Broderick Brian C Top Holdings and 13F Report (2025) About Broderick Brian CInvestment ActivityBroderick Brian C has $509.91 million in total holdings as of December 31, 2024.Broderick Brian C owns shares of 98 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 11.16% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Broderick Brian C has purchased 100 new stocks and bought additional shares in 47 stocks.Broderick Brian C sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $32,302,788Apple $29,910,415Alphabet $27,985,355Microsoft $22,996,196Mastercard $20,847,433 Largest New Holdings this Quarter Salesforce $2,261,408 HoldingChurch & Dwight $215,703 Holding Largest Purchases this Quarter Johnson & Johnson 78,227 shares (about $11.31M)Procter & Gamble 46,253 shares (about $7.75M)Procter & Gamble 29,355 shares (about $4.92M)Procter & Gamble 22,874 shares (about $3.83M)Schneider Electric S.E. 48,113 shares (about $2.39M) Largest Sales this Quarter Nestlé 29,642 shares (about $2.42M)Medtronic 25,512 shares (about $2.04M)Adobe 4,170 shares (about $1.85M)Ball 24,915 shares (about $1.37M)NVIDIA 8,262 shares (about $1.11M) 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 PortfolioSectorNVDANVIDIA$32,302,788$1,109,504 ▼-3.3%240,5456.3%Computer and TechnologyAAPLApple$29,910,415$543,411 ▲1.9%119,4415.9%Computer and TechnologyGOOGLAlphabet$27,985,355$532,122 ▲1.9%147,8365.5%Computer and TechnologyMSFTMicrosoft$22,996,196$730,038 ▲3.3%54,5584.5%Computer and TechnologyMAMastercard$20,847,433$305,937 ▲1.5%39,5914.1%Business ServicesFIFiserv$20,092,130$189,808 ▲1.0%97,8103.9%Business ServicesADPAutomatic Data Processing$17,036,887$316,734 ▲1.9%58,2003.3%Business ServicesADIAnalog Devices$16,831,293$428,532 ▲2.6%79,2213.3%Computer and TechnologyAMZNAmazon.com$16,813,392$641,935 ▲4.0%76,6373.3%Retail/WholesaleDHRDanaher$14,987,090$660,874 ▲4.6%65,2892.9%MedicalABTAbbott Laboratories$14,261,588$1,154,853 ▲8.8%126,0862.8%MedicalHDHome Depot$13,900,947$455,896 ▲3.4%35,7362.7%Retail/WholesaleAMDAdvanced Micro Devices$13,694,687$380,368 ▲2.9%113,3762.7%Computer and TechnologyATRAptarGroup$13,533,693$311,058 ▲2.4%86,1472.7%IndustrialsRTXRTX$13,345,293$36,220 ▲0.3%115,3242.6%AerospaceTJXTJX Companies$13,244,279$454,850 ▲3.6%109,6292.6%Retail/WholesaleROKRockwell Automation$12,869,980$431,543 ▲3.5%45,0332.5%Computer and TechnologySBGSYSchneider Electric S.E.$12,193,520$2,388,329 ▲24.4%245,6392.4%IndustrialsUNHUnitedHealth Group$11,513,879$639,407 ▲5.9%22,7612.3%MedicalJNJJohnson & Johnson$11,324,614$11,313,189 ▲99,021.5%78,3062.2%MedicalCNICanadian National Railway$10,434,416$505,520 ▼-4.6%102,7922.0%TransportationXYLXylem$8,659,269$381,242 ▲4.6%74,6361.7%Business ServicesPGProcter & Gamble$7,837,135$7,754,316 ▲9,363.0%46,7471.5%Consumer StaplesFPA CRESCENT FUND$7,747,171$457,355 ▲6.3%192,7161.5%Equity Mutual FuNEUBERGER BERMAN ALTERN LONG S$7,415,582$1,612 ▲0.0%395,4981.5%Equity Mutual FuROBECO BOSTON PARTNERS LONG SH$7,244,952$725,757 ▲11.1%536,2661.4%Equity Mutual FuVRTXVertex Pharmaceuticals$6,795,158$2,180,217 ▲47.2%16,8741.3%MedicalAMG RIVER ROAD SMALL-MID CAP V$6,740,794$1,503,001 ▲28.7%673,4061.3%Equity Mutual FuGQG PARTNERS EMERGING MARKETS$6,516,504$1,510,795 ▲30.2%393,9851.3%Equity Mutual FuSPYSPDR S&P 500 ETF Trust$6,212,4480.0%10,6001.2%FinanceCARRCarrier Global$6,017,938$164,507 ▼-2.7%88,1621.2%Computer and TechnologyXOMExxon Mobil$5,333,643$5,378 ▼-0.1%49,5831.0%EnergyNSRGYNestlé$5,272,019$2,421,751 ▼-31.5%64,5291.0%Consumer StaplesPGProcter & Gamble$5,004,185$4,921,366 ▲5,942.3%29,8491.0%Consumer StaplesCVXChevron$4,268,435$350,513 ▲8.9%29,4700.8%EnergyPGProcter & Gamble$3,917,645$3,834,826 ▲4,630.4%23,3680.8%Consumer StaplesCRWDCrowdStrike$3,430,1540.0%10,0250.7%Computer and TechnologyPEPPepsiCo$2,925,330$447,056 ▼-13.3%19,2380.6%Consumer StaplesUNPUnion Pacific$2,565,450$10,262 ▼-0.4%11,2500.5%TransportationBALLBall$2,497,609$1,373,564 ▼-35.5%45,3040.5%IndustrialsABBVAbbVie$2,328,4030.0%13,1030.5%MedicalCRMSalesforce$2,261,408$2,261,408 ▲New Holding6,7640.4%Computer and TechnologyMRKMerck & Co., Inc.