EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
13F Reported Value
ⓘ$841.8M
Holdings
118
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC disclosed 118 positions worth $841.8M in its Form 13F-HR for Q2 2026, led by $BN (BROOKFIELD Corp /ON/) at 4.7% of the equity portfolio, followed by $BRK.B and $PYPL. During the quarter the fund opened 8 new positions and exited 4 — including a new stake in $INTC and a full exit from $TRIP. The portfolio is most concentrated in Industrials (21.0% 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.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$39.5M927,451 sh - 73.8#126
Quality
$38.0M75,887 sh - 64.1#570
Quality
$32.5M752,956 sh - 52.8
Quality
$31.3M394,776 sh - 61.2
Quality
$31.3M414,900 sh - 59.5
Quality
$30.9M1,259,515 sh - 58.0
Quality
$27.2M225,646 sh - 51.8
Quality
$26.4M122,722 sh - 60.1
Quality
$26.3M273,643 sh - 68.7
Quality
$26.3M335,820 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BROOKFIELD Corp /ON/$BN | — | $39.5M | 927,451 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $38.0M | 75,887 |
 PayPal Holdings, Inc.$PYPL | 64.1#570 | $32.5M | 752,956 |
 INTERNATIONAL FLAVORS & FRAGRANCES INC$IFF | 52.8 | $31.3M | 394,776 |
 ETSY INC$ETSY | 61.2 | $31.3M | 414,900 |
 COMCAST CORP$CCZ | 59.5 | $30.9M | 1,259,515 |
 Crocs, Inc.$CROX | 58.0 | $27.2M | 225,646 |
 POOL CORP$POOL | 51.8 | $26.4M | 122,722 |
 Walt Disney Co$DIS | 60.1 | $26.3M | 273,643 |
 Medtronic plc$MDT | 68.7 | $26.3M | 335,820 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC's 118 positions.
Showing top 10 of 118 holdings.
Sector Allocation
Industrials
$176.7M
Financials
$131.1M
Technology
$103.9M
Healthcare
$91.9M
Consumer Discretionary
$76.2M
Communication Services
$58.8M
Energy
$57.9M
Materials
$48.1M
Full Holdings — EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (Q2 2026)
All 118 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BN | BROOKFIELD Corp /ON/ | $39.5M | 4.7% | -1% | — |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $38.0M | 4.5% | -1% | 73.8 |
| 3 | $PYPL | PayPal Holdings, Inc. | $32.5M | 3.9% | -2% | 64.1 |
| 4 | $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $31.3M | 3.7% | +0% | 52.8 |
| 5 | $ETSY | ETSY INC | $31.3M | 3.7% | -1% | 61.2 |
| 6 | $CCZ | COMCAST CORP | $30.9M | 3.7% | +1% | 59.5 |
| 7 | $CROX | Crocs, Inc. | $27.2M | 3.2% | -3% | 58 |
| 8 | $POOL | POOL CORP | $26.4M | 3.1% | +16% | 51.8 |
| 9 | $DIS | Walt Disney Co | $26.3M | 3.1% | -1% | 60.1 |
| 10 | $MDT | Medtronic plc | $26.3M | 3.1% | +2% | 68.7 |
| 11 |  $BF-A | BROWN FORMAN CORP | $25.9M | 3.1% | -1% | 56.6 |
| 12 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $25.6M | 3.0% | -1% | 65.7 |
| 13 |  $GNTX | GENTEX CORP | $25.6M | 3.0% | -1% | 64.7 |
| 14 |  $IQV | IQVIA HOLDINGS INC. | $25.6M | 3.0% | +75% | 61.4 |
| 15 |  $MSFT | MICROSOFT CORP | $23.7M | 2.8% | -1% | 79.8 |
| 16 |  $CNH | CNH Industrial N.V. | $22.6M | 2.7% | -0% | — |
| 17 |  $GTX | Garrett Motion Inc. | $21.4M | 2.5% | -49% | 56.8 |
| 18 |  $L | LOEWS CORP | $20.7M | 2.5% | -1% | 65.1 |
| 19 |  $KMX | CARMAX INC | $20.4M | 2.4% | -14% | 50 |
| 20 |  $PII | Polaris Inc. | $19.5M | 2.3% | -19% | 32.4 |
| 21 |  $SLB | SLB LIMITED/NV | $18.4M | 2.2% | -15% | 57.9 |
| 22 |  $GOOG | Alphabet Inc. | $18.4M | 2.2% | -1% | 78.2 |
