Bradyco, Inc. Portfolio Holdings by Sector
Bradyco, Inc.
- $136 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$28.6 Million
21.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE 3 stocks |
$18.2 Million
13.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$14.3 Million
10.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8.12 Million
6.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$8.07 Million
6.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$6.38 Million
4.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.31 Million
3.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL PGR 2 stocks |
$4.83 Million
3.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$4.27 Million
3.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP PYPL 3 stocks |
$4.08 Million
3.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$3.47 Million
2.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$3.46 Million
2.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$2.89 Million
2.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2.67 Million
1.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2.55 Million
1.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ NVS 2 stocks |
$2.51 Million
1.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MORN ICE 2 stocks |
$2.44 Million
1.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM 2 stocks |
$2.42 Million
1.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IVV SCHV 2 stocks |
$1.42 Million
1.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$1.35 Million
1.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$1.02 Million
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$1 Million
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$833,896
0.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$832,570
0.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$808,466
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$680,919
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$651,908
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$597,841
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB 1 stocks |
$299,715
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|