Long-term investor
Bradyco, Inc. @bradycoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055007).
Record
- Tracked since 2025-06-30 (446 days), 108 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +13.4% · all +13.4%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 16.5% · long · since 2025-06-30
- AMZN · 14.8% · long · since 2025-06-30
- AAPL · 8.4% · long · since 2025-06-30
- COST · 7.0% · long · since 2025-06-30
- MS · 6.1% · long · since 2025-06-30
- MKL · 4.6% · long · since 2025-06-30
- JPM · 4.1% · long · since 2025-06-30
- XOM · 3.9% · long · since 2025-06-30
- JNJ · 3.4% · long · since 2025-06-30
- PG · 2.9% · long · since 2025-06-30
- DIS · 2.8% · long · since 2025-06-30
- PANW · 2.7% · long · since 2025-06-30