BRADLEY FOSTER & SARGENT INC/CT Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$4755.8T

Holdings

429

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (429 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft
785,876$267.6T5.63%
2
AAPLApple Inc
1,218,630$236.4T4.97%
3
JPMJ P Morgan Chase
1,063,624$154.7T3.25%
4
GOOGLAlphabet Inc. Class A
1,192,733$142.8T3.00%
5
DHRDanaher
507,766$121.9T2.56%
6
PEPPepsico
543,429$100.7T2.12%
7
TMOThermo Fisher Scientific
183,060$95.5T2.01%
8
BRK/BBerkshire Hathaway Cl B
276,155$94.2T1.98%
9
ADBEAdobe Inc
191,883$93.8T1.97%
10
MRSHMarsh & McLennan
484,805$91.2T1.92%
11
COSTCostco
157,576$84.8T1.78%
12
DEDeere
195,694$79.3T1.67%
13
AMZNAmazon.com
585,952$76.4T1.61%
14
JNJJohnson & Johnson
432,884$71.7T1.51%
15
RTXRaytheon Technologies
692,104$67.8T1.43%
16
SPYSPDR S&P 500 ETF Index
152,687$67.7T1.42%
17
UNHUnited Health Group
139,323$67.0T1.41%
18
HDHome Depot
211,931$65.8T1.38%
19
SHWSherwin-Williams
245,080$65.1T1.37%
20
STZConstellation Brands Inc Cl A
257,444$63.4T1.33%
21
COPConoco Phillips
571,944$59.3T1.25%
22
IQVIQVIA Holdings
259,046$58.2T1.22%
23
CNRCanadian National Railway
443,109$53.6T1.13%
24
MAMastercard Inc Cl A
134,662$53.0T1.11%
25
MRKMerck
456,764$52.7T1.11%
26
GQ9SPDR Gold Shares
295,444$52.7T1.11%
27
AEMAgnico Eagle Mines
1,036,872$51.8T1.09%
28
NOCNorthrop Grumman
109,544$49.9T1.05%
29
MCDMcDonalds
166,346$49.6T1.04%
30
CVXChevron Corp
305,210$48.0T1.01%
31
ABTAbbott Labs
424,061$46.2T0.97%
32
MDLZMondelez International
608,706$44.4T0.93%
33
INTUIntuit
96,896$44.4T0.93%
34
FTVFortive Corp
568,523$42.5T0.89%
35
APHAmphenol
475,606$40.4T0.85%
36
AMATApplied Materials
265,783$38.4T0.81%
37
PGProcter & Gamble
250,251$38.0T0.80%
38
UNPUnion Pacific
184,659$37.8T0.79%
39
ZTSZoetis Inc
211,405$36.4T0.77%
40
CSCOCisco Systems
693,240$35.9T0.75%
41
BSXBoston Scientific
659,278$35.7T0.75%
42
FISVFiserv Inc
277,537$35.0T0.74%
43
ABBVAbbvie Inc
257,531$34.7T0.73%
44
ADPAutomatic Data Processing
156,181$34.3T0.72%
45
NKENike Inc Class B
299,271$33.0T0.69%
46
LOWLowes
133,684$30.2T0.63%
47
SPGIS&P Global Inc
75,010$30.1T0.63%
48
CATCaterpillar
114,494$28.2T0.59%
49
ENBEnbridge Inc
724,910$26.9T0.57%
50
MCXMcCormick
307,966$26.9T0.56%
51
NEENextEra Energy
360,991$26.8T0.56%
52
ORCLOracle
222,655$26.5T0.56%
53
RBCRBC Bearings Inc
114,276$24.9T0.52%
54
XOMExxon Mobil
225,554$24.2T0.51%
55
GOOGAlphabet Inc. Class C
195,147$23.6T0.50%
56
SBUXStarbucks
227,992$22.6T0.47%
57
AXPAmerican Express
127,682$22.2T0.47%
58
KOCoca Cola
359,239$21.6T0.45%
59
FNVFranco Nevada Corp
151,444$21.6T0.45%
60
EOGEOG Resources
186,320$21.3T0.45%
61
HONHoneywell International
101,096$21.0T0.44%
62
HWMHowmet Aerospace
422,507$20.9T0.44%
63
WYWeyerhaeuser
585,679$19.6T0.41%
64
CMCSAComcast Cl A
467,125$19.4T0.41%
65
8CWCrown Castle Inc
164,124$18.7T0.39%
66
CBChubb Ltd
96,874$18.7T0.39%
67
DISWalt Disney
203,314$18.2T0.38%
68
SYKStryker
58,426$17.8T0.37%
69
SSNCSS & C Technologies
278,803$16.9T0.36%
70
TJXTJX Corp
192,591$16.3T0.34%
71
APDAir Products & Chemicals Inc
53,732$16.1T0.34%
72
CARRCarrier Global Corp
321,749$16.0T0.34%
73
IVViShares Core S&P 500 ETF
35,070$15.6T0.33%
74
VVisa Incorporated
57,431$13.6T0.29%
75
JBHTHunt JB Transport Services
75,244$13.6T0.29%
76
AVGOBroadcom Inc.
15,569$13.5T0.28%
77
VEAVanguard FTSE ETF Developed Ma
291,064$13.4T0.28%
78
IWFiShares Tr Russell 1000 Growth
48,456$13.3T0.28%
79
GDXVanEck Vectors Gold Miners ETF
433,979$13.1T0.27%
80
BDXBecton Dickinson
47,119$12.4T0.26%
81
IWRiShares Russell Midcap ETF
167,257$12.2T0.26%
82
PFEPfizer
330,473$12.1T0.25%
83
MTDMettler-Toledo International
9,096$11.9T0.25%
84
LMTLockheed Martin
25,592$11.8T0.25%
85
TRUTransUnion
145,597$11.4T0.24%
86
ACNAccenture Plc Class A F
35,009$10.8T0.23%
87
HSYHershey Foods
41,926$10.5T0.22%
88
LLYEli Lilly
21,318$10.0T0.21%
89
VBVanguard Small Cap ETF
50,103$10.0T0.21%
90
ECLEcolab
51,521$9.6T0.20%
91
METAMeta Platforms Inc Class A
33,426$9.6T0.20%
92
TMUST-Mobile US Inc
69,006$9.6T0.20%
93
IBMInternational Business Machine
71,031$9.5T0.20%
94
SRCUSDSpirit Realty Capital Inc.
241,181$9.5T0.20%
95
TXNTexas Instruments
52,654$9.5T0.20%
96
IWBiShares Russell 1000 Index
38,596$9.4T0.20%
97
DHID R Horton Inc
74,868$9.1T0.19%
98
WABWabtec Corp
80,486$8.8T0.19%
99
CRMSalesforce.com Inc
41,175$8.7T0.18%
100
VBRVanguard Small Cap Value ETF
52,316$8.7T0.18%
Page 1 of 5Next