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Bradley Foster & Sargent Inc/ct
Bradley, Foster & Sargent, Inc. is an independently owned investment advisory and wealth management firm founded in 1994 and headquartered in Hartford, Connecticut. The firm provides customized investment management, financial planning, and advisory services to individuals, families, entrepreneurs, non-profit organizations, and institutions, with a focus on personalizing portfolios to fit specific client needs. Bradley, Foster & Sargent employs over 40 professionals and serves relationships with portfolios ranging from $1 million to tens of millions of dollars.
Investment Strategy
Bradley, Foster & Sargent pursues a high-quality, customized investment management strategy, delivering professional and individually tailored portfolios. The firm focuses on large-capitalization equity and fixed-income instruments, managing both taxable and tax-exempt accounts, and emphasizing capital preservation and appreciation to satisfy each client's unique goals. Their approach includes fundamental analysis for security selection, with a preference for blue-chip stocks and sector diversification suitable to client profiles, including tax-exempt and retirement assets.
Latest 13F Filing Activity
Bradley Foster & Sargent Inc/ct filed their most recent 13F report on Jun 30, 2025 disclosing 530 equity positions with a total 13F market value of $6B. The fund increased holdings in Microsoft, Ge Aerospace, Exxon Mobil among other positions. Bradley Foster & Sargent Inc/ct reduced exposure to United Health Group, Union Pacific, Adobe Inc. among others.
Top Holdings
Equity Positions (530)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 5.99% | $382.6M | 769,168 | $223.49 | $497.41 | +$96.2M |
J JPM | J P Morgan Chase | 4.54% | $290.3M | 1,001,359 | $104.90 | $289.91 | +$44.9M |
A AAPL | Apple Inc | 3.54% | $226.1M | 1,101,841 | $122.15 | $205.17 | -$23.8M |
A AMZN | Amazon.com | 3.07% | $195.9M | 892,860 | $165.85 | $219.39 | +$36.3M |
| Alphabet Inc. Class A | 2.94% | $187.7M | 1,065,359 | $80.45 | $176.23 | +$21.8M |
Industry Allocation
Investment Team (16)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager and Research Analyst | Portland, ME , United States | |
 | Trader | Hartford, CT , United States | |
 | Securities Trader | Plano, TX , United States | |
G Greg Miller | Portfolio Manager | Hartford, CT , United States | |
 | Portfolio Manager | Wellesley, MA , United States | |
M Michele Matzinger | Portfolio Manager | West Hartford, CT , United States | |
 | Portfolio Manager | Hartford, CT , United States | |
 | Principal | Hartford, CT , United States | |
 | Equity Analyst | Hartford, CT , United States | |
G Gene Daponte | Portfolio Manager and Executive Vice President | Litchfield, CT , United States |
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