$2,203,1830.0%22,1470.4%MedicalHUBSHubSpot$2,090,3100.0%3,0000.4%Computer and TechnologyMKCMcCormick & Company, Incorporated$2,086,689$2,071,898 ▲14,008.2%27,3700.4%Consumer StaplesLLYEli Lilly and Company$2,051,976$2,050,432 ▲132,800.0%2,6580.4%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,957,182$21,429 ▼-1.1%27,4000.4%ETFGOOGAlphabet$1,914,8740.0%10,0550.4%Computer and TechnologyZSZscaler$1,804,100$631,435 ▲53.8%10,0000.4%Computer and TechnologyABNBAirbnb$1,671,6670.0%12,7210.3%Consumer DiscretionaryMKCMcCormick & Company, Incorporated$1,529,603$1,514,812 ▲10,241.8%20,0630.3%Consumer StaplesTTTrane Technologies$1,446,0050.0%3,9150.3%ConstructionKOCoca-Cola$1,346,9950.0%21,6350.3%Consumer StaplesNOWServiceNow$1,272,144$636,072 ▲100.0%1,2000.2%Computer and TechnologyPBAPembina Pipeline$1,174,0120.0%31,7730.2%EnergyHONHoneywell International$1,096,696$38,401 ▼-3.4%4,8550.2%Multi-Sector ConglomeratesIBMInternational Business Machines$1,085,7400.0%4,9390.2%Computer and TechnologyMKCMcCormick & Company, Incorporated$989,595$974,804 ▲6,590.7%12,9800.2%Consumer StaplesNSCNorfolk Southern$880,1250.0%3,7500.2%TransportationPFEPfizer$827,7360.0%31,2000.2%MedicalNVSNovartis$785,584$385,348 ▼-32.9%8,0730.2%MedicalADBEAdobe$731,054$1,854,316 ▼-71.7%1,6440.1%Computer and TechnologyWMTWalmart$699,308$279,181 ▲66.5%7,7400.1%Retail/WholesaleBMYBristol-Myers Squibb$668,3700.0%11,8170.1%MedicalCOPConocoPhillips$549,4020.0%5,5400.1%EnergyMMCMarsh & McLennan Companies$531,0250.0%2,5000.1%FinanceNVONovo Nordisk A/S$508,894$15,053 ▼-2.9%5,9160.1%MedicalJPMJPMorgan Chase & Co.$505,7880.0%2,1100.1%FinanceMMM3M$477,6320.0%3,7000.1%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$460,4040.0%8850.1%MedicalGEGeneral Electric$438,6580.0%2,6300.1%TransportationIRIngersoll Rand$396,6670.0%4,3850.1%IndustrialsINTCIntel$393,1600.0%19,6090.1%Computer and TechnologyKMBKimberly-Clark$393,1200.0%3,0000.1%Consumer StaplesBDXBecton, Dickinson and Company$359,134$47,643 ▼-11.7%1,5830.1%MedicalCSCOCisco Systems$300,144$5,920 ▼-1.9%5,0700.1%Computer and TechnologySOLTERA MNG CORP COM$300,0000.0%300,0000.1%COMMDTMedtronic$289,245$2,037,895 ▼-87.6%3,6210.1%MedicalCIThe Cigna Group$262,6090.0%9510.1%MedicalDEDeere & Company$258,457$257,186 ▲20,233.3%6100.1%IndustrialsMOAltria Group$252,1420.0%4,8220.0%Consumer StaplesCSXCSX$251,7060.0%7,8000.0%TransportationDEDeere & Company$228,798$227,527 ▲17,900.0%5400.0%IndustrialsPSXPhillips 66$226,7210.0%1,9900.0%EnergyCHDChurch & Dwight$215,703$215,703 ▲New Holding2,0600.0%Consumer StaplesNEENextEra Energy$200,5890.0%2,7980.0%UtilitiesPGProcter & Gamble$184,415$101,596 ▲122.7%1,1000.0%Consumer StaplesIRWDIronwood Pharmaceuticals$146,1900.0%33,0000.0%MedicalPGProcter & Gamble$110,649$27,830 ▲33.6%6600.0%Consumer StaplesPGProcter & Gamble$82,8190.0%4940.0%Consumer StaplesMKCMcCormick & Company, Incorporated$45,744$30,953 ▲209.3%6000.0%Consumer StaplesDEDeere & Company$42,370$41,099 ▲3,233.3%1000.0%IndustrialsMKCMcCormick & Company, Incorporated$41,932$27,141 ▲183.5%5500.0%Consumer StaplesMKCMcCormick & Company, Incorporated$16,315$1,525 ▲10.3%2140.0%Consumer StaplesLLYEli Lilly and Company$9,264$7,720 ▲500.0%120.0%MedicalLLYEli Lilly and Company$6,176$4,632 ▲300.0%80.0%MedicalLLYEli Lilly and Company$1,5440.0%20.0%MedicalDEDeere & Company$1,2710.0%30.0%IndustrialsMATTHEWS ASIA DIVIDEND FUND$0$1,617,284 ▼-100.0%00.0%Equity Mutual FuMRNAModerna$0$1,002,450 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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