Data as of Q4 2025 (Dec 31, 2025)

Broderick Brian C

•CIK: 1314376•Filing: Q4 2025

**Broderick Brian C** manages $529M across a diversified portfolio of 86 positions. The fund exhibits a significant concentration in mega-cap technology names, with top holdings including GOOGL at $42.7M and NVDA at $36.5M. Further substantial allocations are directed toward AAPL ($30.6M), MSFT ($25.7M), and AMD ($21.4M). This structure indicates a core investment thesis focused on established, high-growth technology leaders.

Total AUM
$529.0M
QoQ Performance
+0.5%
Positions
86
Top 10 Concentration
47.2%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOGL
NVDA
AAPL
GOOGL8.1%
NVDA6.9%
AAPL5.8%
MSFT4.9%
AMD4.0%
MA3.8%
ADI3.8%
RTX3.7%

📈 Biggest Buys

SCHW
CHARLES SCHWAB
+76.1%
0.4% of portfolio
AXP
AMERICAN EXPRESS
+34.6%
0.7% of portfolio
UBER
UBER TECHNOLOGIES INC
+34.3%
0.6% of portfolio
AMAT
APPLIED MATERIAL
+24.9%
0.8% of portfolio
BPIRX
ROBECO BOSTON PARTNERS LONG SH
+10.6%
1.6% of portfolio

📉 Biggest Sells

CARR
CARRIER GLOBAL
-88.3%
0.1% of portfolio
MCX
MCCORMICK & CO
-89.8%
0.1% of portfolio
UNH
UNITEDHEALTH GROUP
-39.5%
0.7% of portfolio
NVO
NOVO NORDISK A S ADR
-83.0%
0.1% of portfolio
GOOGL
ALPHABET INC CL A
-2.3%
8.1% of portfolio

Sector Breakdown

Other38.3%
Technology30.8%
Healthcare12.1%
Consumer6.5%
Financial5.1%
Industrial4.7%
Energy1.2%
Consumer Staples0.7%

🚪 Exited Positionssold since Q3 2025

CRM
SALESFORCE.COM
SOLD
$2.5M
ADBE
ADOBE SYS
SOLD
$487.9K

Changes from Q3 2025

NEW1 new position
↑17 increased
↓27 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GOOGL8.1%
ALPHABET INC CL A
$42.7M
NVDA6.9%
NVIDIA CORP
$36.5M
AAPL5.8%
APPLE
$30.6M
MSFT4.9%
MICROSOFT
$25.7M
AMD4.0%
ADVANCED MICRO DEVICES
$21.4M

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