Portfolio (Quarterly) Guide ↗

Bradyco, Inc.

· CIK 0002055007

13F Portfolio $129M AUM 38 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 7 Added 5 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PGR	PROGRESSIVE CORP	Financial Services	1,320	$301K	0.37%	SOLD

Sector Allocation

Technology 25.6%

Communication Services 18.5%

Financial Services 17.1%

Consumer Defensive 13.9%

Consumer Cyclical 12.4%

Healthcare 4.5%

Energy 4.4%

Basic Materials 1.8%

Industrials 1.8%