BRADLEY FOSTER & SARGENT INC/CT Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$5.8B

Holdings

455

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (455 positions)

StockValue
BLKBlackRock Inc
$2.0M
DUKDuke Energy
$1.9M
VEUVanguard FTSE All-World Ex-US
$1.9M
GISGeneral Mills
$1.9M
PCTYPaylocity Holding Corp
$1.9M
KKRKKR & Co Inc
$1.9M
ESEversource Energy
$1.9M
LHLabcorp Holdings Inc
$1.9M
TTTrane Technologies
$1.8M
GDGeneral Dynamics
$1.8M
MOAltria Group Inc
$1.8M
ROSTRoss Stores
$1.8M
BACVerizon
$1.8M
SPOTSpotify Technology
$1.7M
VNOMUSDViper Energy Inc
$1.7M
AFLAFLAC
$1.7M
CSXCSX
$1.7M
NFLXNetflix
$1.6M
CATHGlobal X S&P 500 Catholic Valu
$1.6M
CHDChurch & Dwight
$1.6M
FSLRFirst Solar Inc
$1.5M
OXYOccidental Petroleum
$1.5M
IVWiShares S&P 500 Growth Index F
$1.5M
FDXFedEx Corporation
$1.5M
CVSCVS Health Corp
$1.5M
AQLTiShares MSCI India ETF
$1.5M
GEVGE Vernova Inc
$1.5M
PYPLPayPal Holdings
$1.5M
OMCOmnicom
$1.5M
PAYXPaychex
$1.5M
ORLYO'Reilly Automotive
$1.5M
AMTAmer Tower Cl A
$1.5M
DONDiamonds Trust Ser 1
$1.4M
XLKSelect Sector S&P Technology I
$1.4M
MTBM&T Bank
$1.4M
ENQEntegris Inc
$1.4M
ABNBAirbnb Inc
$1.4M
BKNGBooking Holdings Inc
$1.4M
IWDiShares Russell 1000 Value Ind
$1.4M
EEMiShares MSCI Emerg Mkts ETF
$1.4M
GWWGrainger W W
$1.4M
RSGRepublic Services
$1.4M
COOCooper Companies
$1.4M
IWPiShares Russell Midcap Growth
$1.3M
ARMKAramark
$1.3M
LSCCLattice Semiconductor
$1.3M
HUBBHubbell Inc
$1.3M
TPRTapestry Inc
$1.3M
IBBiShares Nasdaq Biotechnology I
$1.3M
LHXL3Harris Technologies Inc
$1.3M
FCXFreeport McMoRan
$1.2M
YUMYum Brands Inc
$1.2M
PGRProgressive
$1.2M
SPYXSPDR S&P Fossil Fuel Reserve E
$1.2M
JBHTHunt JB Transport Services
$1.2M
UPSUnited Parcel Service Class B
$1.2M
PNCPNC Financial
$1.2M
FSVFirstService Corp
$1.2M
AXGNAxogen Inc
$1.2M
IWSiShares Russell Midcap Value I
$1.2M
GLWCorning
$1.2M
MTDRMatador Resources Co
$1.1M
SCHXSchwab US Large Cap ETF
$1.1M
CHKPCheck Point Software
$1.1M
AWCAmerican Water Works Company I
$1.1M
MDYSPDR S&P 400 ETF Trust
$1.1M
TAT & T
$1.1M
FROGJFrog Ltd
$1.1M
XLISector SPDR Indl Select of Ben
$1.0M
VRTXVertex Pharmaceuticals Inc
$1.0M
EWEdwards Lifesciences
$1.0M
XLEEnergy Select Sector SPDR
$1000K
VRRMVerra Mobility Corp
$977K
DOWDow Inc
$959K
VRSKVerisk Analytics Inc
$945K
SOSouthern Co
$931K
AQLTiShares Core MSCI EAFE ETF
$919K
CMICummins Inc
$915K
MARMarriott International
$911K
MORNMorningstar Inc
$906K
PSXPhillips 66
$900K
TRIThomson Reuters Corporation
$895K
XLYSelect Sector S&P Consumer Ind
$887K
TSLATesla Inc
$885K
HSYHershey Co
$881K
ROPRoper Industries Inc
$865K
MPCMarathon Petroleum Corporation
$850K
AQLTiShares DJ Select Dividend Ind
$849K
PHYS/USprott Physical Gold Trust
$845K
KEYKeyCorp
$828K
PRVAPrivia Health Group
$819K
RJFRaymond James Financial Inc
$814K
IJRiShares Core S&P 600 Small Cap
$783K
IGMIshares S&P NA Technology Sect
$783K
TROWPrice T Rowe Group Inc
$776K
FANGDiamondback Energy Inc
$766K
SDYSPDR S&P Dividend ETF
$764K
PHMPultegroup Inc.
$761K
SHELShell Plc ADR
$747K
ESGVVanguard ESG US Stock ETF
$731K
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