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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 8 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LHX L3Harris Technologies Inc Industrials 5,045.0 $1.7M 0.03% -369.0 -6.8% $345.15 -11.2%
142 IWP iShares Russell Midcap Growth 13,519.0 $1.7M 0.03% -332.0 -2.4% $128.12 +7.6%
143 KMB Kimberly-Clark Consumer Defensive 17,909.0 $1.7M 0.03% -1K -6.2% $96.47 +2.3%
144 SPMD SPDR Portfolio S&P 400 Mid Cap 28,444.0 $1.7M 0.03% -4K -11.6% $59.22 +7.9%
145 HSY Hershey Co Consumer Defensive 8,079.0 $1.7M 0.03% -725.0 -8.2% $207.89 -8.4%
146 WASH Washington Trust Financial Services 49,598.0 $1.7M 0.03% -1K -2.4% $33.46 -4.0%
147 SCHM Schwab US Mid-Cap ETF 52,999.0 $1.6M 0.03% -13K -19.9% $30.96 +11.6%
148 TGT Target Consumer Defensive 13,351.0 $1.6M 0.03% -425.0 -3.1% $121.20 +0.9%
149 MDY SPDR S&P 400 ETF Trust Financial Services 2,595.0 $1.6M 0.03% -30.0 -1.1% $616.76 +7.9%
150 BKNG Booking Holdings Inc Consumer Cyclical 361.0 $1.5M 0.02% -12.0 -3.2% $4210.32 -96.2%
151 FBCG Fidelity Blue Chip Growth ETF 28,620.0 $1.4M 0.02% -897.0 -3.0% $50.12 +22.1%
152 IWD iShares Russell 1000 Value Ind 6,517.0 $1.4M 0.02% -110.0 -1.7% $213.67 +9.8%
153 TSLA Tesla Inc Consumer Cyclical 3,572.0 $1.3M 0.02% -198.0 -5.2% $371.71 +12.3%
154 BDX Becton Dickinson Healthcare 8,234.0 $1.3M 0.02% -910.0 -9.9% $157.23 -7.0%
155 GWW Grainger W W Industrials 1,134.0 $1.2M 0.02% -138.0 -10.8% $1090.64 +13.6%
156 DVY iShares DJ Select Dividend Ind 8,035.0 $1.2M 0.02% -82.0 -1.0% $151.41 +1.8%
157 PSX Phillips 66 Energy 6,604.0 $1.2M 0.02% -185.0 -2.7% $182.18 -1.6%
158 CHD Church & Dwight Consumer Defensive 12,883.0 $1.2M 0.02% -171.0 -1.3% $93.32 +2.5%
159 HAS Hasbro Inc. Consumer Cyclical 12,190.0 $1.1M 0.02% -1K -10.0% $93.60 -3.8%
160 AMT Amer Tower Cl A Real Estate 6,594.0 $1.1M 0.02% -802.0 -10.8% $172.58 +6.5%
Page 8 of 13  ·  259 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%