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CIK: 0001327055
Total reported value
$3.7B
$3.7B
339 檔
7.9%
As reported in its official Q2 2025 Form 13F filing, Bragg Financial Advisors, Inc's tracked investment portfolio stood at $3.7B with 339 total positions.
In Q2 2025, Bragg Financial Advisors, Inc displayed an active expansion posture, initiating 18 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | -0.27% | -1.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.20% | -0.09% | +0.01% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.14% | -0.15% | +5.34% | |
| 4 | FN | Fabrinet | Stock-Tech | 1.67% | -0.47% | -0.22% | |
| 5 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.64% | -0.22% | — | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 1.58% | -0.13% | -2.06% | |
| 7 | SNX | TD Synnex CORP | Stock-Tech | 1.52% | +0.29% | +0.61% | |
| 8 | IDCC | Interdigital Inc | Stock-Tech | 1.40% | -0.23% | -4.91% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.10% | +1.79% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.30% | +0.05% | +4.44% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.06% | -5.84% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.05% | +1.09% | |
| 13 | UGI | Ugi CORP | Stock-Utilities | 1.17% | +0.08% | +0.68% | |
| 14 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 1.16% | +0.19% | +0.45% | |
| 15 | ARW | Arrow Electronics Inc | Stock-Tech | 1.11% | +0.31% | +1.17% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.03% | +0.11% | |
| 17 | RLI | Rli CORP | Stock-Financials | 1.06% | -0.12% | +0.58% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.06% | +0.04% | +0.92% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | -0.05% | -2.73% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.01% | +5.00% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.05% | -0.04% | +0.88% | |
| 22 | OSK | Oshkosh CORP | Stock-Industrials | 1.03% | -0.14% | +9.17% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.02% | +1.17% | +0.45% | |
| 24 | VSH | Vishay Intertechnology Inc | Stock-Other | 1.00% | +0.29% | +11.27% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.00% | -0.08% | +2.25% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.05% | +0.85% | |
| 27 | PVH | Pvh CORP | Stock-Consumer Disc | 0.97% | -0.03% | +3.82% | |
| 28 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.96% | +0.05% | -1.01% | |
| 29 | AX | Axos Financial Inc | Stock-Financials | 0.96% | +0.02% | +0.03% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.03% | -0.56% | |
| 31 | 1RG | Rev Group Inc | Stock-Other | 0.96% | — | +52.66% | |
| 32 | ✓ | Csg Systems International In | Stock-Other | 0.95% | -0.86% | EXIT | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | -0.08% | -2.47% | |
| 34 | MTG | Mgic Investment CORP | Stock-Financials | 0.92% | -0.08% | +0.52% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.90% | +0.01% | -1.01% | |
| 36 | CNO | Cno Financial Group Inc | Stock-Financials | 0.88% | +0.11% | +14.04% | |
| 37 | SAIC | Science Applications Inte | Stock-Tech | 0.87% | -0.01% | +0.60% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.21% | -1.14% | |
| 39 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.85% | +0.08% | +0.38% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.22% | -2.38% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.08% | +14.24% | |
| 42 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 0.81% | — | +0.54% | |
| 43 | UPBD | Upbound Group Inc | Stock-Other | 0.80% | +0.04% | +22.84% | |
| 44 | JBTM | Jbt Marel CORP | Stock-Industrials | 0.80% | +0.34% | +11.49% | |
| 45 | LFUS | Littelfuse Inc | Stock-Tech | 0.79% | -0.07% | +116.02% | |
| 46 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.78% | -0.13% | +6.77% | |
| 47 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.76% | -0.11% | +1.70% | |
