EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Miamisburg, OH · CIK 1080382 · 13F filing filed 2026-08-12

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)

$841.8m reported value -0.4% vs Q1 2026

118positions

36.8%in top 10

9 new 26 added 33 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

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	927,451	$39.5m4.69%	4.69%	Reduced -13.7k	-13,678 -1.4%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	75,887	$38.0m4.51%	4.51%	Reduced -509	-509 -0.7%
3	PAYPAL HLDGS INC COM PYPL	PYPL	752,956	$32.5m3.86%	3.86%	Reduced -17.0k	-17,030 -2.2%
4	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	394,776	$31.3m3.72%	3.72%	Added +425	+425 0.1%
5	ETSY INC COM ETSY	ETSY	414,900	$31.3m3.71%	3.71%	Reduced -5.2k	-5,194 -1.2%
6	COMCAST CORP NEW CL A CMCSA	CMCSA	1,259,515	$30.9m3.67%	3.67%	Added +10.3k	+10,313 0.8%
7	CROCS INC COM CROX	CROX	225,646	$27.2m3.23%	3.23%	Reduced -8.1k	-8,139 -3.5%
8	POOL CORP COM POOL	POOL	122,722	$26.4m3.13%	3.13%	Added +16.6k	+16,592 15.6%
9	DISNEY WALT CO COM DIS	DIS	273,643	$26.3m3.13%	3.13%	Reduced -2.8k	-2,796 -1.0%
10	MEDTRONIC PLC SHS MDT	MDT	335,820	$26.3m3.12%	3.12%	Added +5.1k	+5,126 1.6%
11	BROWN FORMAN CORP CL B BF.B	BF.B	970,867	$25.9m3.07%	3.07%	Reduced -6.4k	-6,365 -0.7%
12	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	297,344	$25.6m3.04%	3.04%	Reduced -2.7k	-2,746 -0.9%
13	GENTEX CORP COM GNTX	GNTX	1,012,719	$25.6m3.04%	3.04%	Reduced -14.8k	-14,781 -1.4%
14	IQVIA HLDGS INC COM IQV	IQV	132,319	$25.6m3.04%	3.04%	Added +56.6k	+56,557 74.7%
15	MICROSOFT CORP COM MSFT	MSFT	63,428	$23.7m2.81%	2.81%	Reduced -514	-514 -0.8%
16	CNH INDL N V SHS CNH	CNH	2,012,702	$22.6m2.69%	2.69%	Reduced -3.9k	-3,854 -0.2%
17	GARRETT MOTION INC COM GTX	GTX	590,802	$21.4m2.54%	2.54%	Reduced -556.7k	-556,690 -48.5%
18	LOEWS CORP COM L	L	183,253	$20.7m2.46%	2.46%	Reduced -1.3k	-1,339 -0.7%
19	CARMAX INC COM KMX	KMX	386,294	$20.4m2.43%	2.43%	Reduced -60.6k	-60,584 -13.6%
20	POLARIS INC COM PII	PII	284,485	$19.5m2.31%	2.31%	Reduced -65.1k	-65,109 -18.6%
21	SCHLUMBERGER LTD COM STK SLB	SLB	396,634	$18.4m2.19%	2.19%	Reduced -67.9k	-67,853 -14.6%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	51,493	$18.4m2.19%	2.19%	Reduced -600	-600 -1.1%
23	VONTIER CORPORATION COM VNT	VNT	632,962	$18.4m2.18%	2.18%	Added +152.1k	+152,086 31.6%
24	WELLS FARGO CO NEW COM WFC	WFC	197,704	$16.3m1.94%	1.94%	Added +761	+761 0.4%
25	INTUIT COM INTU	INTU	62,334	$16.3m1.93%	1.93%	Added +524	+524 0.8%
26	NEWMARKET CORP COM NEU	NEU	20,124	$15.9m1.89%	1.89%	Reduced -278	-278 -1.4%
27	CNX RES CORP COM CNX	CNX	406,570	$13.8m1.64%	1.64%	Reduced -1.9k	-1,892 -0.5%
28	MARKETAXESS HLDGS INC COM MKTX	MKTX	114,292	$13.0m1.54%	1.54%	Added +2.8k	+2,809 2.5%
29	LOCKHEED MARTIN CORP COM LMT	LMT	25,419	$12.9m1.54%	1.54%	Added +211	+211 0.8%
30	FISERV INC COM FISV	FISV	238,684	$11.7m1.39%	1.39%	Reduced -5	-5 0.0%
31	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	145,158	$11.6m1.38%	1.38%	Reduced -1.4k	-1,394 -0.9%
