BRADLEY FOSTER & SARGENT INC/CT Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$5.6B

Holdings

444

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (444 positions)

StockValue
XLKSelect Sector S&P Technology I
$1.0M
TDYTeledyne Technologies
$1.0M
MDTMedtronic PLC
$1.0M
IWPiShares Russell Midcap Growth
$1.0M
AMTAmer Tower Cl A
$1.0M
IVWiShares S&P 500 Growth Index F
$1.0M
EEMiShares MSCI Emerg Mkts ETF
$1.0M
MTBM&T Bank
$1.0M
RYANRyan Specialty Holdings Inc
$1.0M
TTTrane Technologies
$1.0M
SPOTSpotify Technology
$1.0M
KKRKKR & Co Inc
$1.0M
CSXCSX
$1.0M
HSYHershey Co
$1.0M
ALTREURAltair Engineering
$1.0M
MOSMosaic Company
$1.0M
ESEversource Energy
$1.0M
AQLTiShares MSCI India ETF
$1.0M
RXSTRxSight Inc
$1.0M
VNOMUSDViper Energy Inc
$1.0M
BACVerizon
$1.0M
A4SAmeriprise Financial
$1.0M
VEUVanguard FTSE All-World Ex-US
$1.0M
BMYBristol-Myers Squibb
$1.0M
HUBBHubbell Inc
$1.0M
UPSUnited Parcel Service Class B
$1.0M
RG6Rogers Corporation
$1.0M
DUKDuke Energy
$1.0M
FSVFirstService Corp
$1.0M
IBBiShares Nasdaq Biotechnology I
$1.0M
WATWaters Corp
$1.0M
NBTBN B T Bankcorp Inc
$1.0M
CVSCVS Health Corp
$1.0M
PYPLPayPal Holdings
$1.0M
EFXEquifax
$1.0M
EWEdwards Lifesciences
$1.0M
ROSTRoss Stores
$1.0M
VMIValmont Industries Inc
$1.0M
SLBSchlumberger
$1.0M
MPCMarathon Petroleum Corporation
$1.0M
DWDMorgan Stanley
$1.0M
PRVAPrivia Health Group
$1.0M
DONDiamonds Trust Ser 1
$1.0M
XLEEnergy Select Sector SPDR
$1.0M
IWSiShares Russell Midcap Value I
$1.0M
CHDChurch & Dwight
$1.0M
MDYSPDR S&P 400 ETF Trust
$1.0M
RSGRepublic Services
$1.0M
JCIJohnson Controls
$1.0M
BLKCHFBlackRock Inc
$1.0M
PSXPhillips 66
$1.0M
AWCAmerican Water Works Company I
$998K
KEYSKeysight Technologies Inc
$973K
GLWCorning
$973K
XLISector SPDR Indl Select of Ben
$972K
PGRProgressive
$961K
NDSNNordson Corp
$959K
MORNMorningstar Inc
$894K
VRTXVertex Pharmaceuticals Inc
$889K
AQLTiShares Core MSCI EAFE ETF
$881K
TRIThomson Reuters Corporation
$873K
VRSKVerisk Analytics Inc
$856K
TMToyota Motor
$854K
BIRKBirkenstock Holding plc
$849K
CHKPCheck Point Software
$847K
BAXBaxter International
$842K
IGMIshares S&P NA Technology Sect
$834K
XLYSelect Sector S&P Consumer Ind
$831K
RJFRaymond James Financial Inc
$830K
MARMarriott International
$824K
SDYSPDR S&P Dividend ETF
$822K
PHMPultegroup Inc.
$815K
PCHPotlatch Corporation
$806K
ADSKAutodesk
$806K
SWKStanley Black & Decker Inc
$792K
PCTYPaylocity Holding Corp
$791K
ROPRoper Industries Inc
$787K
CMICummins Inc
$785K
CTRACoterra Energy Inc
$775K
TPRTapestry Inc
$770K
AQLTiShares DJ Select Dividend Ind
$768K
TECHBio-Techne Corp
$762K
MTRNMaterion Corp
$757K
SHELShell Plc ADR
$749K
RGENRepligen Corp
$748K
LDOSLeidos Holdings Inc
$745K
CCCCCC Intelligent Solutions Hold
$745K
IJRiShares Core S&P 600 Small Cap
$733K
BALLBall Corp
$730K
GEVGE Vernova Inc
$730K
TRPTC Energy Corp
$729K
ESGVVanguard ESG US Stock ETF
$721K
SOSouthern Co
$713K
XLVSelect Sector S&P Health Care
$710K
KEYKeyCorp
$707K
HUMHumana
$704K
ZBHZimmer Biomet Holdings Inc
$698K
IYWiShares Dow Jones US Technolog
$685K
ABXBarrick Gold Corp
$672K
EFAXMSCI EAFE Fossil Fuel Free ETF
$671K
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