Bradley Foster & Sargent Inc Portfolio Holdings
Bradley Foster & Sargent Inc
- $6.6 Billion
- Q3 2025
Bradley Foster & Sargent Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.6 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 $395M, Jpmorgan Chase & CO with a value of $312M, Apple Inc. with a value of $279M, Alphabet Inc. with a value of $257M, and Amazon Com Inc with a value of $196M.
Examining the 13F form we can see an increase of $421M in the current position value, from $6.18B to 6.6B.
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
$6.6 Billion
Technology: $1.56 Billion
Financial Services: $935 Million
Industrials: $795 Million
Healthcare: $795 Million
ETFs: $648 Million
Consumer Cyclical: $453 Million
Communication Services: $375 Million
Consumer Defensive: $341 Million
Other: $697 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 536
- Current Value $6.6 Billion
- Prior Value $6.18 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 29 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 268 stocks