Broderick Brian C — 13F holdings

Broderick Brian C reported 346 holdings worth $646M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $55.5M (8.6%)
2. GOOGL ALPHABET INC — $49.0M (7.6%)
3. NVDA NVIDIA CORPORATION — $39.0M (6.0%)
4. AAPL APPLE INC — $33.9M (5.2%)
5. ADI ANALOG DEVICES INC — $28.9M (4.5%)
6. MSFT MICROSOFT CORP — $21.4M (3.3%)
7. RTX RTX CORPORATION — $20.7M (3.2%)
8. MA MASTERCARD INCORPORATED — $19.3M (3.0%)
9. JNJ Johnson & Johnson — $19.1M (2.9%)
10. ROK ROCKWELL AUTOMATION INC — $18.7M (2.9%)