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CIK: 0001314376
Total reported value
$646.1M
$646.1M
86 檔
24.3%
As reported in its official Q4 2025 Form 13F filing, Broderick Brian C's tracked investment portfolio stood at $646.1M with 86 total positions.
In Q4 2025, Broderick Brian C adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, NVDA, AAPL) accounted for 24.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.08% | +0.21% | -2.35% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.90% | -0.37% | -2.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.79% | -0.25% | -1.16% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.85% | -0.49% | +0.03% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 4.04% | +4.72% | -1.37% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.85% | -0.41% | -0.22% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 3.84% | +0.03% | -0.32% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 3.66% | -0.65% | -0.68% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | -0.02% | +0.01% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.04% | -0.61% | -0.16% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.86% | -0.58% | -0.13% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.74% | -0.36% | -0.20% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.72% | -0.37% | +0.76% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.67% | -0.36% | +0.03% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.65% | +0.46% | -0.04% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 2.54% | -0.12% | -0.06% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.49% | +0.05% | -0.00% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 2.24% | -0.18% | +0.13% | |
| 19 | ATR | Aptargroup Inc | Stock-Healthcare | 1.94% | -0.36% | +0.06% | |
| 20 | XYL | Xylem Inc | Stock-Industrials | 1.81% | -0.24% | -0.15% | |
| 21 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 1.72% | -0.16% | +8.42% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | +0.62% | +9.61% | |
| 23 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 1.57% | -0.15% | +10.62% | |
| 24 | NLSIX | Neubergr Long Shrt Fund-inst | Stock-Other | 1.50% | -0.18% | +0.05% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.47% | -0.04% | -0.28% | |
| 26 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.43% | -0.01% | -0.18% | |
| 27 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.34% | -0.19% | — | |
| 28 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.27% | -0.11% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.41% | — | |
| 30 | FISV | Fiserv Inc | Stock-Other | 1.03% | -0.71% | -10.27% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.89% | +0.54% | — | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | +1.22% | +24.87% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.37% | — | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | -0.12% | -39.54% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.69% | +0.14% | +34.61% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.02% | — | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.62% | -0.05% | +34.30% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.01% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | -0.34% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | -0.02% | — | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.44% | -0.05% | +76.14% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.02% | — | |
| 43 | ZS | Zscaler Inc | Stock-Tech | 0.43% | -0.04% | — | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.38% | -0.02% | +7.95% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.36% | -0.01% | -2.60% | |
| 46 | NU | Nu Holdings Ltd. | Stock-Financials | 0.36% | -0.06% | +21.26% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.22% | -0.59% | |
| 48 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.30% | -0.02% | -5.21% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.28% | — | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | -2.35% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.9% | -1.37% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.6% | +9.61% | Add |
| 4 | DHR | Danaher CORP | +0.4% | +0.76% | Add |
| 5 | ADI | Analog Devices Inc | +0.3% | -0.32% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -1.16% | Trim |
| 7 | RTX | Rtx CORP | +0.3% | -0.68% | Trim |
| 8 | AMAT | Applied Materials Inc | +0.3% | +24.87% | Add |
| 9 | JNJ | Johnson & Johnson | +0.3% | -0.20% | Trim |
| 10 | ROK | Rockwell Automation Inc | +0.3% | -0.04% | Trim |
| 11 | AXP | American Express Co | +0.2% | +34.61% | Add |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +76.14% | Add |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -0.28% | Trim |
| 14 | TJX | Tjx Companies Inc | +0.2% | -0.16% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +0.01% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 18 | NU | Nu Holdings Ltd. | +0.1% | +21.26% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 20 | UBER | Uber Technologies Inc | +0.1% | +34.30% | Add |
| 21 | ABNB | Airbnb Inc-class A | +0.1% | +7.95% | Add |
| 22 | CNI | Canadian Natl Railway Co | +0.1% | -0.18% | Trim |
| 23 | FPACX | Fpa Crescent Fund-inst | 0% | +8.42% | Add |
| 24 | BPIRX | Boston Part L/s Research-ins | 0% | +10.62% | Add |
| 25 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 0% | — | Unchanged |
| 26 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 27 | INTC | Intel CORP | 0% | -30.63% | Trim |
| 28 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 30 | ARIMX | Amg Rr Smid Val-i | 0% | — | Unchanged |
| 31 | HUBS | Hubspot Inc | 0% | — | Unchanged |
| 32 | NOW | Servicenow Inc | 0% | +400.00% | Add |
| 33 | SBGSY | Schneider Elect Se-unsp Adr | -0.1% | -0.00% | Trim |
| 34 | ZS | Zscaler Inc | -0.1% | — | Unchanged |
| 35 | XYL | Xylem Inc | -0.2% | -0.15% | Trim |
| 36 | NVDA | Nvidia CORP | -0.2% | -2.02% | Trim |
| 37 | ATR | Aptargroup Inc | -0.2% | +0.06% | Add |
| 38 | ABT | Abbott Laboratories | -0.2% | -0.13% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.03% | Add |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -82.96% | Trim |
| 41 | MSFT | Microsoft CORP | -0.4% | +0.03% | Add |
| 42 | ADP | Automatic Data Processing | -0.4% | -0.06% | Trim |
| 43 | HD | Home Depot Inc | -0.4% | +0.13% | Add |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -39.54% | Trim |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.7% | -89.79% | Trim |
| 46 | CARR | Carrier Global CORP | -1% | -88.34% | Trim |
| 47 | FISV | Fiserv Inc | -1.2% | -10.27% | Trim |
| 48 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 49 | AVGO | Broadcom Inc | — | NEW | New buy |
| 50 | ADBE | Adobe Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Broderick Brian C reported a total U.S. public equity portfolio value of $646.1M across 86 disclosed positions in Q4 2025.
During Q4 2025, Broderick Brian C's top holdings by market value included GOOGL (8.1%)、NVDA (6.9%)、AAPL (5.8%). The largest single position, GOOGL, represented 8.1% 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.
Top New Position Initiated
AVGO
市值: $782.5K
Top Position Liquidated / Trimmed
CRM
前期市值: $2.5M
In Q4 2025, Broderick Brian C made 40 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 21 holdings, and fully liquidating 2 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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