Alicia L Fazzone

Broderick Brian C

Assets Managed

$542.347M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 7d ago

Growth Rate

2.53%(2Q avg: 1.51%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Broderick Brian C's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Broderick Brian C over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 542.347M in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 1.51%. The portfolio is managed by Alicia L Fazzone, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOGL Alphabet Inc-cl A Recent Activity Increased 1.8%	7.37%	$39.966M 138,983 shares@ $287.57 avg price	Increased 1.8%
NVDA Nvidia Corp Recent Activity Increased 1.74%	6.41%	$34.73M 199,139 shares@ $174.4 avg price	Increased 1.74%
AAPL Apple Inc Recent Activity Increased 4.11%	5.49%	$29.756M 117,248 shares@ $253.8 avg price	Increased 4.11%
ADI Analog Devices Inc Recent Activity Increased 1.04%	4.45%	$24.101M 75,757 shares@ $318.15 avg price	Increased 1.04%
AMD Advanced Micro Devices Recent Activity Increased 3.29%	3.87%	$20.982M 103,141 shares@ $203.44 avg price	Increased 3.29%
RTX Rtx Corp Recent Activity Increased 2.68%	3.86%	$20.92M 108,451 shares@ $192.91 avg price	Increased 2.68%
MSFT Microsoft Corp Recent Activity Increased 4.98%	3.81%	$20.63M 55,731 shares@ $370.17 avg price	Increased 4.98%
MA Mastercard Inc - A Recent Activity Increased 3.54%	3.4%	$18.437M 36,899 shares@ $499.66 avg price	Increased 3.54%
JNJ Johnson & Johnson Recent Activity Increased 4.85%	3.32%	$17.975M 73,536 shares@ $244.44 avg price	Increased 4.85%
TJX Tjx Companies Inc Recent Activity Increased 4.39%	3.22%	$17.452M 109,283 shares@ $159.7 avg price	Increased 4.39%

1-10 of 95