Bragg Financial Advisors, Inc
Top Portfolio Positions
240 positions ·
$2,582,515,160 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
301,441 | $76,502,711 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
170,430 | $63,088,073 | 2.44% | |
| SNX |
Td Synnex Corp
Technology
|
314,584 | $53,073,466 | 2.06% | |
| AMAT |
Applied Materials Inc /De
Technology
|
148,966 | $50,915,089 | 1.97% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
1,321,705 | $48,136,496 | 1.86% | |
| RLI |
Rli Corp
Financial Services
|
811,118 | $46,266,170 | 1.79% | |
| NJR |
New Jersey Resources Corp
Utilities
|
753,433 | $41,378,540 | 1.60% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
268,197 | $38,462,131 | 1.49% | |
| OSK |
Oshkosh Corp
Industrials
|
257,398 | $37,891,559 | 1.47% | |
| AVGO |
Broadcom Inc.
Technology
|
116,651 | $36,104,651 | 1.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,280,808 | 355,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,626,347 | 355,459 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,035,597 | 354,821 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,923,634 | 354,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,836,854 | 353,950 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,825,725 | 398,364 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,921,607 | 396,336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,554,247 | 394,650 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $19,374,853 | 358,528 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,502,464 | 357,188 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,389,605 | 353,661 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,447,574 | 214,188 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,046,727 | 109,608 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,997,429 | 104,590 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,591,206 | 104,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,880,153 | 108,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,138,488 | 218,549 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $12,115,249 | 216,692 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,168,305 | 216,692 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,019,729 | 215,989 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,598,787 | 182,914 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,276,993 | 113,962 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,646,780 | 113,547 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,333,171 | 105,669 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,861,697 | 102,686 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||