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)

StockValue
SOSouthern Co
$928K
XLYSelect Sector S&P Consumer Ind
$922K
RJFRaymond James Financial Inc
$898K
BRBroadridge Financial Solutions
$893K
PHYS/USprott Physical Gold Trust
$890K
ROPRoper Industries Inc
$888K
SDYSPDR S&P Dividend ETF
$885K
ESGVVanguard ESG US Stock ETF
$880K
VRTXVertex Pharmaceuticals Inc
$877K
KEYKeyCorp
$867K
EFAXMSCI EAFE Fossil Fuel Free ETF
$864K
XLEEnergy Select Sector SPDR
$852K
PSXPhillips 66
$843K
TRIThomson Reuters Corporation
$841K
PRVAPrivia Health Group
$839K
SHELShell Plc ADR
$796K
ALKAlaska Air
$791K
FSVFirstService Corp
$787K
PHMPultegroup Inc.
$781K
CSGSCSG Systems Intl Inc
$770K
BGBunge Global SA
$761K
NRANRG Energy Inc
$759K
NDSNNordson Corp
$749K
INTCIntel
$749K
BXMTBlackstone Mortgage Tru-Cl A
$727K
SCHDSchwab US Dvd Equity
$721K
TOSTToast Inc Cl A
$719K
NXTNextracker Inc Class A
$712K
NDAQNasdaq Inc
$711K
CNXCConcentrix Corporation
$698K
MPLXMplx Lp
$692K
HCAHCA Holdings Inc
$691K
WRBWR Berkley Corporation
$686K
HSICHenry Schein
$683K
IJTiShares S&P SmallCap 600 Growt
$683K
EQIXEquinix Inc
$679K
RALRalliant Corporation
$677K
AXGNAxogen Inc
$675K
PEGPublic Service Enterprise
$674K
CTVACorteva Inc
$669K
TRVCCitigroup
$668K
AMLPAlerian MLP
$663K
FROGJFrog Ltd
$661K
DOVDover Corp
$659K
WECWEC Energy Group Inc
$657K
IWOiShares TR Russell 2000 Growth
$657K
UPBDUpbound Group Inc
$653K
APAMArtisan Partners Asset Ma -A
$648K
IYFiShares Dow Jones US Financial
$646K
FIVNFive9 Inc
$634K
GUNRFlexshares Global Upstream
$634K
CFRCullen/Frost Bankers
$633K
BABAAlibaba Group Holding-SP ADR
$631K
JJacobs Solutions Inc
$627K
EWJishares MSCI Japanese Index Fu
$625K
VUGVanguard Growth ETF
$624K
JPXAeroVironment Inc
$617K
TAPMolson Coors Brewing Company
$616K
CASYCaseys General Stores
$615K
WMBWilliams Cos
$614K
EMEEmcorp Group Inc
$614K
NTRSNorthern Trust Corp
$605K
LDOSLeidos Holdings Inc
$602K
MSCIMSCI Inc
$602K
PPGPPG Industries
$594K
OEFiShares Tr S&P 100 Index
$581K
EBAEbay
$575K
ZBHZimmer Biomet Holdings Inc
$574K
ULTAUlta Salon Cosmetics and Fragr
$573K
IYWiShares Dow Jones US Technolog
$567K
PBTPermian Basin Royalty Trust
$559K
SCHFSchwab International Equity ET
$556K
WPCWP Carey Inc
$548K
THOThor Industries Inc.
$547K
CTSHCognizant Technology Solutions
$545K
XELXCEL Energy
$545K
LRCXLAM Research Corp
$539K
FICOFair Isaac Corp
$536K
PLTRPalantir Technologies
$533K
BXSLBlackstone Secured Lending Fun
$523K
ALSAllstate
$521K
GSKGSK Plc
$511K
XVVIshares ESG Select Screened S&
$499K
IJJiShares S&P MidCap 400 Value I
$498K
SOLVSolventum Corporation
$497K
SLBSLB
$497K
OPRAOpera Ltd. ADRs
$496K
VTVVanguard Value ETF
$487K
AZNAstrazeneca PLC Sponsored ADR
$485K
ADSKAutodesk
$481K
CROXCROCS Inc
$479K
SPYDSPDR Portfolio S&P 500 High
$479K
OVVOvintiv Inc
$476K
BABoeing
$473K
FTCSFirst Trust Capital Strength
$472K
TMToyota Motor
$472K
GGGGraco Inc
$472K
NOMDNomad Foods LTD F
$469K
MCHPMicrochip Technology
$463K
SUSAiShares MSCI USA ESG Select
$456K
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