Broderick Brian C Portfolio Holdings

Broderick Brian C

  • $487 Million
  • Q3 2025

Broderick Brian C has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $487 Million distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $37.3M, Alphabet Inc. with a value of $34M, Apple Inc. with a value of $29M, Microsoft Corp with a value of $27.5M, and Mastercard Inc with a value of $20.3M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $463M to 487M.

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

Portfolio value $487 Million
Technology: $162 Million
Industrials: $91.4 Million
Healthcare: $81.3 Million
Consumer Cyclical: $46.7 Million
Communication Services: $36.4 Million
Financial Services: $26.7 Million
Consumer Defensive: $25.1 Million
Energy: $11.6 Million
Other: $5.53 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$37.3 Million 7.66% of portfolio
199,785
Q3 2025 Reduced 4.65%
$1.65T
$34 Million 6.99% of portfolio
139,810
Q3 2025 Reduced 2.33%
$4.3T
$29 Million 5.96% of portfolio
113,941
Q3 2025 Reduced 1.13%
$3.78T
$27.5 Million 5.65% of portfolio
53,078
Q3 2025 Reduced 0.02%
$512B
$20.3 Million 4.18% of portfolio
35,718
Q3 2025 Reduced 2.84%
$258B
$17.8 Million 3.66% of portfolio
106,349
Q3 2025 Reduced 3.12%
$388B
$16.4 Million 3.37% of portfolio
101,239
Q3 2025 Reduced 4.04%
$228B
$16.2 Million 3.32% of portfolio
120,709
Q3 2025 Reduced 0.91%
$2.39T
$16 Million 3.28% of portfolio
72,673
Q3 2025 Reduced 1.02%
$346B
$15.2 Million 3.12% of portfolio
98,692
Q3 2025 Reduced 0.95%
$367B
$13.9 Million 2.86% of portfolio
34,319
Q3 2025 Reduced 1.12%
$522B
$13 Million 2.68% of portfolio
70,280
Q3 2025 Reduced 2.54%
$300B
$6.76 Million 1.39% of portfolio
19,590
Q3 2025 Reduced 12.43%
$971B
$5.72 Million 1.18% of portfolio
7,496
Q3 2025 Added 15.13%
$490B
$5.37 Million 1.1% of portfolio
47,646
Q3 2025 Reduced 3.7%
$303B
$4.16 Million 0.85% of portfolio
26,758
Q3 2025 Reduced 0.8%
$237B
$2.47 Million 0.51% of portfolio
10,434
Q3 2025 Reduced 11.89%
$1.74T
$2.45 Million 0.5% of portfolio
10,055
Q3 2024 Added 0.1%
$255B
$2.44 Million 0.5% of portfolio
7,357
Q3 2025 Added 25.37%
$204B
$1.89 Million 0.39% of portfolio
13,457
Q3 2025 Reduced 5.38%
$235B
$1.85 Million 0.38% of portfolio
21,997
Q2 2025 Reduced 0.68%
$278B
$1.54 Million 0.32% of portfolio
16,780
Q3 2025 Reduced 32.83%
$266B
$1.38 Million 0.28% of portfolio
4,901
Q2 2025 Reduced 0.77%
$306B
$1.28 Million 0.26% of portfolio
19,344
Q3 2025 Reduced 10.59%
$328B
$794,000 0.16% of portfolio
2,642
Q3 2025 Added 0.46%
$881B
$665,000 0.14% of portfolio
2,110
Q1 2024 New
$279B
$453,000 0.09% of portfolio
4,400
Q2 2025 Reduced 43.15%
$222B
$429,000 0.09% of portfolio
885
Q3 2024 Reduced 7.81%
$283B
$400,000 0.08% of portfolio
3,121
Q3 2025 Reduced 25.74%
$319B
$278,000 0.06% of portfolio
4,070
Q3 2025 Reduced 4.68%

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $487 Million
  • Prior Value $463 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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