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Bradyco, Inc.
BRADYCO, INC. (doing business as BRADYCO Financial) is a registered investment adviser based in Torrance, California, United States. It primarily serves individuals and institutions by offering financial planning, investment management, and advisory services. The firm has a small team focused on providing customized professional advice.
Investment Strategy
BRADYCO, INC. employs a diversified investment strategy that balances risk and reward through customized portfolios. The firm targets long-term growth, capital preservation, and income generation, utilizing a mix of equities, fixed income, and other asset classes tailored to clients’ financial objectives and risk tolerance.
Latest 13F Filing Activity
Bradyco, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $137M. The fund increased holdings in Microsoft Corp., Morgan Stanley, Alphabet Inc. among other positions. Bradyco, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 17.21% | $23.5M | 51,507 | $453.28 | $485.77 | -$3.9M | |
M MSFT | MICROSOFT CORP | 11.53% | $15.7M | 33,131 | $421.50 | $497.41 | +$3.3M |
G GOOG | ALPHABET INC | 7.06% | $9.6M | 55,797 | $190.44 | $177.39 | +$922.7K |
A AMZN | AMAZON COM INC | 5.94% | $8.1M | 38,341 | $219.39 | $219.39 | +$820.7K |
C COST | COSTCO WHSL CORP NEW | 5.91% | $8.1M | 8,479 | $916.27 | $989.94 | +$52.7K |
Industry Allocation
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