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BRADLEY FOSTER & SARGENT INC/CT

Q2 2026 13F filing

Updated 27 days ago

535 disclosed positions worth $7.1B

Portfolio value
$7.1B
Total holdings
535
New positions
38
Closed positions
19
Increased
173
Decreased
223
Turnover
10.7%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

G

Alphabet Inc. Class A

+0.0%
Value
$351.9M
Shares
984.7K
% Port
4.98%
J

J P Morgan Chase

+0.9%
Value
$318M
Shares
971.5K
% Port
4.50%
A

Apple Inc

+1.1%
Value
$302.7M
Shares
1.05M
% Port
4.28%
M

Microsoft

+4.1%
Value
$284.9M
Shares
763.7K
% Port
4.03%
A

Amazon.com

+0.2%
Value
$219.1M
Shares
919.5K
% Port
3.10%
A
6.APH

Amphenol

+1.4%
Value
$158.5M
Shares
898.9K
% Port
2.24%
G
7.GLD

SPDR Gold Shares

+0.1%
Value
$148.9M
Shares
404.2K
% Port
2.11%
A
8.AEM

Agnico Eagle Mines

+0.2%
Value
$143M
Shares
921.6K
% Port
2.02%
T
9.TMO

Thermo Fisher Scientific

+3.3%
Value
$132.8M
Shares
264.9K
% Port
1.88%
G
10.GE

GE Aerospace

+17.3%
Value
$129.3M
Shares
345.9K
% Port
1.83%
B

Berkshire Hathaway Cl B

-2.1%
Value
$128.9M
Shares
257.5K
% Port
1.82%
D
12.DE

Deere

+14.3%
Value
$127M
Shares
200.3K
% Port
1.80%
N
13.NVDA

Nvidia Corp

+0.1%
Value
$119M
Shares
594.7K
% Port
1.68%
C
14.COST

Costco

-1.4%
Value
$115.5M
Shares
123.4K
% Port
1.63%
A
15.ADI

Analog Devices Inc

-0.9%
Value
$115.5M
Shares
290.7K
% Port
1.63%
S
16.SPY

SPDR S&P 500 ETF Index

+1.6%
Value
$114.7M
Shares
153.6K
% Port
1.62%
D
17.DHR

Danaher

+76.9%
Value
$111.6M
Shares
585.7K
% Port
1.58%
C
18.CAT

Caterpillar

-2.7%
Value
$107.4M
Shares
100.8K
% Port
1.52%
X
19.XOM

Exxon Mobil Corp

+0.2%
Value
$107.1M
Shares
783.3K
% Port
1.52%
F

Liberty Media Corp Series C Fo

+2.2%
Value
$92.5M
Shares
972.5K
% Port
1.31%
W
21.WWD

Woodward Inc

-5.1%
Value
$86.6M
Shares
203.5K
% Port
1.23%
J
22.JNJ

Johnson & Johnson

-0.3%
Value
$84.8M
Shares
333.9K
% Port
1.20%
R
23.RBC

RBC Bearings Inc

-1.9%
Value
$76.4M
Shares
118.7K
% Port
1.08%
H
24.HD

Home Depot

-4.9%
Value
$67M
Shares
190.0K
% Port
0.95%
M
25.MA

Mastercard Inc Cl A

-5.9%
Value
$66.5M
Shares
129.4K
% Port
0.94%
P
26.PWR

Quanta Services

-5.4%
Value
$65.7M
Shares
91.2K
% Port
0.93%
C
27.CSCO

Cisco Systems

-1.1%
Value
$65M
Shares
553.8K
% Port
0.92%
M
28.MRSH

Marsh & McLennan

-18.3%
Value
$64.6M
Shares
387.8K
% Port
0.91%
S
29.SHW

Sherwin-Williams

-2.0%
Value
$63.4M
Shares
184.1K
% Port
0.90%
C
30.COP

Conoco Phillips

-1.5%
Value
$63.3M
Shares
608.4K
% Port
0.90%
T

Taiwan Semiconductor Mft Co Lt

+250.0%
Value
$60.7M
Shares
127.0K
% Port
0.86%
H
32.HUBB

Hubbell Inc

+3.2%
Value
$58.4M
Shares
111.6K
% Port
0.83%
G

Alphabet Inc. Class C

-6.3%
Value
$57.8M
Shares
163.7K
% Port
0.82%
W
34.WMT

Walmart

+0.1%
Value
$57.7M
Shares
509.1K
% Port
0.82%
P
35.PEP

Pepsico

-2.0%
Value
$56.2M
Shares
415.3K
% Port
0.80%
A
36.ABBV

Abbvie Inc

-1.6%
Value
$55.2M
Shares
219.5K
% Port
0.78%
I
37.IDXX

IDEXX Labs

+0.5%
Value
$54.8M
Shares
104.1K
% Port
0.78%
A
38.ABT

Abbott Labs

-2.8%
Value
$53.9M
Shares
593.8K
% Port
0.76%
C
39.CR

Crane Co

+4.5%
Value
$52M
Shares
233.3K
% Port
0.74%
C
40.CVX

Chevron Corp

-0.6%
Value
$51.1M
Shares
308.5K
% Port
0.72%
U
41.UNP

Union Pacific

+0.3%
Value
$49.1M
Shares
180.5K
% Port
0.69%
N
42.NOC

Northrop Grumman

+4.3%
Value
$48.8M
Shares
95.8K
% Port
0.69%
A
43.AXP

American Express

+4.1%
Value
$48M
Shares
141.9K
% Port
0.68%
C
44.CDNS

Cadence Design Systems

+1.3%
Value
$46.4M
Shares
123.7K
% Port
0.66%
M
45.MCD

McDonalds

+0.0%
Value
$44.9M
Shares
166.2K
% Port
0.64%
A
46.AVGO

Broadcom Inc

-4.9%
Value
$42.8M
Shares
113.3K
% Port
0.61%
L
47.LLY

Eli Lilly

+30.0%
Value
$42.2M
Shares
35.2K
% Port
0.60%
M
48.MRK

Merck

+0.9%
Value
$36.9M
Shares
287.2K
% Port
0.52%
R
49.RTX

RTX Corporation

+1.1%
Value
$34.3M
Shares
180.7K
% Port
0.49%
O

Oracle

-3.1%
Value
$32.4M
Shares
220.9K
% Port
0.46%