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CIK: 0000872080
Total reported value
$3.5B
$3.5B
114 檔
20.8%
During the Q3 2025 filing period, Braun Stacey Associates Inc (CIK: 0000872080) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.5B across 114 reported positions.
Braun Stacey Associates Inc executed strategic sector rebalancing during Q3 2025, establishing 14 new positions while fully exiting 12 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.90% | -0.15% | -1.88% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.79% | -0.60% | +2.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.11% | -0.06% | +1.20% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | +0.02% | +0.09% | |
| 5 | APP | Applovin Corp-class A | Stock-Tech | 2.99% | +0.11% | -5.94% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.73% | -0.38% | +0.30% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.60% | -0.20% | -0.78% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | +0.29% | +0.83% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.13% | -0.44% | |
| 10 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.51% | -0.05% | -11.02% | |
| 11 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.46% | -0.08% | -27.51% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.69% | -0.16% | |
| 13 | WELL | Welltower Inc | Stock-Real Estate | 1.32% | -0.06% | -0.37% | |
| 14 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 1.30% | +1.07% | -13.28% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.08% | +2.98% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.14% | -1.68% | |
| 17 | EVR | Evercore Inc - A | Stock-Financials | 1.20% | -0.03% | +4.37% | |
| 18 | AZO | Autozone Inc | Stock-Consumer Disc | 1.18% | -0.20% | +7.85% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 1.17% | +1.52% | +2.00% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.14% | -0.06% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.26% | +2.95% | |
| 22 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.12% | -0.26% | +15.07% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 1.12% | +0.04% | -6.92% | |
| 24 | NDAQ | Nasdaq Inc | Stock-Financials | 1.09% | -0.21% | -1.45% | |
| 25 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.08% | -0.05% | -0.22% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | -1.02% | EXIT | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.12% | -12.38% | |
| 28 | WDC | Western Digital CORP | Stock-Tech | 1.03% | +0.94% | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.15% | -1.17% | |
| 30 | ETR | Entergy CORP | Stock-Utilities | 0.97% | -0.17% | -0.09% | |
| 31 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.96% | -0.09% | +13.55% | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.96% | -0.64% | +1.18% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.94% | — | +3.12% | |
| 34 | EHC | Encompass Health CORP | Stock-Healthcare | 0.93% | -0.09% | +9.27% | |
| 35 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.93% | -0.70% | EXIT | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.91% | -0.37% | -0.36% | |
| 37 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.90% | +0.07% | +0.17% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.90% | -0.28% | -0.87% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.86% | +0.77% | -22.88% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.86% | -0.24% | +3.80% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.86% | +0.14% | +9.33% | |
| 42 | CME | Cme Group Inc | Stock-Financials | 0.86% | -0.37% | +8.16% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | +0.04% | +6.49% | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.84% | -0.13% | +0.67% | |
| 45 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.84% | — | +7.43% | |
| 46 | ITRI | Itron Inc | Stock-Tech | 0.84% | -0.09% | EXIT | |
| 47 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.83% | -0.22% | EXIT | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.12% | — | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.82% | -0.02% | -1.00% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | +0.59% | -8.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -1.88% | Trim |
| 2 | APP | Applovin Corp-class A | +1.5% | -5.94% | Trim |
| 3 | AVGO | Broadcom Inc | +0.9% | -0.78% | Trim |
| 4 | CELH | Celsius Holdings Inc | +0.9% | +15.07% | Add |
| 5 | MSFT | Microsoft CORP | +0.8% | +2.75% | Add |
| 6 | JNJ | Johnson & Johnson | +0.8% | — | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.6% | +59.74% | Add |
| 8 | TKO | Tko Group Holdings Inc | +0.6% | +15.77% | Add |
| 9 | EHC | Encompass Health CORP | +0.4% | +9.27% | Add |
| 10 | OLLI | Ollie's Bargain Outlet Holdi | +0.4% | +3.67% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.4% | +7.50% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.83% | Trim |
| 13 | GEV | GE Vernova Inc | +0.4% | -12.65% | Add |
| 14 | MU | Micron Technology Inc | +0.3% | +2.00% | Trim |
| 15 | VRT | Vertiv Holdings Co-a | +0.3% | -27.51% | Trim |
| 16 | EVR | Evercore Inc - A | +0.2% | +4.37% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -0.44% | Trim |
| 18 | META | Meta Platforms Inc-class A | -0.3% | +0.30% | Trim |
| 19 | AMZN | Amazon.com Inc | -0.4% | +0.09% | Trim |
| 20 | AMGN | Amgen Inc | -0.5% | -88.59% | Trim |
| 21 | AAPL | Apple Inc | -0.5% | +1.20% | Trim |
| 22 | LLY | Eli Lilly & Co | -0.7% | -12.38% | Trim |
| 23 | CORT | Corcept Therapeutics Inc | -1% | -2.29% | Trim |
| 24 | TRGP | Targa Resources CORP | -1% | -98.40% | Trim |
| 25 | CRDO | Credo Technology Group Holding Ltd | — | NEW | New buy |
| 26 | WDC | Western Digital CORP | — | NEW | New buy |
| 27 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 28 | NFLX | Netflix Inc | — | NEW | New buy |
| 29 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 30 | CME | Cme Group Inc | — | NEW | New buy |
| 31 | NBIX | Neurocrine Biosciences Inc | — | NEW | New buy |
| 32 | BRBR | Bellring Brands Inc | — | EXIT | Sold out |
| 33 | QXO | Qxo Inc | — | NEW | New buy |
| 34 | EQT | Eqt CORP | — | NEW | New buy |
| 35 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | Sold out |
| 36 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 38 | TGTX | Tg Therapeutics Inc | — | EXIT | Sold out |
| 39 | ASND | Ascendis Pharma A/S | — | NEW | New buy |
| 40 | GEHC | GE Healthcare Technology | — | EXIT | Sold out |
| 41 | PODD | Insulet CORP | — | NEW | New buy |
| 42 | MRVL | Marvell Technology Inc | — | EXIT | Sold out |
| 43 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 44 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 45 | VRSN | Verisign Inc | — | NEW | New buy |
| 46 | PFGC | Performance Food Group Co | — | NEW | New buy |
| 47 | REGN | Regeneron Pharmaceuticals | — | EXIT | Sold out |
| 48 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 49 | MET | Metlife Inc | — | EXIT | Sold out |
| 50 | ALKT | Alkami Technology Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Braun Stacey Associates Inc reported a total U.S. public equity portfolio value of $3.5B across 114 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 20.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRDO
市值: $39.6M
Top Position Liquidated / Trimmed
BRBR
前期市值: $25.6M
During Q3 2025, Braun Stacey Associates Inc's top holdings by market value included NVDA (6.9%)、MSFT (5.8%)、AAPL (5.1%). The largest single position, NVDA, represented 6.9% of total portfolio value.
In Q3 2025, Braun Stacey Associates Inc made 50 total portfolio adjustments, initiating 14 new buys, adding to 9 positions, trimming 15 holdings, and fully liquidating 12 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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