Bradley Foster & Sargent Inc New Holdings in Q2 2025

Bradley Foster & Sargent Inc

  • $6.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
110K
New
$231.64 - $323.08 $25.6M - $35.7M
110K $34M
WTM
White Mountains Insurance Group LTD

Financial Services
5.52K
New
$1699.35 - $1901.99 $9.38M - $10.5M
5.52K $9.92M
NOVT
Novanta Inc

Technology
61K
New
N/A
61K $9.63M
CGNX
Cognex Corp

Technology
268K
New
$23.27 - $32.07 $6.25M - $8.61M
268K $8.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
82.9K
New
$58.41 - $72.69 $4.84M - $6.03M
82.9K $6.03M
IEMG
Ishares Inc

ETFs
95K
New
N/A
95K $5.1M
EFV
Msci Eafe Value ETF

ETFs
60.8K
New
$52.4 - $64.65 $3.18M - $3.93M
60.8K $3.86M
MOS
Mosaic CO

Basic Materials
101K
New
$22.76 - $36.95 $2.31M - $3.75M
101K $3.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
80.1K
New
$35.35 - $42.68 $2.83M - $3.42M
80.1K $3.41M
JEPI
J P Morgan Exchange Traded Fd

ETFs
57.7K
New
$51.14 - $57.0 $2.95M - $3.29M
57.7K $3.28M
SPMD
Spdr Portfolio

ETFs
35.3K
New
$44.89 - $54.38 $1.59M - $1.92M
35.3K $1.92M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
67.3K
New
$22.92 - $28.05 $1.54M - $1.89M
67.3K $1.89M
WASH
Washington Trust Bancorp Inc

Financial Services
48.3K
New
$26.08 - $30.06 $1.26M - $1.45M
48.3K $1.37M
HAS
Hasbro, Inc.

Consumer Cyclical
15.5K
New
$50.71 - $73.82 $785K - $1.14M
15.5K $1.14M
RXST
Rx Sight, Inc.

Healthcare
86.1K
New
$13.0 - $26.12 $1.12M - $2.25M
86.1K $1.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.2K
New
$61.79 - $76.67 $880K - $1.09M
14.2K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
9.05K
New
$89.8 - $112.0 $813K - $1.01M
9.05K $1.01M
ARCC
Ares Capital Corp

Financial Services
43.3K
New
$18.91 - $22.43 $819K - $972K
43.3K $951K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.1K
New
$45.88 - $54.4 $785K - $931K
17.1K $931K
ALK
Alaska Air Group, Inc.

Industrials
16K
New
$41.01 - $54.88 $655K - $877K
16K $790K
CSGS
Csg Systems International Inc

Technology
11.8K
New
$56.51 - $66.33 $666K - $782K
11.8K $769K
NRG
Nrg Energy, Inc.

Utilities
4.73K
New
$83.61 - $162.67 $395K - $769K
4.73K $759K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.2K
New
$24.32 - $27.87 $662K - $759K
27.2K $721K
CNXC
Concentrix Corp

Technology
13.2K
New
$45.73 - $57.88 $604K - $764K
13.2K $697K
RCII
Rent A Center Inc De

Industrials
26K
New
N/A
26K $693K
MPLX
Mplx LP

Energy
13.4K
New
$46.68 - $53.89 $627K - $723K
13.4K $691K
APAM
Artisan Partners Asset Management Inc.

Financial Services
14.6K
New
$33.85 - $44.55 $495K - $651K
14.6K $647K
IYF
Ishares Tr

ETFs
5.34K
New
$99.23 - $120.99 $530K - $646K
5.34K $645K
FIVN
Five9, Inc.

Technology
24K
New
$21.54 - $29.56 $516K - $708K
24K $634K
GUNR
Flexshares Tr Morningstar Glob

ETFs
15.8K
New
$33.77 - $41.16 $534K - $650K
15.8K $633K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.57K
New
$99.37 - $134.05 $553K - $746K
5.57K $631K
AVAV
Aero Vironment Inc

Industrials
2.17K
New
$111.65 - $284.95 $242K - $617K
2.17K $617K
TAP
Molson Coors Beverage CO

Consumer Defensive
12.8K
New
$47.24 - $62.46 $605K - $800K
12.8K $616K
PBT
Permian Basin Royalty Trust

Energy
45K
New
$8.81 - $12.46 $396K - $560K
45K $560K
WPC
W. P. Carey Inc.

Real Estate
8.79K
New
$56.12 - $64.53 $493K - $567K
8.79K $548K
THO
Thor Industries Inc

Consumer Cyclical
6.16K
New
$64.83 - $89.72 $399K - $553K
6.16K $547K
PLTR
Palantir Technologies Inc.

Technology
3.91K
New
$74.01 - $144.25 $289K - $564K
3.91K $533K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
10.5K
New
$37.93 - $47.69 $397K - $499K
10.5K $498K
OPRA
Opera LTD

Communication Services
26.3K
New
$13.79 - $19.1 $362K - $501K
26.3K $496K
CROX
Crocs, Inc.

Consumer Cyclical
4.73K
New
$88.67 - $120.26 $420K - $569K
4.73K $479K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
11.3K
New
$38.81 - $44.28 $438K - $499K
11.3K $478K
OVV
Ovintiv Inc.

Energy
12.5K
New
$31.18 - $44.14 $390K - $552K
12.5K $475K
BA
Boeing CO

Industrials
2.26K
New
$136.59 - $217.51 $308K - $491K
2.26K $473K
FTCS
First Trust Capital Strength E

ETFs
5.2K
New
$81.6 - $92.39 $424K - $480K
5.2K $472K
NOMD
Nomad Foods LTD

Consumer Defensive
27.6K
New
$16.89 - $20.13 $466K - $555K
27.6K $468K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.11K
New
$73.02 - $90.22 $373K - $461K
5.11K $456K
KLIC
Kulicke & Soffa Industries Inc

Technology
13K
New
$27.65 - $35.38 $360K - $460K
13K $450K
RGNX
Regenxbio Inc.

Healthcare
54.9K
New
$5.31 - $10.4 $291K - $571K
54.9K $450K
OHI
Omega Healthcare Investors Inc

Real Estate
12K
New
$35.55 - $39.05 $425K - $467K
12K $438K
Activity Summary
Buys All Purchases 280 New Holdings 100 Increased Positions 180 Sells All Sells 195 Reductions 195 Sold out 0 Options Calls 0 Puts 0
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