| 23 |  $VNT | Vontier Corp | $18.4M | 2.2% | +32% | 56.8 |
| 24 |  $WFC | WELLS FARGO & COMPANY/MN | $16.3M | 1.9% | +0% | 61.8 |
| 25 |  $INTU | INTUIT INC. | $16.3M | 1.9% | +1% | 79.3 |
| 26 |  $NEU | NEWMARKET CORP | $15.9M | 1.9% | -1% | 59.9 |
| 27 |  $CNX | CNX Resources Corp | $13.8M | 1.6% | -0% | 68.2 |
| 28 |  $MKTX | MARKETAXESS HOLDINGS INC | $13.0M | 1.5% | +3% | 63.1 |
| 29 |  $LMT | LOCKHEED MARTIN CORP | $12.9M | 1.5% | +1% | 65.6 |
| 30 |  $FISV | FISERV INC | $11.7M | 1.4% | -0% | 60.7 |
| 31 |  $CNR | Core Natural Resources, Inc. | $11.6M | 1.4% | -1% | 61.5 |
| 32 |  $NRP | NATURAL RESOURCE PARTNERS LP | $11.4M | 1.4% | +0% | 49.7 |
| 33 | — | ISHARES TR - ETF | $6.5M | 0.8% | -0% | — |
| 34 | — | CHEESECAKE FACTORY INC - Conv Bond | $6.4M | 0.8% | +0% | — |
| 35 | — | VANECK ETF TRUST - ETF | $6.3M | 0.8% | +4% | — |
| 36 |  $LYFT | Lyft, Inc. | $6.3M | 0.8% | +0% | 72.8 |
| 37 |  $GWRE | Guidewire Software, Inc. | $5.8M | 0.7% | +0% | 67.3 |
| 38 |  $BSY | BENTLEY SYSTEMS INC | $5.8M | 0.7% | +0% | 67.9 |
| 39 |  $WGO | WINNEBAGO INDUSTRIES INC | $5.6M | 0.7% | +0% | 46.8 |
| 40 |  $GPN | GLOBAL PAYMENTS INC | $5.4M | 0.6% | +0% | 47 |
| 41 |  $SPB | Spectrum Brands Holdings, Inc. | $5.2M | 0.6% | +0% | 48.7 |
| 42 |  $HAE | HAEMONETICS CORP | $5.1M | 0.6% | +0% | 51.4 |
| 43 |  $PRK | PARK NATIONAL CORP /OH/ | $4.2M | 0.5% | +1% | 63.7 |
| 44 | $ETSY | ETSY INC | $3.7M | 0.4% | +0% | 61.2 |
| 45 | $ETSY | ETSY INC | $3.5M | 0.4% | NEW | 61.2 |
| 46 |  $LLY | ELI LILLY & Co | $3.1M | 0.4% | +981% | 87.5 |
| 47 | — | VANECK ETF TRUST - ETF | $3.1M | 0.4% | -2% | — |
| 48 |  $PATK | PATRICK INDUSTRIES INC | $3.0M | 0.3% | +0% | 51.4 |
| 49 |  $SFBS | ServisFirst Bancshares, Inc. | $2.9M | 0.3% | +0% | 69.1 |
| 50 |  $AAPL | Apple Inc. | $2.4M | 0.3% | +1% | 76.4 |
| 51 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.2% | +8% | 69 |
| 52 |  $VSNT | Versant Media Group, Inc. | $1.5M | 0.2% | -1% | 61 |
| 53 |  $AMGN | AMGEN INC | $1.3M | 0.2% | -0% | 79.2 |
| 54 |  $NVDA | NVIDIA CORP | $1.3M | 0.2% | -2% | 85.9 |
| 55 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | -1% | 62.8 |
| 56 |  $XOM.R34088 | EXXON MOBIL CORP | $1.2M | 0.1% | -0% | 57.9 |
| 57 |  $MRK | Merck & Co., Inc. | $1.1M | 0.1% | +0% | 59.9 |
| 58 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | +0% | 66.5 |
| 59 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.1% | +0% | 70.7 |
| 60 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | +0% | 64.6 |
| 61 |  $AVGO | Broadcom Inc. | $983,000 | 0.1% | +0% | 84.5 |
| 62 |  $CSCO | CISCO SYSTEMS, INC. | $890,000 | 0.1% | +0% | 70.3 |
| 63 |  $HSY | HERSHEY CO | $877,000 | 0.1% | -0% | 65.7 |
| 64 |  $EL | ESTEE LAUDER COMPANIES INC | $858,000 | 0.1% | +0% | 51.2 |
| 65 | — | VANGUARD WORLD FD - ETF | $826,000 | 0.1% | +700% | — |
| 66 |  $ADBE | ADOBE INC. | $793,000 | 0.1% | +1% | 77.6 |
| 67 |  $HD | HOME DEPOT, INC. | $778,000 | 0.1% | +1% | 60.3 |
| 68 |  $TXN | TEXAS INSTRUMENTS INC | $739,000 | 0.1% | +0% | 73.4 |
| 69 |  $GEV | GE Vernova Inc. | $727,000 | 0.1% | +5% | 81.1 |
| 70 |  $PEP | PEPSICO INC | $696,000 | 0.1% | +0% | 63.4 |
| 71 |  $DE | DEERE & CO | $645,000 | 0.1% | +5% | 55.4 |
| 72 |  $ZTS | Zoetis Inc. | $640,000 | 0.1% | +272% | 68.6 |
| 73 |  $FTV | Fortive Corp | $603,000 | 0.1% | -8% | 57 |
