Bradyco Inc. Portfolio
Invests via Bradyco Inc. | Managed by Bradley F. Richardson
Invests via Bradyco Inc.
Managed by Bradley F. Richardson
Automatically Tracked
Company Profile
Active as an industrial holding and operating company, Bradyco Inc. focuses on manufacturing, distribution and niche services serving regional industrial and construction end-markets. The company presents exposure to cyclical manufacturing cash flows, operational consolidation opportunities and mid‑market M&A. Capital profile typically emphasizes cash generation, capex for capacity and selective add‑on acquisitions.
Active as an industrial holding and operating company, Bradyco Inc. focuses on manufacturing, distribution and niche services serving regional industrial and construction end-markets. The company presents exposure to cyclical manufacturing cash flows, operational consolidation opportunities and mid‑market M&A. Capital profile typically emphasizes cash generation, capex for capacity and selective add‑on acquisitions.
Investment Philosophy & Strategy
Positions capital to preserve industrial cash flows while funding selective growth through capacity investment and bolt-on acquisitions. Focuses on regional manufacturing, distribution and niche services where operational consolidation and margin improvement can be executed by hands-on management. Underwrites opportunities with emphasis on free cash flow, cyclical resilience, and disciplined capex; prefers mid-market targets with clear synergies and short payback horizons. Balance-sheet conservatism and active portfolio optimization drive return orientation.
Positions capital to preserve industrial cash flows while funding selective growth through capacity investment and bolt-on acquisitions. Focuses on regional manufacturing, distribution and niche services where operational consolidation and margin improvement can be executed by hands-on management. Underwrites opportunities with emphasis on free cash flow, cyclical resilience, and disciplined capex; prefers mid-market targets with clear synergies and short payback horizons. Balance-sheet conservatism and active portfolio optimization drive return orientation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
19.25%
Gain +0.15%
Monthly
0.81%
Yearly
10.14%
Drawdown
13.63%
$98.82M
Equity
Holdings
$98.82M
Investment
$80.62M
$25.63M
Profit +$240,512.05
Realized
$7.42M
Unrealized
$18.2M
Dividends
$1.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$240,512.05
Win %
68%
This Week
Compared To Last Week
Gain
0.74%
Profit
$725,926.33
Win %
68%
This Month
Compared to last month
Gain
3.95%
Profit
$3.75M
Win %
68%
This Year
Compared to last year
Gain
13.32%
Profit
$11.61M
Win %
64%
ANET Arista Networks Inc.
+6.08%
+$64,146.06 
PANW Palo Alto Networks, Inc.
+3.37%
+$90,530.58 
ETN Eaton Corporation plc
+3.15%
+$34,816.95 
MS Morgan Stanley Common Stock
+2.25%
+$104,604.39 
AMZN Amazon.com Inc
+1.83%
+$247,262.12 
ECL Ecolab Inc.
+1.65%
+$11,483.3 
NVS Novartis AG Sponsored ADR
+1.18%
+$10,601.42 
NVDA NVIDIA Corporation
+1.07%
+$13,282.5 
JPM JPMorgan Chase & Co.
+0.8%
+$29,498.76 
IVV iShares Core S&P 500 ETF
+0.59%
+$6,246.83 
AAPL Apple Inc.
+0.45%
+$39,033.51 
JNJ Johnson & Johnson
+0.43%
+$13,508.83 
WFC Wells Fargo & Company
+0.33%
+$1,520.1 
PAYX Paychex Inc.
-4.37%
-$15,958 
MORN Morningstar Inc.
-2.71%
-$29,694.67 
XOM ExxonMobil Holdings Corporation
-1.99%
-$91,120.48 
PEP PepsiCo, Inc.
-1.83%
-$32,560.96 
NOW ServiceNow Inc.
-1.73%
-$14,195.95 
DEO Diageo plc Sponsored ADR
-1.43%
-$12,427.8 
COST Costco Wholesale Corp
-1.3%
-$85,791.28 
V Visa Inc. Class A
-1.11%
-$26,835.26 
META Meta Platforms Inc Class A
-1.06%
-$14,809.78 
CL Colgate-Palmolive Co.
-0.92%
-$6,729.48 
KO The Coca-Cola Company
-0.86%
-$9,292 
MKL Markel Group Inc.
-0.86%
-$32,708.34 
DIS The Walt Disney Company
-0.69%
-$19,216.8 
PG The Procter & Gamble Company
-0.65%
-$17,828.72 
LOW Lowe's Companies, Inc.
-0.45%
-$2,109.6 
MTB M&T Bank Corporation
-0.26%
-$669.75 
UNH UnitedHealth Group Inc.
