BRAUN STACEY ASSOCIATES INC
Top Portfolio Positions
97 positions ·
$2,912,439,929 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,117,419 | $194,877,873 | 6.69% | |
| AAPL |
Apple Inc.
Technology
|
652,506 | $165,599,497 | 5.69% | |
| MSFT |
Microsoft Corp
Technology
|
341,325 | $126,348,275 | 4.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
448,052 | $93,315,790 | 3.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
317,123 | $91,191,889 | 3.13% | |
| AVGO |
Broadcom Inc.
Technology
|
228,819 | $70,821,768 | 2.43% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
91,844 | $64,544,289 | 2.22% | |
| XOM |
Exxon Mobil Corp
Energy
|
379,572 | $64,398,185 | 2.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
106,264 | $60,796,822 | 2.09% | |
| VRT |
Vertiv Holdings Co
Industrials
|
241,147 | $60,426,615 | 2.07% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OLLI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,087,100 | 229,108 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,606,320 | 233,613 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $28,406,702 | 221,236 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,122,115 | 213,402 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,547,098 | 107,830 | Shares | Sole | 2025-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||