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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 8 of 27  ·  527 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FISV Fiserv Inc Technology 92,833.0 $6.2M 0.09% NEW $67.17 -16.9%
142 QCOM Qualcomm Technology 36,132.0 $6.2M 0.09% NEW $171.05 +18.4%
143 WFC Wells Fargo Financial Services 64,171.0 $6.0M 0.09% NEW $93.20 -18.7%
144 IEMG iShares Core MSCI Emerging Mar 88,322.0 $5.9M 0.09% NEW $67.22 +19.9%
145 APD Air Products & Chemicals Inc Basic Materials 23,925.0 $5.9M 0.09% NEW $247.02 +17.5%
146 EQT EQT Corp Energy 107,715.0 $5.8M 0.09% NEW $53.60 +7.7%
147 NSC Norfolk Southern Industrials 19,949.0 $5.8M 0.09% NEW $288.72 +7.9%
148 VRT Vertiv Holdings Co Industrials 34,768.0 $5.6M 0.08% NEW $162.01 +94.8%
149 WM Waste Management Industrials 25,628.0 $5.6M 0.08% NEW $219.71 -0.1%
150 IAU iShares Gold Trust Financial Services 67,431.0 $5.5M 0.08% NEW $81.17 +5.2%
151 CI CIGNA Corp Healthcare 19,879.0 $5.5M 0.08% NEW $275.23 +2.5%
152 STT State Street Financial Services 39,904.0 $5.1M 0.08% NEW $129.01 +19.4%
153 ACN Accenture Plc Class A Technology 18,935.0 $5.1M 0.07% NEW $268.30 -33.7%
154 FAST Fastenal Company Industrials 126,585.0 $5.1M 0.07% NEW $40.13 +8.5%
155 IJH iShares Core S&P MidCap ETF 75,877.0 $5.0M 0.07% NEW $66.00 +10.5%
156 HELO Jpmorgn Hedgd Eqty Lad Ovrly E 75,269.0 $5.0M 0.07% NEW $66.43 +2.0%
157 GILD Gilead Sciences Healthcare 40,589.0 $5.0M 0.07% NEW $122.74 +6.3%
158 SCHX Schwab US Large Cap ETF 176,432.0 $4.7M 0.07% NEW $26.91 +8.5%
159 AMGN Amgen Healthcare 14,483.0 $4.7M 0.07% NEW $327.32 +3.1%
160 CME CME Group Inc Financial Services 17,238.0 $4.7M 0.07% NEW $273.07 +5.9%
Page 8 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%