Bradley Mark J. Portfolio Holdings

Bradley Mark J.

  • $99.3 Million
  • Q2 2023

Bradley Mark J. has filed its 13F form on August 07, 2023 for Q2 2023 where it was disclosed a total value porftolio of $99.3 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $5.61M, Apple Inc. with a value of $5.4M, Procter & Gamble CO with a value of $4.16M, Microsoft Corp with a value of $4.14M, and Mastercard Inc with a value of $4.05M.

Examining the 13F form we can see an decrease of $38.6M in the current position value, from $138M to 99.3M.

Below you can find more details about Bradley Mark J. portfolio as well as his latest detailed transactions.

Portfolio value $99.3 Million
Healthcare: $26.3 Million
Financial Services: $18.2 Million
Technology: $17.8 Million
Industrials: $9.43 Million
Consumer Cyclical: $7.53 Million
Consumer Defensive: $6.84 Million
Basic Materials: $4.59 Million
Communication Services: $4.52 Million
Other: $4.04 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$739B
$5.61 Million 5.65% of portfolio
11,965
Q2 2023 Reduced 37.16%
$3.92T
$5.4 Million 5.44% of portfolio
27,865
Q2 2023 Reduced 32.69%
$393B
$4.16 Million 4.19% of portfolio
27,433
Q2 2023 Reduced 29.12%
$3.12T
$4.14 Million 4.17% of portfolio
12,169
Q2 2023 Reduced 34.34%
$498B
$4.05 Million 4.08% of portfolio
10,309
Q2 2023 Reduced 34.89%
$377B
$3.77 Million 3.8% of portfolio
22,797
Q2 2023 Reduced 30.96%
$1.16T
$3.11 Million 3.14% of portfolio
25,750
Q2 2023 Reduced 36.79%
$287B
$2.96 Million 2.98% of portfolio
18,824
Q2 2023 Reduced 31.33%
$244B
$2.68 Million 2.7% of portfolio
17,051
Q2 2023 Reduced 34.04%
$704B
$2.26 Million 2.27% of portfolio
15,505
Q2 2023 Reduced 26.95%
$2.24T
$2.05 Million 2.06% of portfolio
15,725
Q2 2023 Reduced 28.47%
$331B
$1.88 Million 1.89% of portfolio
8,882
Q2 2023 Reduced 33.08%
$398B
$1.47 Million 1.48% of portfolio
4,735
Q2 2023 Reduced 24.3%
$202B
$1.4 Million 1.41% of portfolio
15,705
Q2 2023 Reduced 38.95%
$447B
$214,000 0.22% of portfolio
2,000
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $99.3 Million
  • Prior Value $138 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 07, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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