Broderick Brian C Portfolio Holdings

Broderick Brian C

  • $487 Million
  • Q3 2025

Broderick Brian C has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $487 Million distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $37.3M, Alphabet Inc. with a value of $34M, Apple Inc. with a value of $29M, Microsoft Corp with a value of $27.5M, and Mastercard Inc with a value of $20.3M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $463M to 487M.

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

Portfolio value $487 Million
Technology: $162 Million
Industrials: $91.4 Million
Healthcare: $81.3 Million
Consumer Cyclical: $46.7 Million
Communication Services: $36.4 Million
Financial Services: $26.7 Million
Consumer Defensive: $25.1 Million
Energy: $11.6 Million
Other: $5.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$1.28 Million 0.26% of portfolio
19,344
Q3 2025 Reduced 10.59%
$167B
$1.27 Million 0.26% of portfolio
13,270
Q3 2025 Added 317.3%
$65.7B
$1.13 Million 0.23% of portfolio
3,750
Q3 2024 Reduced 0.11%
$169B
$1.1 Million 0.23% of portfolio
1,200
Q4 2024 Added 100.0%
$132B
$967,000 0.2% of portfolio
4,595
Q3 2025 Reduced 2.13%
$328B
$794,000 0.16% of portfolio
2,642
Q3 2025 Added 0.46%
$141B
$733,000 0.15% of portfolio
28,800
Q3 2025 Reduced 7.69%
$82.2B
$707,000 0.15% of portfolio
3,137
Q1 2025 New
$881B
$665,000 0.14% of portfolio
2,110
Q1 2024 New
$144B
$571,000 0.12% of portfolio
1,250
Q3 2025 Reduced 0.24%
$91.4B
$574,000 0.12% of portfolio
3,700
Q1 2024 New
$113B
$524,000 0.11% of portfolio
5,540
Q2 2024 Added 7.57%
$89.7B
$503,000 0.1% of portfolio
2,500
Q1 2024 New
$151B
$487,000 0.1% of portfolio
1,383
Q3 2025 Reduced 14.89%
$279B
$453,000 0.09% of portfolio
4,400
Q2 2025 Reduced 43.15%
$222B
$429,000 0.09% of portfolio
885
Q3 2024 Reduced 7.81%
$143B
$394,000 0.08% of portfolio
11,753
Q3 2025 Reduced 27.98%
$35.1B
$373,000 0.08% of portfolio
3,000
Q1 2024 New
$283B
$400,000 0.08% of portfolio
3,121
Q3 2025 Reduced 25.74%
$30.4B
$362,000 0.07% of portfolio
4,385
Q4 2022 New
$319B
$278,000 0.06% of portfolio
4,070
Q3 2025 Reduced 4.68%
$104B
$303,000 0.06% of portfolio
4,597
Q3 2025 Reduced 3.55%
$68.5B
$270,000 0.06% of portfolio
1,990
Q2 2024 Reduced 0.5%
$82.8B
$245,000 0.05% of portfolio
851
Q2 2025 Reduced 10.52%
$69.1B
$263,000 0.05% of portfolio
3,125
Q3 2025 New
Neuberger Berman Altern Long S
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.02%
Gqg Partners Emerging Markets
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.89%
Fpa Crescent Fund
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.22%
Amg River Road Small Mid Cap V
-
$0 0.0% of portfolio
-
Q4 2024 Added 28.7%
Amg River Road Div All Cap Val
-
$0 0.0% of portfolio
-
Q1 2025 New
Kalypsis Inc.
-
$0 0.0% of portfolio
-
Q2 2025 New
$481M
$23,000 0.0% of portfolio
18,000
Q2 2025 Reduced 45.45%
Proteostasis Therapeutics
-
$0 0.0% of portfolio
-
Q2 2025 New
Ge Vernova Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 New
Soltera Mng Corp Com
-
$0 0.0% of portfolio
-
Q3 2024 New
Robeco Boston Partners Long Sh
-
$0 0.0% of portfolio
-
Q4 2024 Added 11.13%

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $487 Million
  • Prior Value $463 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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