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CIK: 0001314376
Total reported value
$646.1M
$646.1M
95 檔
23.1%
According to the latest 13F quarterly dataset, Broderick Brian C managed an equity portfolio of $646.1M at the end of Q1 2026, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2026, Broderick Brian C displayed an active expansion posture, initiating 9 new positions and adding to 42 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.37% | +0.21% | +1.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.40% | -0.37% | +1.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.49% | -0.25% | +4.11% | |
| 4 | ADI | Analog Devices Inc | Stock-Tech | 4.44% | +0.03% | +1.04% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 3.87% | +4.72% | +3.29% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.86% | -0.65% | +2.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.49% | +4.97% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.40% | -0.41% | +3.53% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.31% | -0.36% | +4.84% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.22% | -0.61% | +4.38% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | -0.02% | +4.36% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.75% | -0.36% | +4.68% | |
| 13 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.50% | +0.05% | +3.79% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.43% | +0.46% | +2.06% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.37% | -0.58% | +4.03% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.29% | -0.37% | +4.45% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.20% | -0.18% | +5.43% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 2.07% | -0.12% | +5.82% | |
| 19 | ATR | Aptargroup Inc | Stock-Healthcare | 2.06% | -0.36% | +4.91% | |
| 20 | FPACX | Fpa Crescent Fund-inst | Stock-Other | 1.65% | -0.16% | — | |
| 21 | XYL | Xylem Inc | Stock-Industrials | 1.64% | -0.24% | +6.10% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | +0.62% | +12.80% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.55% | -0.01% | +6.49% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.54% | -0.04% | +8.45% | |
| 25 | BPIRX | Boston Part L/s Research-ins | Stock-Other | 1.52% | -0.15% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -0.41% | -3.61% | |
| 27 | NLSIX | Neubergr Long Shrt Fund-inst | Stock-Other | 1.43% | -0.18% | — | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 1.34% | +1.22% | +32.12% | |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.33% | -0.19% | — | |
| 30 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.21% | -0.11% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.37% | +4.99% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 0.81% | -0.71% | -3.21% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | +0.54% | — | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | +0.11% | +611.89% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.65% | +0.14% | +16.93% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.16% | +390.18% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.02% | — | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.05% | +8.16% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.01% | +8.35% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | — | +3.80% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.54% | -0.05% | +33.75% | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | +0.19% | — | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | -0.02% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.02% | +1.15% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.49% | +0.21% | — | |
| 46 | ET | Energy Transfer LP | Stock-Energy | 0.44% | -0.07% | — | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.08% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.22% | +0.45% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.35% | -0.02% | — | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.31% | -0.01% | -7.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | +0.6% | +1.04% | Add |
| 2 | GEV | GE Vernova Inc | +0.6% | +611.89% | Add |
| 3 | JNJ | Johnson & Johnson | +0.6% | +4.84% | Add |
| 4 | AMAT | Applied Materials Inc | +0.6% | +32.12% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | +390.18% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.4% | -3.61% | Trim |
| 7 | CVX | Chevron CORP | +0.3% | +4.99% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +2.67% | Add |
| 9 | TJX | Tjx Companies Inc | +0.2% | +4.38% | Add |
| 10 | WMT | Walmart Inc | +0.2% | +148.50% | Add |
| 11 | ATR | Aptargroup Inc | +0.1% | +4.91% | Add |
| 12 | CNI | Canadian Natl Railway Co | +0.1% | +6.49% | Add |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | +33.75% | Add |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +4.68% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +8.45% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +1.15% | Add |
| 17 | PBA | Pembina Pipeline CORP | 0% | +0.92% | Add |
| 18 | PEP | Pepsico Inc | 0% | +0.45% | Add |
| 19 | CSCO | Cisco Systems Inc | 0% | +44.84% | Add |
| 20 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 21 | DE | Deere & Co | 0% | — | Unchanged |
| 22 | PSX | Phillips 66 | 0% | — | Unchanged |
| 23 | SBGSY | Schneider Elect Se-unsp Adr | 0% | +3.79% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +1.03% | Add |
| 25 | NSRGY | Nestle Sa-spons Adr | 0% | +8.05% | Add |
| 26 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 27 | PFE | Pfizer Inc | 0% | +1.74% | Add |
| 28 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 29 | COP | Conocophillips | 0% | -16.25% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +21.33% | Add |
| 31 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 32 | INTC | Intel CORP | 0% | — | Unchanged |
| 33 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 34 | MO | Altria Group Inc | 0% | — | Unchanged |
| 35 | NEM | Newmont CORP | — | — | Unchanged |
| 36 | CI | THE Cigna Group | — | — | Unchanged |
| 37 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 38 | IRWD | Ironwood Pharmaceuticals Inc | — | — | Unchanged |
| 39 | ARIDX | Amg Rr Div Acv-i | — | — | Unchanged |
| 40 | ✓ | — | — | Unchanged | |
| 41 | ✓ | — | — | Unchanged | |
| 42 | ✓ | Kalypsis Inc. | — | — | Unchanged |
| 43 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 0% | — | Unchanged |
| 44 | GE | General Electric | 0% | -0.45% | Trim |
| 45 | MMM | 3m Co | 0% | — | Unchanged |
| 46 | MRSH | Marsh & Mclennan Cos | 0% | — | Unchanged |
| 47 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 48 | IR | Ingersoll-rand Inc | 0% | — | Unchanged |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 0% | -9.62% | Trim |
| 50 | TMO | Thermo Fisher Scientific Inc | 0% | +2.26% | Add |
According to official SEC Form 13F filings, Broderick Brian C reported a total U.S. public equity portfolio value of $646.1M across 95 disclosed positions in Q1 2026.
During Q1 2026, Broderick Brian C's top holdings by market value included GOOGL (7.4%)、NVDA (6.4%)、AAPL (5.5%). The largest single position, GOOGL, represented 7.4% 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 GOOGL, NVDA, AAPL) accounted for 23.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
NEE
市值: $2.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $5.7M
In Q1 2026, Broderick Brian C made 60 total portfolio adjustments, initiating 9 new buys, adding to 42 positions, trimming 9 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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