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
Holdings in MDU
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,082,414 | 1,451,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,064,118 | 1,437,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,330,619 | 1,309,973 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,708,574 | 1,302,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,624,721 | 1,219,676 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,608,644 | 588,715 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,427,719 | 554,981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,651,235 | 550,219 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,402,159 | 458,568 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,363,171 | 306,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,339,227 | 307,831 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,903,291 | 250,260 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,681,126 | 231,333 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||