BRADLEY FOSTER & SARGENT INC/CT Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$5.8B

Holdings

455

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (455 positions)

StockValue
AQLTiShares MSCI India ETF
$1.5M
GEVGE Vernova Inc
$1.5M
PYPLPayPal Holdings
$1.5M
OMCOmnicom
$1.5M
PAYXPaychex
$1.5M
AMTAmer Tower Cl A
$1.5M
DONDiamonds Trust Ser 1
$1.4M
XLKSelect Sector S&P Technology I
$1.4M
MTBM&T Bank
$1.4M
ENQEntegris Inc
$1.4M
ABNBAirbnb Inc
$1.4M
IWDiShares Russell 1000 Value Ind
$1.4M
EEMiShares MSCI Emerg Mkts ETF
$1.4M
RSGRepublic Services
$1.4M
COOCooper Companies
$1.4M
IWPiShares Russell Midcap Growth
$1.3M
ARMKAramark
$1.3M
LSCCLattice Semiconductor
$1.3M
HUBBHubbell Inc
$1.3M
TPRTapestry Inc
$1.3M
IBBiShares Nasdaq Biotechnology I
$1.3M
LHXL3Harris Technologies Inc
$1.3M
FCXFreeport McMoRan
$1.2M
YUMYum Brands Inc
$1.2M
PGRProgressive
$1.2M
SPYXSPDR S&P Fossil Fuel Reserve E
$1.2M
JBHTHunt JB Transport Services
$1.2M
UPSUnited Parcel Service Class B
$1.2M
PNCPNC Financial
$1.2M
FSVFirstService Corp
$1.2M
AXGNAxogen Inc
$1.2M
IWSiShares Russell Midcap Value I
$1.2M
GLWCorning
$1.2M
MTDRMatador Resources Co
$1.1M
SCHXSchwab US Large Cap ETF
$1.1M
CHKPCheck Point Software
$1.1M
AWCAmerican Water Works Company I
$1.1M
TAT & T
$1.1M
FROGJFrog Ltd
$1.1M
XLISector SPDR Indl Select of Ben
$1.0M
VRTXVertex Pharmaceuticals Inc
$1.0M
EWEdwards Lifesciences
$1.0M
XLEEnergy Select Sector SPDR
$1000K
VRRMVerra Mobility Corp
$977K
DOWDow Inc
$959K
VRSKVerisk Analytics Inc
$945K
SOSouthern Co
$931K
AQLTiShares Core MSCI EAFE ETF
$919K
CMICummins Inc
$915K
MARMarriott International
$911K
MORNMorningstar Inc
$906K
PSXPhillips 66
$900K
TRIThomson Reuters Corporation
$895K
XLYSelect Sector S&P Consumer Ind
$887K
TSLATesla Inc
$885K
HSYHershey Co
$881K
ROPRoper Industries Inc
$865K
MPCMarathon Petroleum Corporation
$850K
AQLTiShares DJ Select Dividend Ind
$849K
PHYS/USprott Physical Gold Trust
$845K
KEYKeyCorp
$828K
PRVAPrivia Health Group
$819K
RJFRaymond James Financial Inc
$814K
IJRiShares Core S&P 600 Small Cap
$783K
IGMIshares S&P NA Technology Sect
$783K
TROWPrice T Rowe Group Inc
$776K
FANGDiamondback Energy Inc
$766K
SDYSPDR S&P Dividend ETF
$764K
PHMPultegroup Inc.
$761K
SHELShell Plc ADR
$747K
ESGVVanguard ESG US Stock ETF
$731K
ODFLOld Dominion Freight
$730K
EFAXMSCI EAFE Fossil Fuel Free ETF
$723K
SLBSLB
$719K
NDSNNordson Corp
$714K
BRBroadridge Financial Solutions
$708K
IYWiShares Dow Jones US Technolog
$705K
ZBHZimmer Biomet Holdings Inc
$705K
AMLPAlerian MLP
$705K
BXMTBlackstone Mortgage Tru-Cl A
$695K
WRBWR Berkley Corporation
$694K
INTCIntel
$677K
IPInternational Paper
$674K
BAXBaxter International
$673K
WECWEC Energy Group Inc
$659K
PEGPublic Service Enterprise
$659K
CFRCullen/Frost Bankers
$657K
VMIValmont Industries Inc
$657K
CHWYChewy Inc. Class A
$650K
DOVDover Corp
$642K
HSICHenry Schein
$641K
IJTiShares S&P SmallCap 600 Growt
$639K
NDAQNasdaq Inc
$634K
SCHWThe Charles Schwab Corp
$622K
XLVSelect Sector S&P Health Care
$619K
AMDAdvanced Micro Devices Inc
$618K
WMBWilliams Cos
$607K
IWOiShares TR Russell 2000 Growth
$589K
FICOFair Isaac Corp
$588K
TECHBio-Techne Corp
$586K
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