Arkolith/Funds/Bradley Foster & Sargent Inc

Bradley Foster & Sargent Inc

CIK 1015086
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR/AAmended
Inactive

Bradley Foster & Sargent Inc holds a diversified book of 447 stocks worth $6.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened MEDLINE INC-CL A and trimmed Alphabet Inc. Class A. Their largest long position is Alphabet Inc. Class A at 5% of the equity book.

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Use Arkolith to show BRADLEY FOSTER & SARGENT INC/CT's latest
holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
109
existing
Trimmed
272
reduced
Sold out
23
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Financials
8%
Health Care
4%
Industrials
4%
Consumer Discretionary
3%
Energy
2%
Communication Services
2%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • Danaher
    −37%$37.1M
  • Intuit
    −72%$33.3M
  • Synopsys Inc
    −94%$30.1M
  • Agnico Eagle Mines
    −13%$27.3M
  • Abbott Labs
    −27%$23.0M
  • Woodward Inc
    −22%$22.2M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

516 positions
#SecurityValueShares% PortLast moveHistory
1J P Morgan Chase
com
$283.3M963.2K
4.4%
−1.6%
Reduced · −16K sh
2Alphabet Inc. Class A
com
$283.1M984.3K
4.4%
−4.8%
Reduced · −50K sh
3Microsoft
com
$271.6M733.6K
4.2%
−3.6%
Reduced · −27K sh
4Apple Inc
com
$262.6M1.03M
4.1%
−4.9%
Reduced · −53K sh
5Amazon.com
com
$191.0M917.2K
3.0%
+2.0%
Added · +18K sh
6Agnico Eagle Mines
com
$186.7M919.6K
2.9%
−13%
Reduced · −135K sh
7SPDR Gold Shares
com
$173.9M404.1K
2.7%
−3.3%
Reduced · −14K sh
8Exxon Mobil
com
$132.6M781.6K
2.1%
+3.6%
Added · +27K sh
9Thermo Fisher Scientific
com
$126.1M256.6K
2.0%
−0.9%
Reduced · −2K sh
10Berkshire Hathaway Cl B
com
$126.1M263.1K
2.0%
−4.2%
Reduced · −12K sh
11Costco
com
$124.7M125.2K
1.9%
−1.3%
Reduced · −2K sh
12Amphenol
com
$112.0M886.1K
1.7%
−12%
Reduced · −122K sh
13Nvidia Corp
com
$103.6M593.9K
1.6%
+4.0%
Added · +23K sh
14Deere
com
$98.7M175.2K
1.5%
−0.5%
Reduced · −847 sh
15SPDR S&P 500 ETF Index
com
$98.3M151.1K
1.5%
+1.5%
Added · +2K sh
16Analog Devices Inc
com
$93.4M293.4K
1.5%
−15%
Reduced · −51K sh
17GE Aerospace
com
$83.7M294.9K
1.3%
+0.6%
Added · +2K sh
18Marsh & McLennan
com
$82.3M474.7K
1.3%
−6.0%
Reduced · −30K sh
19Johnson & Johnson
com
$81.9M335.0K
1.3%
−1.1%
Reduced · −4K sh
20Conoco Phillips
com
$81.6M617.9K
1.3%
−1.5%
Reduced · −10K sh
21Liberty Media Corp Series C Fo
com
$80.9M951.4K
1.3%
+7.4%
Added · +66K sh
22Woodward Inc
com
$76.7M214.4K
1.2%
−22%
Reduced · −62K sh
23Caterpillar
com
$73.4M103.7K
1.1%
−3.3%
Reduced · −4K sh
24Mastercard Inc Cl A
com
$68.7M137.5K
1.1%
−0.1%
Reduced · −152 sh
25Pepsico
com
$65.8M423.8K
1.0%
−3.3%
Reduced · −14K sh
26RBC Bearings Inc
com
$65.7M121.0K
1.0%
−11%
Reduced · −15K sh
27Home Depot
com
$65.7M199.7K
1.0%
−2.4%
Reduced · −5K sh
28Chevron Corp
com
$64.2M310.3K
1.0%
+3.0%
Added · +9K sh
29Walmart
com
$63.2M508.8K
1.0%
−1.0%
Reduced · −5K sh
30Danaher
com
$62.8M331.1K
1.0%
−37%
Reduced · −196K sh
31Abbott Labs
com
$62.7M611.0K
1.0%
−27%
Reduced · −224K sh
32Northrop Grumman
com
$62.6M91.8K
1.0%
−1.3%
Reduced · −1K sh
33Sherwin-Williams
com
$60.2M187.8K
0.9%
−3.2%
Reduced · −6K sh
34IDEXX Labs
com
$58.2M103.7K
0.9%
−1.0%
Reduced · −1K sh
35Hubbell Inc
com
$53.1M108.2K
0.8%
+101%
Added · +54K sh
36Quanta Services
com
$53.0M96.5K
0.8%
−4.7%
Reduced · −5K sh
37McDonalds
com
$51.6M166.1K
0.8%
−2.0%
Reduced · −3K sh
38Alphabet Inc. Class C
com
$50.1M174.8K
0.8%
−9.3%
Reduced · −18K sh
39Abbvie Inc
com
$48.5M223.1K
0.8%
−2.1%
Reduced · −5K sh
40Alamos Gold Inc Cl A
com
$45.6M1.03M
0.7%
+52%
Added · +352K sh
41Union Pacific
com
$43.7M179.9K
0.7%
+0.2%
Added · +441 sh
42Cisco Systems
com
$43.4M559.8K
0.7%
−1.2%
Reduced · −7K sh
43American Express
com
$41.2M136.3K
0.6%
+0.2%
Added · +298 sh
44Boston Scientific
com
$39.4M627.5K
0.6%
+27%
Added · +135K sh
45Crane Co
com
$38.2M223.2K
0.6%
18×
Added · +211K sh
46Broadcom Inc
com
$36.9M119.1K
0.6%
−5.6%
Reduced · −7K sh
47VanEck Vectors Gold Miners ETF
com
$36.3M395.8K
0.6%
~0%
Reduced · −105 sh
48RTX Corporation
com
$34.5M178.8K
0.5%
+0.1%
Added · +226 sh
49Merck
com
$34.2M284.7K
0.5%
−1.5%
Reduced · −4K sh
50Cadence Design Systems
com
$33.9M122.1K
0.5%
−5.8%
Reduced · −7K sh
Showing 50 of 516 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026516$6.4B13F-HR/A
Q4 2025Dec 31, 2025Feb 12, 2026527$6.8B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025536$6.8B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025536$6.4B13F-HR
Q1 2025Mar 31, 2025May 13, 2025455$5.8B13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025460$5.9B13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024457$6.0B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024444$5.6B13F-HR
Q1 2024Mar 31, 2024May 15, 2024439$5.5B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024426$5.1B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023429$4.8B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023429$4.8B13F-HR
Q1 2023Mar 31, 2023May 8, 2023427$4.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023424$4.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022420$3.6B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022434$3.9B13F-HR
Q1 2022Mar 31, 2022May 16, 2022467$4.7B13F-HR
Q4 2021Dec 31, 2021Mar 11, 2022447$4.8B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021407$4.3B13F-HR
Q2 2021Jun 30, 2021Aug 19, 2021396$4.3B13F-HR
Q1 2021Mar 31, 2021Apr 26, 2021375$4.0B13F-HR
Q4 2020Dec 31, 2020Feb 11, 2021366$3.8B13F-HR
Q3 2020Sep 30, 2020Oct 26, 2020339$3.4B13F-HR
Amended / restated
  • Q1 2026 · filed May 15, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.