Long-term investor
Bradley Foster & Sargent Inc. @bradleyfostersargentincc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001015086).
Record
- Tracked since 2025-06-30 (441 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +13.8% · all +13.8%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.0% · long · since 2025-06-30
- JPM · 4.5% · long · since 2025-06-30
- AAPL · 4.3% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- APH · 2.2% · long · since 2025-06-30
- GLD · 2.1% · long · since 2025-06-30
- AEM · 2.0% · long · since 2025-06-30
- TMO · 1.9% · long · since 2025-06-30
- GE · 1.8% · long · since 2025-06-30
- BRK-B · 1.8% · long · since 2025-06-30
- DE · 1.8% · long · since 2025-06-30