The Analysis of Broderick Brian C's Holdings


Currently, Broderick Brian C holds 86 types of securities in its portfolio with a total value $529.0M. In the most recent quarter, they have increased their positions in SCHW (+10.1K shares, valued at $1.0M), AXP (+2.5K shares, valued at $941.9K), UBER (+10.3K shares, valued at $843.0K); decreased their positions in CARR (-88.2K shares, valued at $4.7M), MKC (-55.5K shares, valued at $3.8M), UNH (-7.7K shares, valued at $2.6M); initiated new positions in N/A (+2.3K shares, valued at $782.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC CL A ALPHABET INC CL A136.5K shares-2.35%2025-12-312026-02-17history
NVDA NVIDIA CORP195.8K shares-2.02%2025-12-312026-02-17history
AAPL APPLE112.6K shares-1.16%2025-12-312026-02-17history
MSFT MICROSOFT53.1K shares0.03%2025-12-312026-02-17history
AMD ADVANCED MICRO DEVICES99.9K shares-1.37%2025-12-312026-02-17history
MA MASTERCARD35.6K shares-0.22%2025-12-312026-02-17history
ADI ANALOG DEVICES75.0K shares-0.32%2025-12-312026-02-17history
RTX RTX CORPORATION105.6K shares-0.68%2025-12-312026-02-17history
Sponsored
AMZN AMAZON.COM72.7K shares0.01%2025-12-312026-02-17history
TJX TJX COS104.7K shares-0.16%2025-12-312026-02-17history
ABT ABBOTT LABS120.5K shares-0.13%2025-12-312026-02-17history
JNJ JOHNSON AND JOHNSON70.1K shares-0.20%2025-12-312026-02-17history
DHR DANAHER CORP62.8K shares0.76%2025-12-312026-02-17history
PG PROCTER & GAMBLE98.7K shares0.03%2025-12-312026-02-17history
ROK ROCKWELL AUTOMATION36.0K shares-0.04%2025-12-312026-02-17history
ADP AUTOMATIC DATA PROCESSING52.3K shares-0.06%2025-12-312026-02-17history
Sponsored
SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR239.6K shares-0.00%2025-12-312026-02-17history
HD HOME DEPOT34.4K shares0.13%2025-12-312026-02-17history
ATR APTARGROUP84.3K shares0.06%2025-12-312026-02-17history
XYL XYLEM INC70.2K shares-0.15%2025-12-312026-02-17history
FPA CRESCENT FUND FPA CRESCENT FUND211.5K shares8.42%2025-12-312026-02-17history
LLY ELI LILLY & CO8.2K shares9.61%2025-12-312026-02-17history
ROBECO BOSTON PARTNERS LONG SH ROBECO BOSTON PARTNERS LONG SH593.2K shares10.62%2025-12-312026-02-17history
NEUBERGER BERMAN ALTERN LONG S NEUBERGER BERMAN ALTERN LONG S395.7K shares0.05%2025-12-312026-02-17history
Sponsored
VRTX VERTEX PHARMACEUTICALS17.2K shares-0.28%2025-12-312026-02-17history
CNI CANADIAN NATL RAILWAY76.7K shares-0.18%2025-12-312026-02-17history
GQG PARTNERS EMERGING MARKETS GQG PARTNERS EMERGING MARKETS397.5K shares0.00%2025-12-312026-02-17history
AMG RIVER ROAD SMALL-MID CAP V AMG RIVER ROAD SMALL-MID CAP V673.4K shares0.00%2025-12-312026-02-17history
XOM EXXON MOBIL47.6K shares0.00%2025-12-312026-02-17history
FI FISERV81.4K shares-10.27%2025-12-312026-02-17history
CRWD CROWDSTRIKE HOLDINGS INC10.0K shares0.00%2025-12-312026-02-17history
AMAT APPLIED MATERIAL16.1K shares24.87%2025-12-312026-02-17history
Sponsored
CVX CHEVRON26.8K shares0.00%2025-12-312026-02-17history
UNH UNITEDHEALTH GROUP11.8K shares-39.54%2025-12-312026-02-17history
AXP AMERICAN EXPRESS9.9K shares34.61%2025-12-312026-02-17history
SPY SPDR S&P 500 ETF5.0K shares0.00%2025-12-312026-02-17history
UBER UBER TECHNOLOGIES INC40.4K shares34.30%2025-12-312026-02-17history
ALPHABET INC CL C ALPHABET INC CL C10.1K shares0.00%2025-12-312026-02-17history
