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BRADLEY FOSTER & SARGENT INC/CT
RIA/Wealth
BRADLEY FOSTER & SARGENT INC/CT is a RIA/Wealth based in Hartford, CT led by Galan George Daukas, reporting $7.7B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
CEOGalan George Daukas
- Portfolio Value
- $6.8B
- Positions
- 535
- Top Holding
- MSFT at 5.83%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BRADLEY FOSTER & SARGENT INC/CT's portfolio (31.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $395.3M | 5.83% | -$3.0M Sold | 0.01% 763.3K shares | |
Banks - Diversified Financial Services | $311.6M | 4.59% | -$4.3M Sold | 0.04% 987.9K shares | |
Consumer Electronics Technology | $279.1M | 4.12% | -$1.4M Sold | 0.01% 1.1M shares | |
Internet Content & Information Communication Services | $256.9M | 3.79% | -$2.1M Sold | 0.01% 1.1M shares | |
Specialty Retail Consumer Cyclical | $196.1M | 2.89% | +$53.1K Bought | 0.01% 893.1K shares | |
Gold Basic Materials | $184.1M | 2.72% | -$1.9M Sold | 0.22% 1.1M shares | |
Unknown Unknown | $150.2M | 2.21% | +$2.2M Bought | — 422.4K shares | |
Insurance - Diversified Financial Services | $140.7M | 2.08% | -$2.1M Sold | 0.01% 280.0K shares | |
Hardware, Equipment & Parts Technology | $126.0M | 1.86% | -$1.5M Sold | 0.08% 1.0M shares | |
Discount Stores Consumer Defensive | $118.5M | 1.75% | -$1.7M Sold | 0.03% 128.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BRADLEY FOSTER & SARGENT INC/CT's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BRADLEY FOSTER & SARGENT INC/CT
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