Bradley Foster & Sargent Inc Portfolio Holdings
Bradley Foster & Sargent Inc
- $6.18 Billion
- Q2 2025
Bradley Foster & Sargent Inc has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.18 Billion distributed in 536 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $383M, Jpmorgan Chase & CO with a value of $290M, Apple Inc. with a value of $226M, Amazon Com Inc with a value of $196M, and Alphabet Inc. with a value of $188M.
Examining the 13F form we can see an increase of $543M in the current position value, from $5.64B to 6.18B.
Bradley Foster & Sargent Inc is based out at Hartford, CT
Below you can find more details about Bradley Foster & Sargent Inc portfolio as well as his latest detailed transactions.
Portfolio value
$6.18 Billion
Technology: $1.43 Billion
Financial Services: $919 Million
Healthcare: $782 Million
Industrials: $713 Million
ETFs: $576 Million
Consumer Cyclical: $477 Million
Consumer Defensive: $353 Million
Communication Services: $296 Million
Other: $630 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 536
- Current Value $6.18 Billion
- Prior Value $5.64 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 100 stocks
- Additional Purchases 180 stocks
- Sold out of 0 stocks
- Reduced holdings in 195 stocks