13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001327055
Total reported value
$3.7B
$3.7B
347 檔
8.9%
As reported in its official Q4 2025 Form 13F filing, Bragg Financial Advisors, Inc's tracked investment portfolio stood at $3.7B with 347 total positions.
In Q4 2025, Bragg Financial Advisors, Inc displayed an active expansion posture, initiating 14 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 347 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.66% | -0.09% | -0.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.27% | +0.34% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.04% | -0.15% | +0.42% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.05% | -3.03% | |
| 5 | RLI | Rli CORP | Stock-Financials | 1.63% | -0.12% | +4.63% | |
| 6 | UGI | Ugi CORP | Stock-Utilities | 1.60% | +0.08% | +18.75% | |
| 7 | SNX | TD Synnex CORP | Stock-Tech | 1.54% | +0.29% | +0.17% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.50% | -0.22% | +0.70% | |
| 9 | IDCC | Interdigital Inc | Stock-Tech | 1.42% | -0.23% | -19.56% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.06% | -5.65% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.33% | +0.05% | +2.29% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.30% | +1.17% | -1.85% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.21% | -0.13% | -0.71% | |
| 14 | 1RG | Rev Group Inc | Stock-Other | 1.14% | — | +1.14% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.10% | +5.62% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.13% | +0.01% | +6.63% | |
| 17 | NJR | New Jersey Resources CORP | Stock-Utilities | 1.12% | -0.11% | +38.17% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.08% | -0.04% | -1.14% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.06% | -0.05% | +2.44% | |
| 20 | OSK | Oshkosh CORP | Stock-Industrials | 1.05% | -0.14% | +0.29% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.03% | -0.28% | |
| 22 | ✓ | Csg Systems International In | Stock-Other | 1.02% | -0.86% | EXIT | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.02% | -0.08% | +3.65% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.01% | -0.08% | +5.84% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.03% | +3.81% | |
| 26 | AX | Axos Financial Inc | Stock-Financials | 1.00% | +0.02% | +0.18% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.99% | +0.04% | +4.87% | |
| 28 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 0.98% | +0.19% | +0.04% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | -0.05% | +3.20% | |
| 30 | CNO | Cno Financial Group Inc | Stock-Financials | 0.96% | +0.11% | +8.23% | |
| 31 | ARW | Arrow Electronics Inc | Stock-Tech | 0.95% | +0.31% | +7.84% | |
| 32 | MTG | Mgic Investment CORP | Stock-Financials | 0.92% | -0.08% | +4.69% | |
| 33 | NNI | Nelnet Inc-cl A | Stock-Other | 0.92% | -0.04% | +3.21% | |
| 34 | JBTM | Jbt Marel CORP | Stock-Industrials | 0.92% | +0.34% | +0.33% | |
| 35 | MDU | Mdu Resources Group Inc | Stock-Utilities | 0.91% | -0.13% | +9.75% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.08% | -1.83% | |
| 37 | FN | Fabrinet | Stock-Tech | 0.89% | -0.47% | -62.04% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.21% | -0.18% | |
| 39 | PVH | Pvh CORP | Stock-Consumer Disc | 0.87% | -0.03% | -0.14% | |
| 40 | SYNA | Synaptics Inc | Stock-Other | 0.86% | — | +0.66% | |
| 41 | VSH | Vishay Intertechnology Inc | Stock-Other | 0.83% | +0.29% | -0.23% | |
| 42 | IMKTA | Ingles Markets Inc-class A | Stock-Other | 0.83% | -0.16% | +22.72% | |
| 43 | LFUS | Littelfuse Inc | Stock-Tech | 0.82% | -0.07% | +1.22% | |
| 44 | AGCO | Agco CORP | Stock-Industrials | 0.81% | -0.11% | +28.02% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.22% | -3.99% | |
| 46 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.77% | +0.08% | +0.19% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.75% | +0.54% | -5.61% | |
