Broderick Brian C has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $470 Million distributed in 298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $30.2M, Apple Inc. with a value of $27.3M, Alphabet Inc. with a value of $24.1M, Microsoft Corp with a value of $22.7M, and Mastercard Inc with a value of $19.3M.

Examining the 13F form we can see an increase of $17M in the current position value, from $453M to 470M.

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

Portfolio value $470 Million
Technology: $139 Million
Healthcare: $91.1 Million
Industrials: $89.8 Million
Consumer Cyclical: $47.4 Million
Consumer Defensive: $36.4 Million
Communication Services: $25.7 Million
Financial Services: $20.3 Million
Energy: $12 Million
Other: $8.26 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $470 Million
  • Prior Value $453 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 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.