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Bradyco, Inc.

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13F filer, CIK 2055007, CAMBRIDGE, MA

Bradyco, Inc. reported $87,206,556 across 33 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-11. Its ten largest share positions make up 71.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000724

Period
2026-06-30
Reported value
$87.2M
Holdings
33
Top 10 weight
71.74%
New
0
Sold out
5

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRK-Bexited-57,127-$27.4M
GOOGexited-34,359-$9.86M
BRK-Aexited-7-$5.03M
GOOGLexited-12,830-$3.69M
PANWreduced-1,264-$431K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001754960-26-000724, largest first. % of portfolio is the value over $87,206,556, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,941 shares; 2025Q1: 33,131 shares; 2025Q2: 33,131 shares; 2025Q3: 29,916 shares; 2025Q4: 25,940 shares; 2026Q1: 38,531 shares; 2026Q2: 38,531 shares 38,531$14.4M16.48%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,741 shares; 2025Q1: 38,341 shares; 2025Q2: 38,341 shares; 2025Q3: 36,251 shares; 2025Q4: 36,358 shares; 2026Q1: 54,208 shares; 2026Q2: 54,198 shares 54,198$12.9M14.81%-10Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,789 shares; 2025Q1: 26,789 shares; 2025Q2: 26,789 shares; 2025Q3: 25,467 shares; 2025Q4: 25,429 shares; 2026Q1: 25,429 shares; 2026Q2: 25,429 shares 25,429$7.36M8.44%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,619 shares; 2025Q1: 8,479 shares; 2025Q2: 8,479 shares; 2025Q3: 7,819 shares; 2025Q4: 6,389 shares; 2026Q1: 6,564 shares; 2026Q2: 6,564 shares 6,564$6.14M7.04%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,328 shares; 2025Q1: 45,328 shares; 2025Q2: 45,328 shares; 2025Q3: 45,328 shares; 2025Q4: 25,328 shares; 2026Q1: 25,328 shares; 2026Q2: 25,328 shares 25,328$5.29M6.07%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 2,244 shares; 2025Q2: 2,739 shares; 2025Q3: 2,239 shares; 2025Q4: 2,022 shares; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares 2,036$3.98M4.56%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,106 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,287 shares; 2025Q4: 10,518 shares; 2026Q1: 11,007 shares; 2026Q2: 11,007 shares 11,007$3.6M4.13%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,661 shares; 2025Q1: 24,761 shares; 2025Q2: 24,761 shares; 2025Q3: 24,761 shares; 2025Q4: 24,761 shares; 2026Q1: 24,761 shares; 2026Q2: 24,761 shares 24,761$3.39M3.88%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,567 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares; 2025Q3: 11,798 shares; 2025Q4: 11,798 shares; 2026Q1: 11,798 shares; 2026Q2: 11,798 shares 11,798$3M3.44%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,433 shares; 2025Q1: 17,283 shares; 2025Q2: 17,283 shares; 2025Q3: 17,143 shares; 2025Q4: 17,143 shares; 2026Q1: 17,143 shares; 2026Q2: 17,143 shares 17,143$2.51M2.88%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,420 shares; 2025Q1: 28,020 shares; 2025Q2: 28,020 shares; 2025Q3: 27,220 shares; 2025Q4: 27,220 shares; 2026Q1: 27,220 shares; 2026Q2: 25,120 shares 25,120$2.42M2.77%-2,100Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares; 2025Q4: 8,138 shares; 2026Q1: 8,138 shares; 2026Q2: 6,874 shares 6,874$2.34M2.69%-1,264Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,990 shares; 2026Q1: 5,990 shares; 2026Q2: 5,990 shares 5,990$2.06M2.36%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,553 shares; 2025Q1: 13,103 shares; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 13,103 shares; 2026Q1: 13,103 shares; 2026Q2: 13,103 shares 13,103$1.77M2.03%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 5,074 shares; 2026Q1: 5,074 shares; 2026Q2: 5,074 shares 5,074$1.72M1.97%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 3,790 shares; 2026Q2: 2,972 shares 2,972$1.27M1.45%-818Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,244 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares; 2026Q1: 2,739 shares; 2026Q2: 2,209 shares 2,209$1.24M1.43%-530Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,500 shares; 2026Q1: 5,750 shares; 2026Q2: 5,750 shares 5,750$1.15M1.32%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,823 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 1,705 shares; 2025Q4: 1,372 shares; 2026Q1: 1,379 shares; 2026Q2: 1,379 shares 1,379$1.03M1.18%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,568 shares; 2025Q1: 7,568 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares; 2026Q1: 7,568 shares; 2026Q2: 5,956 shares 5,956$1.01M1.16%-1,612Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,365 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares; 2026Q2: 11,615 shares 11,615$944K1.08%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 1,778 shares; 2026Q2: 1,778 shares 1,778$923K1.06%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 5,841 shares; 2025Q4: 5,841 shares; 2026Q1: 5,841 shares; 2026Q2: 5,841 shares 5,841$915K1.05%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099$872K1%0Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares 4,864$759K0.87%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,090 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares; 2026Q1: 10,090 shares; 2026Q2: 9,240 shares 9,240$743K0.85%-850Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares; 2026Q1: 7,825 shares; 2026Q2: 7,825 shares 7,825$717K0.82%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares; 2026Q2: 2,415 shares 2,415$673K0.77%-675Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344$517K0.59%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 6,600 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200$516K0.59%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,692 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares; 2025Q4: 5,630 shares; 2026Q1: 5,630 shares; 2026Q2: 5,630 shares 5,630$465K0.53%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,860 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares; 2026Q2: 3,160 shares 3,160$311K0.36%-950Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,475 shares; 2025Q4: 1,160 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175$280K0.32%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL57,127$27.4Mshares
GOOGALPHABET INC34,359$9.86Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL7$5.03Mshares
GOOGLALPHABET INC12,830$3.69Mshares
PYPLPAYPAL HLDGS INC4,455$202Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000724 base2026-08-11acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001754960-26-000724 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0001754960-26-000376 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001754960-26-000158 Quarter ended 2025-12-312026-02-05acceptance time not in the bulk data set
13F-HR 0001754960-25-000782 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR/A 0001754960-25-000603 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001754960-25-000566 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001754960-25-000204 Quarter ended 2025-03-312025-04-16acceptance time not in the bulk data set
13F-HR 0001754960-25-000108 Quarter ended 2024-12-312025-02-07acceptance time not in the bulk data set