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 SFM
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,399,863 | 290,417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,823,383 | 286,474 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,813,932 | 163,731 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,960,458 | 163,754 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,250,014 | 165,422 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $35,353,923 | 278,224 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $36,312,192 | 328,885 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,537,812 | 376,976 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $24,254,087 | 376,149 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,089,071 | 375,994 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,971,248 | 373,160 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,639,505 | 289,668 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,963,229 | 227,326 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,365,074 | 196,635 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,805,689 | 173,178 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,383,626 | 173,129 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,463,111 | 170,829 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,957,895 | 167,045 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,870,432 | 167,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,053,407 | 163,115 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,064,800 | 40,000 | Shares | Sole | 2021-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||