| 48 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.74% | +0.05% | +74.97% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.01% | -1.29% | |
| 50 | GIII | G-iii Apparel Group LTD | Stock-Other | 0.69% | +0.04% | +0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLUS | Eplus Inc | +0.5% | +787.68% | Add |
| 2 | UGI | Ugi CORP | +0.4% | +18.75% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -3.03% | Trim |
| 4 | NJR | New Jersey Resources CORP | +0.3% | +38.17% | Add |
| 5 | AMAT | Applied Materials Inc | +0.2% | -1.85% | Trim |
| 6 | ✓ | Csg Systems International In | +0.2% | +0.28% | Add |
| 7 | SFM | Sprouts Farmers Market Inc | +0.2% | +74.97% | Add |
| 8 | AGCO | Agco CORP | +0.2% | +28.02% | Add |
| 9 | MDU | Mdu Resources Group Inc | +0.1% | +9.75% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | -3.04% | Trim |
| 11 | LLY | Eli Lilly & Co | +0.1% | +1.28% | Add |
| 12 | IMKTA | Ingles Markets Inc-class A | +0.1% | +22.72% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +156.19% | Add |
| 14 | CNO | Cno Financial Group Inc | +0.1% | +8.23% | Add |
| 15 | SCHL | Scholastic CORP | +0.1% | +12.97% | Add |
| 16 | PGR | Progressive CORP | +0.1% | +40.42% | Add |
| 17 | AVUV | Avantis US Small Cap Value | +0.1% | +69.77% | Add |
| 18 | AAPL | Apple Inc | +0.1% | -0.80% | Trim |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -0.83% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.32% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.18% | Trim |
| 22 | AXP | American Express Co | +0.1% | -1.14% | Trim |
| 23 | 1RG | Rev Group Inc | +0.1% | +1.14% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +4.97% | Add |
| 25 | VUG | Vanguard Growth ETF | +0.1% | +6.63% | Add |
| 26 | NNI | Nelnet Inc-cl A | +0.1% | +3.21% | Add |
| 27 | RY | Royal Bank Of Canada | +0.1% | +0.66% | Add |
| 28 | LIN | Linde plc | +0.1% | +1180.04% | Add |
| 29 | AMGN | Amgen Inc | +0.1% | -0.39% | Trim |
| 30 | DHR | Danaher CORP | +0.1% | +1.08% | Add |
| 31 | SYNA | Synaptics Inc | +0.1% | +0.66% | Add |
| 32 | CRM | Salesforce Inc | +0.1% | +6.30% | Add |
| 33 | DAR | Darling Ingredients Inc | +0.1% | +0.39% | Add |
| 34 | ACN | Accenture plc | +0.1% | +4.08% | Add |
| 35 | MTG | Mgic Investment CORP | +0.1% | +4.69% | Add |
| 36 | JBTM | Jbt Marel CORP | +0.1% | +0.33% | Add |
| 37 | ASML | ASML Holding N.V. | +0.1% | +5.20% | Add |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +5.84% | Add |
| 39 | GIII | G-iii Apparel Group LTD | +0.1% | +0.53% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.28% | Add |
| 41 | USHY | Ishares Broad Usd High Yield | +0.1% | +338.75% | Add |
| 42 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.20% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +3.81% | Add |
| 44 | VTV | Vanguard Value ETF | 0% | +3.20% | Add |
| 45 | VXUS | Vanguard Total Intl Stock | 0% | +2.44% | Add |
| 46 | XOM | Exxon Mobil CORP | 0% | +4.72% | Add |
| 47 | VOE | Vanguard Mid-cap Value ETF | 0% | +3.65% | Add |
| 48 | TMUS | T-mobile US Inc | 0% | +40.17% | Add |
| 49 | IBM | Intl Business Machines CORP | 0% | +2.15% | Add |
| 50 | RIO | Rio Tinto Plc-spon Adr | 0% | -1.59% | 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 347 disclosed positions in Q4 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 8.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
CMG
市值: $2.3M
Top Position Liquidated / Trimmed
BAM
前期市值: $554.3K
During Q4 2025, Bragg Financial Advisors, Inc's top holdings by market value included AAPL (2.7%)、MSFT (2.6%)、VBR (2.0%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q4 2025, Bragg Financial Advisors, Inc made 196 total portfolio adjustments, initiating 14 new buys, adding to 99 positions, trimming 73 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.