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Bradyco, Inc.

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13F filer, CIK 2055007, CAMBRIDGE, MA

Bradyco, Inc. reported $136,357,508 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-08-13. Its ten largest share positions make up 67.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001754960-25-000603

Period
2025-06-30
Reported value
$136M
Holdings
49
Top 10 weight
67.19%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MKLadded+495$810K
SCHVnew+7,539$209K

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAreduced-495-$446K
KVUEexited-9,372-$225K

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 2025

Share positions as resolved from 13F-HR/A 0001754960-25-000603, largest first. % of portfolio is the value over $133,699,958, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,849 shares; 2025Q1: 51,507 shares; 2025Q2: 51,507 shares 51,507$23.5M17.59%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,941 shares; 2025Q1: 33,131 shares; 2025Q2: 33,131 shares 33,131$15.7M11.78%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,197 shares; 2025Q1: 55,797 shares; 2025Q2: 55,797 shares 55,797$9.64M7.21%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,741 shares; 2025Q1: 38,341 shares; 2025Q2: 38,341 shares 38,341$8.12M6.07%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,619 shares; 2025Q1: 8,479 shares; 2025Q2: 8,479 shares 8,479$8.07M6.04%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,328 shares; 2025Q1: 45,328 shares; 2025Q2: 45,328 shares 45,328$6.38M4.78%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,789 shares; 2025Q1: 26,789 shares; 2025Q2: 26,789 shares 26,789$5.31M3.97%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7$5.1M3.82%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 2,244 shares; 2025Q2: 2,739 shares 2,739$4.48M3.35%+495Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,420 shares; 2025Q1: 28,020 shares; 2025Q2: 28,020 shares 28,020$3.47M2.6%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,106 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares 11,075$3.27M2.45%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,433 shares; 2025Q1: 17,283 shares; 2025Q2: 17,283 shares 17,283$2.75M2.06%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,661 shares; 2025Q1: 24,761 shares; 2025Q2: 24,761 shares 24,761$2.67M2%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,440 shares; 2025Q1: 15,080 shares; 2025Q2: 15 shares 15$2.66M-15,065Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares 5,990$2.13M1.59%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,244 shares 2,244$2.02M1.51%-495Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,567 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares 11,798$1.8M1.35%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,553 shares; 2025Q1: 13,103 shares; 2025Q2: 13,103 shares 13,103$1.73M1.29%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares 6,150$1.7M1.27%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares 8,138$1.67M1.25%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares 5,074$1.62M1.21%0Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares 4,864$1.53M1.14%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares 1,320$1.36M1.02%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares 3,790$1.35M1.01%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,823 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares 2,054$1.21M0.91%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares 7,550$1.19M0.89%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares 3,894$1.06M0.79%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares 2,171$1.02M0.76%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,090 shares; 2025Q2: 10,090 shares 10,090$1.02M0.76%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,427 shares; 2025Q1: 14,427 shares; 2025Q2: 14,427 shares 14,427$1M0.75%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares 4,985$915K0.68%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares 2,673$834K0.62%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares 3,090$833K0.62%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,129 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares 2,129$824K0.62%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,365 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares 11,615$822K0.61%0Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares 598$808K0.6%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,568 shares; 2025Q1: 7,568 shares; 2025Q2: 7,568 shares 7,568$774K0.58%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares 7,825$711K0.53%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares 6,691$707K0.53%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares 3,069$681K0.51%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 2,849 shares 2,849$652K0.49%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,860 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares 4,110$598K0.45%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,452 shares; 2025Q1: 11,452 shares; 2025Q2: 11,452 shares 11,452$542K0.41%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,692 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares 5,630$451K0.34%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares 404$424K0.32%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares 1,320$352K0.26%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares 4,455$331K0.25%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares 1,545$300K0.22%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,859 shares; 2025Q1: not reported; 2025Q2: 7,539 shares 7,539$209K0.16%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
KVUEKENVUE INC9,372$225Kshares

How Q2 2025 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 0001754960-25-000566 superseded2025-08-12acceptance time not in the bulk data set
13F-HR/A 0001754960-25-000603 baserestatement2025-08-13acceptance time not in the bulk data set