# EDGAR Filing Document

**Accession Number:** 0001846333
**File Stem:** 0001846333-23-000001
**Filing Date:** 2023-2
**Character Count:** 11989
**Document Hash:** 3dce7806c33f027451d3583b5f3da0af
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001846333-23-000001.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001846333-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230215

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bradley Mark J.
- **CENTRAL INDEX KEY:** 0001846333

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21045
- **FILM NUMBER:** 23634193

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 8050
- **CITY:** WAUSAU
- **STATE:** WI
- **ZIP:** 54402

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bradley Mark J.<br>**Address:** PO BOX 8050<br>WAUSAU, WI 54402

**Form 13F File Number:** 028-21045

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark J. Bradley<br>**Title:** Institutional Investment Manager<br>**Phone:** 715-845-4336

**Signature, Place, and Date of Signing:**

Mark J. Bradley  Wausau, WI  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $112481

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC C | Common Stock | 02079K107 |  | 861 | 9700 | SH |  | SOLE |  | 0 | 9700 | 0 |
| ALPHABET INC C | Common Stock | 02079K107 |  | 2286 | 25760 | SH |  | OTR |  | 0 | 25760 | 0 |
| AMAZON.COM INC COM | Common Stock | 023135106 |  | 299 | 3560 | SH |  | SOLE |  | 0 | 3560 | 0 |
| AMAZON.COM INC COM | Common Stock | 023135106 |  | 1293 | 15390 | SH |  | OTR |  | 0 | 15390 | 0 |
| APPLE INC COM | Common Stock | 037833100 |  | 1278 | 9834 | SH |  | SOLE |  | 0 | 9834 | 0 |
| APPLE INC COM | Common Stock | 037833100 |  | 3633 | 27960 | SH |  | OTR |  | 0 | 27960 | 0 |
| BLACKSTONE INC | Common Stock | 09260D107 |  | 478 | 6440 | SH |  | SOLE |  | 0 | 6440 | 0 |
| BLACKSTONE INC | Common Stock | 09260D107 |  | 1279 | 17240 | SH |  | OTR |  | 0 | 17240 | 0 |
| CANADIAN NATL RY CO COM | Foreign Stock | 136375102 |  | 538 | 4525 | SH |  | SOLE |  | 0 | 4525 | 0 |
| CANADIAN NATL RY CO COM | Foreign Stock | 136375102 |  | 1576 | 13255 | SH |  | OTR |  | 0 | 13255 | 0 |
| CARMAX INC | Common Stock | 143130102 |  | 1 | 20 | SH |  | SOLE |  | 0 | 20 | 0 |
| CARMAX INC | Common Stock | 143130102 |  | 207 | 3400 | SH |  | OTR |  | 0 | 3400 | 0 |
| CHEVRON CORP NEW COM | Common Stock | 166764100 |  | 989 | 5510 | SH |  | SOLE |  | 0 | 5510 | 0 |
| CHEVRON CORP NEW COM | Common Stock | 166764100 |  | 3615 | 20139 | SH |  | OTR |  | 0 | 20139 | 0 |
| DEXCOM INC | Common Stock | 252131107 |  | 1221 | 10782 | SH |  | SOLE |  | 0 | 10782 | 0 |
| DEXCOM INC | Common Stock | 252131107 |  | 3697 | 32648 | SH |  | OTR |  | 0 | 32648 | 0 |
| DISNEY WALT HOLDINGS CO COM | Common Stock | 254687106 |  | 428 | 4924 | SH |  | SOLE |  | 0 | 4924 | 0 |
| DISNEY WALT HOLDINGS CO COM | Common Stock | 254687106 |  | 1755 | 20197 | SH |  | OTR |  | 0 | 20197 | 0 |
| ECOLAB INC | Common Stock | 278865100 |  | 549 | 3775 | SH |  | SOLE |  | 0 | 3775 | 0 |
| ECOLAB INC | Common Stock | 278865100 |  | 2095 | 14395 | SH |  | OTR |  | 0 | 14395 | 0 |
| FASTENAL CO COM | Common Stock | 311900104 |  | 744 | 15730 | SH |  | SOLE |  | 0 | 15730 | 0 |
| FASTENAL CO COM | Common Stock | 311900104 |  | 2591 | 54745 | SH |  | OTR |  | 0 | 54745 | 0 |
| GLOBAL PAYMENTS INC | Common Stock | 37940X102 |  | 387 | 3895 | SH |  | SOLE |  | 0 | 3895 | 0 |
| GLOBAL PAYMENTS INC | Common Stock | 37940X102 |  | 1126 | 11335 | SH |  | OTR |  | 0 | 11335 | 0 |
| HOLOGIC INC COM | Common Stock | 436440101 |  | 726 | 9710 | SH |  | SOLE |  | 0 | 9710 | 0 |
| HOLOGIC INC COM | Common Stock | 436440101 |  | 2355 | 31480 | SH |  | OTR |  | 0 | 31480 | 0 |
| HOME DEPOT INC COM | Common Stock | 437076102 |  | 282 | 892 | SH |  | SOLE |  | 0 | 892 | 0 |
| HOME DEPOT INC COM | Common Stock | 437076102 |  | 1447 | 4580 | SH |  | OTR |  | 0 | 4580 | 0 |
| IRHYTHM TECHNOLOGIES INC | Common Stock | 450056106 |  | 623 | 6655 | SH |  | SOLE |  | 0 | 6655 | 0 |
| IRHYTHM TECHNOLOGIES INC | Common Stock | 450056106 |  | 1402 | 14970 | SH |  | OTR |  | 0 | 14970 | 0 |
| INTERCONTINENTAL EXCHANGE INC | Common Stock | 45866F104 |  | 727 | 7090 | SH |  | SOLE |  | 0 | 7090 | 0 |
| INTERCONTINENTAL EXCHANGE INC | Common Stock | 45866F104 |  | 2279 | 22215 | SH |  | OTR |  | 0 | 22215 | 0 |
| ISHARES MSCI WORLD ETF | International Equity Funds - ETF | 464286392 |  | 82 | 750 | SH |  | SOLE |  | 0 | 750 | 0 |
| ISHARES MSCI WORLD ETF | International Equity Funds - ETF | 464286392 |  | 223 | 2045 | SH |  | OTR |  | 0 | 2045 | 0 |
| JPMORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 531 | 3962 | SH |  | SOLE |  | 0 | 3962 | 0 |
| JPMORGAN CHASE  CO COM | Common Stock | 46625H100 |  | 1707 | 12730 | SH |  | OTR |  | 0 | 12730 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 1259 | 7126 | SH |  | SOLE |  | 0 | 7126 | 0 |
| JOHNSON  JOHNSON COM | Common Stock | 478160104 |  | 3881 | 21972 | SH |  | OTR |  | 0 | 21972 | 0 |
| LILLY ELI  CO COM | Common Stock | 532457108 |  | 1612 | 4405 | SH |  | SOLE |  | 0 | 4405 | 0 |
| LILLY ELI  CO COM | Common Stock | 532457108 |  | 4829 | 13200 | SH |  | OTR |  | 0 | 13200 | 0 |
| MARKETAXESS HOLDINGS INC COM | Common Stock | 57060D108 |  | 86 | 310 | SH |  | SOLE |  | 0 | 310 | 0 |
| MARKETAXESS HOLDINGS INC COM | Common Stock | 57060D108 |  | 178 | 640 | SH |  | OTR |  | 0 | 640 | 0 |
| MASTERCARD INCORPORATED | Common Stock | 57636Q104 |  | 1259 | 3620 | SH |  | SOLE |  | 0 | 3620 | 0 |
| MASTERCARD INCORPORATED | Common Stock | 57636Q104 |  | 3806 | 10944 | SH |  | OTR |  | 0 | 10944 | 0 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 1031 | 4300 | SH |  | SOLE |  | 0 | 4300 | 0 |
| MICROSOFT CORP COM | Common Stock | 594918104 |  | 2885 | 12029 | SH |  | OTR |  | 0 | 12029 | 0 |
| NIKE INC | Common Stock | 654106103 |  | 490 | 4190 | SH |  | SOLE |  | 0 | 4190 | 0 |
| NIKE INC | Common Stock | 654106103 |  | 1564 | 13369 | SH |  | OTR |  | 0 | 13369 | 0 |
| PAYPAL HOLDINGS INC | Common Stock | 70450Y103 |  | 396 | 5565 | SH |  | SOLE |  | 0 | 5565 | 0 |
| PAYPAL HOLDINGS INC | Common Stock | 70450Y103 |  | 1309 | 18383 | SH |  | OTR |  | 0 | 18383 | 0 |
| PROCTER  GAMBLE CO COM | Common Stock | 742718109 |  | 1266 | 8355 | SH |  | SOLE |  | 0 | 8355 | 0 |
| PROCTER  GAMBLE CO COM | Common Stock | 742718109 |  | 4143 | 27335 | SH |  | OTR |  | 0 | 27335 | 0 |
| RITCHIE BROS AUCTIONEERS INC | Foreign Stock | 767744105 |  | 355 | 6140 | SH |  | SOLE |  | 0 | 6140 | 0 |
| RITCHIE BROS AUCTIONEERS INC | Foreign Stock | 767744105 |  | 1603 | 27725 | SH |  | OTR |  | 0 | 27725 | 0 |