| 48 | SYNA | Synaptics Inc | Stock-Other | 0.74% | — | +61.05% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.17% | +0.22% | |
| 50 | HMN | Horace Mann Educators | Stock-Other | 0.70% | +0.02% | +0.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBIL | Vanguard 0-3m T-bill ETF | +1.6% | NEW | New buy |
| 2 | 1RG | Rev Group Inc | +0.5% | +52.66% | Add |
| 3 | NNI | Nelnet Inc-cl A | +0.5% | NEW | New buy |
| 4 | LFUS | Littelfuse Inc | +0.4% | +116.02% | Add |
| 5 | ORCL | Oracle CORP | +0.4% | -2.06% | Trim |
| 6 | FN | Fabrinet | +0.4% | -0.22% | Trim |
| 7 | IMKTA | Ingles Markets Inc-class A | +0.4% | NEW | New buy |
| 8 | MSFT | Microsoft CORP | +0.4% | -1.15% | Trim |
| 9 | AVGO | Broadcom Inc | +0.3% | -5.84% | Trim |
| 10 | NVDA | Nvidia CORP | +0.3% | +14.24% | Add |
| 11 | SYNA | Synaptics Inc | +0.2% | +61.05% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +131.29% | Add |
| 13 | SNX | TD Synnex CORP | +0.2% | +0.61% | Add |
| 14 | TT | Trane Technologies plc | +0.2% | +35.78% | Add |
| 15 | ASML | ASML Holding N.V. | +0.2% | +146.13% | Add |
| 16 | DAR | Darling Ingredients Inc | +0.2% | +41.87% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +1.79% | Add |
| 18 | OSK | Oshkosh CORP | +0.1% | +9.17% | Add |
| 19 | ECG | Everus Construction Group | +0.1% | -0.01% | Trim |
| 20 | ANGI | Angi Inc | +0.1% | NEW | New buy |
| 21 | ETN | Eaton Corporation plc | +0.1% | -1.01% | Trim |
| 22 | AMAT | Applied Materials Inc | +0.1% | +0.45% | Add |
| 23 | UPBD | Upbound Group Inc | +0.1% | +22.84% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | +5.13% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | +2.83% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +144.49% | Add |
| 27 | NOW | Servicenow Inc | +0.1% | +145.30% | Add |
| 28 | ARW | Arrow Electronics Inc | +0.1% | +1.17% | Add |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +5.00% | Add |
| 30 | DCO | Ducommun Inc | +0.1% | +0.29% | Add |
| 31 | DE | Deere & Co | +0.1% | +62.76% | Add |
| 32 | DFAT | Dimensional US Target Value | +0.1% | +88.20% | Add |
| 33 | CNXC | Concentrix CORP | +0.1% | +40.86% | Add |
| 34 | BKNG | Booking Holdings Inc | +0.1% | -1.59% | Trim |
| 35 | LEVI | Levi Strauss & Co- Class A | +0.1% | +6.41% | Add |
| 36 | SCHL | Scholastic CORP | +0.1% | +18.92% | Add |
| 37 | SYK | Stryker CORP | +0.1% | +31.63% | Add |
| 38 | DFUV | Dimensional US Marketwide Va | +0.1% | NEW | New buy |
| 39 | AXP | American Express Co | 0% | +0.88% | Add |
| 40 | GE | General Electric | 0% | -2.99% | Trim |
| 41 | TSLA | Tesla Inc | 0% | +4.17% | Add |
| 42 | PYPL | Paypal Holdings Inc | 0% | +24.35% | Add |
| 43 | GEV | GE Vernova Inc | 0% | +0.51% | Add |
| 44 | CEG | Constellation Energy | 0% | +20.21% | Add |
| 45 | VONE | Vanguard Russell 1000 | 0% | +412.02% | Add |
| 46 | NFLX | Netflix Inc | 0% | +32.42% | Add |
| 47 | VOT | Vanguard Mid-cap Growth ETF | 0% | +0.92% | Add |
| 48 | AX | Axos Financial Inc | 0% | +0.03% | Add |
| 49 | JPM | Jpmorgan Chase & Co | 0% | -0.56% | Trim |
| 50 | AAP | Advance Auto Parts Inc | 0% | -0.52% | 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 339 disclosed positions in Q2 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 MSFT, AAPL, VBR) accounted for 7.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
VBIL
市值: $45.8M
Top Position Liquidated / Trimmed
HP5A
前期市值: $671.6K
During Q2 2025, Bragg Financial Advisors, Inc's top holdings by market value included MSFT (2.9%)、AAPL (2.2%)、VBR (2.1%). The largest single position, MSFT, represented 2.9% of total portfolio value.
In Q2 2025, Bragg Financial Advisors, Inc made 198 total portfolio adjustments, initiating 18 new buys, adding to 114 positions, trimming 55 holdings, and fully liquidating 11 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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