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Portfolio (Quarterly) Guide ↗

BRADLEY FOSTER & SARGENT INC/CT

· CIK 0001015086
13F Portfolio $6.4B AUM 516 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 106 Added 259 Reduced 27 Exited
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MCK McKesson Healthcare 402.0 $348K 0.01% +56.0 +16.2% $865.36 -11.4%
102 DGX Quest Diagnostics Healthcare 1,503.0 $295K 0.01% +25.0 +1.7% $195.98 -1.1%
103 MSI Motorola Solutions Inc Technology 657.0 $285K 0.00% +30.0 +4.8% $433.97 -7.8%
104 IWN iShares Russell 2000 Value Ind 1,445.0 $274K 0.00% +131.0 +10.0% $189.59 +10.7%
105 ROK Rockwell Automation Inc Industrials 706.0 $253K 0.00% +38.0 +5.7% $358.88 +21.6%
106 FELG Fidelity Enhanced Large Cap ET 6,493.0 $243K 0.00% +382.0 +6.2% $37.49 +17.6%
Page 6 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.7%
Financial Services 16.3%
Industrials 15.9%
Healthcare 12.1%
Consumer Cyclical 7.2%
Energy 7.0%
Communication Services 6.8%
Basic Materials 6.6%
Consumer Defensive 6.0%
Utilities 0.9%