Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRADLEY FOSTER & SARGENT INC/CT (CIK 1015086) reported $6.44B across 513 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPM ($283.3M, 4.40%), GOOGL ($283.1M, 4.40%), MSFT ($271.6M, 4.22%), AAPL ($262.6M, 4.08%), AMZN ($191.0M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | J P Morgan Chase | $283.3M | 4.40% | 963,155 | Trimmed |
| 2 | GOOGL | Alphabet Inc. Class A | $283.1M | 4.40% | 984,334 | Trimmed |
| 3 | MSFT | Microsoft | $271.6M | 4.22% | 733,631 | Trimmed |
| 4 | AAPL | Apple Inc | $262.6M | 4.08% | 1.0M | Trimmed |
| 5 | AMZN | Amazon.com | $191.0M | 2.97% | 917,235 | Added |
| 6 | AEM | Agnico Eagle Mines | $186.7M | 2.90% | 919,553 | Trimmed |
| 7 | GLD | SPDR Gold Shares | $173.9M | 2.70% | 404,058 | Trimmed |
| 8 | XOM | Exxon Mobil | $132.6M | 2.06% | 781,581 | Added |
| 9 | TMO | Thermo Fisher Scientific | $126.1M | 1.96% | 256,560 | Trimmed |
| 10 | BRK/B | Berkshire Hathaway Cl B | $126.1M | 1.96% | 263,113 | Trimmed |
| 11 | COST | Costco | $124.7M | 1.94% | 125,178 | Trimmed |
| 12 | APH | Amphenol | $112.0M | 1.74% | 886,118 | Trimmed |
| 13 | NVDA | Nvidia Corp | $103.6M | 1.61% | 593,861 | Added |
| 14 | SPY | SPDR S&P 500 ETF Index | $98.3M | 1.53% | 151,127 | Added |
| 15 | DE | Deere | $98.7M | 1.53% | 175,205 | Trimmed |
| 16 | ADI | Analog Devices Inc | $93.4M | 1.45% | 293,433 | Trimmed |
| 17 | GE | GE Aerospace | $83.7M | 1.30% | 294,930 | Added |
| 18 | MMC | Marsh & McLennan | $82.3M | 1.28% | 474,702 | Trimmed |
| 19 | JNJ | Johnson & Johnson | $81.9M | 1.27% | 334,993 | Trimmed |
| 20 | COP | Conoco Phillips | $81.6M | 1.27% | 617,917 | Trimmed |
| 21 | FWONK | Liberty Media Corp Series C Fo | $80.9M | 1.26% | 951,369 | Added |
| 22 | WWD | Woodward Inc | $76.7M | 1.19% | 214,392 | Trimmed |
| 23 | CAT | Caterpillar | $73.4M | 1.14% | 103,659 | Trimmed |
| 24 | MA | Mastercard Inc Cl A | $68.7M | 1.07% | 137,535 | Trimmed |
| 25 | RBC | RBC Bearings Inc | $65.7M | 1.02% | 121,049 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31