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CIK: 0001314376
Total reported value
$646.1M
$646.1M
84 檔
18.0%
In Q1 2025, Broderick Brian C's U.S. equity holdings reached a combined market value of $646.1M, distributed across 84 disclosed stock positions.
In Q1 2025, Broderick Brian C displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 18.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.36% | -0.25% | -0.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.02% | -0.37% | -5.56% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | +0.21% | -0.54% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.34% | -0.41% | -1.84% | |
| 5 | FISV | Fiserv Inc | Stock-Other | 4.29% | -0.71% | -2.58% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.18% | -0.49% | +0.21% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.57% | -0.12% | -1.41% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.54% | -0.36% | -0.15% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.42% | -0.58% | +0.38% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.25% | +0.03% | -0.25% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 3.10% | -0.65% | -0.37% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | -0.02% | -0.55% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.77% | -0.37% | +1.54% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.72% | -0.61% | +0.09% | |
| 15 | ATR | Aptargroup Inc | Stock-Healthcare | 2.68% | -0.36% | +2.92% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.68% | -0.18% | +0.34% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.60% | -0.36% | -1.74% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.43% | -0.12% | -0.06% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 2.38% | +4.72% | +0.26% | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.37% | +0.46% | -0.20% | |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.32% | +0.05% | +1.18% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.80% | -0.24% | -0.63% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.78% | -0.04% | +6.68% | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.66% | -0.01% | -18.46% | |
| 25 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 1.57% | -0.16% | — | |
| 26 | NLSIX | Neubergr Long Shrt Fund-inst | Stock-Other | 1.51% | -0.18% | — | |
| 27 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 1.50% | -0.15% | — | |
| 28 | CARR | Carrier Global CORP | Stock-Industrials | 1.46% | -0.09% | EXIT | |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.34% | -0.19% | +0.89% | |
| 30 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.33% | -0.11% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -0.41% | — | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.16% | -0.05% | EXIT | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.37% | -0.51% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.62% | +105.67% | |
| 35 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.74% | -0.02% | -44.32% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | +0.54% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.58% | — | +58.13% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.02% | -52.83% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | — | -0.19% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | -0.02% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.22% | -18.30% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | — | +452.92% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.02% | — | |
| 44 | ZS | Zscaler Inc | Stock-Tech | 0.40% | -0.04% | — | |
| 45 | HUBS | Hubspot Inc | Stock-Tech | 0.35% | -0.06% | — | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.35% | -0.01% | -8.76% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | -0.01% | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.02% | — | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.31% | -0.02% | — | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | MA | Mastercard Inc - A | — | NEW | New buy |
| 5 | FISV | Fiserv Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | ADP | Automatic Data Processing | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | ABT | Abbott Laboratories | — | NEW | New buy |
| 10 | ADI | Analog Devices Inc | — | NEW | New buy |
| 11 | RTX | Rtx CORP | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | DHR | Danaher CORP | — | NEW | New buy |
| 14 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 15 | ATR | Aptargroup Inc | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 20 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | New buy |
| 22 | XYL | Xylem Inc | — | NEW | New buy |
| 23 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 24 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 25 | FPACX | Fpa Crescent Fund-inst | — | NEW | New buy |
| 26 | NLSIX | Neubergr Long Shrt Fund-inst | — | NEW | New buy |
| 27 | BPIRX | Boston Part L/s Research-ins | — | NEW | New buy |
| 28 | CARR | Carrier Global CORP | — | NEW | New buy |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | — | NEW | New buy |
| 30 | ARIMX | Amg Rr Smid Val-i | — | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 33 | CVX | Chevron CORP | — | NEW | New buy |
| 34 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 35 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 36 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 37 | CRM | Salesforce Inc | — | NEW | New buy |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 39 | ABBV | Abbvie Inc | — | NEW | New buy |
| 40 | UNP | Union Pacific CORP | — | NEW | New buy |
| 41 | PEP | Pepsico Inc | — | NEW | New buy |
| 42 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 43 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 44 | ZS | Zscaler Inc | — | NEW | New buy |
| 45 | HUBS | Hubspot Inc | — | NEW | New buy |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | NEW | New buy |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 50 | TT | Trane Technologies plc | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Broderick Brian C's top holdings by market value included AAPL (5.4%)、NVDA (5.0%)、GOOGL (4.6%). The largest single position, AAPL, represented 5.4% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $26.3M
In Q1 2025, Broderick Brian C made 50 total portfolio adjustments, initiating 50 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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