Broderick Brian C

CIK 0001314376 • 6 13F filings • Apr 18, 2025 – Aug 11, 2026

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Filer information

Filed by: Broderick Brian C, Advent Software Manager
Address: HEMENWAY & BARNES LLP, 60 STATE STREET, BOSTON, MA, 02109
Phone: 617-619-8258
AUM: $529.0M

AUM over time

$646.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $529.0M5 positionsView on SEC.gov

			% of Portfolio
3M	COM	$592K	0.1%Prev: 0.1%	3,700 SH	Increased
ABBOTT LABS	COM	$15.1M	2.9%Prev: 3.1%	120,549 SH	Decreased-160 SH
ABBVIE	COM	$3.0M	0.6%Prev: 0.6%	13,325 SH	Decreased-45 SH
ADVANCED MICRO DEVICES	COM	$21.4M	4.0%Prev: 3.1%	99,857 SH	Increased-1,382 SH
AIRBNB INC	COM	$2.0M	0.4%Prev: 0.3%	14,906 SH	Increased+1,098 SH
ALPHABET INC CL A	COM	$42.7M	8.1%Prev: 6.5%	136,528 SH	Increased-3,282 SH
ALPHABET INC CL C	COM	$3.2M	0.6%Prev: 0.5%	10,055 SH	Increased
ALTRIA GROUP	COM	$265K	0.1%Prev: 0.1%	4,597 SH	Decreased
AMAZON.COM	COM	$16.8M	3.2%Prev: 3.0%	72,683 SH	Increased+10 SH
AMERICAN EXPRESS	COM	$3.7M	0.7%Prev: 0.5%	9,903 SH	Increased+2,546 SH
AMG RIVER ROAD DIV ALL CAP VAL	Equity Mutual Fu	$55K	0.0%Prev: 0.0%	11,000 SH	Decreased
AMG RIVER ROAD SMALL-MID CAP V	Equity Mutual Fu	$6.7M	1.3%Prev: 1.3%	673,406 SH	Decreased
ANALOG DEVICES	COM	$20.3M	3.8%Prev: 3.5%	74,979 SH	Increased-240 SH
APPLE	COM	$30.6M	5.8%Prev: 5.5%	112,623 SH	Increased-1,318 SH
APPLIED MATERIAL	COM	$4.1M	0.8%Prev: 0.5%	16,081 SH	Increased+3,203 SH
APTARGROUP	COM	$10.3M	1.9%Prev: 2.1%	84,304 SH	Decreased+50 SH
AUTOMATIC DATA PROCESSING	COM	$13.5M	2.5%Prev: 2.9%	52,298 SH	Decreased-31 SH
BRISTOL-MYERS SQUIBB	COM	$546K	0.1%Prev: 0.1%	10,117 SH	Increased
BROADCOM INC	COM	$783K	0.1%	2,261 SH	New
CANADIAN NATL RAILWAY	COM	$7.6M	1.4%Prev: 1.4%	76,722 SH	Increased-140 SH
CARRIER GLOBAL	COM	$615K	0.1%Prev: 1.1%	11,642 SH	Decreased-88,242 SH
CHARLES SCHWAB	COM	$2.3M	0.4%Prev: 0.2%	23,374 SH	Increased+10,104 SH
CHEVRON	COM	$4.1M	0.8%Prev: 0.8%	26,758 SH	Decreased
CIGNA CORP NEW	COM	$234K	0.0%Prev: 0.0%	851 SH	Decreased
CISCO SYS INC	COM	$314K	0.1%Prev: 0.1%	4,070 SH	Increased
COCA COLA	COM	$1.4M	0.3%Prev: 0.2%	19,344 SH	Increased
CONOCOPHILLIPS	COM	$519K	0.1%Prev: 0.1%	5,540 SH	Decreased
CROWDSTRIKE HOLDINGS INC	COM	$4.7M	0.9%Prev: 0.9%	10,025 SH	Decreased
DANAHER CORP	COM	$14.4M	2.7%Prev: 2.3%	62,811 SH	Increased+474 SH
DEERE & CO	COM	$284K	0.1%Prev: 0.1%	610 SH	Increased
DEERE & CO	COM	$251K	0.0%Prev: 0.0%	540 SH	Increased
DEERE &amp; CO	COM	$47K	0.0%Prev: 0.0%	100 SH	Increased
ELI LILLY & CO	COM	$3.8M	0.7%Prev: 0.5%	3,531 SH	Increased+169 SH
