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 JBTM
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,280,936 | 213,349 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,182,371 | 187,047 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,183,391 | 186,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,329,876 | 185,680 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,351,799 | 166,545 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,878,081 | 164,265 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,887,692 | 161,280 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,958,819 | 157,511 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,005,897 | 104,928 | Shares | Sole | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||