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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 13 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 B Barrick Mining Corp Basic Materials 41,914.0 $1.7M 0.03% +417.0 +1.0% $40.79 +1.1%
242 SPMD SPDR Portfolio S&P 400 Mid Cap 28,444.0 $1.7M 0.03% -4K -11.6% $59.22 +7.9%
243 HSY Hershey Co Consumer Defensive 8,079.0 $1.7M 0.03% -725.0 -8.2% $207.89 -8.4%
244 WASH Washington Trust Financial Services 49,598.0 $1.7M 0.03% -1K -2.4% $33.46 -4.0%
245 SCHM Schwab US Mid-Cap ETF 52,999.0 $1.6M 0.03% -13K -19.9% $30.96 +11.6%
246 TGT Target Consumer Defensive 13,351.0 $1.6M 0.03% -425.0 -3.1% $121.20 +0.9%
247 FROG JFrog Ltd Technology 34,131.0 $1.6M 0.03% $46.93 +52.2%
248 MDY SPDR S&P 400 ETF Trust Financial Services 2,595.0 $1.6M 0.03% -30.0 -1.1% $616.76 +7.9%
249 DIA Diamonds Trust Ser 1 Financial Services 3,419.0 $1.6M 0.03% $463.22 +8.6%
250 ORLY O'Reilly Automotive Consumer Cyclical 17,128.0 $1.6M 0.03% +822.0 +5.0% $92.31 +0.0%
251 CMI Cummins Inc Industrials 2,918.0 $1.6M 0.02% $538.02 +18.7%
252 MAR Marriott International Consumer Cyclical 4,745.0 $1.6M 0.02% $327.07 +13.3%
253 IBB iShares Nasdaq Biotechnology I 9,175.0 $1.5M 0.02% $168.85 +0.1%
254 WAT Waters Corp Healthcare 5,141.0 $1.5M 0.02% +770.0 +17.6% $297.82 +14.6%
255 BKNG Booking Holdings Inc Consumer Cyclical 361.0 $1.5M 0.02% -12.0 -3.2% $4210.32 -96.2%
256 INTC Intel Technology 33,488.0 $1.5M 0.02% $44.13 +168.5%
257 UPS United Parcel Service Class B Industrials 14,877.0 $1.5M 0.02% +940.0 +6.7% $98.38 +0.5%
258 MPC Marathon Petroleum Corporation Energy 5,906.0 $1.4M 0.02% $244.18 +1.7%
259 IWS iShares Russell Midcap Value I 9,891.0 $1.4M 0.02% +615.0 +6.6% $145.74 +8.1%
260 FBCG Fidelity Blue Chip Growth ETF 28,620.0 $1.4M 0.02% -897.0 -3.0% $50.12 +22.1%
Page 13 of 26  ·  516 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%