BRADLEY FOSTER & SARGENT INC/CT - Portfolio overview

BRADLEY FOSTER & SARGENT INC/CT has 556 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. JPM - J P Morgan Chase, 4.28%
2. GOOGL - Alphabet Inc. Class A, 4.28%
3. MSFT - Microsoft, 4.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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