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CIK: 0001327055
Total reported value
$3.7B
$3.7B
332 檔
6.9%
During the Q1 2025 filing period, Bragg Financial Advisors, Inc (CIK: 0001327055) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.7B across 332 reported positions.
In Q1 2025, Bragg Financial Advisors, Inc displayed an active expansion posture, initiating 41 new positions and adding to 97 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.74% | -0.09% | -1.10% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.27% | +0.11% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.23% | -0.15% | +4.83% | |
| 4 | IDCC | Interdigital Inc | Stock-Tech | 1.56% | -0.23% | -16.29% | |
| 5 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 1.42% | +0.19% | +1.40% | |
| 6 | RLI | Rli CORP | Stock-Financials | 1.35% | -0.12% | +132.37% | |
| 7 | SNX | TD Synnex CORP | Stock-Tech | 1.33% | +0.29% | +1.57% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.30% | +0.05% | +4.26% | |
| 9 | FN | Fabrinet | Stock-Tech | 1.29% | -0.47% | +6.60% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.05% | +0.17% | |
| 11 | UGI | Ugi CORP | Stock-Utilities | 1.21% | +0.08% | +1.92% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.19% | -0.13% | -1.86% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.10% | +0.03% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.12% | -0.08% | +1.61% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.12% | -0.05% | +5.36% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.10% | -0.08% | +0.21% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.09% | -0.05% | +5.46% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.03% | +0.02% | |
| 19 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.04% | +0.05% | -40.54% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.04% | +0.04% | +1.69% | |
| 21 | VSH | Vishay Intertechnology Inc | Stock-Other | 1.04% | +0.29% | +42.99% | |
| 22 | ARW | Arrow Electronics Inc | Stock-Tech | 1.03% | +0.31% | +47.33% | |
| 23 | PVH | Pvh CORP | Stock-Consumer Disc | 1.02% | -0.03% | +54.19% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.01% | -0.04% | -1.68% | |
| 25 | ✓ | Csg Systems International In | Stock-Other | 1.01% | -0.86% | EXIT | |
| 26 | SAIC | Science Applications Inte | Stock-Tech | 0.99% | -0.01% | +2.54% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.01% | +6.19% | |
| 28 | CNO | Cno Financial Group Inc | Stock-Financials | 0.96% | +0.11% | +1.17% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.06% | -5.30% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.03% | -2.17% | |
| 31 | AX | Axos Financial Inc | Stock-Financials | 0.94% | +0.02% | -11.15% | |
| 32 | MTG | Mgic Investment CORP | Stock-Financials | 0.94% | -0.08% | +1.46% | |
| 33 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.94% | -0.11% | +33.09% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.93% | +1.17% | +0.80% | |
| 35 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 0.91% | — | +1.20% | |
| 36 | OSK | Oshkosh CORP | Stock-Industrials | 0.90% | -0.14% | +1.54% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.21% | -1.22% | |
| 38 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.89% | +0.08% | +1.91% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.22% | -2.95% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.17% | +1.00% | |
| 41 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.85% | -0.13% | +107.18% | |
| 42 | JBTM | Jbt Marel CORP | Stock-Industrials | 0.84% | +0.34% | +1.39% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | +0.01% | -0.52% | |
| 44 | HMN | Horace Mann Educators | Stock-Other | 0.79% | +0.02% | +13.67% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.04% | -0.64% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.12% | -1.52% | |
| 47 | PPLI | People Inc | Stock-Comm Services | 0.72% | -0.02% | -6.65% | |
