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 PPLI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,780,116 | 369,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,451,946 | 369,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,777,521 | 433,740 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,121,358 | 431,745 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,318,985 | 379,949 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,404,386 | 407,022 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,947,914 | 406,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,578,280 | 405,335 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $12,915,900 | 295,172 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,653,515 | 294,476 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,177,649 | 294,593 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,316,003 | 239,064 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $9,876,812 | 233,330 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,564,423 | 152,771 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,866,747 | 41,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $957,882 | 15,370 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||