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Portfolio (Quarterly) Guide ↗

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

· CIK 0001080382
13F Portfolio $845M AUM 113 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 49 Added 19 Reduced 8 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JKHY HENRY JACK & ASSOC INC Technology 1,959.0 $310K 0.04% +189.0 +10.7% $158.24 -14.1%
42 GE GE AEROSPACE Industrials 1,078.0 $306K 0.04% +11.0 +1.0% $283.86 +12.0%
43 AXP AMERICAN EXPRESS CO Financial Services 1,011.0 $306K 0.04% +88.0 +9.5% $302.67 +2.9%
44 ZTS ZOETIS INC Healthcare 2,397.0 $283K 0.03% +236.0 +10.9% $118.06 -32.5%
45 RPM RPM INTL INC Basic Materials 2,551.0 $254K 0.03% +297.0 +13.2% $99.57 +6.2%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 1,036.0 $251K 0.03% +26.0 +2.6% $242.28 +9.9%
47 MMM 3M CO Industrials 1,694.0 $246K 0.03% +16.0 +0.9% $145.22 +6.1%
48 VRSK VERISK ANALYTICS INC Industrials 1,201.0 $228K 0.03% +161.0 +15.5% $189.84 -8.6%
49 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,288.0 $209K 0.03% +169.0 +15.1% $162.27 -7.6%
Page 3 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.0%
Consumer Cyclical 15.7%
Technology 13.6%
Communication Services 11.9%
Energy 11.1%
Healthcare 9.3%
Industrials 6.5%
Basic Materials 6.4%
Consumer Defensive 4.4%
Utilities 0.1%