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CIK: 0001314376
Total reported value
$646.1M
$646.1M
84 檔
19.1%
During the Q3 2024 filing period, Broderick Brian C (CIK: 0001314376) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $646.1M across 84 reported positions.
During Q3 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 | 5.91% | -0.37% | -6.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.35% | -0.25% | -2.55% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.71% | +0.21% | -0.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | -0.49% | +0.03% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.77% | -0.41% | -4.39% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.54% | +4.72% | -4.40% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 3.48% | +0.03% | -1.06% | |
| 8 | FISV | Fiserv Inc | Stock-Other | 3.41% | -0.71% | -0.35% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.40% | -0.36% | -0.33% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.40% | -0.37% | +0.13% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 3.09% | -0.12% | -1.55% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.74% | -0.18% | -0.14% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 2.73% | -0.65% | -2.33% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | -0.02% | +0.45% | |
| 15 | ATR | Aptargroup Inc | Stock-Healthcare | 2.64% | -0.36% | -0.25% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.59% | -0.58% | +0.25% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.54% | -0.36% | -1.10% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.47% | -0.01% | -0.40% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.46% | -0.12% | +0.47% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.44% | -0.61% | -0.04% | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.29% | +0.46% | +0.25% | |
| 22 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.04% | +0.05% | +20.17% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 1.89% | -0.24% | -0.28% | |
| 24 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.86% | -0.02% | -6.25% | |
| 25 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 1.50% | -0.16% | — | |
| 26 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 1.43% | -0.15% | — | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 1.43% | -0.09% | EXIT | |
| 28 | NLSIX | Neubergr Long Shrt Fund-inst | Stock-Other | 1.43% | -0.18% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.02% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -0.41% | — | |
| 31 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.08% | -0.11% | — | |
| 32 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.07% | -0.19% | +0.93% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.04% | -0.04% | +51.11% | |
| 34 | BALL | Ball CORP | Stock-Consumer Disc | 0.93% | — | +37.69% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.37% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.22% | -4.25% | |
| 37 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.62% | -0.05% | EXIT | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.59% | — | +6.82% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.55% | +0.54% | +18.43% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | -0.02% | -0.48% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.51% | — | -13.21% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | — | -0.15% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.02% | -0.25% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.62% | -0.87% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | -0.01% | -1.07% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.01% | +0.10% | |
| 47 | MAPIX | Matthews Asia Dividend-inv | Stock-Other | 0.32% | — | — | |
| 48 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.32% | -0.02% | — | |
| 49 | HUBS | Hubspot Inc | Stock-Tech | 0.31% | -0.06% | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | -0.02% | -0.14% |
According to official SEC Form 13F filings, Broderick Brian C reported a total U.S. public equity portfolio value of $646.1M across 84 disclosed positions in Q3 2024.
During Q3 2024, Broderick Brian C's top holdings by market value included NVDA (5.9%)、AAPL (5.3%)、GOOGL (4.7%). The largest single position, NVDA, represented 5.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, GOOGL) accounted for 19.1% of total reported equity market value during Q3 2024.
In Q3 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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