Broderick Brian C Portfolio Holdings

Broderick Brian C

  • $446 Million
  • Q1 2025

Broderick Brian C has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $446 Million distributed in 335 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.3M, Nvidia Corp with a value of $24.6M, Alphabet Inc. with a value of $22.7M, Mastercard Inc with a value of $21.3M, and Microsoft Corp with a value of $20.5M.

Examining the 13F form we can see an decrease of $20M in the current position value, from $466M to 446M.

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

Portfolio value $446 Million
Technology: $126 Million
Healthcare: $91.2 Million
Industrials: $88.3 Million
Consumer Cyclical: $43.1 Million
Consumer Defensive: $32.3 Million
Communication Services: $24.3 Million
Financial Services: $23.4 Million
Energy: $12.9 Million
Other: $4.49 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.19T
$26.3 Million 5.89% of portfolio
118,367
Q1 2025 Reduced 0.9%
$361B
$24.6 Million 5.52% of portfolio
227,160
Q1 2025 Reduced 5.56%
$993B
$22.7 Million 5.1% of portfolio
147,044
Q1 2025 Reduced 0.54%
$542B
$21.3 Million 4.77% of portfolio
38,861
Q1 2025 Reduced 1.84%
$3.57T
$20.5 Million 4.6% of portfolio
54,673
Q1 2025 Added 0.21%
$381B
$17.4 Million 3.9% of portfolio
102,064
Q1 2025 Reduced 0.15%
$235B
$16.8 Million 3.76% of portfolio
126,566
Q1 2025 Added 0.38%
$215B
$15.2 Million 3.41% of portfolio
114,902
Q1 2025 Reduced 0.37%
$2.2T
$14.5 Million 3.25% of portfolio
76,218
Q1 2025 Reduced 0.55%
$362B
$13.1 Million 2.95% of portfolio
35,858
Q1 2025 Added 0.34%
$406B
$12.8 Million 2.86% of portfolio
76,947
Q1 2025 Reduced 1.74%
$288B
$11.9 Million 2.67% of portfolio
22,747
Q1 2025 Reduced 0.06%
$204B
$11.7 Million 2.62% of portfolio
113,672
Q1 2025 Added 0.26%
$469B
$5.9 Million 1.32% of portfolio
49,583
Q4 2024 Reduced 0.1%
$286B
$4.9 Million 1.1% of portfolio
29,320
Q1 2025 Reduced 0.51%
$767B
$4.55 Million 1.02% of portfolio
5,512
Q1 2025 Added 105.67%
$264B
$2.87 Million 0.64% of portfolio
10,696
Q1 2025 Added 58.13%
$337B
$2.74 Million 0.61% of portfolio
13,078
Q1 2025 Reduced 0.19%
$205B
$1.99 Million 0.45% of portfolio
22,147
Q3 2024 Reduced 0.25%
$1.08T
$1.57 Million 0.35% of portfolio
10,055
Q3 2024 Added 0.1%
$305B
$1.55 Million 0.35% of portfolio
21,635
Q3 2024 Reduced 0.14%
$253B
$1.23 Million 0.28% of portfolio
4,939
Q3 2024 Added 2.07%
$203B
$955,000 0.21% of portfolio
1,200
Q4 2024 Added 100.0%
$220B
$661,000 0.15% of portfolio
2,457
Q1 2025 New
$256B
$679,000 0.15% of portfolio
7,740
Q4 2024 Added 66.45%
$793B
$517,000 0.12% of portfolio
2,110
Q1 2024 New
$258B
$526,000 0.12% of portfolio
2,630
Q2 2024 Added 0.46%
$254B
$476,000 0.11% of portfolio
4,273
Q1 2025 Reduced 47.07%
$269B
$282,000 0.06% of portfolio
4,570
Q1 2025 Reduced 9.86%

Summary

  • Portfolio
  • No. of Stocks 335
  • Current Value $446 Million
  • Prior Value $466 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 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