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Portfolio (Quarterly) Guide ↗

Bradyco, Inc.

· CIK 0002055007
13F Portfolio $129M AUM 38 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 7 Added 5 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 57,127.0 $27.4M 21.21% NEW $479.20
2 GOOG ALPHABET INC 34,359.0 $9.9M 7.64% NEW $286.86
3 BERKSHIRE HATHAWAY INC DEL 7.0 $5.0M 3.90% NEW $718140.00
4 GOOGL ALPHABET INC Communication Services 12,830.0 $3.7M 2.86% NEW $287.56 +19.4%

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
Technology 28.5%
Financial Services 19.0%
Consumer Defensive 15.5%
Consumer Cyclical 13.8%
Communication Services 9.2%
Healthcare 5.1%
Energy 4.9%
Basic Materials 2.0%
Industrials 2.0%