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CIK: 0001314376
Total reported value
$646.1M
$646.1M
81 檔
19.7%
According to the latest 13F quarterly dataset, Broderick Brian C managed an equity portfolio of $646.1M at the end of Q2 2024, spanning 81 distinct U.S. exchange-listed positions.
During Q2 2024, Broderick Brian C's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.71% | -0.37% | +862.08% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.40% | +0.21% | -0.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.17% | -0.25% | +0.04% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | -0.49% | +0.77% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 3.82% | +4.72% | -1.93% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.67% | -0.41% | -0.08% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 3.64% | +0.03% | -1.45% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.39% | -0.36% | -0.72% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 3.18% | -0.37% | +0.17% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 2.96% | -0.71% | -0.36% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | -0.02% | +9.37% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.83% | -0.12% | -1.33% | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.61% | -0.01% | -1.20% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.45% | -0.58% | +6.74% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.44% | +0.46% | +1.07% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.43% | -0.18% | +0.24% | |
| 17 | ATR | Aptargroup Inc | Stock-Healthcare | 2.43% | -0.36% | +0.68% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.42% | -0.36% | +2.08% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.41% | -0.65% | +0.12% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.38% | -0.61% | +0.39% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.22% | -0.12% | +2.99% | |
| 22 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.10% | -0.02% | -2.43% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 1.98% | -0.24% | +1.90% | |
| 24 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 1.62% | +0.05% | +22.98% | |
| 25 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 1.51% | -0.16% | +3.05% | |
| 26 | NLSIX | Neubergr Long Shrt Fund-inst | Stock-Other | 1.46% | -0.18% | — | |
| 27 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 1.42% | -0.15% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.02% | -5.03% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.41% | +1.12% | |
| 30 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.13% | -0.19% | — | |
| 31 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.04% | -0.11% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.37% | +0.99% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.22% | -1.19% | |
| 34 | CARR | Carrier Global CORP | Stock-Industrials | 0.75% | -0.09% | EXIT | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.73% | -0.04% | +259.26% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | +0.54% | +40.73% | |
| 37 | BALL | Ball CORP | Stock-Consumer Disc | 0.62% | — | +211.73% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.62% | — | +32.66% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.02% | +2.93% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.19% | EXIT | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.54% | — | -2.78% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | -0.02% | -1.13% | |
| 43 | MRNA | Moderna Inc | Stock-Healthcare | 0.52% | — | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.62% | +8.13% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | +4.05% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.41% | -0.02% | -13.84% | |
| 47 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.39% | -0.02% | — | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | -0.01% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.01% | — | |
| 50 | HUBS | Hubspot Inc | Stock-Tech | 0.36% | -0.06% | — |
According to official SEC Form 13F filings, Broderick Brian C reported a total U.S. public equity portfolio value of $646.1M across 81 disclosed positions in Q2 2024.
During Q2 2024, Broderick Brian C's top holdings by market value included NVDA (6.7%)、GOOGL (5.4%)、AAPL (5.2%). The largest single position, NVDA, represented 6.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 19.7% of total reported equity market value during Q2 2024.
In Q2 2024, Broderick Brian C made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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