BRADLEY FOSTER & SARGENT INC/CT Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$6.0B

Holdings

457

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (457 positions)

#StockSharesValue% PortfolioType
101
BACBank of America
270,085$10.7T179237.51%
102
BXBlackstone Inc
68,799$10.5T176197.30%
103
DISWalt Disney
109,236$10.5T175733.13%
104
GDXVanEck Vectors Gold Miners ETF
259,171$10.3T172601.57%
105
NVRNVR Inc
976$9.6T160160.48%
106
NEENextEra Energy
112,834$9.5T159516.68%
107
TRVThe Travelers Companies Inc
38,975$9.1T152609.42%
108
VBRVanguard Small Cap Value ETF
44,985$9.0T151056.81%
109
WYWeyerhaeuser
266,723$9.0T151044.26%
110
VTIVanguard Total Stock Market Vi
31,282$8.9T148144.06%
111
NDQInvesco QQQ Trust Series 1
17,935$8.8T146399.74%
112
FNVFranco Nevada Corp
69,787$8.7T145019.96%
113
UBERUber Technologies Inc
115,176$8.7T144779.48%
114
VIGVanguard Dividend Appreciation
43,460$8.6T143959.60%
115
VOVanguard Mid Cap ETF
32,208$8.5T142117.03%
116
8CWCrown Castle Inc
70,617$8.4T140108.22%
117
APDAir Products & Chemicals Inc
27,639$8.2T137631.22%
118
PFEPfizer
284,015$8.2T137466.44%
119
FTVFortive Corp
102,132$8.1T134822.18%
120
KMIKinder Morgan Inc
353,286$7.8T130520.58%
121
VOOVanguard S&P 500 ETF
14,727$7.8T129970.48%
122
IVEiShares S&P 500 Value Index
39,166$7.7T129152.07%
123
WABWabtec Corp
41,733$7.6T126869.91%
124
ETNEaton Corp PLC
22,865$7.6T126746.85%
125
NINisource
211,400$7.3T122508.17%
126
CMCSAComcast Cl A
174,449$7.3T121868.09%
127
IWMiShares Russell 2000 ETF
32,790$7.2T121137.36%
128
NVONovo Nordisk A/S ADR
59,486$7.1T118460.61%
129
EOGEOG Resources
57,149$7.0T117496.08%
130
AJGArthur J Gallagher
24,856$7.0T116967.69%
131
BKBank of New York Mellon
95,333$6.9T114574.72%
132
OTISOtis Worldwide Corp
65,269$6.8T113461.30%
133
AKXAnsys
21,150$6.7T112707.77%
134
MMM3M Company
48,336$6.6T110508.59%
135
XYLXylem Inc
48,228$6.5T108914.67%
136
CICIGNA Corp
18,787$6.5T108851.73%
137
QCOMQualcomm
38,223$6.5T108706.78%
138
EPDEnterprise Products LP
220,167$6.4T107189.15%
139
BDXBecton Dickinson
26,452$6.4T106661.53%
140
TRPTC Energy Corp
131,308$6.2T104423.57%
141
KVUEKenvue Inc.
261,943$6.1T101330.38%
142
VWOVanguard FTSE Emerging Markets
123,687$5.9T98983.18%
143
NDAQNasdaq Inc
80,824$5.9T98691.45%
144
CLColgate-Palmolive
54,334$5.6T94333.89%
145
BRK-BBerkshire Hathaway Cl A
8$5.5T92477.91%
146
DDDuPont De Nemours Inc
61,627$5.5T91844.78%
147
WMWaste Management
25,923$5.4T90005.27%
148
AMGNAmgen
16,199$5.2T87293.60%
149
ENQEntegris Inc
44,780$5.0T84277.23%
150
NSCNorfolk Southern
19,875$4.9T82601.96%
151
VBKVanguard Small Cap Growth
18,470$4.9T82591.85%
152
TSMTaiwan Semiconductor Mft Co Lt
27,267$4.7T79198.88%
153
FSLRFirst Solar Inc
18,975$4.7T79159.81%
154
OKEOneok Inc
51,756$4.7T78882.18%
155
FASTFastenal Company
65,435$4.7T78160.41%
156
DYHTarget
28,226$4.4T73576.99%
157
EFAiShares MSCI EAFE Index Fund
51,397$4.3T71887.70%
158
WFCWells Fargo
67,788$3.8T64043.99%
159
CMECME Group Inc
17,235$3.8T63600.54%
160
GSGoldman Sachs
7,481$3.7T61948.26%
161
EMREmerson Electric
33,725$3.7T61689.78%
162
IJHiShares Core S&P MidCap ETF
58,468$3.6T60940.10%
163
STTState Street
41,103$3.6T60817.69%
164
USBUS Bancorp
79,282$3.6T60636.30%
165
WPMWheaton Precious Metals Corp
56,574$3.5T57793.07%
166
ASMLASML Holding NV NY Registry Sh
4,145$3.5T57763.92%
167
SYYSysco
43,958$3.4T57388.29%
168
VRTVertiv Holdings Co
34,469$3.4T57354.17%
169
TELTE Connectivity Plc
22,618$3.4T57115.19%
170
NVSNNovartis A G ADR
28,883$3.3T55561.32%
171
PANWPalo Alto Networks Inc
9,513$3.3T54380.89%
172
IAU*iShares Gold Trust
64,822$3.2T53881.00%
173
GILDGilead Sciences
38,282$3.2T53679.50%
174
KMBKimberly-Clark
21,705$3.1T51647.95%
175
VMCVulcan Materials
12,045$3.0T50448.70%
176
4I1Philip Morris International
24,469$3.0T49681.00%
177
DDominion Energy
47,569$2.7T45976.26%
178
ARMKAramark
69,987$2.7T45333.77%
179
GISGeneral Mills
36,194$2.7T44703.75%
180
VGTVanguard Information Techology
4,543$2.7T44563.81%
181
XLFFinancial Select Sectors SPDR
57,384$2.6T43494.91%
182
BAHBooz Allen Hamilton Holdings
15,664$2.5T42639.02%
183
RYANRyan Specialty Holdings Inc
38,254$2.5T42475.29%
184
A4SAmeriprise Financial
5,350$2.5T42037.10%
185
CRCrane Co
15,619$2.5T41346.24%
186
TPLTexas Pacific Land
2,747$2.4T40640.36%
187
AGIAlamos Gold Inc - Class A
119,897$2.4T39984.37%
188
VONVVanguard Russell 1000 Value ET
27,831$2.3T38787.07%
189
JCIJohnson Controls
29,820$2.3T38706.28%
190
CCOCameco Corporation
48,159$2.3T38467.92%
191
ITWIllinois Tool Works
8,740$2.3T38309.65%
192
IDXXIDEXX Labs
4,223$2.1T35682.76%
193
TSCOTractor Supply Company
7,181$2.1T34940.59%
194
ROSTRoss Stores
13,741$2.1T34589.20%
195
KKRKKR & Co Inc
15,822$2.1T34553.73%
196
VEUVanguard FTSE All-World Ex-US
32,539$2.0T34284.50%
197
WATWaters Corp
5,675$2.0T34160.42%
198
CSXCSX
59,074$2.0T34115.34%
199
MDTMedtronic PLC
22,560$2.0T33969.04%
200
REGNRegeneron Pharmaceuticals Inc
1,908$2.0T33545.72%
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