Broderick Brian C

Est. AUM

$75.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FPA CRESCENT FUND	Equity Mutual Fu	$9.0M	211484	11.82%	DFND
2	ROBECO BOSTON PARTNERS LONG SH	Equity Mutual Fu	$8.3M	593224	10.89%	DFND
3	NEUBERGER BERMAN ALTERN LONG S	Equity Mutual Fu	$7.8M	395700	10.22%	DFND
4	GQG PARTNERS EMERGING MARKETS	Equity Mutual Fu	$7.2M	397485	9.52%	DFND
5	AMG RIVER ROAD SMALL-MID CAP V	Equity Mutual Fu	$6.6M	673406	8.68%	DFND
6	SPDR S&P 500 ETF	COM	$3.3M	5000	4.28%	DFND
7	ASML HOLDING NV	COM	$2.6M	2000	3.48%	DFND
8	ENERGY TRANSFER EQUITY LP	COM	$2.4M	125000	3.18%	DFND
9	TAIWAN S MANUFCTRING ADR	COM	$2.4M	7000	3.12%	DFND
10	AIRBNB INC	COM	$1.9M	14906	2.48%	DFND
11	SPDR TOTAL STOCK MARKET PORTFO	COM	$1.7M	21600	2.25%	SOLE
12	NU HOLDINGS	COM	$1.7M	114962	2.18%	DFND
13	TRANE TECHNOLOGIES PLC	COM	$1.6M	3800	2.09%	DFND
14	VERTIV HOLDINGS CO COM CL A	COM	$1.6M	6200	2.05%	DFND
15	ZSCALER INC	COM	$1.4M	10000	1.85%	DFND
16	NORFOLK SOUTHERN	COM	$1.1M	3750	1.42%	SOLE
17	HONEYWELL INTL	COM	$930K	4115	1.22%	DFND
18	PEMBINA PIPELINE CO	COM	$837K	18700	1.10%	DFND
19	PFIZER	COM	$823K	29300	1.08%	SOLE
20	JPMORGAN CHASE	COM	$753K	2560	0.99%	SOLE
21	HUBSPOT INC	COM	$732K	3000	0.96%	DFND
22	SERVICENOW INC	COM	$627K	6000	0.83%	DFND
23	MERCK	COM	$544K	4523	0.72%	DFND
24	SNOWFLAKE INC	COM	$473K	3137	0.62%	DFND
25	GILEAD SCIENCES	COM	$461K	3310	0.61%	SOLE
26	MARSH & MC	COM	$434K	2500	0.57%	SOLE
27	INTL BUSINESS MACH	COM	$382K	1575	0.50%	DFND
28	BRISTOL-MYERS SQUIBB	COM	$364K	6000	0.48%	DFND
29	INGERSOLL RAND INC	COM	$351K	4385	0.46%	DFND
30	CONOCOPHILLIPS	COM	$343K	2600	0.45%	DFND
31	NOVARTIS AG ADR	COM	$330K	2160	0.43%	DFND
32	INTEL	COM	$309K	7000	0.41%	DFND
33	SOLTERA MNG CORP COM	COM	$300K	300000	0.40%	DFND
34	KIMBERLY CLARK	COM	$289K	3000	0.38%	SOLE
35	ALPHABET INC CL A	COM	$259K	900	0.34%	DFND
36	PHILLIPS 66	COM	$250K	1370	0.33%	DFND
37	CISCO SYS INC	COM	$242K	3120	0.32%	DFND
38	NVIDIA CORP	COM	$235K	1350	0.31%	DFND
39	NESTLE SA ADR	COM	$228K	2300	0.30%	DFND
40	CIGNA CORP NEW	COM	$227K	851	0.30%	SOLE
41	NEWMONT GOLDCORP CORPORATION	COM	$219K	2025	0.29%	DFND
42	APPLE	COM	$208K	820	0.27%	DFND
43	WOODWARD GOVERNOR	COM	$206K	575	0.27%	SOLE
44	WAL-MART STORES	COM	$205K	1650	0.27%	DFND
45	ANALOG DEVICES	COM	$202K	635	0.27%	DFND
46	RTX CORPORATION	COM	$172K	890	0.23%	DFND
47	AMAZON.COM	COM	$167K	800	0.22%	DFND
48	ADVANCED MICRO DEVICES	COM	$161K	790	0.21%	DFND
49	TJX COS	COM	$160K	1000	0.21%	DFND
50	MASTERCARD	COM	$150K	300	0.20%	DFND

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.