Bragg Financial Advisors, Inc
Top Portfolio Positions
239 positions ·
$2,575,933,348 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
301,441 | $76,502,711 | 2.97% | |
| MSFT |
Microsoft Corp
Technology
|
170,430 | $63,088,073 | 2.45% | |
| SNX |
Td Synnex Corp
Technology
|
314,584 | $53,073,466 | 2.06% | |
| AMAT |
Applied Materials Inc /De
Technology
|
148,966 | $50,915,089 | 1.98% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
1,321,705 | $48,136,496 | 1.87% | |
| RLI |
Rli Corp
Financial Services
|
811,118 | $46,266,170 | 1.80% | |
| NJR |
New Jersey Resources Corp
Utilities
|
753,433 | $41,378,540 | 1.61% | |
| 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 FSTR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,177,335 | 113,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,065,966 | 113,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,054,755 | 113,349 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,481,151 | 113,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,230,511 | 113,339 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,013,203 | 112,015 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,284,789 | 111,835 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,410,584 | 112,016 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,041,323 | 111,363 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,670,971 | 121,463 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,301,290 | 121,697 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,717,298 | 120,259 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,373,134 | 119,611 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,157,253 | 119,551 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,175,855 | 120,477 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,575,789 | 122,439 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,880,304 | 122,336 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,693,642 | 123,174 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,907,965 | 123,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,137,167 | 168,303 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,035,535 | 169,583 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,616,746 | 107,425 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,444,864 | 107,665 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,343,404 | 105,200 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,263,686 | 102,240 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||