§ 13F · FUND PROFILE
BRADLEY FOSTER & SARGENT INC/CT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.8B (13F)Positions · 536Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPM | J P Morgan Chase | 963K | $283M | 2.2% | +97% |
| 2 | JPM | J P Morgan Chase | 963K | $283M | 2.2% | — |
| 3 | GOOGL | Alphabet Inc. Class A | 984K | $283M | 2.2% | — |
| 4 | GOOGL | Alphabet Inc. Class A | 984K | $283M | 2.2% | +90% |
| 5 | MSFT | Microsoft | 734K | $272M | 2.1% | — |
| 6 | MSFT | Microsoft | 734K | $272M | 2.1% | +93% |
| 7 | AAPL | Apple Inc | 1.03M | $263M | 2.0% | — |
| 8 | AAPL | Apple Inc | 1.03M | $263M | 2.0% | +90% |
| 9 | AMZN | Amazon.com | 917K | $191M | 1.5% | — |
| 10 | AMZN | Amazon.com | 917K | $191M | 1.5% | +104% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADLEY SIGNAL
AC read
BRADLEY FOSTER & SARGENT INC/CT is a Other fund managing $6.8 billion in assets. The fund runs a broad portfolio of 536 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed