Fund Holdings

BRADLEY FOSTER & SARGENT INC/CT

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Exxon Mobil(XOM)0781,581+781,5810132,603,0102.06%+132,603,010
Crane Co(CR)0223,238+223,238038,173,6980.59%+38,173,698
Hubbell Inc(HUBB)0108,165+108,165053,080,8100.82%+53,080,810
Conoco Phillips(COP)0617,917+617,917081,565,0171.27%+81,565,017
Alamos Gold Inc Cl A01,026,135+1,026,135045,591,1750.71%+45,591,175
Chevron Corp(CVX)0310,303+310,303064,201,6731.00%+64,201,673
Medline Inc Cl A(MDLN)0389,457+389,457017,330,8360.27%+17,330,836
EQT Corp(EQT)0355,647+355,647022,633,3750.35%+22,633,375
Deere(DE)0175,205+175,205098,693,0431.53%+98,693,043
Costco(COST)0125,178+125,1780124,730,9691.94%+124,730,969
Caterpillar(CAT)0103,659+103,659073,438,4851.14%+73,438,485
Johnson & Johnson(JNJ)0334,993+334,993081,885,5841.27%+81,885,584
Quanta Services096,462+96,462052,959,6660.82%+52,959,666
Northrop Grumman(NOC)091,815+91,815062,640,1960.97%+62,640,196
Vulcan Materials(VMC)037,190+37,190010,126,8370.16%+10,126,837
Live Nation(LYV)068,557+68,557010,455,6280.16%+10,455,628
SPDR Gold Shares(GLD)0404,058+404,0580173,862,1172.70%+173,862,117
Agnico Eagle Mines(AEM)0919,553+919,5530186,650,9682.90%+186,650,968
Walmart(WMT)0508,791+508,791063,232,5920.98%+63,232,592
TC Energy Corp(TRP)0442,065+442,065027,673,2690.43%+27,673,269
Martin Marietta Materials Inc(MLM)08,888+8,88805,232,1880.08%+5,232,188
RBC Bearings Inc(RBC)0121,049+121,049065,744,1331.02%+65,744,133
GE Vernova Inc(GEV)021,538+21,538018,800,5350.29%+18,800,535
Wabtec Corp(WAB)065,312+65,312016,322,1220.25%+16,322,122
IntercontinentalExchange Group(ICE)0105,522+105,522016,596,4220.26%+16,596,422
iShares MSCI EAFE Index Fund0175,958+175,958017,090,8090.27%+17,090,809
Eaton Corp PLC(ETN)043,366+43,366015,510,8250.24%+15,510,825
iShares MSCI Emerg Mkts ETF0142,789+142,78908,108,9830.13%+8,108,983
Merck(MRK)0284,705+284,705034,247,1190.53%+34,247,119
Linde Plc(LIN)045,077+45,077022,347,5800.35%+22,347,580
Vertiv Holdings Co(VRT)037,394+37,39409,370,3120.15%+9,370,312
Enbridge Inc(ENB)0500,945+500,945027,126,1950.42%+27,126,195
Diamondback Energy Inc(FANG)015,560+15,56003,077,6120.05%+3,077,612
Pepsico(PEP)0423,836+423,836065,817,4501.02%+65,817,450
Novanta Inc.(NOVT)0128,861+128,861015,219,7730.24%+15,219,773
TechnipFMC PLC(FTI)068,292+68,29204,721,0260.07%+4,721,026
Honeywell International(HON)090,220+90,220020,392,4970.32%+20,392,497
SiTime Corp(SITM)07,033+7,03302,428,8470.04%+2,428,847
Franco Nevada Corp(FNV)062,693+62,693015,488,4190.24%+15,488,419
VanEck Vectors Gold Miners ETF0395,832+395,832036,325,4600.56%+36,325,460
Pfizer(PFE)0614,017+614,017017,241,5950.27%+17,241,595
Lockheed Martin(LMT)018,190+18,190010,993,8470.17%+10,993,847
Kinder Morgan Inc(KMI)0365,180+365,180012,244,4850.19%+12,244,485
Coca Cola(KO)0311,883+311,883023,718,7050.37%+23,718,705
Realty Income Corp(O)0302,145+302,145018,485,2310.29%+18,485,231
Union Pacific(UNP)0179,917+179,917043,651,5840.68%+43,651,584
iShares Russell 2000 ETF047,291+47,291011,728,1520.18%+11,728,152
Lincoln Electric(LECO)045,664+45,664011,373,9890.18%+11,373,989
Equifax(EFX)013,143+13,14302,366,7200.04%+2,366,720
