BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Bradley Foster & Sargent Equity Fund

· Valued Advisers Trust
Monthly Holdings $62M AUM 2 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 2 New 2 Added 5 Reduced 1 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 PFIZER INC 717081103 Feb 2026 80,000 +40,000 $2.1M +89.4% 3.37% EC
2 DANAHER CORP 235851102 Feb 2026 10,000 +6,000 $1.8M +116.8% 2.94% EC