BRADLEY FOSTER & SARGENT INC/CT Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$4.8B

Holdings

429

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (429 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft
785,876$267.6T5627301.28%
2
AAPLApple Inc
1,218,630$236.4T4970322.35%
3
JPMJ P Morgan Chase
1,063,624$154.7T3252747.07%
4
GOOGLAlphabet Inc. Class A
1,192,733$142.8T3002033.50%
5
DHRDanaher
507,766$121.9T2562437.06%
6
PEPPepsico
543,429$100.7T2116454.71%
7
TMOThermo Fisher Scientific
183,060$95.5T2008322.50%
8
BRK/BBerkshire Hathaway Cl B
276,155$94.2T1980093.64%
9
ADBEAdobe Inc
191,883$93.8T1972947.85%
10
MRSHMarsh & McLennan
484,805$91.2T1917291.54%
11
COSTCostco
157,576$84.8T1783845.66%
12
DEDeere
195,694$79.3T1667301.21%
13
AMZNAmazon.com
585,952$76.4T1606144.25%
14
JNJJohnson & Johnson
432,884$71.7T1506607.56%
15
RTXRaytheon Technologies
692,104$67.8T1425601.66%
16
SPYSPDR S&P 500 ETF Index
152,687$67.7T1423178.30%
17
UNHUnited Health Group
139,323$67.0T1408059.90%
18
HDHome Depot
211,931$65.8T1384297.64%
19
SHWSherwin-Williams
245,080$65.1T1368308.21%
20
STZConstellation Brands Inc Cl A
257,444$63.4T1332371.95%
21
COPConoco Phillips
571,944$59.3T1246044.78%
22
IQVIQVIA Holdings
259,046$58.2T1224314.11%
23
CNRCanadian National Railway
443,109$53.6T1128042.10%
24
MAMastercard Inc Cl A
134,662$53.0T1113648.93%
25
MRKMerck
456,764$52.7T1108250.25%
26
GQ9SPDR Gold Shares
295,444$52.7T1107469.04%
27
AEMAgnico Eagle Mines
1,036,872$51.8T1089681.23%
28
NOCNorthrop Grumman
109,544$49.9T1049887.10%
29
MCDMcDonalds
166,346$49.6T1043770.90%
30
CVXChevron Corp
305,210$48.0T1009819.33%
31
ABTAbbott Labs
424,061$46.2T972103.36%
32
MDLZMondelez International
608,706$44.4T933579.30%
33
INTUIntuit
96,896$44.4T933533.97%
34
FTVFortive Corp
568,523$42.5T893826.90%
35
APHAmphenol
475,606$40.4T849550.45%
36
AMATApplied Materials
265,783$38.4T807780.57%
37
PGProcter & Gamble
250,251$38.0T798462.12%
38
UNPUnion Pacific
184,659$37.8T794504.23%
39
ZTSZoetis Inc
211,405$36.4T765511.60%
40
CSCOCisco Systems
693,240$35.9T754203.04%
41
BSXBoston Scientific
659,278$35.7T749831.56%
42
FISVFiserv Inc
277,537$35.0T736183.92%
43
ABBVAbbvie Inc
257,531$34.7T729579.64%
44
ADPAutomatic Data Processing
156,181$34.3T721795.14%
45
NKENike Inc Class B
299,271$33.0T694534.88%
46
LOWLowes
133,684$30.2T634436.59%
47
SPGIS&P Global Inc
75,010$30.1T632295.66%
48
CATCaterpillar
114,494$28.2T592358.23%
49
ENBEnbridge Inc
724,910$26.9T565731.39%
50
MCXMcCormick
307,966$26.9T564866.95%
51
NEENextEra Energy
360,991$26.8T563219.77%
52
ORCLOracle
222,655$26.5T557552.84%
53
RBCRBC Bearings Inc
114,276$24.9T522555.64%
54
XOMExxon Mobil
225,554$24.2T508659.02%
55
GOOGAlphabet Inc. Class C
195,147$23.6T496383.75%
56
SBUXStarbucks
227,992$22.6T474892.75%
57
AXPAmerican Express
127,682$22.2T467689.18%
58
KOCoca Cola
359,239$21.6T454885.50%
59
FNVFranco Nevada Corp
151,444$21.6T454098.16%
60
EOGEOG Resources
186,320$21.3T448348.21%
61
HONHoneywell International
101,096$21.0T441094.26%
62
HWMHowmet Aerospace
422,507$20.9T440294.81%
63
WYWeyerhaeuser
585,679$19.6T412678.70%
64
CMCSAComcast Cl A
467,125$19.4T408114.59%
65
8CWCrown Castle Inc
164,124$18.7T393211.31%
66
CBChubb Ltd
96,874$18.7T392239.23%
67
DISWalt Disney
203,314$18.2T381679.69%
68
SYKStryker
58,426$17.8T374808.89%
69
SSNCSS & C Technologies
278,803$16.9T355261.90%
70
TJXTJX Corp
192,591$16.3T343367.32%
71
APDAir Products & Chemicals Inc
53,732$16.1T338414.87%
72
CARRCarrier Global Corp
321,749$16.0T336309.49%
73
IVViShares Core S&P 500 ETF
35,070$15.6T328670.96%
74
VVisa Incorporated
57,431$13.6T286782.40%
75
JBHTHunt JB Transport Services
75,244$13.6T286418.17%
76
AVGOBroadcom Inc.
15,569$13.5T283973.88%
77
VEAVanguard FTSE ETF Developed Ma
291,064$13.4T282631.48%
78
IWFiShares Tr Russell 1000 Growth
48,456$13.3T280377.12%
79
GDXVanEck Vectors Gold Miners ETF
433,979$13.1T274762.46%
80
BDXBecton Dickinson
47,119$12.4T261572.45%
81
IWRiShares Russell Midcap ETF
167,257$12.2T256840.32%
82
PFEPfizer
330,473$12.1T254884.91%
83
MTDMettler-Toledo International
9,096$11.9T250866.83%
84
LMTLockheed Martin
25,592$11.8T247737.80%
85
TRUTransUnion
145,597$11.4T239805.26%
86
ACNAccenture Plc Class A F
35,009$10.8T227156.74%
87
HSYHershey Foods
41,926$10.5T220130.45%
88
LLYEli Lilly
21,318$10.0T210225.49%
89
VBVanguard Small Cap ETF
50,103$10.0T209535.95%
90
ECLEcolab
51,521$9.6T202248.34%
91
METAMeta Platforms Inc Class A
33,426$9.6T201703.84%
92
TMUST-Mobile US Inc
69,006$9.6T201542.77%
93
IBMInternational Business Machine
71,031$9.5T199854.32%
94
SRCUSDSpirit Realty Capital Inc.
241,181$9.5T199708.54%
95
TXNTexas Instruments
52,654$9.5T199310.57%
96
IWBiShares Russell 1000 Index
38,596$9.4T197811.97%
97
DHID R Horton Inc
74,868$9.1T191570.79%
98
WABWabtec Corp
80,486$8.8T185603.58%
99
CRMSalesforce.com Inc
41,175$8.7T182906.45%
100
VBRVanguard Small Cap Value ETF
52,316$8.7T181948.64%
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