RTX Corporation(RTX)0178,758+178,758034,482,4420.54%+34,482,442
iShares Msci Acwi Ex Us Etf038,909+38,90902,664,0990.04%+2,664,099
Texas Instruments(TXN)064,723+64,723012,565,2440.20%+12,565,244
NextEra Energy(NEE)0103,769+103,76909,638,1110.15%+9,638,111
Nisource(NI)0218,687+218,687010,203,9350.16%+10,203,935
Corning(GLW)029,177+29,17703,967,1950.06%+3,967,195
TJX Corp(TJX)0194,087+194,087030,995,7000.48%+30,995,700
Mongodb Inc(MDB)05,329+5,32901,304,3790.02%+1,304,379
Enterprise Products LP(EPD)0213,241+213,24108,069,0390.13%+8,069,039
Calamos S&P 500 Structured Alt046,082+46,08201,179,0910.02%+1,179,091
Timken(TKR)010,041+10,04101,009,8230.02%+1,009,823
Advanced Micro Devices Inc(AMD)016,451+16,45103,346,6270.05%+3,346,627
Cameco Corporation(CCJ)049,693+49,69305,397,1570.08%+5,397,157
Keysight Technologies Inc(KEYS)017,965+17,96505,072,7770.08%+5,072,777
Vanguard Small Cap ETF062,822+62,822016,454,4080.26%+16,454,408
Spott Copper Miners ETF023,400+23,4000835,8480.01%+835,848
Schwab US Dvd Equity073,728+73,72802,261,9750.04%+2,261,975
Invesco S&P 500 Equal Weight E077,357+77,357014,846,2720.23%+14,846,272
Fastenal Company(FAST)0126,901+126,90105,888,2160.09%+5,888,216
Air Products & Chemicals Inc023,038+23,03806,692,3030.10%+6,692,303
Astrazeneca PLC Sponsored ADR(AZN)03,620+3,6200713,9360.01%+713,936
Taiwan Semiconductor Mft Co Lt(TSM)036,297+36,297012,266,5250.19%+12,266,525
Parker-Hannifin(PH)018,472+18,472016,536,8730.26%+16,536,873
Netflix(NFLX)028,576+28,57602,747,5820.04%+2,747,582
Oneok Inc(OKE)040,811+40,81103,688,9260.06%+3,688,926
Dicks Sporting Goods Inc(DKS)03,041+3,0410603,0000.01%+603,000
EOG Resources(EOG)015,249+15,24902,204,5720.03%+2,204,572
Newmont Mng(NEM)05,408+5,4080585,4160.01%+585,416
ASML Holding NV NY Registry Sh02,232+2,23202,948,2400.05%+2,948,240
Teledyne Technologies(TDY)05,397+5,39703,265,2390.05%+3,265,239
LightPath Technologies,053,333+53,3330534,9300.01%+534,930
Alerian MLP035,103+35,10301,847,8220.03%+1,847,822
Vanguard FTSE Emerging Markets0158,000+158,00008,539,8980.13%+8,539,898
Marathon Petroleum Corporation(MPC)05,906+5,90601,442,1010.02%+1,442,101
Verizon(VZ)049,045+49,04502,462,0760.04%+2,462,076
Gilead Sciences(GILD)039,053+39,05305,442,8590.08%+5,442,859
Paychex(PAYX)014,594+14,59401,344,3990.02%+1,344,399
Chubb Ltd087,550+87,550028,535,1400.44%+28,535,140
FedEx Corporation(FDX)07,381+7,38102,628,7970.04%+2,628,797
Cognex(CGNX)0222,395+222,395010,895,1310.17%+10,895,131
CME Group Inc(CME)017,150+17,15005,065,1200.08%+5,065,120
Occidental Petroleum(OXY)017,111+17,11101,112,2150.02%+1,112,215
Eversource Energy(ES)018,924+18,92401,311,0550.02%+1,311,055
Energy Select Sector SPDR020,002+20,00201,225,3230.02%+1,225,323
Phillips 66(PSX)06,604+6,60401,203,1170.02%+1,203,117
Colgate-Palmolive(CL)050,909+50,90904,338,9740.07%+4,338,974
Applied Materials048,421+48,421016,549,7620.26%+16,549,762
Bristol-Myers Squibb(BMY)038,778+38,77802,351,8590.04%+2,351,859
Freeport McMoRan(FCX)029,934+29,93401,759,5210.03%+1,759,521
Target(TGT)013,351+13,35101,618,1570.03%+1,618,157
Texas Pacific Land(TPL)03,693+3,69301,752,3630.03%+1,752,363
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