Titelia

Holdings of Bradyco, Inc.

36 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 73.4 % of the equity sleeve

Sector breakdown

  • Financials 34.7 %
  • Technology 19.3 %
  • Communication 14.0 %
  • Consumer staples 10.5 %
  • Consumer discretionary 9.3 %
  • Health care 3.4 %
  • Energy 3.3 %
  • Funds 0.7 %
  • Materials 0.6 %
  • Industrials 0.3 %
  • Unattributed 3.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • GB 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US35126.1M $99.41 %
2GB1751.2K $0.59 %

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 57,12727.4M $
2Microsoft Corp 38,53114.3M $
3Amazon.com Inc 54,20811.3M $
4Alphabet Inc 34,3599.9M $
5Costco Wholesale Corp 6,5646.5M $
6Apple Inc 25,4296.5M $
7Berkshire Hathaway Inc 75M $
8Exxon Mobil Corp 24,7614.2M $
9Morgan Stanley 25,3284.2M $
10Markel Group Inc 2,0363.9M $
11Alphabet Inc 12,8303.7M $
12JPMorgan Chase & Co 11,0073.2M $
13Johnson & Johnson 11,7982.9M $
14Walt Disney Co/The 27,2202.6M $
15Procter & Gamble Co/The 17,1432.5M $
16PepsiCo Inc 13,1032M $
17Visa Inc 5,9901.8M $
18Meta Platforms Inc 2,7391.6M $
19American Express Co 5,0741.5M $
20Palo Alto Networks Inc 8,1381.3M $
21NVIDIA Corp 5,7501M $
22Arista Networks Inc 7,568929.2K $
23iShares Core S&P 500 ETF 1,379900.8K $
24Novartis AG 5,841892.2K $
25Coca-Cola Co/The 11,615883.3K $
26Morningstar Inc 4,864822.3K $
27Ecolab Inc 3,090822K $
28Diageo PLC 10,090751.2K $
29Colgate-Palmolive Co 7,825666.9K $
30UnitedHealth Group Inc 2,099568K $
31Lowe's Cos Inc 2,344553.8K $
32ServiceNow Inc 5,200543.7K $
33Wells Fargo & Co 5,630448.2K $
34Paychex Inc 4,110378.6K $
35M&T Bank Corp 1,175242.9K $
36PayPal Holdings Inc 4,455201.5K $