Broderick Brian C Portfolio Holdings

Broderick Brian C

  • $463 Million
  • Q2 2025

Broderick Brian C has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $463 Million distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.1M, Microsoft Corp with a value of $26.4M, Alphabet Inc. with a value of $25.2M, Apple Inc. with a value of $23.6M, and Mastercard Inc with a value of $20.7M.

Examining the 13F form we can see an increase of $17.1M in the current position value, from $446M to 463M.

Below you can find more details about Broderick Brian C portfolio as well as his latest detailed transactions.

Portfolio value $463 Million
Technology: $149 Million
Industrials: $92 Million
Healthcare: $82.7 Million
Consumer Cyclical: $43.7 Million
Consumer Defensive: $27.8 Million
Communication Services: $27 Million
Financial Services: $25 Million
Energy: $11.1 Million
Other: $4.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$444B
$33.1 Million 7.15% of portfolio
209,527
Q2 2025 Reduced 7.76%
$3.93T
$26.4 Million 5.7% of portfolio
53,087
Q2 2025 Reduced 2.9%
$1.16T
$25.2 Million 5.45% of portfolio
143,148
Q2 2025 Reduced 2.65%
$3.26T
$23.6 Million 5.1% of portfolio
115,243
Q2 2025 Reduced 2.64%
$540B
$20.7 Million 4.46% of portfolio
36,762
Q2 2025 Reduced 5.4%
$114B
$18.2 Million 3.92% of portfolio
76,298
Q2 2025 Reduced 3.45%
$229B
$16.6 Million 3.58% of portfolio
121,819
Q2 2025 Reduced 3.75%
$124B
$16.5 Million 3.56% of portfolio
53,482
Q2 2025 Reduced 6.79%
$2.18T
$16.1 Million 3.48% of portfolio
73,420
Q2 2025 Reduced 3.67%
$230B
$16 Million 3.46% of portfolio
109,777
Q2 2025 Reduced 4.46%
$357B
$15.9 Million 3.43% of portfolio
99,637
Q2 2025 Reduced 2.38%
$281B
$15 Million 3.23% of portfolio
105,505
Q2 2025 Reduced 7.18%
$9.16B
$13.3 Million 2.88% of portfolio
85,266
Q2 2025 Reduced 3.83%
$150B
$13.1 Million 2.82% of portfolio
105,748
Q2 2025 Reduced 3.63%
$139B
$12.9 Million 2.78% of portfolio
241,194
Q2 2025 Reduced 2.96%
$395B
$12.7 Million 2.75% of portfolio
34,707
Q2 2025 Reduced 3.21%
$145B
$12.5 Million 2.7% of portfolio
63,349
Q2 2025 Reduced 4.45%
$79.5B
$11.5 Million 2.48% of portfolio
91,727
Q2 2025 Reduced 3.74%
$446B
$11 Million 2.38% of portfolio
72,114
Q2 2025 Reduced 6.28%
$25.9B
$9.1 Million 1.96% of portfolio
70,314
Q2 2025 Reduced 5.19%
$63.8B
$8.16 Million 1.76% of portfolio
78,460
Q2 2025 Reduced 6.39%
$55.5B
$7.95 Million 1.72% of portfolio
108,682
Q2 2025 Reduced 3.69%
$96.3B
$7.87 Million 1.7% of portfolio
17,671
Q2 2025 Reduced 1.83%
$235B
$6.98 Million 1.51% of portfolio
22,371
Q2 2025 Reduced 1.65%
$447B
$5.33 Million 1.15% of portfolio
49,478
Q2 2025 Reduced 0.21%
$728B
$5.08 Million 1.1% of portfolio
6,511
Q2 2025 Added 18.12%
$94.9B
$5.11 Million 1.1% of portfolio
10,025
Q3 2024 Added 18.43%
$17.5B
$4.94 Million 1.07% of portfolio
65,202
Q2 2025 Reduced 5.64%
$300B
$3.86 Million 0.83% of portfolio
26,975
Q2 2025 Reduced 8.0%
$247B
$3.23 Million 0.7% of portfolio
11,842
Q2 2025 Added 10.71%
$40.3B
$3.14 Million 0.68% of portfolio
10,000
Q4 2024 Added 53.85%
$0
$3.09 Million 0.67% of portfolio
5,000
Q1 2025 Reduced 52.83%
$107B
$2.83 Million 0.61% of portfolio
41,061
Q2 2025 Added 25.53%
$137B
$2.54 Million 0.55% of portfolio
11,050
Q2 2025 Reduced 1.78%
$246B
$2.48 Million 0.54% of portfolio
24,980
Q2 2025 Reduced 30.48%
$351B
$2.43 Million 0.52% of portfolio
13,066
Q2 2025 Reduced 0.09%
$177B
$2.33 Million 0.5% of portfolio
24,950
Q2 2025 Added 83.29%
$192B
$1.88 Million 0.41% of portfolio
14,222
Q2 2025 Reduced 9.51%
$222B
$1.87 Million 0.4% of portfolio
5,868
Q2 2025 Added 138.83%
$0
$1.86 Million 0.4% of portfolio
24,900
Q2 2025 Reduced 0.4%
$51.9B
$1.83 Million 0.39% of portfolio
13,808
Q2 2025 Added 8.54%
$205B
$1.74 Million 0.38% of portfolio
21,997
Q2 2025 Reduced 0.68%
$1.19T
$1.78 Million 0.38% of portfolio
10,055
Q3 2024 Added 0.1%
$99.4B
$1.66 Million 0.36% of portfolio
3,800
Q2 2025 Reduced 2.94%
$23.6B
$1.67 Million 0.36% of portfolio
3,000
Q1 2024 Added 50.0%
$299B
$1.53 Million 0.33% of portfolio
21,635
Q3 2024 Reduced 0.14%
$225B
$1.44 Million 0.31% of portfolio
4,901
Q2 2025 Reduced 0.77%
$183B
$1.23 Million 0.27% of portfolio
1,200
Q4 2024 Added 100.0%
$20.7B
$1.19 Million 0.26% of portfolio
31,723
Q1 2025 Reduced 0.16%

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $463 Million
  • Prior Value $446 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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