BRADLEY FOSTER & SARGENT INC/CT Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$5.1B

Holdings

426

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (426 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft
790,354$297.2B5775.07%
2
AAPLApple Inc
1,203,147$231.6B4501.10%
3
JPMJ P Morgan Chase
1,070,027$182.0B3536.72%
4
GOOGLAlphabet Inc. Class A
1,215,538$169.8B3299.40%
5
DHRDanaher
538,354$124.5B2420.03%
6
ADBEAdobe Inc
194,802$116.2B2258.29%
7
TMOThermo Fisher Scientific
200,848$106.6B2071.54%
8
COSTCostco
158,156$104.4B2028.54%
9
AMZNAmazon.com
686,253$104.3B2026.09%
10
PEPPepsico
603,985$102.6B1993.28%
11
BRK/BBerkshire Hathaway Cl B
283,682$101.2B1966.02%
12
MRSHMarsh & McLennan
512,620$97.1B1887.28%
13
DEDeere
197,267$78.9B1532.76%
14
UNHUnited Health Group
149,535$78.7B1529.74%
15
SHWSherwin-Williams
252,099$78.6B1527.88%
16
SPYSPDR S&P 500 ETF Index
164,700$78.3B1521.15%
17
HDHome Depot
218,876$75.9B1473.89%
18
COPConoco Phillips
590,744$68.6B1332.36%
19
STZConstellation Brands Inc Cl A
269,149$65.1B1264.33%
20
JNJJohnson & Johnson
411,389$64.5B1252.95%
21
INTUIntuit
101,818$63.6B1236.59%
22
CNRCanadian National Railway
474,586$59.6B1158.54%
23
FISVFiserv Inc
438,063$58.2B1130.75%
24
MAMastercard Inc Cl A
135,592$57.8B1123.73%
25
GQ9SPDR Gold Shares
297,779$56.9B1106.15%
26
AEMAgnico Eagle Mines
1,025,254$56.2B1092.72%
27
NOCNorthrop Grumman
116,442$54.5B1059.23%
28
IQVIQVIA Holdings
232,631$53.8B1045.91%
29
APHAmphenol
510,708$50.6B983.74%
30
CVXChevron Corp
337,391$50.3B977.89%
31
ABTAbbott Labs
452,520$49.8B967.85%
32
MCDMcDonalds
164,732$48.8B949.12%
33
MRKMerck
441,962$48.2B936.25%
34
ADIAnalog Devices Inc
228,275$45.3B880.75%
35
AMATApplied Materials
279,300$45.3B879.58%
36
MDLZMondelez International
623,733$45.2B877.85%
37
UNPUnion Pacific
180,410$44.3B861.05%
38
NVDANvidia Corp
87,157$43.2B838.69%
39
ZTSZoetis Inc
208,226$41.1B798.58%
40
ABBVAbbvie Inc
252,283$39.1B759.69%
41
BSXBoston Scientific
674,996$39.0B758.24%
42
NKENike Inc Class B
348,146$37.8B734.47%
43
ADPAutomatic Data Processing
160,785$37.5B727.86%
44
PGProcter & Gamble
246,763$36.2B702.65%
45
CSCOCisco Systems
689,024$34.8B676.39%
46
RBCRBC Bearings Inc
119,845$34.1B663.44%
47
CATCaterpillar
115,205$34.1B661.88%
48
LOWLowes
134,003$29.8B579.49%
49
SPGIS&P Global Inc
67,549$29.8B578.21%
50
EOGEOG Resources
241,958$29.3B568.65%
51
GOOGAlphabet Inc. Class C
194,257$27.4B531.96%
52
ORCLOracle
241,775$25.5B495.31%
53
AXPAmerican Express
135,701$25.4B493.99%
54
ENBEnbridge Inc
648,269$23.4B453.73%
55
HWMHowmet Aerospace
417,847$22.6B439.42%
56
XOMExxon Mobil
225,827$22.6B438.72%
57
CBChubb Ltd
98,158$22.2B431.06%
58
HONHoneywell International
105,547$22.1B430.10%
59
SBUXStarbucks
220,715$21.2B411.77%
60
KOCoca Cola
353,909$20.9B405.26%
61
JBHTHunt JB Transport Services
103,725$20.7B402.58%
62
MCXMcCormick
300,798$20.6B399.91%
63
WYWeyerhaeuser
550,937$19.2B372.23%
64
AVGOBroadcom Inc.
16,909$18.9B366.76%
65
VRTVertiv Holdings Co
387,727$18.6B361.86%
66
CARRCarrier Global Corp
316,341$18.2B353.14%
67
TJXTJX Corp
189,946$17.8B346.24%
68
SYKStryker
58,844$17.6B342.40%
69
RTXRTX Corporation
200,337$16.9B327.54%
70
VVisa Incorporated
61,144$15.9B309.32%
71
IVViShares Core S&P 500 ETF
33,234$15.9B308.44%
72
NEENextEra Energy
256,410$15.6B302.63%
73
CMCSAComcast Cl A
353,401$15.5B301.12%
74
SSNCSS & C Technologies
244,784$15.0B290.67%
75
VBVanguard Small Cap ETF
67,939$14.5B281.62%
76
IWFiShares Tr Russell 1000 Growth
47,519$14.4B279.93%
77
APDAir Products & Chemicals Inc
52,190$14.3B277.67%
78
8CWCrown Castle Inc
121,897$14.0B272.84%
79
DISWalt Disney
152,500$13.8B267.55%
80
GDXVanEck Vectors Gold Miners ETF
432,877$13.4B260.84%
81
VLTOVeralto Corporation
160,906$13.2B257.20%
82
IBMInternational Business Machine
79,280$13.0B251.95%
83
ISRGIntuitive Surgical
38,385$12.9B251.63%
84
VEAVanguard FTSE ETF Developed Ma
269,918$12.9B251.23%
85
AZOAutoZone Inc
4,945$12.8B248.45%
86
ACNAccenture Plc Class A F
36,399$12.8B248.19%
87
IWRiShares Russell Midcap ETF
161,146$12.5B243.39%
88
LECOLincoln Electric
57,411$12.5B242.59%
89
METAMeta Platforms Inc Class A
34,612$12.3B238.06%
90
MTDMettler-Toledo International
9,878$12.0B232.82%
91
TMUST-Mobile US Inc
74,381$11.9B231.73%
92
ECLEcolab
59,383$11.8B228.87%
93
LMTLockheed Martin
25,853$11.7B227.69%
94
DHID R Horton Inc
75,310$11.4B222.40%
95
BDXBecton Dickinson
46,314$11.3B219.43%
96
LLYEli Lilly
18,900$11.0B214.08%
97
CRMSalesforce.com Inc
39,786$10.5B203.43%
98
IWBiShares Russell 1000 Index
38,534$10.1B196.37%
99
BACBank of America
280,523$9.4B183.53%
100
SRCUSDSpirit Realty Capital Inc.
215,219$9.4B182.71%
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