13F filer

Bradley Foster & Sargent

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1015086 SEC filings ↗

13F Value

$7.06B

Positions

535

Top Position

GOOGL5.0%

Top 5

20.9%

Latest filing changes

vs Mar 31, 2026

1 DHR Danaher +76.9%+$48.5M

2 TSM Taiwan Semiconductor Manufacturing +250.0%+$43.3M

3 NOW ServiceNow +718.1%+$21.3M

4 GE Ge Aerospace +17.3%+$19.0M

5 DE Deere & Company +14.3%+$15.9M

Holdings535

#
1	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 984,691 reported quantity $351,898,898 reported value	5.0%	$351.9M	+0.0%	984.7K	4.4%	Common Stock
2	JPM JPMorgan Chase	4.5%	$318.0M	+0.9%	971.5K	4.4%	Common Stock
3	AAPL Apple	4.3%	$302.7M	+1.1%	1.05M	4.1%	Common Stock
4	MSFT Microsoft	4.0%	$284.9M	+4.1%	763.7K	4.2%	Common Stock
5	AMZN Amazon	3.1%	$219.1M	+0.2%	919.5K	3.0%	Common Stock
6	APH Amphenol	2.2%	$158.5M	+1.4%	898.9K	1.7%	Common Stock
7	GLD SPDR Gold Tr	2.1%	$148.9M	+0.0%	404.2K	2.7%	Trust
8	AEM Agnico Eagle Mines	2.0%	$143.0M	+0.2%	921.6K	2.9%	Common Stock
9	TMO Thermo Fisher Scientific	1.9%	$132.8M	+3.3%	264.9K	2.0%	Common Stock
10	GE Ge Aerospace Filing details 369604301 Jun 30, 2026 345,893 reported quantity $129,270,512 reported value	1.8%	$129.3M	+17.3%	345.9K	1.3%	Common Stock
11	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 257,503 reported quantity $128,851,992 reported value	1.8%	$128.9M	-2.1%	257.5K	2.0%	Common Stock
12	DE Deere & Company	1.8%	$127.0M	+14.3%	200.3K	1.5%	Common Stock
13	NVDA NVIDIA	1.7%	$119.0M	+0.1%	594.7K	1.6%	Common Stock
14	COST Costco Wholesale	1.6%	$115.5M	-1.4%	123.4K	1.9%	Common Stock
15	ADI Analog Devices	1.6%	$115.5M	-0.9%	290.7K	1.5%	Common Stock
16	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$114.7M	+1.6%	153.6K	1.5%	ETF
17	DHR Danaher	1.6%	$111.6M	+76.9%	585.7K	1.0%	Common Stock
18	CAT Caterpillar	1.5%	$107.4M	-2.7%	100.8K	1.1%	Common Stock
19	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 783,278 reported quantity $107,089,722 reported value	1.5%	$107.1M	+0.2%	783.3K	2.1%	Common Stock
20	FWONK Liberty Media	1.3%	$92.5M	+2.2%	972.5K	1.3%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing17

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.