Current Market Value 505,818,397
Current Holdings 87
Most Recent File Date 2025-07-23
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Broderick Brian C . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 87 505,818
2025-04-18 2025-03-31 13F-HR 84 490,913
2025-02-13 2024-12-31 13F-HR 82 1,900,625
2024-11-06 2024-09-30 13F-HR 84 510,826
2024-08-12 2024-06-30 13F-HR 81 489,854
2024-05-06 2024-03-31 13F-HR 81 468,201
2024-02-14 2023-12-31 13F-HR 75 400,652
2023-11-14 2023-09-30 13F-HR 79 362,935
2023-08-11 2023-06-30 13F-HR 81 379,016
2023-05-10 2023-03-31 13F-HR 80 356,241
2023-02-09 2022-12-31 13F-HR 80 337,103
2022-11-08 2022-09-30 13F-HR 79 319,982
2022-07-19 2022-06-30 13F-HR 71 329,747
2022-05-17 2022-03-31 13F-HR 75 391,409
2022-02-08 2021-12-31 13F-HR 74 415,841
2021-11-10 2021-09-30 13F-HR 80 374,658
2021-08-09 2021-06-30 13F-HR 80 376,484
2021-05-17 2021-03-31 13F-HR 79 347,463
2021-02-16 2020-12-31 13F-HR 77 336,833
2020-10-28 2020-09-30 13F-HR 84 314,228
2020-07-28 2020-06-30 13F-HR 81 300,319
2020-05-07 2020-03-31 13F-HR 76 252,756
2020-01-15 2019-12-31 13F-HR 85 308,690
2019-11-04 2019-09-30 13F-HR 85 290,700
2019-07-24 2019-06-30 13F-HR 84 285,848
2019-04-29 2019-03-31 13F-HR 79 279,923
2019-01-24 2018-12-31 13F-HR 77 237,654
2018-10-15 2018-09-30 13F-HR 86 294,832
2018-07-30 2018-06-30 13F-HR 85 273,569
2018-04-24 2018-03-31 13F-HR 88 266,680
2018-02-02 2017-12-31 13F-HR 90 273,953
2017-10-26 2017-09-30 13F-HR 91 277,133
2017-07-21 2017-06-30 13F-HR 95 270,284
2017-05-16 2017-03-31 13F-HR 92 245,169
2017-02-14 2016-12-31 13F-HR 93 230,782
2016-11-16 2016-09-30 13F-HR 99 234,638
2016-08-08 2016-06-30 13F-HR 102 237,708
2016-05-27 2016-03-31 13F-HR 100 230,945
2016-02-12 2015-12-31 13F-HR 98 223,465
2015-11-13 2015-09-30 13F-HR 103 215,905
2015-08-10 2015-06-30 13F-HR 102 234,763
2015-05-22 2015-03-31 13F-HR 105 241,005
2015-02-13 2014-12-31 13F-HR 104 236,038
2014-11-24 2014-09-30 13F-HR 113 224,770
2014-07-23 2014-06-30 13F-HR 99 218,414
2014-05-29 2014-03-31 13F-HR 94 203,414
2014-02-27 2013-12-31 13F-HR 91 200,867
2013-11-18 2013-09-30 13F-HR 91 179,313
2013-08-16 2013-06-30 13F-HR 89 167,191
2013-08-16 2013-03-31 13F-HR 90 168,529
2013-08-16 2012-12-31 13F-HR 81 141,108