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Portfolio (Quarterly) Guide ↗

BRADLEY FOSTER & SARGENT INC/CT

· CIK 0001015086
13F Portfolio $6.8B AUM 527 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 527 New
Page 12 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IVW iShares S&P 500 Growth Index F 16,282.0 $2.0M 0.03% NEW $123.26 +10.8%
222 BKNG Booking Holdings Inc Consumer Cyclical 373.0 $2.0M 0.03% NEW $5355.33 -97.0%
223 VZ Verizon Communication Services 48,873.0 $2.0M 0.03% NEW $40.73 +17.4%
224 SCHM Schwab US Mid-Cap ETF 66,196.0 $2.0M 0.03% NEW $30.07 +14.9%
225 LSCC Lattice Semiconductor Technology 26,998.0 $2.0M 0.03% NEW $73.58 +89.4%
226 ITW Illinois Tool Works Industrials 8,064.0 $2.0M 0.03% NEW $246.31 +1.5%
227 CSX CSX Industrials 54,290.0 $2.0M 0.03% NEW $36.25 +26.6%
228 XLK Select Sector S&P Technology I 13,594.0 $2.0M 0.03% NEW $143.97 +24.1%
229 LH Labcorp Holdings Inc Healthcare 7,769.0 $1.9M 0.03% NEW $250.88 +1.9%
230 IOT Samsara Inc Cl A Technology 54,495.0 $1.9M 0.03% NEW $35.45 -15.0%
231 KMB Kimberly-Clark Consumer Defensive 19,089.0 $1.9M 0.03% NEW $100.89 -2.1%
232 IWP iShares Russell Midcap Growth 13,851.0 $1.9M 0.03% NEW $136.94 +0.6%
233 DUK Duke Energy Utilities 16,035.0 $1.9M 0.03% NEW $117.21 +6.4%
234 SPMD SPDR Portfolio S&P 400 Mid Cap 32,172.0 $1.9M 0.03% NEW $57.91 +10.3%
235 MO Altria Group Inc Consumer Defensive 31,817.0 $1.8M 0.03% NEW $57.66 +27.8%
236 B Barrick Mining Corp Basic Materials 41,497.0 $1.8M 0.03% NEW $43.55 -5.3%
237 BDX Becton Dickinson Healthcare 9,144.0 $1.8M 0.03% NEW $194.07 -24.6%
238 D Dominion Energy Utilities 29,510.0 $1.7M 0.03% NEW $58.59 +16.6%
239 TSLA Tesla Inc Consumer Cyclical 3,770.0 $1.7M 0.03% NEW $449.67 -7.2%
240 KKR KKR & Co Inc Financial Services 13,100.0 $1.7M 0.03% NEW $127.48 -25.7%
Page 12 of 27  ·  527 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 24.8%
Financial Services 16.7%
Healthcare 13.8%
Industrials 13.3%
Communication Services 7.4%
Consumer Cyclical 7.2%
Basic Materials 5.5%
Consumer Defensive 5.4%
Energy 4.8%
Utilities 0.7%