-0.21%
-$1,805.14 
AXP American Express Company
-0.16%
-$2,537.05 
LIN Linde plc
-0.1%
-$871.22 
MSFT Microsoft Corporation Common Stock
-0.04%
-$8,862.13 Events
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Dividends
Dividend Analysis
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| Trades 124 | Longs Won 82/124 66% | Profit Factor 5.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $580,797.28 |
| Average Win $375,518.76 | Best Trade (Oct 14) $3.14M | Sharpe Ratio -11.3 |
| Average Loss -$123,019.53 | Worst Trade (Sep 29) -$1.17M | Z-Score 4.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $206,659.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 803 | 723 | 643 | 562 | 482 | 402 | 321 | 241 | 161 | 80 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,429 | $6.48M | $8.78M | - | $2.31M | 35.65% | +0.446% |
| AMZN Amazon.com Inc | 54,198 | $11.69M | $13.75M | - | $2.05M | 17.57% | +1.832% |
| ANET Arista Networks Inc. | 5,956 | $658,317.44 | $1.12M | - | $461,470.12 | 70.1% | +6.077% |
| AXP American Express Company | 5,074 | $1.51M | $1.6M | - | $90,113.65 | 5.98% | -0.159% |
| CL Colgate-Palmolive Co. | 7,825 | $738,644 | $721,778 | - | -$16,866 | -2.28% | -0.924% |
| COST Costco Wholesale Corp | 6,564 | $6.03M | $6.51M | - | $483,654.47 | 8.02% | -1.3% |
| DEO Diageo plc Sponsored ADR | 9,240 | $1.18M | $859,920.6 | - | -$324,886.01 | -27.42% | -1.425% |
| DIS The Walt Disney Company | 25,120 | $2.8M | $2.75M | - | -$43,080.8 | -1.54% | -0.693% |
| ECL Ecolab Inc. | 2,415 | $565,882.96 | $709,152.67 | - | $143,269.71 | 25.32% | +1.646% |
| ETN Eaton Corporation plc | 2,972 | $986,318.19 | $1.14M | - | $153,845.03 | 15.6% | +3.15% |
| IVV iShares Core S&P 500 ETF | 1,379 | $806,056.31 | $1.07M | - | $260,214.03 | 32.28% | +0.589% |
| JNJ Johnson & Johnson | 11,798 | $1.71M | $3.16M | - | $1.45M | 84.93% | +0.43% |
| JPM JPMorgan Chase & Co. | 11,007 | $2.68M | $3.71M | - | $1.03M | 38.23% | +0.802% |
| KO The Coca-Cola Company | 11,615 | $746,543.44 | $1.07M | - | $320,875.06 | 42.98% | -0.863% |
| LIN Linde plc | 1,778 | $744,395.61 | $901,570.46 | - | $157,174.85 | 21.11% | -0.097% |
| LOW Lowe's Companies, Inc. | 2,344 | $578,499.81 | $462,518.08 | - | -$115,981.73 | -20.05% | -0.454% |
| META Meta Platforms Inc Class A | 2,209 | $1.37M | $1.38M | - | $11,014.92 | 0.81% | -1.063% |
| MKL Markel Group Inc. | 2,036 | $3.65M | $3.78M | - | $131,312.27 | 3.6% | -0.857% |
| MORN Morningstar Inc. | 4,864 | $1.64M | $1.07M | - | -$571,885.16 | -34.91% | -2.71% |
| MS Morgan Stanley Common Stock | 25,328 | $3.18M | $4.75M | - | $1.57M | 49.24% | +2.251% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Bradyco Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $3.31M, Morgan Stanley Common Stock - $1.29M, Alphabet Inc - $967,149.05, Alphabet Inc - $695,544.49, and Microsoft Corporation Common Stock - $678,570.64. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Salesforce, Inc - $252,028.3, PayPal Holdings, Inc - $176,863.15, ServiceNow Inc - $150,463.6, Adobe Inc - $130,189, and UnitedHealth Group Inc - $96,063.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradyco Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.92M earned over time. The largest contributors to dividend income include Morgan Stanley Common Stock - $254,296, Microsoft Corporation Common Stock - $204,953.87, ExxonMobil Holdings Corporation - $176,446.49, PepsiCo, Inc - $131,779.59, and The Procter & Gamble Company - $129,642.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradyco Inc.'s monthly returns?
Bradyco Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bradyco Inc.'s strategy be considered aggressive or moderate?
Bradyco Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bradyco Inc.'s strategy?
Bradyco Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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