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Bradyco, Inc.

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13F filer, CIK 2055007, CAMBRIDGE, MA

Bradyco, Inc. reported $80,583,379 across 35 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05. Its ten largest share positions make up 67.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000158

Period
2025-12-31
Reported value
$80.6M
Holdings
35
Top 10 weight
67.17%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+5,280$809K
AMZNadded+107$24.7K

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
MSreduced-20,000-$3.55M
MSFTreduced-3,976-$1.92M
COSTreduced-1,430-$1.23M
MKLreduced-217-$466K
JPMreduced-769-$248K

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, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000158, largest first. % of portfolio is the value over $80,583,379, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,941 shares; 2025Q1: 33,131 shares; 2025Q2: 33,131 shares; 2025Q3: 29,916 shares; 2025Q4: 25,940 shares 25,940$12.5M15.57%-3,976Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,741 shares; 2025Q1: 38,341 shares; 2025Q2: 38,341 shares; 2025Q3: 36,251 shares; 2025Q4: 36,358 shares 36,358$8.39M10.41%+107Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,789 shares; 2025Q1: 26,789 shares; 2025Q2: 26,789 shares; 2025Q3: 25,467 shares; 2025Q4: 25,429 shares 25,429$6.91M8.58%-38Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,619 shares; 2025Q1: 8,479 shares; 2025Q2: 8,479 shares; 2025Q3: 7,819 shares; 2025Q4: 6,389 shares 6,389$5.51M6.84%-1,430Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,328 shares; 2025Q1: 45,328 shares; 2025Q2: 45,328 shares; 2025Q3: 45,328 shares; 2025Q4: 25,328 shares 25,328$4.5M5.58%-20,000Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 2,244 shares; 2025Q2: 2,739 shares; 2025Q3: 2,239 shares; 2025Q4: 2,022 shares 2,022$4.35M5.39%-217Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,106 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,287 shares; 2025Q4: 10,518 shares 10,518$3.39M4.21%-769Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,420 shares; 2025Q1: 28,020 shares; 2025Q2: 28,020 shares; 2025Q3: 27,220 shares; 2025Q4: 27,220 shares 27,220$3.1M3.84%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,661 shares; 2025Q1: 24,761 shares; 2025Q2: 24,761 shares; 2025Q3: 24,761 shares; 2025Q4: 24,761 shares 24,761$2.98M3.7%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,433 shares; 2025Q1: 17,283 shares; 2025Q2: 17,283 shares; 2025Q3: 17,143 shares; 2025Q4: 17,143 shares 17,143$2.46M3.05%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,567 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares; 2025Q3: 11,798 shares; 2025Q4: 11,798 shares 11,798$2.44M3.03%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,990 shares 5,990$2.1M2.61%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,553 shares; 2025Q1: 13,103 shares; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 13,103 shares 13,103$1.88M2.33%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 5,074 shares 5,074$1.88M2.33%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,244 shares; 2025Q3: 2,739 shares; 2025Q4: 2,739 shares 2,739$1.81M2.24%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,138 shares; 2025Q1: 8,138 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares; 2025Q4: 8,138 shares 8,138$1.5M1.86%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,500 shares 7,500$1.4M1.74%-50Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares 3,790$1.21M1.5%0Timeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares 4,864$1.06M1.31%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 6,600 shares 6,600$1.01M1.25%+5,280Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,568 shares; 2025Q1: 7,568 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares 7,568$992K1.23%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,823 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 1,705 shares; 2025Q4: 1,372 shares 1,372$940K1.17%-333Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares 2,171$926K1.15%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,673 shares; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 2,673 shares 2,673$882K1.09%0Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,090 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares 10,090$870K1.08%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,365 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares 11,615$812K1.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares 3,090$811K1.01%0Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 5,841 shares; 2025Q4: 5,841 shares 5,841$805K1%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,069 shares; 2025Q1: 3,069 shares; 2025Q2: 3,069 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares 3,069$740K0.92%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares; 2025Q4: 7,825 shares 7,825$618K0.77%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,692 shares; 2025Q1: 5,630 shares; 2025Q2: 5,630 shares; 2025Q3: 5,630 shares; 2025Q4: 5,630 shares 5,630$525K0.65%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,860 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares 4,110$461K0.57%0Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares 1,320$301K0.37%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,455 shares 4,455$260K0.32%0Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,475 shares; 2025Q4: 1,160 shares 1,160$234K0.29%-315Timeline

How Q4 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 0001754960-26-000158 base2026-02-05acceptance time not in the bulk data set