| 48 | UPBD | Upbound Group Inc | Stock-Other | 0.71% | +0.04% | +78.31% | |
| 49 | AGCO | Agco CORP | Stock-Industrials | 0.70% | -0.11% | +5.31% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.70% | -0.07% | +0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTG | Mgic Investment CORP | +0.9% | +1.46% | Add |
| 2 | ARW | Arrow Electronics Inc | +0.8% | +47.33% | Add |
| 3 | SFM | Sprouts Farmers Market Inc | +0.8% | -40.54% | Add |
| 4 | AGCO | Agco CORP | +0.6% | +5.31% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +14.73% | Add |
| 6 | SAIC | Science Applications Inte | +0.5% | +2.54% | Add |
| 7 | AVGO | Broadcom Inc | +0.5% | -5.30% | Add |
| 8 | SNX | TD Synnex CORP | +0.5% | +1.57% | Add |
| 9 | AAPL | Apple Inc | +0.5% | -1.10% | Add |
| 10 | VXUS | Vanguard Total Intl Stock | +0.5% | +5.36% | Add |
| 11 | ✓ | Csg Systems International In | +0.4% | +5.06% | Add |
| 12 | RLI | Rli CORP | +0.4% | +132.37% | Add |
| 13 | VBR | Vanguard Small-cap Value ETF | +0.4% | +4.83% | Add |
| 14 | IDCC | Interdigital Inc | +0.4% | -16.29% | Trim |
| 15 | LLY | Eli Lilly & Co | +0.4% | +4.12% | Add |
| 16 | VSH | Vishay Intertechnology Inc | +0.4% | +42.99% | Add |
| 17 | BX | Blackstone Inc | +0.3% | +6.72% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.3% | -1.17% | Add |
| 19 | PVH | Pvh CORP | +0.3% | +54.19% | Add |
| 20 | AX | Axos Financial Inc | +0.3% | -11.15% | Add |
| 21 | TSLA | Tesla Inc | +0.3% | +2.20% | Add |
| 22 | FN | Fabrinet | +0.3% | +6.60% | Trim |
| 23 | RJF | Raymond James Financial Inc | +0.3% | +1.89% | Add |
| 24 | NEE | Nextera Energy Inc | +0.2% | +11.94% | Add |
| 25 | VTV | Vanguard Value ETF | +0.2% | +5.46% | Add |
| 26 | NJR | New Jersey Resources CORP | +0.2% | +33.09% | Add |
| 27 | COST | Costco Wholesale CORP | +0.2% | -1.52% | Trim |
| 28 | LFUS | Littelfuse Inc | +0.2% | +129.67% | Add |
| 29 | VCIT | Vanguard Int-term Corporate | +0.2% | +0.91% | Add |
| 30 | XOM | Exxon Mobil CORP | +0.2% | +1.31% | Add |
| 31 | VUG | Vanguard Growth ETF | +0.2% | +6.19% | Add |
| 32 | WMT | Walmart Inc | +0.2% | -2.95% | Add |
| 33 | PPG | Ppg Industries Inc | +0.2% | +3.61% | Add |
| 34 | VSEC | Vse CORP | +0.1% | +1.34% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +0.03% | Add |
| 36 | ABBV | Abbvie Inc | +0.1% | +0.12% | Add |
| 37 | SO | Southern Co/the | +0.1% | +0.84% | Add |
| 38 | SYK | Stryker CORP | +0.1% | +45.56% | Add |
| 39 | OSK | Oshkosh CORP | +0.1% | +1.54% | Add |
| 40 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +0.81% | Add |
| 41 | BKNG | Booking Holdings Inc | +0.1% | -0.61% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.15% | Add |
| 43 | ORCL | Oracle CORP | +0.1% | -1.86% | Trim |
| 44 | CNO | Cno Financial Group Inc | +0.1% | +1.17% | Trim |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +1.61% | Add |
| 46 | RTX | Rtx CORP | +0.1% | -0.97% | Add |
| 47 | JPM | Jpmorgan Chase & Co | +0.1% | -2.17% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +20.91% | Add |
| 49 | XLK | Ss Technology Select Sector | +0.1% | -10.01% | Add |
| 50 | PGR | Progressive CORP | +0.1% | -2.24% | Trim |
According to official SEC Form 13F filings, Bragg Financial Advisors, Inc reported a total U.S. public equity portfolio value of $3.7B across 332 disclosed positions in Q1 2025.
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 AAPL, MSFT, VBR) accounted for 6.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
UGI
市值: $29.5M
Top Position Liquidated / Trimmed
AELUSD
前期市值: $19.9M
During Q1 2025, Bragg Financial Advisors, Inc's top holdings by market value included AAPL (2.7%)、MSFT (2.6%)、VBR (2.2%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q1 2025, Bragg Financial Advisors, Inc made 199 total portfolio adjustments, initiating 41 new buys, adding to 97 positions, trimming 43 holdings, and fully liquidating 18 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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