EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Miamisburg, OH · CIK 1080382 · 13F filing filed 2025-08-04

SEC-registered investment adviser since 1993 · corporation

Assets managed$2.1bn
Staff34 · 23 in investment roles
Main clients (by assets)High net worth individuals 51%, Mutual funds and ETFs 28%, Individuals 7%
Form ADV · 2026-09-01SEC adviser record

Legal entityEUBEL BRADY & SUTTMAN ASSET MANAGEMENT, INC. (US)

$791.4m reported value +4.2% vs Q1 2025

97positions

39.4%in top 10

10 new 45 added 14 reduced 4 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROOKFIELD CORP CL A LTD VT SH BN	BN	685,440	$42.4m5.36%	5.36%	Added +235	+235 0.0%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	75,108	$36.5m4.61%	4.61%	Added +1.8k	+1,846 2.5%
3	PAYPAL HLDGS INC COM PYPL	PYPL	459,327	$34.1m4.31%	4.31%	Added +18.5k	+18,457 4.2%
4	DISNEY WALT CO COM DIS	DIS	266,695	$33.1m4.18%	4.18%	Reduced -20.5k	-20,510 -7.1%
5	GARRETT MOTION INC COM GTX	GTX	2,925,770	$30.8m3.89%	3.89%	Added +791.2k	+791,177 37.1%
6	MEDTRONIC PLC SHS MDT	MDT	331,984	$28.9m3.66%	3.66%	Added +6.6k	+6,639 2.0%
7	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	377,107	$27.7m3.50%	3.50%	Added +14.5k	+14,480 4.0%
8	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	2,341,507	$26.8m3.39%	3.39%	Added +113.0k	+113,002 5.1%
9	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	291,165	$26.6m3.36%	3.36%	Added +53.1k	+53,105 22.3%
10	POLARIS INC COM PII	PII	606,748	$24.7m3.12%	3.12%	Added +121.1k	+121,072 24.9%
11	BROWN FORMAN CORP CL B BF.B	BF.B	909,724	$24.5m3.09%	3.09%	Added +313.0k	+313,020 52.5%
12	LOEWS CORP COM L	L	261,453	$24.0m3.03%	3.03%	Added +750	+750 0.3%
13	CARMAX INC COM KMX	KMX	322,571	$21.7m2.74%	2.74%	Added +11.0k	+10,987 3.5%
14	JOHNSON & JOHNSON COM JNJ	JNJ	141,301	$21.6m2.73%	2.73%	Added +2.8k	+2,792 2.0%
15	KENVUE INC COM KVUE	KVUE	982,182	$20.6m2.60%	2.60%	Added +12.5k	+12,540 1.3%
16	MICROSOFT CORP COM MSFT	MSFT	41,265	$20.5m2.59%	2.59%	Added +7	+7 0.0%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	113,607	$20.0m2.53%	2.53%	Added +32.4k	+32,410 39.9%
18	ETSY INC COM ETSY	ETSY	393,845	$19.8m2.50%	2.50%	Added +18.9k	+18,885 5.0%
19	GENTEX CORP COM GNTX	GNTX	886,145	$19.5m2.46%	2.46%	Added +212.9k	+212,949 31.6%
20	CNH INDL N V SHS CNH	CNH	1,502,376	$19.5m2.46%	2.46%	Added +57.6k	+57,562 4.0%
21	LABCORP HOLDINGS INC COM SHS LH	LH	71,726	$18.8m2.38%	2.38%	Added +904	+904 1.3%
22	LOCKHEED MARTIN CORP COM LMT	LMT	38,448	$17.8m2.25%	2.25%	Added +574	+574 1.5%
23	VONTIER CORPORATION COM VNT	VNT	479,034	$17.7m2.23%	2.23%	Added +14.8k	+14,808 3.2%
24	FMC CORP COM NEW FMC	FMC	399,494	$16.7m2.11%	2.11%	Added +10.4k	+10,354 2.7%
25	WELLS FARGO CO NEW COM WFC	WFC	193,666	$15.5m1.96%	1.96%	Added +1.5k	+1,463 0.8%
26	CNX RES CORP COM CNX	CNX	397,005	$13.4m1.69%	1.69%	Added +9.3k	+9,321 2.4%
27	WALGREENS BOOTS ALLIANCE INC COM WBA	WBA	1,161,132	$13.3m1.68%	1.68%	Added +24.4k	+24,415 2.1%
28	SCHLUMBERGER LTD COM STK SLB	SLB	371,958	$12.6m1.59%	1.59%	Added +19.0k	+18,970 5.4%
29	FORTIVE CORP COM FTV	FTV	233,401	$12.2m1.54%	1.54%	Added +7.0k	+7,021 3.1%
