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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 14 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IWD iShares Russell 1000 Value Ind 6,517.0 $1.4M 0.02% -110.0 -1.7% $213.67 +9.8%
262 T AT & T Communication Services 47,597.0 $1.4M 0.02% +2K +3.6% $28.99 -14.0%
263 PAYX Paychex Industrials 14,594.0 $1.3M 0.02% +6K +77.3% $92.12 +2.3%
264 TSLA Tesla Inc Consumer Cyclical 3,572.0 $1.3M 0.02% -198.0 -5.2% $371.71 +12.3%
265 ES Eversource Energy Utilities 18,924.0 $1.3M 0.02% +4K +30.4% $69.28 +0.5%
266 MDB Mongodb Inc Technology 5,329.0 $1.3M 0.02% NEW $244.77 +29.7%
267 BDX Becton Dickinson Healthcare 8,234.0 $1.3M 0.02% -910.0 -9.9% $157.23 -7.0%
268 PHYS Sprott Physical Gold Trust Financial Services 35,122.0 $1.2M 0.02% $35.44 -3.0%
269 GWW Grainger W W Industrials 1,134.0 $1.2M 0.02% -138.0 -10.8% $1090.64 +13.6%
270 RSG Republic Services Industrials 5,637.0 $1.2M 0.02% +46.0 +0.8% $219.03 -3.1%
271 XLE Energy Select Sector SPDR 20,002.0 $1.2M 0.02% $61.26 -3.5%
272 DVY iShares DJ Select Dividend Ind 8,035.0 $1.2M 0.02% -82.0 -1.0% $151.41 +1.8%
273 YUM Yum Brands Inc Consumer Cyclical 7,757.0 $1.2M 0.02% $155.48 -1.8%
274 PSX Phillips 66 Energy 6,604.0 $1.2M 0.02% -185.0 -2.7% $182.18 -1.6%
275 CHD Church & Dwight Consumer Defensive 12,883.0 $1.2M 0.02% -171.0 -1.3% $93.32 +2.5%
276 CPSF Calamos S&P 500 Structured Alt 46,082.0 $1.2M 0.02% NEW $25.59 +2.2%
277 XLI Sector SPDR Indl Select of Ben 7,286.0 $1.2M 0.02% $161.73 +5.4%
278 BXMT Blackstone Mortgage Tru-Cl A Real Estate 60,750.0 $1.2M 0.02% $19.15 -6.1%
279 HAS Hasbro Inc. Consumer Cyclical 12,190.0 $1.1M 0.02% -1K -10.0% $93.60 -3.8%
280 SPYX SPDR S&P Fossil Fuel Reserve E 21,492.0 $1.1M 0.02% $53.03 +14.6%
Page 14 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%