Broderick Brian C Top Holdings and 13F Report (2025) About Broderick Brian CInvestment ActivityBroderick Brian C has $490.91 million in total holdings as of March 31, 2025.Broderick Brian C owns shares of 104 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Broderick Brian C has purchased 102 new stocks and bought additional shares in 35 stocks.Broderick Brian C sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $26,292,862NVIDIA $24,619,600Alphabet $22,738,885Mastercard $21,300,491Fiserv $21,042,669 Largest New Holdings this Quarter 90353T100 - Uber Technologies $991,771 Holding025816109 - American Express $661,055 Holding833445109 - Snowflake $458,504 HoldingG6683N103 - NU $322,191 Holding00171A209 - AMG RIVER ROAD DIV ALL CAP VAL $67,320 Holding Largest Purchases this Quarter Procter & Gamble 46,256 shares (about $7.88M)Procter & Gamble 26,960 shares (about $4.59M)Procter & Gamble 22,852 shares (about $3.89M)McCormick & Company, Incorporated 30,451 shares (about $2.51M)Eli Lilly and Company 2,929 shares (about $2.42M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,600 shares (about $3.13M)Nestlé 28,597 shares (about $2.89M)Canadian National Railway 18,974 shares (about $1.85M)Ball 33,346 shares (about $1.74M)NVIDIA 13,385 shares (about $1.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBroderick Brian C Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,292,862$238,568 ▼-0.9%118,3675.4%Computer and TechnologyNVDANVIDIA$24,619,600$1,450,666 ▼-5.6%227,1605.0%Computer and TechnologyGOOGLAlphabet$22,738,885$122,475 ▼-0.5%147,0444.6%Computer and TechnologyMAMastercard$21,300,491$400,128 ▼-1.8%38,8614.3%Business ServicesFIFiserv$21,042,669$556,712 ▼-2.6%95,2894.3%Business ServicesMSFTMicrosoft$20,523,696$43,170 ▲0.2%54,6734.2%Computer and TechnologyADPAutomatic Data Processing$17,531,005$250,840 ▼-1.4%57,3793.6%Business ServicesABTAbbott Laboratories$16,788,980$63,672 ▲0.4%126,5663.4%MedicalADIAnalog Devices$15,936,165$40,334 ▼-0.3%79,0213.2%Computer and TechnologyRTXRTX$15,219,919$55,898 ▼-0.4%114,9023.1%AerospaceAMZNAmazon.com$14,501,237$79,719 ▼-0.5%76,2183.0%Retail/WholesaleDHRDanaher$13,590,680$206,435 ▲1.5%66,2962.8%MedicalTJXTJX Companies$13,365,357$12,545 ▲0.1%109,7322.7%Retail/WholesaleATRAptarGroup$13,155,667$373,176 ▲2.9%88,6622.7%IndustrialsHDHome Depot$13,141,599$44,712 ▲0.3%35,8582.7%Retail/WholesaleJNJJohnson & Johnson$12,760,890$225,377 ▼-1.7%76,9472.6%MedicalUNHUnitedHealth Group$11,913,740$7,332 ▼-0.1%22,7472.4%MedicalAMDAdvanced Micro Devices$11,678,662$30,411 ▲0.3%113,6722.4%Computer and TechnologyROKRockwell Automation$11,611,855$23,771 ▼-0.2%44,9412.4%Computer and TechnologySBGSYSchneider Electric S.E.$11,412,911$133,168 ▲1.2%248,5392.3%IndustrialsXYLXylem$8,859,870$56,146 ▼-0.6%74,1661.8%Business ServicesVRTXVertex Pharmaceuticals$8,727,244$546,392 ▲6.7%18,0011.8%MedicalCNICanadian National Railway$8,168,903$1,849,206 ▼-18.5%83,8181.7%TransportationPGProcter & Gamble$7,967,135$7,882,948 ▲9,363.6%46,7501.6%Consumer StaplesFPA CRESCENT FUND$7,731,7540.0%192,7161.6%Equity Mutual FuNEUBERGER BERMAN ALTERN LONG S$7,403,7170.0%395,4981.5%Equity Mutual FuROBECO BOSTON PARTNERS LONG SH$7,346,8430.0%536,2661.5%Equity Mutual FuCARRCarrier Global$7,154,499$1,565,029 ▲28.0%112,8471.5%Computer and TechnologyGQG PARTNERS EMERGING MARKETS$6,554,520$57,715 ▲0.9%397,4851.3%Equity Mutual FuAMG RIVER ROAD SMALL-MID CAP V$6,532,0380.0%673,4061.3%Equity Mutual FuXOMExxon Mobil$5,896,9060.0%49,5831.2%EnergyCVXChevron$4,904,943$25,094 ▼-0.5%29,3201.0%EnergyPGProcter & Gamble$4,678,711$4,594,524 ▲5,457.5%27,4541.0%Consumer StaplesPGProcter & Gamble$3,978,625$3,894,438 ▲4,625.9%23,3460.8%Consumer StaplesNSRGYNestlé$3,635,240$2,893,158 ▼-44.3%35,9320.7%Consumer StaplesCRWDCrowdStrike$3,534,6140.0%10,0250.7%Computer and TechnologyCRMSalesforce$2,870,379$1,055,192 ▲58.1%10,6960.