| 74 |  $INTC | INTEL CORP | $579,000 | 0.1% | NEW | 45.6 |
| 75 |  $AMZN | AMAZON COM INC | $568,000 | 0.1% | +0% | 68.7 |
| 76 |  $LNC | LINCOLN NATIONAL CORP | $554,000 | 0.1% | +0% | 64.5 |
| 77 |  $AFG | AMERICAN FINANCIAL GROUP INC | $542,000 | 0.1% | +0% | 60.2 |
| 78 |  $BA | BOEING CO | $526,000 | 0.1% | +0% | 61.6 |
| 79 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $516,000 | 0.1% | +0% | — |
| 80 | — | ISHARES TR - ETF | $499,000 | 0.1% | +0% | — |
| 81 |  $UNH | UNITEDHEALTH GROUP INC | $493,000 | 0.1% | +0% | 62.7 |
| 82 |  $GE | GENERAL ELECTRIC CO | $450,000 | 0.1% | +12% | 73.8 |
| 83 |  $WM | WASTE MANAGEMENT INC | $442,000 | 0.1% | +0% | 67.6 |
| 84 |  $UNP | UNION PACIFIC CORP | $440,000 | 0.1% | +0% | 69.7 |
| 85 |  $WMT | Walmart Inc. | $440,000 | 0.1% | +0% | 60.2 |
| 86 |  $USB | US BANCORP \DE\ | $437,000 | 0.1% | +0% | 65.3 |
| 87 |  $CL | COLGATE PALMOLIVE CO | $426,000 | 0.1% | +0% | 61.3 |
| 88 | — | ISHARES TR - ETF | $404,000 | 0.1% | +0% | — |
| 89 |  $ABBV | AbbVie Inc. | $385,000 | 0.1% | +53% | 72.6 |
| 90 |  $KVUE | Kenvue Inc. | $381,000 | 0.1% | -99% | 60.3 |
| 91 |  $PM | Philip Morris International Inc. | $380,000 | 0.1% | +0% | 75.9 |
| 92 |  $MCD | MCDONALDS CORP | $374,000 | 0.0% | +0% | 69 |
| 93 |  $GLW | CORNING INC /NY | $358,000 | 0.0% | NEW | 73.7 |
| 94 | — | SELECT SECTOR SPDR TR - ETF | $353,000 | 0.0% | +0% | — |
| 95 |  $AXP | AMERICAN EXPRESS CO | $342,000 | 0.0% | +0% | 69.4 |
| 96 |  $MS | MORGAN STANLEY | $335,000 | 0.0% | +0% | 75.8 |
| 97 | — | ISHARES TR - ETF | $310,000 | 0.0% | +0% | — |
| 98 |  $TSLA | Tesla, Inc. | $305,000 | 0.0% | +2% | 53.9 |
| 99 | — | SELECT SECTOR SPDR TR - ETF | $304,000 | 0.0% | +0% | — |
| 100 |  $RTX | RTX Corp | $303,000 | 0.0% | +0% | 73.2 |
| 101 |  $ORCL | ORACLE CORP | $293,000 | 0.0% | +0% | 66.2 |
| 102 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $291,000 | 0.0% | +0% | 70 |
| 103 |  $PLTR | Palantir Technologies Inc. | $285,000 | 0.0% | +0% | 84.6 |
| 104 |  $CMI | CUMMINS INC | $285,000 | 0.0% | +0% | 58.1 |
| 105 |  $RPM | RPM INTERNATIONAL INC/DE/ | $284,000 | 0.0% | +0% | 59.6 |
| 106 |  $MMM | 3M CO | $274,000 | 0.0% | +0% | 64.9 |
| 107 | — | ETF SER SOLUTIONS - ETF | $273,000 | 0.0% | NEW | — |
| 108 |  $JKHY | JACK HENRY & ASSOCIATES INC | $270,000 | 0.0% | +0% | 66.2 |
| 109 |  $HWM | Howmet Aerospace Inc. | $269,000 | 0.0% | NEW | 73.9 |
| 110 |  $HON | HONEYWELL INTERNATIONAL INC | $263,000 | 0.0% | -47% | 65 |
| 111 |  $HONA | Honeywell Aerospace Inc. | $260,000 | 0.0% | NEW | — |
| 112 |  $SHEL | Shell plc | $244,000 | 0.0% | +0% | — |
| 113 |  $MO | ALTRIA GROUP, INC. | $229,000 | 0.0% | -3% | 67.4 |
| 114 | — | ISHARES TR - ETF | $220,000 | 0.0% | NEW | — |
| 115 |  $GS | GOLDMAN SACHS GROUP INC | $217,000 | 0.0% | -72% | 73.5 |
| 116 |  $VRSK | Verisk Analytics, Inc. | $216,000 | 0.0% | +0% | 71.2 |
| 117 | — | VANECK ETF TRUST - ETF | $215,000 | 0.0% | NEW | — |
| 118 | — | ISHARES TR - ETF | $209,000 | 0.0% | NEW | — |
New Positions (8)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC including:
Track EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
13F Pro is an AI hedge fund tracker and stock research platform. For EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (SEC CIK: 1080382), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.