30	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	117,500	$11.2m1.42%	1.42%	Added +100	+100 0.1%
31	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	148,596	$10.4m1.31%	1.31%	Added +48.2k	+48,235 48.1%
32	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	129,940	$6.9m0.87%	0.87%	Reduced -3.8k	-3,841 -2.9%
33	LYFT INC NOTE 0.625% 3/0 · principal LYFT 0.625 03.01.29 · principal	LYFT 0.625 03.01.29	6,000,000	$6.4m0.81%	0.81%	Unchanged
34	PATRICK INDS INC NOTE 1.750%12/0 · principal PATK 1.75 12.01.28 · principal	PATK 1.75 12.01.28	4,000,000	$5.9m0.75%	0.75%	Unchanged
35	AIRBNB INC NOTE 3/1 · principal ABNB 0 03.15.26 · principal	ABNB 0 03.15.26	6,000,000	$5.8m0.73%	0.73%	Unchanged
36	TRIPADVISOR INC NOTE 0.250% 4/0 · principal TRIP 0.25 04.01.26 · principal	TRIP 0.25 04.01.26	6,000,000	$5.8m0.73%	0.73%	Unchanged
37	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	59,741	$5.6m0.71%	0.71%	Reduced -266	-266 -0.4%
38	JOHN BEAN TECHNOLOGIES CORP NOTE 0.250% 5/1 · principal JBTM 0.25 05.15.26 · principal	JBTM 0.25 05.15.26	5,000,000	$5.0m0.63%	0.63%	Unchanged
39	BENTLEY SYS INC NOTE 0.125% 1/1 · principal BSY 0.125 01.15.26 · principal	BSY 0.125 01.15.26	5,000,000	$5.0m0.63%	0.63%	Unchanged
40	FORD MTR CO DEL NOTE 3/1 · principal F 0 03.15.26 · principal	F 0 03.15.26	5,000,000	$4.9m0.62%	0.62%	Unchanged
41	GUESS INC NOTE 3.750% 4/1 · principal GES 3.75 04.15.28 · principal	GES 3.75 04.15.28	5,000,000	$4.7m0.60%	0.60%	Unchanged
42	GLOBAL PMTS INC NOTE 1.500% 3/0 · principal GPN 1.5 03.01.31 · principal	GPN 1.5 03.01.31	5,000,000	$4.5m0.56%	0.56%	Unchanged
43	WINNEBAGO INDS INC NOTE 3.250% 1/1 · principal WGO 3.25 01.15.30 · principal	WGO 3.25 01.15.30	5,000,000	$4.3m0.54%	0.54%	Unchanged
44	PARK NATL CORP COM PRK	PRK	22,823	$3.8m0.48%	0.48%	Unchanged
45	ETSY INC NOTE 0.250% 6/1 · principal ETSY 0.25 06.15.28 · principal	ETSY 0.25 06.15.28	4,000,000	$3.4m0.43%	0.43%	Unchanged
46	XEROX HOLDINGS CORP NOTE 3.750% 3/1 · principal XRX 3.75 03.15.30 · principal	XRX 3.75 03.15.30	6,000,000	$3.4m0.43%	0.43%	Unchanged
47	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	77,200	$2.7m0.34%	0.34%	Reduced -576	-576 -0.7%
48	ETSY INC NOTE 0.125% 9/0 · principal ETSY 0.125 09.01.27 · principal	ETSY 0.125 09.01.27	3,000,000	$2.7m0.34%	0.34%	Unchanged
49	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	32,950	$2.6m0.32%	0.32%	Unchanged
50	APPLE INC COM AAPL	AAPL	8,037	$1.6m0.21%	0.21%	Reduced -203	-203 -2.5%
51	JPMORGAN CHASE & CO COM JPM	JPM	4,418	$1.3m0.16%	0.16%	Reduced -218	-218 -4.7%
52	PROCTER AND GAMBLE CO COM PG	PG	7,347	$1.2m0.15%	0.15%	Added +1	+1 0.0%
53	NVIDIA CORPORATION COM NVDA	NVDA	6,673	$1.1m0.13%	0.13%	Added +81	+81 1.2%
54	CISCO SYS INC COM CSCO	CSCO	15,119	$1.0m0.13%	0.13%	Added +868	+868 6.1%
55	BENTLEY SYS INC NOTE 0.375% 7/0 · principal BSY 0.375 07.01.27 · principal	BSY 0.375 07.01.27	1,000,000	$943.0k0.12%	0.12%	Unchanged
56	EXXON MOBIL CORP COM XOM	XOM	8,698	$938.0k0.12%	0.12%	Added +20	+20 0.2%
57	AMEDISYS INC COM AMED	AMED	8,239	$811.0k0.10%	0.10%	Added +1.4k	+1,358 19.7%
58	CHEVRON CORP NEW COM CVX	CVX	5,459	$782.0k0.10%	0.10%	Added +36	+36 0.7%