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,796,950$3,132,584 ▼-52.8%5,0000.6%FinanceABBVAbbVie$2,740,103$5,238 ▼-0.2%13,0780.6%MedicalUNPUnion Pacific$2,657,6990.0%11,2500.5%TransportationMKCMcCormick & Company, Incorporated$2,524,036$2,506,422 ▲14,229.4%30,6650.5%Consumer StaplesLLYEli Lilly and Company$2,420,742$2,419,090 ▲146,450.0%2,9310.5%MedicalPEPPepsiCo$2,356,606$527,939 ▼-18.3%15,7170.5%Consumer StaplesNVONovo Nordisk A/S$2,271,452$1,860,645 ▲452.9%32,7110.5%MedicalMRKMerck & Co., Inc.$1,987,9140.0%22,1470.4%MedicalZSZscaler$1,984,2000.0%10,0000.4%Computer and TechnologyMKCMcCormick & Company, Incorporated$1,826,294$1,808,680 ▲10,268.2%22,1880.4%Consumer StaplesHUBSHubSpot$1,713,8700.0%3,0000.3%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,700,250$163,224 ▼-8.8%25,0000.3%ETFGOOGAlphabet$1,570,8930.0%10,0550.3%Computer and TechnologyKOCoca-Cola$1,549,4990.0%21,6350.3%Consumer StaplesABNBAirbnb$1,519,6510.0%12,7210.3%Consumer DiscretionaryLLYEli Lilly and Company$1,498,201$1,496,549 ▲90,600.0%1,8140.3%MedicalTTTrane Technologies$1,319,0420.0%3,9150.3%ConstructionPBAPembina Pipeline$1,269,872$2,002 ▼-0.2%31,7230.3%EnergyIBMInternational Business Machines$1,228,1310.0%4,9390.3%Computer and TechnologyMKCMcCormick & Company, Incorporated$1,076,203$1,058,589 ▲6,009.8%13,0750.2%Consumer StaplesHONHoneywell International$1,015,341$12,705 ▼-1.2%4,7950.2%Multi-Sector ConglomeratesUBERUber Technologies$991,771$991,771 ▲New Holding13,6120.2%Computer and TechnologyNOWServiceNow$955,3680.0%1,2000.2%Computer and TechnologyNSCNorfolk Southern$888,1870.0%3,7500.2%TransportationPFEPfizer$790,6080.0%31,2000.2%MedicalADBEAdobe$751,719$121,196 ▲19.2%1,9600.2%Computer and TechnologyWMTWalmart$679,4940.0%7,7400.1%Retail/WholesaleAXPAmerican Express$661,055$661,055 ▲New Holding2,4570.1%FinanceBALLBall$622,654$1,736,329 ▼-73.6%11,9580.1%IndustrialsBMYBristol-Myers Squibb$617,036$103,683 ▼-14.4%10,1170.1%MedicalMMCMarsh & McLennan Companies$610,0750.0%2,5000.1%FinanceCOPConocoPhillips$581,8100.0%5,5400.1%EnergyLLYEli Lilly and Company$572,356$570,704 ▲34,550.0%6930.1%MedicalMMM3M$543,3820.0%3,7000.1%Multi-Sector ConglomeratesGEGE Aerospace$526,3960.0%2,6300.1%IndustrialsJPMJPMorgan Chase & Co.$517,5830.0%2,1100.1%FinanceNVSNovartis$476,355$423,625 ▼-47.1%4,2730.1%MedicalSNOWSnowflake$458,504$458,504 ▲New Holding3,1370.1%Computer and TechnologyTMOThermo Fisher Scientific$440,3760.0%8850.1%MedicalKMBKimberly-Clark$426,6600.0%3,0000.1%Consumer StaplesPGProcter & Gamble$385,149$300,962 ▲357.5%2,2600.1%Consumer StaplesINTCIntel$370,604$74,716 ▼-16.8%16,3190.1%Computer and TechnologyIRIngersoll Rand$350,9320.0%4,3850.1%IndustrialsNUNU$322,191$322,191 ▲New Holding31,4640.1%FinanceCIThe Cigna Group$312,8790.0%9510.1%MedicalSOLTERA MNG CORP COM$300,0000.0%300,0000.1%COMDEDeere & Company$286,303$284,895 ▲20,233.3%6100.1%IndustrialsMOAltria Group$286,055$3,361 ▼-1.2%4,7660.1%Consumer StaplesCSCOCisco Systems$282,014$30,855 ▼-9.9%4,5700.1%Computer and TechnologyDEDeere & Company$253,449$252,041 ▲17,900.0%5400.1%IndustrialsPSXPhillips 66$245,7250.0%1,9900.1%EnergyCSXCSX$229,5540.0%7,8000.0%TransportationCHDChurch & Dwight$206,969$19,816 ▼-8.7%1,8800.0%Consumer StaplesPGProcter & Gamble$187,462$103,275 ▲122.7%1,1000.0%Consumer StaplesMKCMcCormick & Company, Incorporated$144,454$126,840 ▲720.1%1,7550.0%Consumer StaplesPGProcter & Gamble$112,477$28,290 ▲33.6%6600.0%Consumer StaplesPGProcter & Gamble$84,1870.0%4940.0%Consumer StaplesAMG RIVER ROAD DIV ALL CAP VAL$67,320$67,320 ▲New Holding11,0000.0%Equity Mutual FuMKCMcCormick & Company, Incorporated$49,386$31,772 ▲180.4%6000.0%Consumer StaplesMKCMcCormick & Company, Incorporated$49,386$31,772 ▲180.4%6000.0%Consumer StaplesIRWDIronwood Pharmaceuticals$48,5100.0%33,0000.0%MedicalDEDeere & Company$46,935$45,527 ▲3,233.3%1000.0%IndustrialsLLYEli Lilly and Company$45,425$43,773 ▲2,650.0%550.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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