32	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	117,500	$11.4m1.35%	1.35%	Unchanged
33	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	123,703	$6.5m0.77%	0.77%	Reduced -456	-456 -0.4%
34	CHEESECAKE FACTORY INC NOTE 2.000% 3/1 · principal CAKE 2 03.15.30 · principal	CAKE 2 03.15.30	5,000,000	$6.4m0.76%	0.76%	Unchanged
35	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	61,068	$6.3m0.75%	0.75%	Added +2.3k	+2,293 3.9%
36	LYFT INC NOTE 0.625% 3/0 · principal LYFT 0.625 03.01.29 · principal	LYFT 0.625 03.01.29	6,000,000	$6.3m0.75%	0.75%	Unchanged
37	GUIDEWIRE SOFTWARE INC NOTE 1.250%11/0 · principal GWRE 1.25 11.01.29 · principal	GWRE 1.25 11.01.29	6,000,000	$5.8m0.68%	0.68%	Unchanged
38	BENTLEY SYS INC NOTE 0.375% 7/0 · principal BSY 0.375 07.01.27 · principal	BSY 0.375 07.01.27	6,000,000	$5.8m0.68%	0.68%	Unchanged
39	WINNEBAGO INDS INC NOTE 3.250% 1/1 · principal WGO 3.25 01.15.30 · principal	WGO 3.25 01.15.30	6,000,000	$5.6m0.66%	0.66%	Unchanged
40	GLOBAL PMTS INC NOTE 1.500% 3/0 · principal GPN 1.5 03.01.31 · principal	GPN 1.5 03.01.31	6,000,000	$5.4m0.64%	0.64%	Unchanged
41	SPECTRUM BRANDS INC NOTE 3.375% 6/0 · principal SPB 3.375 06.01.29 · principal	SPB 3.375 06.01.29	5,000,000	$5.2m0.62%	0.62%	Unchanged
42	HAEMONETICS CORP MASS NOTE 2.500% 6/0 · principal HAE 2.5 06.01.29 · principal	HAE 2.5 06.01.29	5,000,000	$5.1m0.60%	0.60%	Unchanged
43	PARK NATL CORP COM PRK	PRK	23,123	$4.2m0.50%	0.50%	Added +142	+142 0.6%
44	ETSY INC NOTE 0.250% 6/1 · principal ETSY 0.25 06.15.28 · principal	ETSY 0.25 06.15.28	4,000,000	$3.7m0.43%	0.43%	Unchanged
45	ETSY INC NOTE 1.000% 6/1 · principal ETSY 1 06.15.30 · principal	ETSY 1 06.15.30	3,000,000	$3.5m0.41%	0.41%	New
46	ELI LILLY & CO COM LLY	LLY	2,616	$3.1m0.37%	0.37%	Added +2.4k	+2,374 981.0%
47	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	79,886	$3.1m0.37%	0.37%	Reduced -1.6k	-1,572 -1.9%
48	PATRICK INDS INC NOTE 1.750%12/0 · principal PATK 1.75 12.01.28 · principal	PATK 1.75 12.01.28	2,000,000	$3.0m0.35%	0.35%	Unchanged
49	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	32,950	$2.9m0.34%	0.34%	Unchanged
50	APPLE INC COM AAPL	AAPL	8,160	$2.4m0.28%	0.28%	Added +92	+92 1.1%
51	JOHNSON & JOHNSON COM JNJ	JNJ	7,884	$2.0m0.24%	0.24%	Added +555	+555 7.6%
52	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	42,834	$1.5m0.18%	0.18%	Reduced -410	-410 -0.9%
53	AMGEN INC COM AMGN	AMGN	3,709	$1.3m0.16%	0.16%	Reduced -1	-1 -0.0%
54	NVIDIA CORPORATION COM NVDA	NVDA	6,615	$1.3m0.16%	0.16%	Reduced -114	-114 -1.7%
55	CHEVRON CORP NEW COM CVX	CVX	7,221	$1.2m0.14%	0.14%	Reduced -49	-49 -0.7%
56	EXXON MOBIL CORP COM XOM	XOM	8,685	$1.2m0.14%	0.14%	Reduced -17	-17 -0.2%
57	MERCK & CO INC COM MRK	MRK	8,638	$1.1m0.13%	0.13%	Unchanged
58	CATERPILLAR INC COM CAT	CAT	1,035	$1.1m0.13%	0.13%	Unchanged
59	JPMORGAN CHASE & CO COM JPM	JPM	3,282	$1.1m0.13%	0.13%	Unchanged
60	PROCTER AND GAMBLE CO COM PG	PG	7,169	$1.1m0.12%	0.12%	Unchanged
61	BROADCOM INC COM AVGO	AVGO	2,601	$983.0k0.12%	0.12%	Unchanged
62	CISCO SYS INC COM CSCO	CSCO	7,579	$890.0k0.11%	0.11%	Unchanged