ABBV ABBVIE13.3K shares-0.34%2025-12-312026-02-17history
UNP UNION PACIFIC11.1K shares0.00%2025-12-312026-02-17history
Sponsored
SCHW CHARLES SCHWAB23.4K shares76.14%2025-12-312026-02-17history
MERCK MERCK22.0K shares0.00%2025-12-312026-02-17history
ZS ZSCALER INC10.0K shares0.00%2025-12-312026-02-17history
ABNB AIRBNB INC14.9K shares7.95%2025-12-312026-02-17history
SPTM SPDR TOTAL STOCK MARKET PORTFO23.4K shares-2.60%2025-12-312026-02-17history
NU NU HOLDINGS115.0K shares21.26%2025-12-312026-02-17history
PEP PEPSICO13.4K shares-0.59%2025-12-312026-02-17history
NESTLE SA ADR NESTLE SA ADR15.9K shares-5.21%2025-12-312026-02-17history
Sponsored
TT TRANE TECHNOLOGIES PLC3.8K shares0.00%2025-12-312026-02-17history
IBM INTL BUSINESS MACH4.9K shares0.00%2025-12-312026-02-17history
KO COCA COLA19.3K shares0.00%2025-12-312026-02-17history
PBA PEMBINA PIPELINE CO32.5K shares0.00%2025-12-312026-02-17history
HUBS HUBSPOT INC3.0K shares0.00%2025-12-312026-02-17history
NSC NORFOLK SOUTHERN3.8K shares0.00%2025-12-312026-02-17history
NOW SERVICENOW INC6.0K shares400.00%2025-12-312026-02-17history
HON HONEYWELL INTL4.6K shares-0.44%2025-12-312026-02-17history
Sponsored
GENERAL ELECTRIC GENERAL ELECTRIC2.6K shares0.00%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC2.3K sharesnew addition2025-12-312026-02-17history
PFE PFIZER28.8K shares0.00%2025-12-312026-02-17history
SNOW SNOWFLAKE INC3.1K shares0.00%2025-12-312026-02-17history
JPM JPMORGAN CHASE2.1K shares0.00%2025-12-312026-02-17history
CARR CARRIER GLOBAL11.6K shares-88.34%2025-12-312026-02-17history
MMM 3M3.7K shares0.00%2025-12-312026-02-17history
DE DEERE & CO1.3K shares0.00%2025-12-312026-02-17history
Sponsored
BMY BRISTOL-MYERS SQUIBB10.1K shares0.00%2025-12-312026-02-17history
COP CONOCOPHILLIPS5.5K shares0.00%2025-12-312026-02-17history
TMO THERMO FISHER SCIENTIFIC885 shares0.00%2025-12-312026-02-17history
WMT WAL-MART STORES4.4K shares0.00%2025-12-312026-02-17history
MMC MARSH & MCLENNAN2.5K shares0.00%2025-12-312026-02-17history
NVS NOVARTIS AG ADR3.1K shares0.00%2025-12-312026-02-17history
MKC MCCORMICK & CO6.3K shares-89.79%2025-12-312026-02-17history
GEV GE VERNOVA INC COM572 shares0.00%2025-12-312026-02-17history
Sponsored
IR INGERSOLL RAND INC4.4K shares0.00%2025-12-312026-02-17history
CSCO CISCO SYS INC4.1K shares0.00%2025-12-312026-02-17history
NVO NOVO NORDISK A S ADR6.1K shares-82.96%2025-12-312026-02-17history
NEM NEWMONT GOLDCORP CORPORATION3.1K shares0.00%2025-12-312026-02-17history
KMB KIMBERLY CLARK3.0K shares0.00%2025-12-312026-02-17history
INTC INTEL8.2K shares-30.63%2025-12-312026-02-17history
SOLTERA MNG CORP COM SOLTERA MNG CORP COM300.0K shares0.00%2025-12-312026-02-17history
MO ALTRIA GROUP4.6K shares0.00%2025-12-312026-02-17history
Sponsored
PSX PHILLIPS 662.0K shares0.00%2025-12-312026-02-17history
CIGNA CORP NEW CIGNA CORP NEW851 shares0.00%2025-12-312026-02-17history
IRWD IRONWOOD PHARMACEUTICALS18.0K shares0.00%2025-12-312026-02-17history
AMG RIVER ROAD DIV ALL CAP VAL AMG RIVER ROAD DIV ALL CAP VAL11.0K shares0.00%2025-12-312026-02-17history
Proteostasis Therapeutics Proteostasis Therapeutics65.0K shares0.00%2025-12-312026-02-17history
Kalypsis Inc. Kalypsis Inc.20.0K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Broderick Brian C | TradeFomo