Michael Brady & Co., LLC - Portfolio overview

Michael Brady & Co., LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

  1. CGGR - CAPITAL GROUP GROWTH ETF, 14.91%
  2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 14.80%
  3. CGUS - CAPITAL GROUP CORE EQUITY ET, 11.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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