Portfolio (Quarterly) Guide ↗

Michael Brady & Co., LLC

· CIK 0002095497

13F Portfolio $100M AUM 54 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 16 Added 15 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BX	BLACKSTONE INC	Financial Services	1,500	$231K	0.23%	SOLD

Sector Allocation

Industrials 33.8%

Technology 20.5%

Consumer Defensive 13.3%

Healthcare 9.4%

Financial Services 8.2%

Consumer Cyclical 6.8%

Communication Services 5.2%

Utilities 1.5%

Energy 1.2%