63	HERSHEY CO COM HSY	HSY	4,996	$877.0k0.10%	0.10%	Reduced -2	-2 -0.0%
64	LAUDER ESTEE COS INC CL A EL	EL	10,864	$858.0k0.10%	0.10%	Unchanged
65	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,912	$826.0k0.10%	0.10%	Unchanged
66	ADOBE INC COM ADBE	ADBE	3,870	$793.0k0.09%	0.09%	Added +35	+35 0.9%
67	HOME DEPOT INC COM HD	HD	2,205	$778.0k0.09%	0.09%	Added +16	+16 0.7%
68	TEXAS INSTRS INC COM TXN	TXN	2,480	$739.0k0.09%	0.09%	Unchanged
69	GE VERNOVA INC COM GEV	GEV	619	$727.0k0.09%	0.09%	Added +31	+31 5.3%
70	PEPSICO INC COM PEP	PEP	5,137	$696.0k0.08%	0.08%	Unchanged
71	DEERE & CO COM DE	DE	1,017	$645.0k0.08%	0.08%	Added +52	+52 5.4%
72	ZOETIS INC CL A ZTS	ZTS	8,907	$640.0k0.08%	0.08%	Added +6.5k	+6,510 271.6%
73	FORTIVE CORP COM FTV	FTV	9,870	$603.0k0.07%	0.07%	Reduced -838	-838 -7.8%
74	INTEL CORP COM INTC	INTC	4,146	$579.0k0.07%	0.07%	New
75	AMAZON COM INC COM AMZN	AMZN	2,382	$568.0k0.07%	0.07%	Added +6	+6 0.2%
76	LINCOLN NATL CORP IND COM LNC	LNC	15,673	$554.0k0.07%	0.07%	Unchanged
77	AMERICAN FINL GROUP INC OHIO COM AFG	AFG	3,876	$542.0k0.06%	0.06%	Unchanged
78	BOEING CO COM BA	BA	2,432	$526.0k0.06%	0.06%	Unchanged
79	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	701	$516.0k0.06%	0.06%	Unchanged
80	ISHARES TR CORE S&P500 ETF IVV	IVV	666	$499.0k0.06%	0.06%	Unchanged
81	UNITEDHEALTH GROUP INC COM UNH	UNH	1,186	$493.0k0.06%	0.06%	Unchanged
82	GE AEROSPACE COM NEW GE	GE	1,203	$450.0k0.05%	0.05%	Added +125	+125 11.6%
83	WASTE MGMT INC DEL COM WM	WM	1,984	$442.0k0.05%	0.05%	Added +3	+3 0.1%
84	UNION PAC CORP COM UNP	UNP	1,616	$440.0k0.05%	0.05%	Unchanged
85	WALMART INC COM WMT	WMT	3,885	$440.0k0.05%	0.05%	Unchanged
86	US BANCORP DEL COM NEW USB	USB	7,243	$437.0k0.05%	0.05%	Unchanged
87	COLGATE PALMOLIVE CO COM CL	CL	4,645	$426.0k0.05%	0.05%	Unchanged
88	ISHARES TR US CONSUM DISCRE IYC	IYC	4,000	$404.0k0.05%	0.05%	Unchanged
89	ABBVIE INC COM ABBV	ABBV	1,530	$385.0k0.05%	0.05%	Added +530	+530 53.0%
90	KENVUE INC COM KVUE	KVUE	19,953	$381.0k0.05%	0.05%	Reduced -1.3m	-1,339,210 -98.5%
91	PHILIP MORRIS INTL INC COM PM	PM	2,100	$380.0k0.05%	0.05%	Unchanged
92	MCDONALDS CORP COM MCD	MCD	1,385	$374.0k0.04%	0.04%	Unchanged
93	CORNING INC COM GLW	GLW	1,403	$358.0k0.04%	0.04%	New
94	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,854	$353.0k0.04%	0.04%	Unchanged
95	AMERICAN EXPRESS CO COM AXP	AXP	1,011	$342.0k0.04%	0.04%	Unchanged
96	MORGAN STANLEY COM NEW MS	MS	1,604	$335.0k0.04%	0.04%	Unchanged
97	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,120	$310.0k0.04%	0.04%	Unchanged
98	TESLA INC COM TSLA	TSLA	726	$305.0k0.04%	0.04%	Added +15	+15 2.1%
99	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	5,665	$304.0k0.04%	0.04%	Unchanged
100	RTX CORPORATION COM RTX	RTX	1,595	$303.0k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TRIPADVISOR INC TRIP 0.25 04.01.26	TRIP 0.25 04.01.26	6,000,000	$6.0m6.0m shares
ALIBABA GROUP HLDG LTD BABA	BABA	2,032	$255.0k2.0k shares
OCCIDENTAL PETE CORP OXY	OXY	3,385	$220.0k3.4k shares
BROADRIDGE FINL SOLUTIONS IN BR	BR	1,288	$209.0k1.3k shares