BRADLEY FOSTER & SARGENT INC/CT Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$6.4B

Holdings

536

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (536 positions)

#StockSharesValue% PortfolioType
101
AMATApplied Materials
64,110$11.7B183.69%
102
VIGVanguard Dividend Appreciation
56,018$11.5B179.45%
103
WYWeyerhaeuser
441,718$11.3B177.61%
104
DISWalt Disney
91,145$11.3B176.90%
105
KMIKinder Morgan Inc
380,213$11.2B174.95%
106
VOOVanguard S&P 500 ETF
19,516$11.1B173.50%
107
VLTOVeralto Corporation
109,542$11.1B173.08%
108
FNVFranco Nevada Corp
63,141$10.4B161.99%
109
TRVThe Travelers Companies Inc
38,558$10.3B161.46%
110
GEHCGE Healthcare Technologies Inc
134,647$10.0B156.10%
111
White Mountains
5,522$9.9B155.20%
112
CNRCanadian National Railway
94,792$9.9B154.36%
113
TRPTC Energy Corp
199,668$9.7B152.47%
114
SPGIS&P Global Inc
18,399$9.7B151.84%
115
UBERUber Technologies Inc
102,126$9.5B149.13%
116
WABWabtec Corp
43,955$9.2B144.02%
117
BKBank of New York Mellon
97,190$8.9B138.59%
118
BXBlackstone Inc
58,983$8.8B138.09%
119
EFAiShares MSCI EAFE Index Fund
98,435$8.8B137.72%
120
TSMTaiwan Semiconductor Mft Co Lt
38,540$8.7B136.62%
121
LMTLockheed Martin
18,651$8.6B135.20%
122
NINisource
211,400$8.5B133.47%
123
CGNXCognex
268,413$8.5B133.26%
124
LECOLincoln Electric
40,546$8.4B131.56%
125
IWMiShares Russell 2000 ETF
37,916$8.2B128.06%
126
AKXAnsys
22,979$8.1B126.32%
127
1GSNNovanta Inc.
61,044$7.9B123.18%
128
DHID R Horton Inc
60,917$7.9B122.92%
129
MMM3M Company
51,154$7.8B121.89%
130
VOVanguard Mid Cap ETF
27,524$7.7B120.55%
131
VBRVanguard Small Cap Value ETF
38,796$7.6B118.41%
132
IVEiShares S&P 500 Value Index
37,543$7.3B114.83%
133
APDAir Products & Chemicals Inc
25,436$7.2B112.29%
134
NEENextEra Energy
103,061$7.2B111.98%
135
NOWServiceNow Inc
6,643$6.8B106.89%
136
EPDEnterprise Products LP
219,272$6.8B106.42%
137
AQLTiShares Core MSCI EAFE ETF
80,198$6.7B104.79%
138
CICIGNA Corp
20,062$6.6B103.80%
139
GSGoldman Sachs
9,233$6.5B102.28%
140
VWOVanguard FTSE Emerging Markets
127,953$6.3B99.05%
141
STZConstellation Brands Inc Cl A
37,328$6.1B95.04%
142
QCOMQualcomm
38,012$6.1B94.75%
143
EQTEQT Corp
103,385$6.0B94.37%
144
SPYMSPDR Portfolio S&P 500 ETF
82,928$6.0B94.35%
145
ACNAccenture Plc Class A
20,029$6.0B93.70%
146
WMWaste Management
25,366$5.8B90.84%
147
IEMGiShares Core MSCI Emerging Mar
94,995$5.7B89.25%
148
WSOWatsco Inc
12,701$5.6B87.79%
149
FASTFastenal Company
132,162$5.6B86.88%
150
KVUEKenvue Inc.
258,664$5.4B84.73%
151
WFCWells Fargo
66,471$5.3B83.35%
152
OTISOtis Worldwide Corp
53,230$5.3B82.50%
153
IJHiShares Core S&P MidCap ETF
83,922$5.2B81.46%
154
NSCNorfolk Southern
19,946$5.1B79.91%
155
HELOJpmorgn Hedgd Eqty Lad Ovrly E
79,662$5.0B78.03%
156
CCOCameco Corporation
65,879$4.9B76.54%
157
CLColgate-Palmolive
52,699$4.8B74.98%
158
CMECME Group Inc
17,268$4.8B74.49%
159
FOURShift4 Payments Inc Cl A
46,838$4.6B72.66%
160
WPMWheaton Precious Metals Corp
50,349$4.5B70.77%
161
8CWCrown Castle Inc
43,311$4.4B69.64%
162
EMREmerson Electric
33,255$4.4B69.40%
163
VBKVanguard Small Cap Growth
15,929$4.4B69.04%
164
SCHXSchwab US Large Cap ETF
180,462$4.4B69.03%
165
AMGNAmgen
15,750$4.4B68.83%
166
PANWPalo Alto Networks Inc
21,390$4.4B68.51%
167
STTState Street
40,899$4.3B68.07%
168
VRTVertiv Holdings Co
33,465$4.3B67.26%
169
AJGArthur J Gallagher
13,400$4.3B67.14%
170
IAU*iShares Gold Trust
66,925$4.2B65.32%
171
4I1Philip Morris International
22,861$4.2B65.17%
172
GILDGilead Sciences
36,872$4.1B63.98%
173
OKEOneok Inc
50,071$4.1B63.97%
174
NVONovo Nordisk A/S ADR
55,990$3.9B60.48%
175
EFViShares MSCI EAFE Value Index
60,765$3.9B60.37%
176
MOSMosaic Company
101,483$3.7B57.94%
177
APGAPi Group Corporation
70,155$3.6B56.05%
178
KEYSKeysight Technologies Inc
21,698$3.6B55.65%
179
TELTE Connectivity Plc
20,377$3.4B53.79%
180
SPSMSPDR Portfolio Small Cap Etf
80,078$3.4B53.39%
181
SBUXStarbucks
36,142$3.3B51.83%
182
JEPIJPMorgan Equity Premium Income
57,683$3.3B51.33%
183
JCIJohnson Controls
28,874$3.0B47.73%
184
NFLXNetflix
2,258$3.0B47.33%
185
SYYSysco
39,865$3.0B47.26%
186
CMCSAComcast Cl A
82,953$3.0B46.34%
187
XLFFinancial Select Sectors SPDR
54,279$2.8B44.49%
188
IJRiShares Core S&P 600 Small Cap
25,562$2.8B43.72%
189
VEUVanguard FTSE All-World Ex-US
41,263$2.8B43.41%
190
TTTrane Technologies
6,258$2.7B42.84%
191
BLKBlackRock Inc
2,591$2.7B42.55%
192
GEVGE Vernova Inc
5,108$2.7B42.30%
193
VGTVanguard Information Techology
4,051$2.7B42.05%
194
KMBKimberly-Clark
20,637$2.7B41.64%
195
XYLXylem Inc
20,466$2.6B41.44%
196
RYANRyan Specialty Holdings Inc
38,397$2.6B40.86%
197
A4SAmeriprise Financial
4,891$2.6B40.86%
198
MTNVail Resorts
16,428$2.6B40.40%
199
NVSNNovartis A G ADR
20,955$2.5B39.69%
200
CRCrane Co
13,116$2.5B38.98%
PreviousPage 2 of 6Next