Bradley Foster & Sargent INC
Annual return '25
+28.8%
SPY '25
+17.7%
Alpha
+11.1ptsvs SPY
Invested
$6.4B
Holdings
515
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPM
J P Morgan Chase
Q1 2026: Sold 99.7% (978.9k → 2.8k shares)
4.4%
02
$GOOGL
Alphabet Inc. Class A
Q1 2026: Sold 79.9% (1.03M → 207.8k shares)
4.4%
03
$MSFT
Microsoft
Q1 2026: Sold 79.9% (761.1k → 152.8k shares)
4.2%
04
$AAPL
Apple Inc
Q1 2026: Sold 97.7% (1.09M → 25.5k shares)
4.1%
05
$AMZN
Amazon.com
Q1 2026: Sold 98.1% (899.1k → 16.8k shares)
3.0%
06
$AEM
Agnico Eagle Mines
Q1 2026: Exited (was 1.05M shares)
2.9%
07
$GQ9
SPDR Gold Shares
Q1 2026: Exited (was 417.7k shares)
2.7%
08
$XOM
Exxon Mobil
Q1 2026: Sold 99.0% (754.1k → 7.8k shares)
2.1%
09
$TMO
Thermo Fisher Scientific
Q1 2026: Sold 95.4% (259.0k → 12.0k shares)
2.0%
10
$BRK/B
Berkshire Hathaway Cl B
Q1 2026: Sold 95.2% (274.7k → 13.3k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:23 UTC.