ELI LILLY & CO	COM	$2.6M	0.5%Prev: 0.3%	2,405 SH	Increased+225 SH
ELI LILLY &amp; CO	COM	$2.1M	0.4%Prev: 0.2%	1,993 SH	Increased+274 SH
ELI LILLY &amp;amp; CO	COM	$145K	0.0%Prev: 0.0%	135 SH	Increased+10 SH
ELI LILLY &amp;amp;amp; CO	COM	$12K	0.0%Prev: 0.0%	11 SH	Increased+2 SH
ELI LILLY &amp;amp;amp;amp; CO	COM	$55K	0.0%Prev: 0.0%	51 SH	Increased+20 SH
ELI LILLY &amp;amp;amp;amp;amp; CO	COM	$97K	0.0%Prev: 0.0%	90 SH	Increased+20 SH
EXXON MOBIL	COM	$5.7M	1.1%Prev: 1.0%	47,646 SH	Increased
FISERV	COM	$5.5M	1.0%Prev: 2.2%	81,437 SH	Decreased-9,322 SH
FPA CRESCENT FUND	Equity Mutual Fu	$9.1M	1.7%Prev: 1.7%	211,484 SH	Increased+16,426 SH
GE VERNOVA INC COM	COM	$374K	0.1%Prev: 0.1%	572 SH	Increased
GENERAL ELECTRIC	COM	$814K	0.2%Prev: 0.2%	2,642 SH	Increased
GQG PARTNERS EMERGING MARKETS	Equity Mutual Fu	$7.1M	1.3%Prev: 1.3%	397,485 SH	Increased
HOME DEPOT	COM	$11.8M	2.2%Prev: 2.6%	34,362 SH	Decreased+43 SH
HONEYWELL INTL	COM	$893K	0.2%Prev: 0.2%	4,575 SH	Decreased-20 SH
HUBSPOT INC	COM	$1.2M	0.2%Prev: 0.3%	3,000 SH	Decreased
INGERSOLL RAND INC	COM	$347K	0.1%Prev: 0.1%	4,385 SH	Decreased
INTEL	COM	$301K	0.1%Prev: 0.1%	8,153 SH	Decreased-3,600 SH
INTL BUSINESS MACH	COM	$1.5M	0.3%Prev: 0.3%	4,901 SH	Increased
IRONWOOD PHARMACEUTICALS	COM	$61K	0.0%Prev: 0.0%	18,000 SH	Increased
JOHNSON AND JOHNSON	COM	$14.5M	2.7%Prev: 2.5%	70,140 SH	Increased-140 SH
JPMORGAN CHASE	COM	$680K	0.1%Prev: 0.1%	2,110 SH	Increased
Kalypsis Inc.	COM	$2	0.0%Prev: 0.0%	20,000 SH
KIMBERLY CLARK	COM	$303K	0.1%Prev: 0.1%	3,000 SH	Decreased
MARSH & MCLENNAN	COM	$464K	0.1%Prev: 0.1%	2,500 SH	Decreased
MASTERCARD	COM	$20.3M	3.8%Prev: 3.9%	35,640 SH	Increased-78 SH
MCCORMICK & CO	COM	$70K	0.0%Prev: 0.1%	1,035 SH	Decreased-8,945 SH
MCCORMICK & CO	COM	$5K	0.0%Prev: 0.0%	68 SH	Decreased-146 SH
MCCORMICK &amp; CO	COM	$235K	0.0%Prev: 0.4%	3,448 SH	Decreased-25,297 SH
MCCORMICK &amp;amp; CO	COM	$103K	0.0%Prev: 0.3%	1,505 SH	Decreased-18,398 SH
MCCORMICK &amp;amp;amp; CO	COM	$18K	0.0%Prev: 0.0%	260 SH	Decreased-1,545 SH
MERCK	COM	$2.3M	0.4%Prev: 0.4%	21,997 SH	Increased
MICROSOFT	COM	$25.7M	4.9%Prev: 5.2%	53,092 SH	Decreased+14 SH
NESTLE SA ADR	COM	$1.6M	0.3%Prev: 0.3%	15,905 SH	Increased-875 SH
NEUBERGER BERMAN ALTERN LONG S	Equity Mutual Fu	$7.9M	1.5%Prev: 1.5%	395,700 SH	Increased+202 SH
NEWMONT GOLDCORP CORPORATION	COM	$312K	0.1%Prev: 0.1%	3,125 SH	Increased
NORFOLK SOUTHERN	COM	$1.1M	0.2%Prev: 0.2%	3,750 SH	Decreased
NOVARTIS AG ADR	COM	$430K	0.1%Prev: 0.1%	3,121 SH	Increased
NOVO NORDISK A S ADR	COM	$312K	0.1%Prev: 0.4%	6,135 SH	Decreased-29,866 SH
