Broderick Brian C
SEC Form 13F institutional filer · CIK 0001314376
13F-HR · 68 reported holdings · 2026-03-31
Reported long-US-equity value
$0.45B
Top-10 concentration
54.3%
Broderick Brian C — $452M AUM allocation strategy
Broderick Brian C files SEC Form 13F and reports $452M of long US equity value across 68 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.9%, followed by Health Care 13.3% and Industrials 12.0%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Broderick Brian C — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$452M
total across 68 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AVGO +8.82K sh · +$2.65M+$SCHW +7.89K sh · +$603K+$WMT +6.53K sh · +$869K
Biggest trims (shares)
−$UNH −6.56K sh · −$2.48M−$CARR −2.71K sh · −$112K−$FISV −2.61K sh · −$1.07M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors17.7%—
- Interactive Media & Services8.8%—
- Technology Hardware, Storage & Peripherals6.6%—
- Pharmaceuticals5.9%—
- Aerospace & Defense4.7%—
- Systems Software4.6%—
- Transaction & Payment Processing Services4.1%—
- Apparel Retail3.9%—
- Other holdings43.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 139K | $40M | +2.46K | 8.9% |
| $NVDA | NVIDIA Corporation | 199K | $34.7M | +3.39K | 7.7% |
| $AAPL | Apple Inc | 117K | $29.8M | +4.63K | 6.6% |
| $ADI | Analog Devices Inc | 75.8K | $24.1M | +778 | 5.3% |
| $AMD | Advanced Micro Devices Inc | 103K | $21M | +3.28K | 4.6% |
| $RTX | RTX Corporation | 108K | $20.9M | +2.82K | 4.6% |
| $MSFT | Microsoft Corporation | 55.7K | $20.6M | +2.64K | 4.6% |
| $MA | Mastercard Incorporated | 36.9K | $18.4M | +1.26K | 4.1% |
| $JNJ | Johnson & Johnson | 73.5K | $18M | +3.4K | 4.0% |
| $TJX | TJX Companies Inc | 109K | $17.5M | +4.59K | 3.9% |
…and 58 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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