| ROCKWELL AUTOMATION | Common Stock | 773903109 |  | 975 | 3785 | SH |  | SOLE |  | 0 | 3785 | 0 |
| ROCKWELL AUTOMATION | Common Stock | 773903109 |  | 2697 | 10469 | SH |  | OTR |  | 0 | 10469 | 0 |
| S GLOBAL INC | Common Stock | 78409V104 |  | 521 | 1556 | SH |  | SOLE |  | 0 | 1556 | 0 |
| S GLOBAL INC | Common Stock | 78409V104 |  | 1903 | 5683 | SH |  | OTR |  | 0 | 5683 | 0 |
| SALESFORCE INC | Common Stock | 79466L302 |  | 319 | 2405 | SH |  | SOLE |  | 0 | 2405 | 0 |
| SALESFORCE INC | Common Stock | 79466L302 |  | 1207 | 9107 | SH |  | OTR |  | 0 | 9107 | 0 |
| STARBUCKS CORP COM | Common Stock | 855244109 |  | 703 | 7085 | SH |  | SOLE |  | 0 | 7085 | 0 |
| STARBUCKS CORP COM | Common Stock | 855244109 |  | 2248 | 22660 | SH |  | OTR |  | 0 | 22660 | 0 |
| STRYKER CORP | Common Stock | 863667101 |  | 895 | 3660 | SH |  | SOLE |  | 0 | 3660 | 0 |
| STRYKER CORP | Common Stock | 863667101 |  | 3241 | 13255 | SH |  | OTR |  | 0 | 13255 | 0 |
| TORONTO DOMINION BANK | Foreign Stock | 891160509 |  | 363 | 5610 | SH |  | SOLE |  | 0 | 5610 | 0 |
| TORONTO DOMINION BANK | Foreign Stock | 891160509 |  | 1035 | 15975 | SH |  | OTR |  | 0 | 15975 | 0 |
| TRIMBLE INC | Common Stock | 896239100 |  | 364 | 7190 | SH |  | SOLE |  | 0 | 7190 | 0 |
| TRIMBLE INC | Common Stock | 896239100 |  | 1580 | 31250 | SH |  | OTR |  | 0 | 31250 | 0 |
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 |  | 432 | 17475 | SH |  | SOLE |  | 0 | 17475 | 0 |
| UBER TECHNOLOGIES INC | Common Stock | 90353T100 |  | 1148 | 46435 | SH |  | OTR |  | 0 | 46435 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | Equity Funds - ETF | 921908844 |  | 131 | 865 | SH |  | SOLE |  | 0 | 865 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | Equity Funds - ETF | 921908844 |  | 325 | 2140 | SH |  | OTR |  | 0 | 2140 | 0 |
| VANGUARD INTERMEDIATE TERM BOND ETF | Diversified Bond Funds - ETF | 921937819 |  | 992 | 13352 | SH |  | SOLE |  | 0 | 13352 | 0 |
| VANGUARD INTERMEDIATE TERM BOND ETF | Diversified Bond Funds - ETF | 921937819 |  | 214 | 2880 | SH |  | OTR |  | 0 | 2880 | 0 |
| WALMART INC | Common Stock | 931142103 |  | 793 | 5595 | SH |  | SOLE |  | 0 | 5595 | 0 |
| WALMART INC | Common Stock | 931142103 |  | 2408 | 16981 | SH |  | OTR |  | 0 | 16981 | 0 |
| WORKDAY INC A | Common Stock | 98138H101 |  | 593 | 3545 | SH |  | SOLE |  | 0 | 3545 | 0 |
| WORKDAY INC A | Common Stock | 98138H101 |  | 2064 | 12335 | SH |  | OTR |  | 0 | 12335 | 0 |
| XYLEM INC COM | Common Stock | 98419M100 |  | 411 | 3720 | SH |  | SOLE |  | 0 | 3720 | 0 |
| XYLEM INC COM | Common Stock | 98419M100 |  | 1223 | 11060 | SH |  | OTR |  | 0 | 11060 | 0 |
| ZOETIS INC A | Common Stock | 98978V103 |  | 668 | 4560 | SH |  | SOLE |  | 0 | 4560 | 0 |
| ZOETIS INC A | Common Stock | 98978V103 |  | 2152 | 14685 | SH |  | OTR |  | 0 | 14685 | 0 |
| AON PLC | Foreign Stock | G0403H108 |  | 807 | 2690 | SH |  | SOLE |  | 0 | 2690 | 0 |
| AON PLC | Foreign Stock | G0403H108 |  | 2443 | 8140 | SH |  | OTR |  | 0 | 8140 | 0 |
| MEDTRONIC PLC | Foreign Stock | G5960L103 |  | 47 | 600 | SH |  | SOLE |  | 0 | 600 | 0 |
| MEDTRONIC PLC | Foreign Stock | G5960L103 |  | 317 | 4085 | SH |  | OTR |  | 0 | 4085 | 0 |

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