Bragg Financial Advisors, Inc
Top Portfolio Positions
240 positions ·
$2,582,253,976 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 CNO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,123,504 | 733,646 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,519,453 | 695,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,398,851 | 642,196 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $24,688,846 | 639,939 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,371,730 | 561,146 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,637,931 | 554,634 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,332,658 | 550,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,234,024 | 549,568 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,071,735 | 548,462 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,300,555 | 548,407 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,990,988 | 547,450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,939,871 | 462,183 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $10,213,746 | 460,286 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,550,340 | 417,958 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,909,204 | 662,727 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,008,467 | 663,818 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,479,212 | 656,804 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $13,667,495 | 573,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,495,505 | 573,301 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,498,522 | 571,487 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,854,700 | 570,387 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,399,278 | 152,914 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,122,717 | 132,339 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,025,657 | 130,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,523,808 | 122,987 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||