Holdings of Michael Brady & Co., LLC
49 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 79.3 % of the equity sleeve
Sector breakdown
- Industrials 7.1 %
- Technology 4.9 %
- Consumer staples 3.2 %
- Health care 2.2 %
- Funds 2.2 %
- Financials 2.0 %
- Consumer discretionary 1.6 %
- Communication 1.2 %
- Energy 0.3 %
- Unattributed 75.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 49 | 91.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Capital Group Growth ETF | 369,376 | 14.8M $ | |
| 2 | Capital Group Dividend Value ETF | 346,303 | 14.7M $ | |
| 3 | CAPITAL GROUP CORE EQUITY ETF | 294,009 | 11.3M $ | |
| 4 | Capital Group Global Growth Equity ETF | 265,957 | 8.9M $ | |
| 5 | CAPITAL GROUP MUNICIPAL INCOME ETF | 295,546 | 8M $ | |
| 6 | Capital Group International Focus Equity ETF | 271,371 | 8M $ | |
| 7 | Apple Inc | 7,744 | 2M $ | |
| 8 | iShares Core S&P Small-Cap ETF | 14,077 | 1.7M $ | |
| 9 | Costco Wholesale Corp | 1,396 | 1.4M $ | |
| 10 | Microsoft Corp | 3,481 | 1.3M $ | |
| 11 | Parker-Hannifin Corp | 1,440 | 1.3M $ | |
| 12 | JPMorgan Chase & Co | 3,892 | 1.1M $ | |
| 13 | Waste Management Inc | 4,433 | 1M $ | |
| 14 | NVIDIA Corp | 4,593 | 801K $ | |
| 15 | Capital Group Ultra Short Inco | 31,169 | 788K $ | |
| 16 | AbbVie Inc | 3,514 | 764.2K $ | |
| 17 | Alphabet Inc | 2,628 | 755.7K $ | |
| 18 | Capital Group New Geography Equity ETF | 23,254 | 734.1K $ | |
| 19 | Tesla Inc | 1,740 | 646.8K $ | |
| 20 | Walmart Inc | 5,005 | 622K $ | |
| 21 | Union Pacific Corp | 2,305 | 559.2K $ | |
| 22 | PepsiCo Inc | 3,475 | 539.6K $ | |
| 23 | Johnson & Johnson | 2,040 | 498.6K $ | |
| 24 | Capital Group Core Plus Income ETF | 22,087 | 493.4K $ | |
| 25 | RTX Corp | 2,525 | 487.1K $ | |
| 26 | TJX Cos Inc/The | 2,850 | 455.1K $ | |
| 27 | Honeywell International Inc | 1,914 | 432.9K $ | |
| 28 | Danaher Corp | 2,270 | 430.4K $ | |
| 29 | iShares MSCI EAFE Small-Cap ETF | 5,449 | 427.3K $ | |
| 30 | General Electric Co | 1,487 | 422K $ | |
| 31 | American Express Co | 1,335 | 403.8K $ | |
| 32 | Broadcom Inc | 1,245 | 385.3K $ | |
| 33 | McDonald's Corp. | 1,182 | 367.4K $ | |
| 34 | Meta Platforms Inc | 630 | 360.4K $ | |
| 35 | Abbott Laboratories | 3,353 | 344.3K $ | |
| 36 | L3Harris Technologies Inc | 968 | 334.1K $ | |
| 37 | Procter & Gamble Co/The | 2,245 | 324.3K $ | |
| 38 | GE Vernova Inc | 371 | 323.8K $ | |
| 39 | General Dynamics Corp | 925 | 317.5K $ | |
| 40 | Emerson Electric Co. | 2,178 | 285.4K $ | |
| 41 | Caterpillar Inc | 400 | 283.4K $ | |
| 42 | Exxon Mobil Corp | 1,570 | 266.4K $ | |
| 43 | Automatic Data Processing Inc | 1,222 | 248.1K $ | |
| 44 | iShares Trust | 2,119 | 239.7K $ | |
| 45 | Visa Inc | 773 | 233.7K $ | |
| 46 | CSX Corp | 5,381 | 220.9K $ | |
| 47 | iShares Trust | 1,018 | 215K $ | |
| 48 | iShares Core S&P Mid-Cap ETF | 3,121 | 210.8K $ | |
| 49 | Carrier Global Corp | 3,685 | 207.5K $ | |