Bradyco, Inc. 13F 持仓 · 2026年Q2
Bradyco 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 8,720.66 万美元。前几大持仓：MSFT（16.48%）、AMZN（14.81%）、AAPL（8.44%）。本季前 25 大持仓中：减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $14.4M | 16.48% | 38,531 | 持平 |
| 2 | AMZN | AMAZON COM INC | $12.9M | 14.81% | 54,198 | 减持 |
| 3 | AAPL | APPLE INC | $7.4M | 8.44% | 25,429 | 持平 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $6.1M | 7.04% | 6,564 | 持平 |
| 5 | MS | MORGAN STANLEY | $5.3M | 6.07% | 25,328 | 持平 |
| 6 | MKL | MARKEL GROUP INC | $4.0M | 4.56% | 2,036 | 持平 |
| 7 | JPM | JPMORGAN CHASE & CO | $3.6M | 4.13% | 11,007 | 持平 |
| 8 | XOM | EXXON MOBIL CORP | $3.4M | 3.88% | 24,761 | 持平 |
| 9 | JNJ | JOHNSON & JOHNSON | $3.0M | 3.44% | 11,798 | 持平 |
| 10 | PG | PROCTER & GAMBLE CO | $2.5M | 2.88% | 17,143 | 持平 |
| 11 | DIS | DISNEY WALT CO | $2.4M | 2.77% | 25,120 | 减持 |
| 12 | PANW | PALO ALTO NETWORKS INC | $2.3M | 2.69% | 6,874 | 减持 |
| 13 | V | VISA INC | $2.1M | 2.36% | 5,990 | 持平 |
| 14 | PEP | PEPSICO INC | $1.8M | 2.03% | 13,103 | 持平 |
| 15 | AXP | AMERICAN EXPRESS CO | $1.7M | 1.97% | 5,074 | 持平 |
| 16 | ETN | EATON CORP PLC | $1.3M | 1.45% | 2,972 | 减持 |
| 17 | META | META PLATFORMS INC | $1.2M | 1.43% | 2,209 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.2M | 1.32% | 5,750 | 持平 |
| 19 | IVV | ISHARES TR | $1.0M | 1.18% | 1,379 | 持平 |
| 20 | ANET | ARISTA NETWORKS INC | $1.0M | 1.16% | 5,956 | 减持 |
| 21 | KO | COCA COLA CO | $943,951 | 1.08% | 11,615 | 持平 |
| 22 | LIN | LINDE PLC | $922,675 | 1.06% | 1,778 | 持平 |
| 23 | NVS | NOVARTIS AG | $915,402 | 1.05% | 5,841 | 持平 |
| 24 | UNH | UNITEDHEALTH GROUP INC | $872,407 | 1.00% | 2,099 | 持平 |
| 25 | MORN | MORNINGSTAR INC | $758,881 | 0.87% | 4,864 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR