Bradley Foster & Sargent Inc/Ct Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Bradley Foster & Sargent Inc/Ct disclosed 534 stock positions valued at approximately $7.06B as of quarter-end June 30, 2026. The largest holdings include Alphabet Inc. Class A, J P Morgan Chase, and Apple Inc.

Report Period
June 30, 2026
No. of Stocks
534
Portfolio Value
$7.06B
Holdings by Sector
Bradley Foster & Sargent Inc/Ct Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Alphabet Inc. Class AGOOGLCommunication Services4.98%984,691+357+0.04%$351,898,898
J P Morgan ChaseJPMFinancial Services4.50%971,483+8,328+0.86%$317,995,536
Apple IncAAPLTechnology4.28%1,046,116+11,518+1.11%$302,704,257
MicrosoftMSFTTechnology4.03%763,656+30,025+4.09%$284,859,074
Amazon.comAMZNConsumer Cyclical3.10%919,481+2,246+0.24%$219,149,208
AmphenolAPHTechnology2.24%898,902+12,784+1.44%$158,494,315
SPDR Gold SharesGLDOther2.11%404,242+184+0.05%$148,914,668
Agnico Eagle MinesAEMBasic Materials2.02%921,554+2,001+0.22%$142,960,615
Thermo Fisher ScientificTMOHealthcare1.88%264,936+8,376+3.26%$132,828,155
GE AerospaceGEIndustrials1.83%345,893+50,963+17.28%$129,270,512
Berkshire Hathaway Cl BBRK-BFinancial Services1.82%257,503-5,610-2.13%$128,851,992
DeereDEIndustrials1.80%200,267+25,062+14.30%$127,035,357
Nvidia CorpNVDATechnology1.68%594,748+887+0.15%$119,003,102
CostcoCOSTConsumer Defensive1.63%123,446-1,732-1.38%$115,479,833
Analog Devices IncADITechnology1.63%290,705-2,728-0.93%$115,459,452
SPDR S&P 500 ETF IndexSPYOther1.62%153,569+2,442+1.62%$114,680,714
DanaherDHRHealthcare1.58%585,734+254,630+76.90%$111,570,652
CaterpillarCATIndustrials1.52%100,822-2,837-2.74%$107,365,874
Exxon Mobil CorpXOMEnergy1.52%783,278+1,697+0.22%$107,089,722
Liberty Media Corp Series C FoFWONKCommunication Services1.31%972,468+21,099+2.22%$92,520,605
Woodward IncWWDIndustrials1.23%203,486-10,906-5.09%$86,571,084
Johnson & JohnsonJNJHealthcare1.20%333,906-1,087-0.32%$84,801,996
RBC Bearings IncRBCIndustrials1.08%118,687-2,362-1.95%$76,441,549
Home DepotHDConsumer Cyclical0.95%190,015-9,731-4.87%$67,014,500
Mastercard Inc Cl AMAFinancial Services0.94%129,385-8,150-5.93%$66,452,334
Quanta ServicesPWRIndustrials0.93%91,227-5,235-5.43%$65,687,125
Cisco SystemsCSCOTechnology0.92%553,772-6,069-1.08%$65,046,085
Marsh & McLennanMMCFinancial Services0.91%387,775-86,927-18.31%$64,630,452
Sherwin-WilliamsSHWBasic Materials0.90%184,068-3,697-1.97%$63,378,141
Conoco PhillipsCOPEnergy0.90%608,449-9,468-1.53%$63,254,331
Showing 30 of 534 holdings in the latest reporting period.
Bradley Foster & Sargent Inc/Ct Portfolio Stock Holdings | InsiderSet