
ETNEaton Corp PLC	1.5%	1.1%	2,972	-21.6%	$1.3M
METAMeta Platforms Inc	1.4%	1.2%	2,209	-19.4%	$1.2M
NVDANvidia Corporation	1.3%	0.8%	5,750	+0.0%	$1.2M
IVVIshares Tr	1.2%	0.7%	1,379	+0.0%	$1.0M
ANETArista Networks Inc	1.2%	0.7%	5,956	-21.3%	$1.0M
KOCoca Cola Co	1.1%	0.7%	11,615	+0.0%	$944K
LINLinde PLC	1.1%	0.7%	1,778	+0.0%	$923K
NVSNovartis AG	1.1%	0.7%	5,841	+0.0%	$915K
UNHUnitedhealth Group Inc	1.0%	0.4%	2,099	+0.0%	$872K
MORNMorningstar Inc	0.9%	0.6%	4,864	+0.0%	$759K
DEODiageo PLC	0.9%	0.6%	9,240	-8.4%	$743K
CLColgate Palmolive Co	0.8%	0.5%	7,825	+0.0%	$717K
ECLEcolab Inc	0.8%	0.6%	2,415	-21.8%	$673K
LOWLowes Cos Inc	0.6%	0.4%	2,344	+0.0%	$517K
NOWServicenow Inc	0.6%	0.4%	5,200	+0.0%	$516K
WFCWells Fargo & Co	0.5%	0.3%	5,630	+0.0%	$465K
PAYXPaychex Inc	0.4%	0.3%	3,160	-23.1%	$311K
MTBM & T Bank Corp	0.3%	0.2%	1,175	+0.0%	$280K

What Bradyco, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

No position grew by more than 5%.

Reduced

PAYX Paychex Inc-23.1% shares
ECL Ecolab Inc-21.8% shares
ETN Eaton Corp PLC-21.6% shares
ANET Arista Networks Inc-21.3% shares
META Meta Platforms Inc-19.4% shares
PANW Palo Alto Networks Inc-15.5% shares
DEO Diageo PLC-8.4% shares
DIS Disney Walt Co-7.7% shares

Sold out

BRK-B Berkshire Hathaway Inc Delwas 21.2%
GOOG Alphabet Incwas 7.6%
BRK-A Berkshire Hathaway Inc Delwas 3.9%
GOOGL Alphabet Incwas 2.9%
PYPL Paypal Hldgs Incwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +13.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$87.2M	33
Q1 2026	$129.1M	38
Q4 2025	$80.6M	35
Q3 2025	$88.2M	35
Q2 2025	$136.4M	49
Q1 2025	$131.7M	49
Q4 2024	$161.9M	52

Questions about Bradyco, Inc.'s portfolio

What stocks does Bradyco, Inc. own?

Bradyco, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 33 positions worth $87.2M. The largest are Microsoft Corp (MSFT) at 16.5%, Amazon Com Inc (AMZN) at 14.8%, Apple Inc (AAPL) at 8.4%, Costco Wholesale Corporation (COST) at 7.0% and Morgan Stanley (MS) at 6.1%.

What did Bradyco, Inc. buy last quarter?

Bradyco, Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Bradyco, Inc. sell last quarter?

In Q2 2026, Bradyco, Inc. sold all of Berkshire Hathaway Inc Del (BRK-B), sold all of Alphabet Inc (GOOG), sold all of Berkshire Hathaway Inc Del (BRK-A), sold all of Alphabet Inc (GOOGL), sold all of Paypal Hldgs Inc (PYPL), Paychex Inc (PAYX) (-23.1% shares), Ecolab Inc (ECL) (-21.8% shares) and Eaton Corp PLC (ETN) (-21.6% shares), compared with its Q1 2026 filing.

When is Bradyco, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Bradyco, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bradyco, Inc. manage?

Bradyco, Inc. reported $176.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $87.2M.