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CIK: 0001314376
Total reported value
$646.1M
$646.1M
82 檔
20.7%
According to the latest 13F quarterly dataset, Broderick Brian C managed an equity portfolio of $646.1M at the end of Q4 2024, spanning 82 distinct U.S. exchange-listed positions.
During Q4 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 | 6.33% | -0.37% | -3.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.87% | -0.25% | +1.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.49% | +0.21% | +1.94% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.49% | +3.28% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.09% | -0.41% | +1.49% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 3.94% | -0.71% | +0.95% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.36% | -0.36% | +1.80% | |
| 8 | ADP | Automatic Data Processing | Stock-Tech | 3.34% | -0.12% | +1.89% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.30% | +0.03% | +2.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.02% | +3.97% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 2.94% | -0.37% | +4.61% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 2.80% | -0.58% | +8.81% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.73% | -0.18% | +3.39% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.69% | +4.72% | +2.86% | |
| 15 | ATR | Aptargroup Inc | Stock-Healthcare | 2.65% | -0.36% | +2.35% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 2.62% | -0.65% | +0.27% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.60% | -0.61% | +3.56% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.52% | +0.46% | +3.47% | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.39% | +0.05% | +24.36% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.26% | -0.12% | +5.88% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.22% | -0.36% | -2.20% | |
| 22 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.05% | -0.01% | -4.62% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 1.70% | -0.24% | +4.61% | |
| 24 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 1.52% | -0.16% | +6.27% | |
| 25 | NLSIX | Neubergr Long Shrt Fund-inst | Stock-Other | 1.45% | -0.18% | +0.02% | |
| 26 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 1.42% | -0.15% | +11.13% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.33% | -0.04% | +47.24% | |
| 28 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.32% | -0.11% | +28.70% | |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.28% | -0.19% | +30.18% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.02% | — | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | 1.18% | -0.09% | EXIT | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -0.41% | -0.10% | |
| 33 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.03% | -0.02% | -31.48% | |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.92% | -0.05% | EXIT | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.37% | +8.95% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.67% | +0.54% | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.22% | -13.26% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | -0.02% | -0.40% | |
| 39 | BALL | Ball CORP | Stock-Consumer Disc | 0.49% | — | -35.48% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | — | — | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.44% | — | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.02% | — | |
| 43 | HUBS | Hubspot Inc | Stock-Tech | 0.41% | -0.06% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.62% | -1.76% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | -0.01% | -1.08% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.01% | — | |
| 47 | ZS | Zscaler Inc | Stock-Tech | 0.35% | -0.04% | +53.85% | |
| 48 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.33% | -0.02% | — | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.28% | — | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | -0.02% | — |
According to official SEC Form 13F filings, Broderick Brian C reported a total U.S. public equity portfolio value of $646.1M across 82 disclosed positions in Q4 2024.
During Q4 2024, Broderick Brian C's top holdings by market value included NVDA (6.3%)、AAPL (5.9%)、GOOGL (5.5%). The largest single position, NVDA, represented 6.3% 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, AAPL, GOOGL) accounted for 20.7% of total reported equity market value during Q4 2024.
In Q4 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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