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CIK: 0001327055
Total reported value
$3.7B
$3.7B
320 檔
6.4%
At the close of Q1 2024, Bragg Financial Advisors, Inc disclosed equity holdings valued at approximately $3.7B, spread across 320 reported holdings.
During Q1 2024, Bragg Financial Advisors, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 320 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.27% | -0.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.09% | +0.96% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.24% | -0.15% | +2.13% | |
| 4 | SNX | TD Synnex CORP | Stock-Tech | 1.65% | +0.29% | +0.11% | |
| 5 | PVH | Pvh CORP | Stock-Consumer Disc | 1.55% | -0.03% | +0.27% | |
| 6 | IDCC | Interdigital Inc | Stock-Tech | 1.45% | -0.23% | +0.10% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 1.45% | +1.17% | -1.67% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.37% | +0.05% | +0.41% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.05% | -0.70% | |
| 10 | FN | Fabrinet | Stock-Tech | 1.27% | -0.47% | -30.60% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.22% | -0.13% | +0.09% | |
| 12 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 1.22% | +0.19% | +0.05% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.17% | -0.08% | +0.98% | |
| 14 | OSK | Oshkosh CORP | Stock-Industrials | 1.17% | -0.14% | +0.14% | |
| 15 | RLI | Rli CORP | Stock-Financials | 1.16% | -0.12% | +0.03% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | -0.03% | -0.21% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.14% | +0.01% | -2.37% | |
| 18 | AELUSD | American Equity Invt Life Hl | Stock-Other | 1.11% | — | -0.16% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.10% | -0.08% | +4.94% | |
| 20 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.09% | +0.05% | +0.04% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.10% | -5.12% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.06% | +0.04% | -0.25% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.06% | -0.05% | +2.31% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.03% | -0.04% | -1.59% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.02% | -0.05% | -0.34% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.06% | -2.71% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.04% | -2.80% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | +0.01% | -3.83% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.03% | -1.08% | |
| 30 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.90% | +0.08% | +0.07% | |
| 31 | AX | Axos Financial Inc | Stock-Financials | 0.87% | +0.02% | +0.38% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.17% | -0.37% | |
| 33 | ARW | Arrow Electronics Inc | Stock-Tech | 0.85% | +0.31% | +20.83% | |
| 34 | MTG | Mgic Investment CORP | Stock-Financials | 0.85% | -0.08% | +6.38% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | -0.08% | -1.88% | |
| 36 | UGI | Ugi CORP | Stock-Utilities | 0.79% | +0.08% | +9.83% | |
| 37 | HMN | Horace Mann Educators | Stock-Other | 0.78% | +0.02% | -0.29% | |
| 38 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.77% | -0.01% | -40.98% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.77% | -0.06% | -0.45% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.22% | +191.79% | |
| 41 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.75% | -0.06% | -3.81% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.75% | -0.18% | +0.92% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.21% | +1.74% | |
| 44 | ✓ | Csg Systems International In | Stock-Other | 0.74% | -0.86% | EXIT | |
| 45 | VSH | Vishay Intertechnology Inc | Stock-Other | 0.73% | +0.29% | +12.16% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.09% | -1.56% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.06% | +0.03% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.08% | -1.20% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.12% | -2.93% | |
| 50 | PPLI | People Inc | Stock-Comm Services | 0.71% | -0.02% | +0.24% |
According to official SEC Form 13F filings, Bragg Financial Advisors, Inc reported a total U.S. public equity portfolio value of $3.7B across 320 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, VBR) accounted for 6.4% of total reported equity market value during Q1 2024.
During Q1 2024, Bragg Financial Advisors, Inc's top holdings by market value included MSFT (3.0%)、AAPL (2.3%)、VBR (2.2%). The largest single position, MSFT, represented 3.0% of total portfolio value.
In Q1 2024, Bragg Financial Advisors, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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