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Funds / Bradley Foster & Sargent Inc/Ct
Institutional Fund

Bradley Foster & Sargent Inc/Ct

Hartford, CTCIK 10150866 filings on record

Portfolio Value
$6.44B
Q1 2026
Holdings
516
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-5.4%
from $6.81B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Jpmorgan Chase & Co.4.4%
  • Alphabet Inc4.4%
  • Microsoft Corp4.2%
  • Apple Inc4.1%
  • Amazon Com Inc3.0%
  • Agnico Eagle Mines Ltd2.9%
  • Other77.0%

Portfolio Holdings

516 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Jpmorgan Chase & Co.963.2K$283.32M4.4%15.7KReduced
2Alphabet Inc984.3K$283.05M4.4%49.5KReduced
3Microsoft Corp733.6K$271.57M4.2%27.4KReduced
4Apple Inc1.03M$262.57M4.1%53.5KReduced
5Amazon Com Inc917.2K$191.03M3.0%+18.1KAdded
6Agnico Eagle Mines Ltd919.6K$186.65M2.9%134.7KReduced
7Spdr Gold Tr404.1K$173.86M2.7%13.6KReduced
8Exxon Mobil Corp781.6K$132.60M2.1%+27.5KAdded
9Thermo Fisher Scientific Inc256.6K$126.11M2.0%2.4KReduced
10Berkshire Hathaway Inc Del263.1K$126.08M2.0%11.6KReduced

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