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 RIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,572,020 | 102,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,208,757 | 102,571 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,880,222 | 104,230 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,996,382 | 102,801 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,016,891 | 100,148 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,823,719 | 99,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,082,411 | 99,514 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,305,149 | 95,634 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,996,786 | 94,082 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,863,201 | 92,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,813,386 | 91,348 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,647,860 | 88,469 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,928,000 | 86,414 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,192,050 | 86,967 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,572,237 | 83,041 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,831,444 | 79,204 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,143,203 | 76,408 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,717,797 | 70,478 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,709,339 | 70,478 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,822,721 | 69,409 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,490,243 | 70,705 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,410,574 | 71,930 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,489,573 | 74,343 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,496,703 | 80,041 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,411,077 | 74,870 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||