Michael Brady & Co., LLC - Portfolio Stock Holdings

Michael Brady & Co., LLC disclosed 58 stock positions in a recent SEC 13F filing. $110,193,559 of stock holdings were filed, with the largest holdings including CGGR, CGDV, and CGUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $248,589,752 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.