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Home > Institutional Investor > Bradley Foster & Sargent Inc > Profile

Instuitional Investor - Bradley Foster & Sargent Inc

Fund Profile
Filing Period:
Fund Name: Bradley Foster & Sargent Inc
Portfolio Value $7,065,348,986
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 984,691 $351,898,898 4.98%
2.
Jpmorgan Chase & Co
 JPM 971,483 $317,995,536 4.5%
3.
Apple Inc.
 AAPL 1,046,116 $302,704,257 4.28%
4.
Microsoft Corp
 MSFT 763,656 $284,859,074 4.03%
5.
Amazon Com Inc
 AMZN 919,481 $219,149,208 3.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.