Bradyco, Inc. — 13F holdings

Bradyco, Inc. reported 33 holdings worth $87.2M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $14.4M (16.5%)
2. AMZN AMAZON COM INC — $12.9M (14.8%)
3. AAPL APPLE INC — $7.36M (8.4%)
4. COST COSTCO WHSL CORP NEW — $6.14M (7.0%)
5. MS MORGAN STANLEY — $5.29M (6.1%)
6. MKL MARKEL GROUP INC — $3.98M (4.6%)
7. JPM JPMorgan Chase & Co. — $3.60M (4.1%)
8. XOM Exxon Mobil Corp — $3.39M (3.9%)
9. JNJ JOHNSON & JOHNSON — $3.00M (3.4%)
10. PG Procter And Gamble Co — $2.51M (2.9%)