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 IDCC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,261,978 | 110,139 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,530,187 | 136,724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $58,676,326 | 169,963 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,209,082 | 174,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,020,084 | 183,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $42,557,378 | 219,685 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,865,403 | 295,597 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,443,914 | 304,083 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $32,362,775 | 303,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $32,961,210 | 303,678 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,329,490 | 303,209 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,871,086 | 257,598 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $18,560,850 | 254,607 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,606,019 | 254,770 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,306,614 | 254,988 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,534,886 | 255,508 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,209,985 | 254,075 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $17,946,395 | 250,543 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,991,826 | 250,543 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,247,129 | 249,858 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,350,247 | 289,208 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,491,715 | 74,023 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,241,726 | 74,338 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,120,512 | 72,762 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,107,899 | 69,637 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||