Sign in

Bradyco, Inc.

CIK:0002055007
Investment Adviser
$54M AUM
50 holdings
Torrance, CA, United States
Founded:1991
4 employees
bradycofinancial.com
Latest filing:Jun 30, 2025

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.

Top Buys
M
MSFTMICROSOFT CORP
+$3.3M
M
MSMORGAN STANLEY
+$1.1M
G
GOOGALPHABET INC
+$922.7K
A
AMZNAMAZON COM INC
+$820.7K
D
DISDISNEY WALT CO
+$709.2K
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$3.9M
A
AAPLAPPLE INC
-$643.1K
U
UNHUNITEDHEALTH GROUP INC
-$566.1K
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$487.5K
X
XOMEXXON MOBIL CORP
-$275.6K

Top Holdings

B
BRK-BBERKSHIRE HATHAWAY INC DEL
+17.2%$23.5M
M
MSFTMICROSOFT CORP
+11.5%$15.7M
G
GOOGALPHABET INC
+7.1%$9.6M
A
AMZNAMAZON COM INC
+5.9%$8.1M
C
COSTCOSTCO WHSL CORP NEW
+5.9%$8.1M

Equity Positions (50)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BRK-B
BERKSHIRE HATHAWAY INC DEL17.21%$23.5M51,507$453.28$485.77-$3.9M
M
MSFT
MICROSOFT CORP11.53%$15.7M33,131$421.50$497.41+$3.3M
G
GOOG
ALPHABET INC7.06%$9.6M55,797$190.44$177.39+$922.7K
A
AMZN
AMAZON COM INC5.94%$8.1M38,341$219.39$219.39+$820.7K
C
COST
COSTCO WHSL CORP NEW5.91%$8.1M8,479$916.27$989.94+$52.7K

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+24.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+17.5%
SERVICES-PREPACKAGED SOFTWARE
+13.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.9%
RETAIL-VARIETY STORES
+5.9%