Michael Brady & Co., LLC Portfolio Holdings

Michael Brady & Co., LLC

  • $100 Billion
  • Q4 2025

Michael Brady & Co., LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $16.4B, Capital Group Divid Value ETF with a value of $14.9B, Capital Group Core Equity ETF with a value of $11.7B, Capital Group Global Growth Eq with a value of $9.04B, and Capital Group Intl Focus Equit with a value of $7.85B.

Examining the 13F form we can see an increase of $100B in the current position value.

Michael Brady & Co., LLC is based out at Westlake, OH

Below you can find more details about Michael Brady & Co., LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $51.3 Billion
Industrials: $6.9 Billion
Technology: $5.08 Billion
Consumer Defensive: $2.57 Billion
Financial Services: $2.27 Billion
Healthcare: $2.18 Billion
Consumer Cyclical: $1.64 Billion
Communication Services: $1.34 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.4 Billion 16.4% of portfolio
369,494
Q4 2025 New
$0
$14.9 Billion 14.88% of portfolio
341,590
Q4 2025 New
$0
$11.7 Billion 11.68% of portfolio
291,024
Q4 2025 New
$0
$9.04 Billion 9.02% of portfolio
260,825
Q4 2025 New
$0
$7.85 Billion 7.83% of portfolio
265,485
Q4 2025 New
-
$7.47 Billion 7.45% of portfolio
-
Q4 2025 New
Capital Group Core Balanced
-
$5.24 Billion 5.22% of portfolio
-
Q4 2025 New
$4.3T
$2.13 Billion 2.12% of portfolio
7,829
Q4 2025 New
$0
$1.7 Billion 1.69% of portfolio
14,126
Q4 2025 New
$3.78T
$1.66 Billion 1.66% of portfolio
3,431
Q4 2025 New
$881B
$1.27 Billion 1.27% of portfolio
3,952
Q4 2025 New
$107B
$1.27 Billion 1.26% of portfolio
1,440
Q4 2025 New
$404B
$1.2 Billion 1.2% of portfolio
1,396
Q4 2025 New
$85.9B
$996 Million 0.99% of portfolio
4,533
Q4 2025 New
Capital Group Equity ETF Tr
-
$870 Million 0.87% of portfolio
-
Q4 2025 New
$465B
$863 Million 0.86% of portfolio
4,628
Q4 2025 New
$1.65T
$817 Million 0.82% of portfolio
2,610
Q4 2025 New
$414B
$803 Million 0.8% of portfolio
3,514
Q4 2025 New
Capital Grp Fixed Incm ETF T
-
$687 Million 0.69% of portfolio
-
Q4 2025 New
$140B
$669 Million 0.67% of portfolio
2,102
Q4 2025 New
$279B
$558 Million 0.56% of portfolio
5,005
Q4 2025 New
$136B
$551 Million 0.55% of portfolio
2,380
Q4 2025 New
$160B
$537 Million 0.54% of portfolio
2,345
Q4 2025 New
$1.37T
$525 Million 0.52% of portfolio
795
Q4 2025 New
$204B
$499 Million 0.5% of portfolio
3,475
Q4 2025 New
$255B
$494 Million 0.49% of portfolio
1,335
Q4 2025 New
$258B
$479 Million 0.48% of portfolio
2,613
Q4 2025 New
$328B
$458 Million 0.46% of portfolio
1,487
Q4 2025 New
Capital Group New Geography
-
$465 Million 0.46% of portfolio
-
Q4 2025 New
$170B
$438 Million 0.44% of portfolio
2,850
Q4 2025 New
$228B
$431 Million 0.43% of portfolio
3,438
Q4 2025 New
$139B
$431 Million 0.43% of portfolio
1,245
Q4 2025 New
$96.9B
$416 Million 0.42% of portfolio
1,070
Q4 2025 New
$0
$424 Million 0.42% of portfolio
5,471
Q4 2025 New
$522B
$411 Million 0.41% of portfolio
1,985
Q4 2025 New
$132B
$372 Million 0.37% of portfolio
1,904
Q4 2025 New
$224B
$369 Million 0.37% of portfolio
1,207
Q4 2025 New
$104B
$333 Million 0.33% of portfolio
1,297
Q4 2025 New
$346B
$312 Million 0.31% of portfolio
2,180
Q4 2025 New
$94.5B
$311 Million 0.31% of portfolio
925
Q4 2025 New
$75.4B
$289 Million 0.29% of portfolio
2,178
Q4 2025 New
$55.4B
$284 Million 0.28% of portfolio
968
Q4 2025 New
$533B
$271 Million 0.27% of portfolio
773
Q4 2025 New
$0
$261 Million 0.26% of portfolio
2,117
Q4 2025 New
$291B
$258 Million 0.26% of portfolio
450
Q4 2025 New
$0
$261 Million 0.26% of portfolio
11,510
Q4 2025 New
-
$257 Million 0.26% of portfolio
-
Q4 2025 New
Ge Vernova Inc
-
$242 Million 0.24% of portfolio
-
Q4 2025 New
$98.1B
$231 Million 0.23% of portfolio
1,500
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $100 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 53 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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