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 HMN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,435,447 | 455,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,019,981 | 455,175 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,519,195 | 454,266 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,464,722 | 452,984 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,258,795 | 450,709 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,554,734 | 396,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,832,755 | 395,787 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,360,855 | 470,903 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $17,392,254 | 470,188 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,420,339 | 471,570 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,812,889 | 470,146 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,899,028 | 401,181 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $13,313,121 | 397,644 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,891,982 | 398,501 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,053,183 | 398,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,984,186 | 442,527 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,869,985 | 427,205 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,386,779 | 423,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,848,319 | 423,431 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,801,081 | 422,263 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,252,249 | 422,408 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,790,348 | 185,308 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,446,972 | 163,083 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,479,737 | 121,964 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,227,201 | 88,199 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||