Broderick Brian C Portfolio Holdings

Broderick Brian C

  • $466 Million
  • Q4 2024

Broderick Brian C has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $466 Million distributed in 296 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.3M, Apple Inc. with a value of $29.9M, Alphabet Inc. with a value of $28M, Microsoft Corp with a value of $23M, and Mastercard Inc with a value of $20.8M.

Examining the 13F form we can see an decrease of $4.03M in the current position value, from $470M to 466M.

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

Portfolio value $466 Million
Technology: $141 Million
Industrials: $88.6 Million
Healthcare: $83.3 Million
Consumer Cyclical: $48.1 Million
Consumer Defensive: $32.9 Million
Communication Services: $29.9 Million
Financial Services: $21.9 Million
Energy: $11.6 Million
Other: $8.37 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.65B
$13.5 Million 2.9% of portfolio
86,147
Q4 2024 Added 2.35%

Summary

  • Portfolio
  • No. of Stocks 296
  • Current Value $466 Million
  • Prior Value $470 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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