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 SYNA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,163,480 | 359,273 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,356,671 | 356,075 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,174,249 | 353,735 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,577,044 | 317,449 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,559,785 | 197,109 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,042,435 | 144,686 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,278,425 | 145,378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,783,178 | 144,934 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,151,858 | 145,058 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,555,860 | 145,125 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,981,768 | 145,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,610,257 | 124,271 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $11,505,914 | 103,517 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,876,656 | 103,790 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,338,429 | 134,718 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,931,673 | 134,957 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,863,417 | 99,566 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $42,042,063 | 145,218 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,100,031 | 145,218 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,560,344 | 145,008 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,662,713 | 145,198 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,636,379 | 89,589 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,216,810 | 89,739 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,342,263 | 88,860 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,048,520 | 87,239 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||