NU HOLDINGS	COM	$1.9M	0.4%Prev: 0.3%	114,962 SH	Increased+20,152 SH
NVIDIA CORP	COM	$36.5M	6.9%Prev: 7.1%	195,752 SH	Decreased-4,033 SH
PEMBINA PIPELINE CO	COM	$1.2M	0.2%Prev: 0.2%	32,523 SH	Decreased
PEPSICO	COM	$1.9M	0.4%Prev: 0.4%	13,377 SH	Increased-80 SH
PFIZER	COM	$717K	0.1%Prev: 0.1%	28,800 SH	Decreased
PHILLIPS 66	COM	$257K	0.0%Prev: 0.1%	1,990 SH	Decreased
PROCTER & GAMBLE	COM	$3.5M	0.7%Prev: 0.7%	24,713 SH	Decreased+30 SH
PROCTER & GAMBLE	COM	$71K	0.0%Prev: 0.0%	494 SH	Decreased
PROCTER &amp; GAMBLE	COM	$6.7M	1.3%Prev: 1.4%	46,555 SH	Decreased
PROCTER &amp;amp; GAMBLE	COM	$3.3M	0.6%Prev: 0.7%	23,245 SH	Decreased
PROCTER &amp;amp;amp; GAMBLE	COM	$324K	0.1%Prev: 0.1%	2,260 SH	Decreased
PROCTER &amp;amp;amp;amp; GAMBLE	COM	$94K	0.0%Prev: 0.0%	655 SH	Decreased
PROCTER &amp;amp;amp;amp;amp; GAMBLE	COM	$115K	0.0%Prev: 0.0%	800 SH	Decreased
Proteostasis Therapeutics	COM	$30K	0.0%Prev: 0.0%	65,000 SH
ROBECO BOSTON PARTNERS LONG SH	Equity Mutual Fu	$8.3M	1.6%Prev: 1.6%	593,224 SH	Increased+56,958 SH
ROCKWELL AUTOMATION	COM	$14.0M	2.6%Prev: 2.4%	36,013 SH	Increased-14 SH
RTX CORPORATION	COM	$19.4M	3.7%Prev: 3.4%	105,627 SH	Increased-722 SH
SCHNEIDER ELEC SA ADR	COM	$13.2M	2.5%Prev: 2.5%	239,623 SH	Decreased-10 SH
SERVICENOW INC	COM	$919K	0.2%Prev: 0.2%	6,000 SH	Decreased+4,800 SH
SNOWFLAKE INC	COM	$688K	0.1%Prev: 0.1%	3,137 SH	Decreased
SOLTERA MNG CORP COM	COM	$300K	0.1%Prev: 0.1%	300,000 SH
SPDR S&P 500 ETF	COM	$3.4M	0.6%Prev: 0.6%	5,000 SH	Increased
SPDR TOTAL STOCK MARKET PORTFO	COM	$1.9M	0.4%Prev: 0.4%	23,375 SH	Decreased-625 SH
THERMO FISHER SCIENTIFIC	COM	$513K	0.1%Prev: 0.1%	885 SH	Increased
TJX COS	COM	$16.1M	3.0%Prev: 2.9%	104,694 SH	Increased-166 SH
TRANE TECHNOLOGIES PLC	COM	$1.5M	0.3%Prev: 0.3%	3,800 SH	Decreased
UBER TECHNOLOGIES INC	COM	$3.3M	0.6%Prev: 0.6%	40,396 SH	Increased+10,317 SH
UNION PACIFIC	COM	$2.6M	0.5%Prev: 0.5%	11,050 SH	Decreased
UNITEDHEALTH GROUP	COM	$3.9M	0.7%Prev: 1.3%	11,844 SH	Decreased-7,746 SH
VERTEX PHARMACEUTICALS	COM	$7.8M	1.5%Prev: 1.3%	17,202 SH	Increased-49 SH
WAL-MART STORES	COM	$490K	0.1%Prev: 0.1%	4,400 SH	Increased
XYLEM INC	COM	$9.6M	1.8%Prev: 2.0%	70,201 SH	Decreased-108 SH
ZSCALER INC	COM	$2.2M	0.4%Prev: 0.6%	10,000 SH	Decreased

Sold (vs prior filing)

ADOBE SYS — $488K
MCCORMICK &amp;amp;amp;amp; CO — $40K
MCCORMICK &amp;amp;amp;amp;amp; CO — $40K
SALESFORCE.COM — $2.5M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001314376-26-000001	$529.0M	View
Nov 10, 2025	Q3 2025	13F-HR	0001314376-25-000009	$526.5M	View
Aug 11, 2026	Q2 2026