Bradley Foster & Sargent Inc Portfolio Holdings
Bradley Foster & Sargent Inc
- $5.46 Billion
- Q2 2024
Bradley Foster & Sargent Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $5.46 Billion distributed in 444 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $340M, Apple Inc. with a value of $242M, Alphabet Inc. with a value of $219M, Jpmorgan Chase & CO with a value of $211M, and Amazon Com Inc with a value of $145M.
Examining the 13F form we can see an decrease of $3.67M in the current position value, from $5.47B to 5.46B.
Bradley Foster & Sargent Inc is based out at Hartford, CT
Below you can find more details about Bradley Foster & Sargent Inc portfolio as well as his latest detailed transactions.
Portfolio value
$5.46 Billion
Technology: $1.34 Billion
Healthcare: $820 Million
Financial Services: $692 Million
Industrials: $571 Million
Consumer Defensive: $444 Million
Consumer Cyclical: $403 Million
ETFs: $393 Million
Communication Services: $316 Million
Other: $482 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 444
- Current Value $5.46 Billion
- Prior Value $5.47 Billion
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 25 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks