Aryn Sands

Bradyco, Inc.

Assets Managed

$129.079M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

60.19%(2Q avg: 25.78%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bradyco, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Bradyco, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.079M in assets, with a quarterly growth rate of 60.19% and a 2-quarter average growth rate of 25.78%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	21.21%	$27.375M 57,127 shares@ $479.2 avg price	New Position
MSFT Microsoft Corp Recent Activity Increased 48.54%	11.05%	$14.263M 38,531 shares@ $370.17 avg price	Increased 48.54%
AMZN Amazon.com Inc Recent Activity Increased 49.1%	8.75%	$11.29M 54,208 shares@ $208.27 avg price	Increased 49.1%
GOOG Alphabet Inc-cl C Recent Activity New Position	7.64%	$9.856M 34,359 shares@ $286.87 avg price	New Position
COST Costco Wholesale Corp Recent Activity Increased 2.74%	5.07%	$6.541M 6,564 shares@ $996.44 avg price	Increased 2.74%
AAPL Apple Inc Recent Activity	5%	$6.454M 25,429 shares@ $253.8 avg price
BRK.A Berkshire Hathaway Inc-cl A Recent Activity New Position	3.9%	$5.027M 7 shares@ $718140.0 avg price	New Position
XOM Exxon Mobil Corp Recent Activity	3.26%	$4.201M 24,761 shares@ $169.66 avg price
MS Morgan Stanley Recent Activity	3.23%	$4.168M 25,328 shares@ $164.58 avg price
MKL Markel Group Inc Recent Activity Increased 0.7%	3.02%	$3.897M 2,036 shares@ $1914.08 avg price	Increased 0.7%

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