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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$33.1 Million 7.15% of portfolio
209,527
Q2 2025 Reduced 7.76%
$3.95T
$26.4 Million 5.7% of portfolio
53,087
Q2 2025 Reduced 2.9%
$1.21T
$25.2 Million 5.45% of portfolio
143,148
Q2 2025 Reduced 2.65%
$3.69T
$23.6 Million 5.1% of portfolio
115,243
Q2 2025 Reduced 2.64%
$548B
$20.7 Million 4.46% of portfolio
36,762
Q2 2025 Reduced 5.4%
$229B
$16.6 Million 3.58% of portfolio
121,819
Q2 2025 Reduced 3.75%
$2.26T
$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%
$368B
$15.9 Million 3.43% of portfolio
99,637
Q2 2025 Reduced 2.38%
$282B
$15 Million 3.23% of portfolio
105,505
Q2 2025 Reduced 7.18%
$405B
$12.7 Million 2.75% of portfolio
34,707
Q2 2025 Reduced 3.21%
$452B
$11 Million 2.38% of portfolio
72,114
Q2 2025 Reduced 6.28%
$245B
$6.98 Million 1.51% of portfolio
22,371
Q2 2025 Reduced 1.65%
$442B
$5.33 Million 1.15% of portfolio
49,478
Q2 2025 Reduced 0.21%
$608B
$5.08 Million 1.1% of portfolio
6,511
Q2 2025 Added 18.12%
$302B
$3.86 Million 0.83% of portfolio
26,975
Q2 2025 Reduced 8.0%
$245B
$2.48 Million 0.54% of portfolio
24,980
Q2 2025 Reduced 30.48%
$351B
$2.43 Million 0.52% of portfolio
13,066
Q2 2025 Reduced 0.09%
$202B
$1.88 Million 0.41% of portfolio
14,222
Q2 2025 Reduced 9.51%
$227B
$1.87 Million 0.4% of portfolio
5,868
Q2 2025 Added 138.83%
$203B
$1.74 Million 0.38% of portfolio
21,997
Q2 2025 Reduced 0.68%
$1.24T
$1.78 Million 0.38% of portfolio
10,055
Q3 2024 Added 0.1%
$306B
$1.53 Million 0.33% of portfolio
21,635
Q3 2024 Reduced 0.14%
$210B
$1.44 Million 0.31% of portfolio
4,901
Q2 2025 Reduced 0.77%
$306B
$676,000 0.15% of portfolio
2,630
Q2 2024 Added 0.46%
$859B
$611,000 0.13% of portfolio
2,110
Q1 2024 New
$257B
$508,000 0.11% of portfolio
4,203
Q2 2025 Reduced 1.64%
$281B
$430,000 0.09% of portfolio
4,400
Q2 2025 Reduced 43.15%
$293B
$296,000 0.06% of portfolio
4,270
Q2 2025 Reduced 6.56%

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
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