Bradley Foster & Sargent Inc Portfolio Holdings
Bradley Foster & Sargent Inc
- $5.82 Billion
- Q3 2024
Bradley Foster & Sargent Inc has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.82 Billion distributed in 457 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $328M, Apple Inc. with a value of $263M, Jpmorgan Chase & CO with a value of $222M, Alphabet Inc. with a value of $189M, and Danaher Corp with a value of $168M.
Examining the 13F form we can see an increase of $360M in the current position value, from $5.46B to 5.82B.
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
$5.82 Billion
Technology: $1.35 Billion
Healthcare: $914 Million
Financial Services: $765 Million
Industrials: $643 Million
Consumer Defensive: $466 Million
Consumer Cyclical: $454 Million
ETFs: $426 Million
Communication Services: $286 Million
Other: $522 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 457
- Current Value $5.82 Billion
- Prior Value $5.46 Billion
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 201 stocks