Bradley Foster & Sargent Inc Portfolio Holdings
Bradley Foster & Sargent Inc
- $5.64 Billion
- Q1 2025
Bradley Foster & Sargent Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.64 Billion distributed in 456 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $286M, Apple Inc. with a value of $250M, Jpmorgan Chase & CO with a value of $245M, Alphabet Inc. with a value of $166M, and Amazon Com Inc with a value of $160M.
Examining the 13F form we can see an decrease of $129M in the current position value, from $5.77B to 5.64B.
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
$5.64 Billion
Technology: $1.21 Billion
Financial Services: $853 Million
Healthcare: $851 Million
Industrials: $643 Million
Consumer Cyclical: $461 Million
ETFs: $437 Million
Consumer Defensive: $362 Million
Basic Materials: $269 Million
Other: $553 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 456
- Current Value $5.64 Billion
- Prior Value $5.77 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 17 stocks
- Additional Purchases 91 stocks
- Sold out of 0 stocks
- Reduced holdings in 260 stocks