BRADLEY FOSTER & SARGENT INC/CT Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$5.5B

Holdings

439

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (439 positions)

StockValue
CSXCSX
$2.0M
ROSTRoss Stores
$2.0M
WATWaters Corp
$2.0M
DAYDayforce Inc
$2.0M
ASMLASML Holding NV NY Registry Sh
$2.0M
VEUVanguard FTSE All-World Ex-US
$2.0M
TOSTToast Inc Cl A
$2.0M
TSCOTractor Supply Company
$1.9M
OMCOmnicom
$1.9M
DTDynatrace Inc
$1.8M
DOWDow Inc
$1.8M
GDGeneral Dynamics
$1.8M
JCIJohnson Controls
$1.8M
BLKCHFBlackRock Inc
$1.8M
REGNRegeneron Pharmaceuticals Inc
$1.8M
RYANRyan Specialty Holdings Inc
$1.8M
BACVerizon
$1.7M
PYPLPayPal Holdings
$1.7M
SLBSchlumberger
$1.7M
UPSUnited Parcel Service Class B
$1.7M
FCXFreeport McMoRan
$1.7M
ESEversource Energy
$1.7M
CHDChurch & Dwight
$1.6M
HUBBHubbell Inc
$1.6M
DWDMorgan Stanley
$1.6M
XLKSelect Sector S&P Technology I
$1.6M
VNOMUSDViper Energy Inc
$1.6M
FDXFedEx Corporation
$1.6M
IVWiShares S&P 500 Growth Index F
$1.5M
EEMiShares MSCI Emerg Mkts ETF
$1.5M
HHyatt Hotels Corp Cl A
$1.5M
EWJishares MSCI Japanese Index Fu
$1.5M
TTTrane Technologies
$1.5M
DUKDuke Energy
$1.5M
IBBiShares Nasdaq Biotechnology I
$1.4M
KEYSKeysight Technologies Inc
$1.4M
LHXL3Harris Technologies Inc
$1.4M
EWBCEast West Bancorp
$1.4M
DONDiamonds Trust Ser 1
$1.4M
PNCPNC Financial
$1.4M
EWEdwards Lifesciences
$1.4M
SPYXSPDR S&P Fossil Fuel Reserve E
$1.3M
YUMYum Brands Inc
$1.3M
SCHXSchwab US Large Cap ETF
$1.3M
PCHPotlatch Corporation
$1.3M
OGM1Cogent Communications Group
$1.3M
RXSTRxSight Inc
$1.3M
TRPTC Energy Corp
$1.3M
GWWGrainger W W
$1.3M
AMTAmer Tower Cl A
$1.3M
ALTREURAltair Engineering
$1.3M
AFLAFLAC
$1.3M
PAYXPaychex
$1.3M
MPCMarathon Petroleum Corporation
$1.2M
PSXPhillips 66
$1.2M
TROWPrice T Rowe Group Inc
$1.2M
BAXBaxter International
$1.2M
AMDAdvanced Micro Devices Inc
$1.2M
MDYSPDR S&P 400 ETF Trust
$1.2M
ORLYO'Reilly Automotive
$1.2M
IWPiShares Russell Midcap Growth
$1.1M
VRRMVerra Mobility Corp
$1.1M
RGENRepligen Corp
$1.1M
AQLTiShares MSCI India ETF
$1.1M
KKRKKR & Co Inc
$1.1M
TDYTeledyne Technologies
$1.0M
MOAltria Group Inc
$1.0M
XLEEnergy Select Sector SPDR
$1.0M
XLISector SPDR Indl Select of Ben
$1.0M
KELKellanova
$997K
BABoeing
$993K
SPOTSpotify Technology
$969K
IWSiShares Russell Midcap Value I
$967K
NDSNNordson Corp
$953K
AWCAmerican Water Works Company I
$944K
MORNMorningstar Inc
$932K
CTRACoterra Energy Inc
$930K
AQLTiShares Core MSCI EAFE ETF
$930K
RSGRepublic Services
$917K
PRVAPrivia Health Group
$907K
ROPRoper Industries Inc
$904K
PHMPultegroup Inc.
$893K
CHKPCheck Point Software
$886K
DDDuPont De Nemours Inc
$880K
RJFRaymond James Financial Inc
$862K
TECHBio-Techne Corp
$862K
TPRTapestry Inc
$855K
XLYSelect Sector S&P Consumer Ind
$854K
MARMarriott International
$853K
ZBHZimmer Biomet Holdings Inc
$852K
SDYSPDR S&P Dividend ETF
$848K
IWDiShares Russell 1000 Value Ind
$843K
CMICummins Inc
$835K
CFRCullen/Frost Bankers
$830K
SYNASynaptics Incorporated
$829K
ABXBarrick Gold Corp
$814K
GLWCorning
$811K
TRIThomson Reuters Corporation
$807K
AQLTiShares DJ Select Dividend Ind
$791K
KEYKeyCorp
$787K
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