Bradley Foster & Sargent Inc 13F 持仓 · 2026年Q2
Bradley Foster & Sargent 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 535 只证券，申报市值合计 70.65 亿美元。前几大持仓：GOOGL（4.98%）、JPM（4.50%）、AAPL（4.28%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. Class A | $351.9M | 4.98% | 984,691 | 增持 |
| 2 | JPM | J P Morgan Chase | $318.0M | 4.50% | 971,483 | 增持 |
| 3 | AAPL | Apple Inc | $302.7M | 4.28% | 1.0M | 增持 |
| 4 | MSFT | Microsoft | $284.9M | 4.03% | 763,656 | 增持 |
| 5 | AMZN | Amazon.com | $219.1M | 3.10% | 919,481 | 增持 |
| 6 | APH | Amphenol | $158.5M | 2.24% | 898,902 | 增持 |
| 7 | GLD | SPDR Gold Shares | $148.9M | 2.11% | 404,242 | 增持 |
| 8 | AEM | Agnico Eagle Mines | $143.0M | 2.02% | 921,554 | 增持 |
| 9 | TMO | Thermo Fisher Scientific | $132.8M | 1.88% | 264,936 | 增持 |
| 10 | GE | GE Aerospace | $129.3M | 1.83% | 345,893 | 增持 |
| 11 | BRKB | Berkshire Hathaway Cl B | $128.9M | 1.82% | 257,503 | 减持 |
| 12 | DE | Deere | $127.0M | 1.80% | 200,267 | 增持 |
| 13 | NVDA | Nvidia Corp | $119.0M | 1.68% | 594,748 | 增持 |
| 14 | ADI | Analog Devices Inc | $115.5M | 1.63% | 290,705 | 减持 |
| 15 | COST | Costco | $115.5M | 1.63% | 123,446 | 减持 |
| 16 | SPY | SPDR S&P 500 ETF Index | $114.7M | 1.62% | 153,569 | 增持 |
| 17 | DHR | Danaher | $111.6M | 1.58% | 585,734 | 增持 |
| 18 | CAT | Caterpillar | $107.4M | 1.52% | 100,822 | 减持 |
| 19 | XOM | Exxon Mobil Corp | $107.1M | 1.52% | 783,278 | 增持 |
| 20 | FWONK | Liberty Media Corp Series C Fo | $92.5M | 1.31% | 972,468 | 增持 |
| 21 | WWD | Woodward Inc | $86.6M | 1.23% | 203,486 | 减持 |
| 22 | JNJ | Johnson & Johnson | $84.8M | 1.20% | 333,906 | 减持 |
| 23 | RBC | RBC Bearings Inc | $76.4M | 1.08% | 118,687 | 减持 |
| 24 | HD | Home Depot | $67.0M | 0.95% | 190,015 | 减持 |
| 25 | MA | Mastercard Inc Cl A | $66.5M | 0.94% | 129,385 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR