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Bradyco, Inc.

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13F filer, CIK 2055007, CAMBRIDGE, MA

Bradyco, Inc. reported $88,193,842 across 35 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 68.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000782

Period
2025-09-30
Reported value
$88.2M
Holdings
35
Top 10 weight
68.9%
New
0
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+495$364K
JPMadded+212$66.9K

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
BRK-Bexited-51,507-$23.5M
GOOGexited-55,797-$9.64M
BRK-Aexited-7-$5.1M
GOOGLexited-15-$2.66M
AVGOexited-6,150-$1.7M

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, Q3 2025

Share positions as resolved from 13F-HR 0001754960-25-000782, largest first. % of portfolio is the value over $88,193,842, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,941 shares; 2025Q1: 33,131 shares; 2025Q2: 33,131 shares; 2025Q3: 29,916 shares 29,916$15.5M17.57%-3,215Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,741 shares; 2025Q1: 38,341 shares; 2025Q2: 38,341 shares; 2025Q3: 36,251 shares 36,251$7.96M9.03%-2,090Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,619 shares; 2025Q1: 8,479 shares; 2025Q2: 8,479 shares; 2025Q3: 7,819 shares 7,819$7.24M8.21%-660Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,328 shares; 2025Q1: 45,328 shares; 2025Q2: 45,328 shares; 2025Q3: 45,328 shares 45,328$7.21M8.17%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,789 shares; 2025Q1: 26,789 shares; 2025Q2: 26,789 shares; 2025Q3: 25,467 shares 25,467$6.48M7.35%-1,322Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 2,244 shares; 2025Q2: 2,739 shares; 2025Q3: 2,239 shares 2,239$4.28M4.85%-500Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,106 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,287 shares 11,287$3.56M4.04%+212Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,420 shares; 2025Q1: 28,020 shares; 2025Q2: 28,020 shares; 2025Q3: 27,220 shares 27,220$3.12M3.53%-800Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,661 shares; 2025Q1: 24,761 shares; 2025Q2: 24,761 shares; 2025Q3: 24,761 shares 24,761$2.79M3.17%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,433 shares; 2025Q1: 17,283 shares; 2025Q2: 17,283 shares; 2025Q3: 17,143 shares 17,143$2.63M2.99%-140Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,567 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares; 2025Q3: 11,798 shares 11,798$2.19M2.48%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares 5,990$2.04M2.32%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,244 shares; 2025Q3: 2,739 shares 2,739$2.01M2.28%+495Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,553 shares; 2025Q1: 13,103 shares; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares 13,103$1.84M2.09%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares 5,074$1.69M1.91%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares 8,138$1.66M1.88%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares 3,790$1.42M1.61%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares 7,550$1.41M1.6%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares 1,320$1.21M1.38%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,823 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 1,705 shares 1,705$1.14M1.29%-349Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares 4,864$1.13M1.28%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,568 shares; 2025Q1: 7,568 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares 7,568$1.1M1.25%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares 2,171$1.03M1.17%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,090 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares 10,090$963K1.09%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares 2,673$923K1.05%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares 3,090$846K0.96%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares 3,069$771K0.87%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,365 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares 11,615$770K0.87%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 5,841 shares 5,841$749K0.85%-850Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares 7,825$626K0.71%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,860 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares 4,110$521K0.59%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,692 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares 5,630$472K0.54%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares 1,320$326K0.37%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares 4,455$299K0.34%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,475 shares 1,475$291K0.33%-70Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL51,507$23.5Mshares
GOOGALPHABET INC55,797$9.64Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL7$5.1Mshares
GOOGLALPHABET INC15$2.66Mshares
AVGOBROADCOM INC6,150$1.7Mshares
CRMSALESFORCE INC3,894$1.06Mshares
NEENEXTERA ENERGY INC14,427$1Mshares
ICEINTERCONTINENTAL EXCHANGE IN4,985$915Kshares
ADBEADOBE INC2,129$824Kshares
ORLYOREILLY AUTOMOTIVE INC598$808Kshares
WMWASTE MGMT INC DEL2,849$652Kshares
BACBANK OF AMER CORP11,452$542Kshares
BLKBLACKROCK INC404$424Kshares
SCHVSCHWAB STRATEGIC TR7,539$209Kshares

How Q3 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 0001754960-25-000782 base2025-11-13acceptance time not in the bulk data set