Top 50 Bragg Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.42% | 301.4K | $76.5M | +0.17%(+520) | $56.71(+429.43%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.04% | 296.4K | $64.4M | +0.36%(+1.08K) | $148.01(+53.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2% | 170.4K | $63.1M | +2.74%(+4.54K) | $89.99(+368.83%) | 2026-03-31 | |
| SNX | TD SYNNEX CORPORATION | 1.68% | 314.6K | $53.1M | +0.17%(+521) | $79.24(+190.62%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.64% | 181.0K | $51.9M | -1.47%(-2.69K) | $57.32(+586.23%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 1.61% | 149.0K | $50.9M | -3.84%(-5.95K) | $36.21(+1105.85%) | 2026-03-31 | |
| UGI | UGI CORP NEW | 1.52% | 1.32M | $48.1M | +0.41%(+5.34K) | $32.19(+5.58%) | 2026-03-31 | |
| RLI | RLI CORP | 1.46% | 811.1K | $46.3M | +3.90%(+30.43K) | $59.11(-14.03%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 1.45% | 605.8K | $45.8M | -0.69%(-4.22K) | $75.48(+0.13%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 1.32% | 137.9K | $41.7M | +1.93%(+2.60K) | $161.85(+108.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.27% | +65.44% |
| Top 20 Holdings Unweighted | +18.71% | +67.29% |
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