59	HERSHEY CO COM HSY	HSY	4,583	$761.0k0.10%	0.10%	New
60	GOLDMAN SACHS GROUP INC COM GS	GS	1,065	$754.0k0.10%	0.10%	Reduced -8	-8 -0.8%
61	JOHNSON CTLS INTL PLC SHS JCI	JCI	6,786	$717.0k0.09%	0.09%	Reduced -3.5k	-3,538 -34.3%
62	ADOBE INC COM ADBE	ADBE	1,805	$698.0k0.09%	0.09%	New
63	LAUDER ESTEE COS INC CL A EL	EL	8,539	$690.0k0.09%	0.09%	New
64	BROADCOM INC COM AVGO	AVGO	2,486	$685.0k0.09%	0.09%	Added +61	+61 2.5%
65	BANK NEW YORK MELLON CORP COM BNY	BNY	7,313	$666.0k0.08%	0.08%	Reduced -29	-29 -0.4%
66	VANGUARD WORLD FD INF TECH ETF VGT	VGT	864	$573.0k0.07%	0.07%	Added +463	+463 115.5%
67	LINCOLN NATL CORP IND COM LNC	LNC	15,673	$542.0k0.07%	0.07%	Unchanged
68	HOME DEPOT INC COM HD	HD	1,407	$516.0k0.07%	0.07%	Added +30	+30 2.2%
69	BOEING CO COM BA	BA	2,416	$506.0k0.06%	0.06%	Reduced -2	-2 -0.1%
70	MERCK & CO INC COM MRK	MRK	5,866	$464.0k0.06%	0.06%	Reduced -200	-200 -3.3%
71	WASTE MGMT INC DEL COM WM	WM	1,974	$452.0k0.06%	0.06%	Added +3	+3 0.1%
72	ISHARES TR US CONSUM DISCRE IYC	IYC	4,000	$399.0k0.05%	0.05%	Unchanged
73	PEPSICO INC COM PEP	PEP	3,007	$397.0k0.05%	0.05%	Added +10	+10 0.3%
74	ORACLE CORP COM ORCL	ORCL	1,800	$394.0k0.05%	0.05%	Unchanged
75	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	701	$387.0k0.05%	0.05%	Reduced -100	-100 -12.5%
76	MCDONALDS CORP COM MCD	MCD	1,286	$376.0k0.05%	0.05%	Reduced -10	-10 -0.8%
77	WALMART INC COM WMT	WMT	3,800	$372.0k0.05%	0.05%	Added +13	+13 0.3%
78	PHILIP MORRIS INTL INC COM PM	PM	2,039	$371.0k0.05%	0.05%	Unchanged
79	UNION PAC CORP COM UNP	UNP	1,586	$365.0k0.05%	0.05%	Added +55	+55 3.6%
80	ISHARES TR CORE S&P500 ETF IVV	IVV	585	$363.0k0.05%	0.05%	Unchanged
81	UNITEDHEALTH GROUP INC COM UNH	UNH	1,087	$339.0k0.04%	0.04%	Added +149	+149 15.9%
82	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,347	$320.0k0.04%	0.04%	New
83	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,010	$298.0k0.04%	0.04%	Unchanged
84	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	5,665	$297.0k0.04%	0.04%	Unchanged
85	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,120	$294.0k0.04%	0.04%	Unchanged
86	GE VERNOVA INC COM GEV	GEV	526	$278.0k0.04%	0.04%	New
87	GE AEROSPACE COM NEW GE	GE	1,067	$275.0k0.03%	0.03%	Added +6	+6 0.6%
88	CATERPILLAR INC COM CAT	CAT	706	$274.0k0.03%	0.03%	Unchanged
89	3M CO COM MMM	MMM	1,642	$250.0k0.03%	0.03%	Unchanged
90	RTX CORPORATION COM RTX	RTX	1,640	$239.0k0.03%	0.03%	Reduced -8	-8 -0.5%
91	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	927	$235.0k0.03%	0.03%	New
92	TESLA INC COM TSLA	TSLA	731	$232.0k0.03%	0.03%	New
93	AMAZON COM INC COM AMZN	AMZN	1,053	$231.0k0.03%	0.03%	New
94	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,005	$227.0k0.03%	0.03%	Unchanged
95	MORGAN STANLEY COM NEW MS	MS	1,597	$225.0k0.03%	0.03%	New
96	SHELL PLC SPON ADS SHEL	SHEL	3,115	$219.0k0.03%	0.03%	Unchanged
97	HONEYWELL INTL INC COM COM		887	$207.0k0.03%	0.03%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
CENCORA INC COR	COR	57,020	$15.9m57.0k shares
KROGER CO KR	KR	216,789	$14.7m216.8k shares
BRISTOL-MYERS SQUIBB CO BMY	BMY	3,687	$225.0k3.7k shares
ABBVIE INC ABBV	ABBV	1,029	$216.0k1.0k shares