Broderick Brian C Portfolio Holdings

Broderick Brian C

  • $463 Million
  • Q2 2025

Broderick Brian C has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $463 Million distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.1M, Microsoft Corp with a value of $26.4M, Alphabet Inc. with a value of $25.2M, Apple Inc. with a value of $23.6M, and Mastercard Inc with a value of $20.7M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $446M to 463M.

Below you can find more details about Broderick Brian C portfolio as well as his latest detailed transactions.

Portfolio value $463 Million
Technology: $149 Million
Industrials: $92 Million
Healthcare: $82.7 Million
Consumer Cyclical: $43.7 Million
Consumer Defensive: $27.8 Million
Communication Services: $27 Million
Financial Services: $25 Million
Energy: $11.1 Million
Other: $4.95 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$33.1 Million 7.15% of portfolio
209,527
Q2 2025 Reduced 7.76%
$3.8T
$26.4 Million 5.7% of portfolio
53,087
Q2 2025 Reduced 2.9%
$1.44T
$25.2 Million 5.45% of portfolio
143,148
Q2 2025 Reduced 2.65%
$3.76T
$23.6 Million 5.1% of portfolio
115,243
Q2 2025 Reduced 2.64%
$554B
$20.7 Million 4.46% of portfolio
36,762
Q2 2025 Reduced 5.4%
$126B
$18.2 Million 3.92% of portfolio
76,298
Q2 2025 Reduced 3.45%
$234B
$16.6 Million 3.58% of portfolio
121,819
Q2 2025 Reduced 3.75%
$122B
$16.5 Million 3.56% of portfolio
53,482
Q2 2025 Reduced 6.79%
$2.32T
$16.1 Million 3.48% of portfolio
73,420
Q2 2025 Reduced 3.67%
$229B
$16 Million 3.46% of portfolio
109,777
Q2 2025 Reduced 4.46%
$374B
$15.9 Million 3.43% of portfolio
99,637
Q2 2025 Reduced 2.38%
$256B
$15 Million 3.23% of portfolio
105,505
Q2 2025 Reduced 7.18%
$8.84B
$13.3 Million 2.88% of portfolio
85,266
Q2 2025 Reduced 3.83%
$162B
$13.1 Million 2.82% of portfolio
105,748
Q2 2025 Reduced 3.63%
$152B
$12.9 Million 2.78% of portfolio
241,194
Q2 2025 Reduced 2.96%
$433B
$12.7 Million 2.75% of portfolio
34,707
Q2 2025 Reduced 3.21%
$138B
$12.5 Million 2.7% of portfolio
63,349
Q2 2025 Reduced 4.45%
$79.5B
$11.5 Million 2.48% of portfolio
91,727
Q2 2025 Reduced 3.74%
$466B
$11 Million 2.38% of portfolio
72,114
Q2 2025 Reduced 6.28%
$25.5B
$9.1 Million 1.96% of portfolio
70,314
Q2 2025 Reduced 5.19%
$63.3B
$8.16 Million 1.76% of portfolio
78,460
Q2 2025 Reduced 6.39%
$51.6B
$7.95 Million 1.72% of portfolio
108,682
Q2 2025 Reduced 3.69%
$101B
$7.87 Million 1.7% of portfolio
17,671
Q2 2025 Reduced 1.83%
$330B
$6.98 Million 1.51% of portfolio
22,371
Q2 2025 Reduced 1.65%
$467B
$5.33 Million 1.15% of portfolio
49,478
Q2 2025 Reduced 0.21%
$718B
$5.08 Million 1.1% of portfolio
6,511
Q2 2025 Added 18.12%
$93.7B
$5.11 Million 1.1% of portfolio
10,025
Q3 2024 Added 18.43%
$17.3B
$4.94 Million 1.07% of portfolio
65,202
Q2 2025 Reduced 5.64%
$308B
$3.86 Million 0.83% of portfolio
26,975
Q2 2025 Reduced 8.0%
$243B
$3.23 Million 0.7% of portfolio
11,842
Q2 2025 Added 10.71%
$40.5B
$3.14 Million 0.68% of portfolio
10,000
Q4 2024 Added 53.85%
$124B
$2.83 Million 0.61% of portfolio
41,061
Q2 2025 Added 25.53%
$132B
$2.54 Million 0.55% of portfolio
11,050
Q2 2025 Reduced 1.78%
$252B
$2.48 Million 0.54% of portfolio
24,980
Q2 2025 Reduced 30.48%
$386B
$2.43 Million 0.52% of portfolio
13,066
Q2 2025 Reduced 0.09%
$190B
$2.33 Million 0.5% of portfolio
24,950
Q2 2025 Added 83.29%
$198B
$1.88 Million 0.41% of portfolio
14,222
Q2 2025 Reduced 9.51%
$243B
$1.87 Million 0.4% of portfolio
5,868
Q2 2025 Added 138.83%
$48.9B
$1.83 Million 0.39% of portfolio
13,808
Q2 2025 Added 8.54%
$210B
$1.74 Million 0.38% of portfolio
21,997
Q2 2025 Reduced 0.68%
$1.47T
$1.78 Million 0.38% of portfolio
10,055
Q3 2024 Added 0.1%
$92.9B
$1.66 Million 0.36% of portfolio
3,800
Q2 2025 Reduced 2.94%
$23.6B
$1.67 Million 0.36% of portfolio
3,000
Q1 2024 Added 50.0%
$290B
$1.53 Million 0.33% of portfolio
21,635
Q3 2024 Reduced 0.14%
$227B
$1.44 Million 0.31% of portfolio
4,901
Q2 2025 Reduced 0.77%
$188B
$1.23 Million 0.27% of portfolio
1,200
Q4 2024 Added 100.0%
$21.8B
$1.19 Million 0.26% of portfolio
31,723
Q1 2025 Reduced 0.16%
$142B
$1.09 Million 0.24% of portfolio
4,695
Q2 2025 Reduced 2.09%
$55.9B
$1.02 Million 0.22% of portfolio
74,658
Q2 2025 Added 137.28%

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $463 Million
  • Prior Value $446 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Broderick Brian C Portfolio

Follow Broderick Brian C and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Broderick Brian C, based on Form 13F filings with the SEC.

News

Stay updated on Broderick Brian C with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email