BRADLEY FOSTER & SARGENT INC/CT Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$6.8B

Holdings

536

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (536 positions)

StockValue
CHKPCheck Point Software
$954K
EFGiShares TR MSCI EAFE Growth In
$953K
ESGVVanguard ESG US Stock ETF
$950K
PSXPhillips 66
$934K
PRVAPrivia Health Group
$909K
SCHDSchwab US Dvd Equity
$907K
BXMTBlackstone Mortgage Tru-Cl A
$901K
JEPQJP Morgan Nasdaq Eqt Prm Inc E
$901K
EFAXMSCI EAFE Fossil Fuel Free ETF
$899K
XLEEnergy Select Sector SPDR
$894K
ARCCAres Capital Corporation
$887K
SDYSPDR S&P Dividend ETF
$878K
OKTAOkta Inc
$876K
BRBroadridge Financial Solutions
$875K
FSVFirstService Corp
$858K
KEYKeyCorp
$826K
ABNBAirbnb Inc
$817K
SHELShell Plc ADR
$805K
PPGPPG Industries
$801K
TMEDT. Rowe Price Blue Chip Growth
$797K
NDSNNordson Corp
$793K
PLTRPalantir Technologies
$785K
ROPRoper Industries Inc
$781K
TRVCCitigroup
$779K
KLICKulicke and Soffa Industries
$765K
HCAHCA Holdings Inc
$749K
IWOiShares TR Russell 2000 Growth
$736K
WECWEC Energy Group Inc
$732K
LDOSLeidos Holdings Inc
$723K
EMEEmcorp Group Inc
$723K
VUGVanguard Growth ETF
$719K
WRBWR Berkley Corporation
$715K
ALKAlaska Air
$715K
IJTiShares S&P SmallCap 600 Growt
$707K
AQLTiShares MSCI India ETF
$706K
EBAEbay
$702K
MORNMorningstar Inc
$701K
JJacobs Solutions Inc
$701K
GUNRFlexshares Global Upstream
$692K
BGBunge Global SA
$688K
NXTNextracker Inc Class A
$683K
APTVAptiv Plc
$683K
VRTXVertex Pharmaceuticals Inc
$683K
JPXAeroVironment Inc
$682K
CSGSCSG Systems Intl Inc
$680K
PBTPermian Basin Royalty Trust
$679K
IYFiShares Dow Jones US Financial
$676K
MPLXMplx Lp
$671K
ULTAUlta Salon Cosmetics and Fragr
$670K
EWJishares MSCI Japanese Index Fu
$669K
EQIXEquinix Inc
$668K
NRANRG Energy Inc
$667K
CASYCaseys General Stores
$665K
PEGPublic Service Enterprise
$658K
TRIThomson Reuters Corporation
$649K
XELXCEL Energy
$645K
ALSAllstate
$642K
UPSUnited Parcel Service Class B
$640K
IYWiShares Dow Jones US Technolog
$637K
OEFiShares Tr S&P 100 Index
$635K
NDAQNasdaq Inc
$627K
CLPTClearPoint Neuro
$625K
CFRCullen/Frost Bankers
$624K
NTRSNorthern Trust Corp
$621K
HSICHenry Schein
$621K
AMLPAlerian MLP
$620K
WMBWilliams Cos
$620K
ZBHZimmer Biomet Holdings Inc
$619K
CTVACorteva Inc
$612K
VTVVanguard Value ETF
$612K
TOSTToast Inc Cl A
$588K
SCHFSchwab International Equity ET
$586K
FIVNFive9 Inc
$580K
MSCIMSCI Inc
$572K
THOThor Industries Inc.
$558K
WPCWP Carey Inc
$555K
APAMArtisan Partners Asset Ma -A
$555K
GSKGSK Plc
$553K
XLVSelect Sector S&P Health Care
$553K
CNXCConcentrix Corporation
$546K
XVVIshares ESG Select Screened S&
$539K
FENIFidelity Enhanced Intl ETF
$535K
XRAYDentsply Sirona Inc
$534K
AZNAstrazeneca PLC Sponsored ADR
$528K
TAPMolson Coors Brewing Company
$516K
IJJiShares S&P MidCap 400 Value I
$516K
OCOwens Corning
$507K
KLACKla Corp
$504K
OHIOmega Healthcare
$496K
7HPHP Inc
$491K
SUSAiShares MSCI USA ESG Select
$488K
ADSKAutodesk
$487K
RGNXREGENXBIO Inc
$484K
GPNGlobal Payments Inc
$481K
OGNOrganon & Co
$479K
SOLVSolventum Corporation
$477K
SPGSimon Property Group
$476K
ESGDiShares Trust iShares ESG Aw
$476K
IUSViShares Core S&P U.S. Value
$473K
IGViShares North America Tech
$470K
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