Bradyco, Inc.
SEC Form 13F institutional filer · CIK 0002055007
13F-HR · 34 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
75.7%
Bradyco, Inc. — $123M AUM allocation strategy
Bradyco, Inc. files SEC Form 13F and reports $123M of long US equity value across 34 reported holdings for 2026-03-31.
Its largest sector bet is Financials 31.0%, followed by Information Technology 18.0% and Communication Services 14.5%.
The top 10 holdings account for 76% 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.
Bradyco, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$123M
total across 34 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
76% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMZN +17.9K sh · +$2.9M+$MSFT +12.6K sh · +$1.72M+$JPM +489 sh · −$151K
Biggest trims (shares)
−$NVDA −1.75K sh · −$396K−$NOW −1.4K sh · −$467K−$LOW −725 sh · −$186K
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)
- Multi-Sector Holdings22.3%—
- Systems Software12.7%—
- Interactive Media & Services12.3%—
- Broadline Retail9.2%—
- Consumer Staples Merchandise Retail5.4%—
- Technology Hardware, Storage & Peripherals5.3%—
- Aerospace & Defense4.1%—
- Integrated Oil & Gas3.4%—
- Other holdings25.3%—
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 |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 57.1K | $27.4M | — | 22.3% |
| $MSFT | Microsoft Corporation | 38.5K | $14.3M | +12.6K | 11.6% |
| $AMZN | Amazon.com Inc | 54.2K | $11.3M | +17.9K | 9.2% |
| $GOOGL | Alphabet Inc | 34.4K | $9.86M | — | 8.0% |
| $COST | Costco Wholesale Corporation | 6.56K | $6.54M | +175 | 5.3% |
| $AAPL | Apple Inc | 25.4K | $6.45M | +0 | 5.3% |
| $HONA | Honeywell Aerospace Inc | 7 | $5.03M | — | 4.1% |
| $XOM | ExxonMobil Holdings Corporation | 24.8K | $4.2M | +0 | 3.4% |
| $MS | Morgan Stanley | 25.3K | $4.17M | +0 | 3.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 12.8K | $3.69M | — | 3.0% |
…and 24 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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