EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1080382
Institutional-grade research for retail investors

13F Reported Value

$845,125

Holdings

113

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC disclosed 113 positions worth $845,125 in its Form 13F-HR for Q1 2026, led by $BN (BROOKFIELD Corp /ON/) at 4.5% of the equity portfolio, followed by $BRK.B and $CCZ. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $POOL and a full exit from $WBD. The portfolio is most concentrated in Industrials (19.2% of disclosed assets). All figures are sourced directly from EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1080382.

Sector Allocation

IndustrialsFinancialsTechnologyHealthcareEnergyCommunication Services

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC's 113 positions.

Showing top 10 of 113 holdings.

Sector Allocation

Industrials

$162,034

Financials

$134,973

Technology

$113,694

Healthcare

$78,893

Energy

$72,675

Communication Services

$64,109

Consumer Discretionary

$61,591

Consumer Staples

$53,884

Full Holdings — EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (Q1 2026)

All 113 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1BN$BNBROOKFIELD Corp /ON/$38,0874.5%-0%
2BRK.B$BRK.BBERKSHIRE HATHAWAY INC$36,6094.3%+1%64.5
3CCZ$CCZCOMCAST CORP$35,8654.2%+14%70.4
4PYPL$PYPLPayPal Holdings, Inc.$34,8264.1%+56%70.5
5MDT$MDTMedtronic plc$28,6553.4%+1%
6IFF$IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$28,6103.4%-7%42.4
7ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$27,1343.2%+10%64.9
8INTU$INTUINTUIT INC.$26,7253.2%NEW82
9DIS$DISWalt Disney Co$26,6433.1%+1%68.9
10BF-A$BF-ABROWN FORMAN CORP$25,8383.1%+13%65.1
11SLB$SLBSLB LIMITED/NV$23,8702.8%-29%63.2
12MSFT$MSFTMICROSOFT CORP$23,6692.8%+84%83.7
13KVUE$KVUEKenvue Inc.$23,4322.8%+5%60.2
14GNTX$GNTXGENTEX CORP$22,4512.7%+23%65.5
15CNH$CNHCNH Industrial N.V.$22,1822.6%+9%
16POOL$POOLPOOL CORP$21,4732.5%NEW56.3
17ETSY$ETSYETSY INC$20,9962.5%+5%50.4
18GTX$GTXGarrett Motion Inc.$20,8502.5%-59%59.6
19L$LLOEWS CORP$19,7032.3%-27%75.2
20CROX$CROXCrocs, Inc.$19,4092.3%NEW42.1
21PII$PIIPolaris Inc.$19,0532.3%+2%34.3
22KMX$KMXCARMAX INC$18,5812.2%+17%54.1
23MKTX$MKTXMARKETAXESS HOLDINGS INC$18,3922.2%NEW68.6
24VNT$VNTVontier Corp$17,0572.0%+1%60.5
25CNX$CNXCNX Resources Corp$15,7461.9%-0%62
26WFC$WFCWELLS FARGO & COMPANY/MN$15,6791.9%-0%
27CNR$CNRCore Natural Resources, Inc.$15,3481.8%-2%51.8
28LMT$LMTLOCKHEED MARTIN CORP$15,2351.8%-37%65
29GOOG$GOOGAlphabet Inc.$14,9801.8%-11%80.2
30NRP$NRPNATURAL RESOURCE PARTNERS LP$14,2181.7%+0%57.4
31FISV$FISVFISERV INC$13,3191.6%+1%67.4
32NEU$NEUNEWMARKET CORP$13,0771.6%+3%68.9
33IQV$IQVIQVIA HOLDINGS INC.$12,9201.5%+1%59.7
34ISHARES TR$6,5260.8%-4%
35LYFT$LYFTLyft, Inc.$6,0590.7%+0%63.1
36TRIP$TRIPTripAdvisor, Inc.$5,9850.7%+0%51.5
37GWRE$GWREGuidewire Software, Inc.$5,9740.7%NEW66.2
38BSY$BSYBENTLEY SYSTEMS INC$5,6910.7%+500%70.1
39VANECK ETF TRUST$5,6840.7%-62%
40WGO$WGOWINNEBAGO INDUSTRIES INC$5,4120.6%+0%46.6
41GPN$GPNGLOBAL PAYMENTS INC$5,2860.6%+0%42.9
42CHEESECAKE FACTORY INC$5,0830.6%NEW
43SPB$SPBSpectrum Brands Holdings, Inc.$4,9840.6%+0%44.8
44HAE$HAEHAEMONETICS CORP$4,7590.6%NEW61.1
45PRK$PRKPARK NATIONAL CORP /OH/$3,7560.4%+1%39.6
46ETSY$ETSYETSY INC$3,5720.4%+0%50.4
47PATK$PATKPATRICK INDUSTRIES INC$3,4610.4%-50%56
48VANECK ETF TRUST$2,8670.3%+1%
49SFBS$SFBSServisFirst Bancshares, Inc.$2,4000.3%+0%
50AAPL$AAPLApple Inc.$2,0480.2%+0%76.1
51JNJ$JNJJOHNSON & JOHNSON$1,7910.2%-91%72.8
52VSNT$VSNTVersant Media Group, Inc.$1,6010.2%NEW
53CVX$CVXCHEVRON CORP$1,5040.2%-0%54.7
54XOM$XOMEXXON MOBIL CORP$1,4760.2%+0%61.8
55AMGN$AMGNAMGEN INC$1,3050.1%-14%79.5
56NVDA$NVDANVIDIA CORP$1,1740.1%+1%90.2
57MRK$MRKMerck & Co., Inc.$1,0390.1%+3%70.9
58HSY$HSYHERSHEY CO$1,0390.1%-8%59.4
59PG$PGPROCTER & GAMBLE Co$1,0360.1%+1%72.9
60JPM$JPMJPMORGAN CHASE & CO$9650.1%-4%35.6
61ADBE$ADBEADOBE INC.$9320.1%+9%80.4
62AVGO$AVGOBroadcom Inc.$8050.1%+2%86.4
63PEP$PEPPEPSICO INC$7980.1%+4%62.7
64EL$ELESTEE LAUDER COMPANIES INC$7800.1%+2%52.5
65CAT$CATCATERPILLAR INC$7330.1%+2%67.8
66HD$HDHOME DEPOT, INC.$7200.1%+3%69.2
67GS$GSGOLDMAN SACHS GROUP INC$6450.1%-1%
68VANGUARD WORLD FD$6030.1%+0%
69FTV$FTVFortive Corp$5920.1%-96%55.9
70CSCO$CSCOCISCO SYSTEMS, INC.$5880.1%+5%72.3
71LNC$LNCLINCOLN NATIONAL CORP$5560.1%+0%50.8
72DE$DEDEERE & CO$5440.1%+0%57.4
73GEV$GEVGE Vernova Inc.$5130.1%+0%70.1
74HON$HONHONEYWELL INTERNATIONAL INC$5030.1%+0%65.7
75AMZN$AMZNAMAZON COM INC$4950.1%+7%74.6
76AFG$AFGAMERICAN FINANCIAL GROUP INC$4950.1%+0%59.9
77BA$BABOEING CO$4840.1%+1%51.8
78WMT$WMTWalmart Inc.$4830.1%+2%63.2
79TXN$TXNTEXAS INSTRUMENTS INC$4810.1%+7%70.4
80WM$WMWASTE MANAGEMENT INC$4550.1%+0%70.7
81ISHARES TR$4350.1%-34%
82MCD$MCDMCDONALDS CORP$4300.1%+3%73.9
83QQQ$QQQINVESCO QQQ TRUST, SERIES 1$4050.1%+0%
84CL$CLCOLGATE PALMOLIVE CO$3960.1%+8%72.4
85UNP$UNPUNION PACIFIC CORP$3920.1%+0%74
86ISHARES TR$3880.1%+0%
87USB$USBUS BANCORP DE$3770.0%+8%71.4
88PLTR$PLTRPalantir Technologies Inc.$3580.0%+2%85.8
89PM$PMPhilip Morris International Inc.$3470.0%+0%80.5
90UNH$UNHUNITEDHEALTH GROUP INC$3210.0%+0%66.8
91JKHY$JKHYJACK HENRY & ASSOCIATES INC$3100.0%+11%72.8
92RTX$RTXRTX Corp$3080.0%-1%70
93GE$GEGENERAL ELECTRIC CO$3060.0%+1%74.8
94AXP$AXPAMERICAN EXPRESS CO$3060.0%+10%73.2
95ORCL$ORCLORACLE CORP$2940.0%+0%67.2
96SHEL$SHELShell plc$2930.0%+0%
97ZTS$ZTSZoetis Inc.$2830.0%+11%72.6
98SELECT SECTOR SPDR TR$2800.0%+0%
99ISHARES TR$2720.0%+0%
100MS$MSMORGAN STANLEY$2640.0%+0%
101TSLA$TSLATesla, Inc.$2640.0%-3%50.1
102BABA$BABAAlibaba Group Holding Ltd$2550.0%+0%
103RPM$RPMRPM INTERNATIONAL INC/DE/$2540.0%+13%57.3
104IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$2510.0%+3%66.7
105SELECT SECTOR SPDR TR$2460.0%+0%
106MMM$MMM3M CO$2460.0%+1%60.7
107VRSK$VRSKVerisk Analytics, Inc.$2280.0%+15%77.3
108LLY$LLYELI LILLY & Co$2230.0%+0%89.3
109OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$2200.0%NEW66.3
110MO$MOALTRIA GROUP, INC.$2180.0%NEW72.1
111ABBV$ABBVAbbVie Inc.$2170.0%+0%59.3
112CMI$CMICUMMINS INC$2150.0%+0%58.9
113BR$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$2090.0%+15%77.6

New Positions (9)

POOL$POOL POOL CORP$21,473
CROX$CROX Crocs, Inc.$19,409
MKTX$MKTX MARKETAXESS HOLDINGS INC$18,392
GWRE$GWRE Guidewire Software, Inc.$5,974
CHEESECAKE FACTORY INC$5,083
HAE$HAE HAEMONETICS CORP$4,759
VSNT$VSNT Versant Media Group, Inc.$1,601
OXY$OXY OCCIDENTAL PETROLEUM CORP /DE/$220
MO$MO ALTRIA GROUP, INC.$218

Exited Positions (6)

WBD$WBD Warner Bros. Discovery, Inc.
ABNB$ABNB Airbnb, Inc.
F$F FORD MOTOR CO
FMC$FMC FMC CORP
GUESS INC
JCI$JCI Johnson Controls International plc

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