Top 50 Bragg Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 2.78% | 143.8K | $104.0M | -3.46%(-5.16K) | $36.21(+1368.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 300.7K | $87.0M | -0.26%(-778) | $56.71(+438.51%) | 2026-06-30 | |
| SNX | TD SYNNEX CORPORATION | 1.97% | 274.8K | $73.5M | -12.65%(-39.79K) | $79.24(+226.53%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 1.89% | 290.7K | $70.6M | -1.91%(-5.67K) | $148.01(+69.24%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.73% | 173.8K | $64.8M | +1.98%(+3.37K) | $95.23(+410.41%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.69% | 178.7K | $63.1M | -1.28%(-2.31K) | $57.32(+497.83%) | 2026-06-30 | |
| GLW | CORNING INC | 1.62% | 237.1K | $60.6M | -5.65%(-14.20K) | $23.36(+626.45%) | 2026-06-30 | |
| UGI | UGI CORP NEW | 1.6% | 1.73M | $59.8M | +31.06%(+410.47K) | $33.00(+7.17%) | 2026-06-30 | |
| ARW | ARROW ELECTRS INC | 1.53% | 268.6K | $57.3M | +0.16%(+427) | $114.41(+87.05%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.44% | 92.5K | $53.7M | -5.88%(-5.78K) | $100.65(+408.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.22% | +101.10% | +15.33% | +104.08% |
| Top 20 Holdings Unweighted | +27.72% | +108.32% | +15.52% | +105.70% |
Bragg Financial Advisors INC reports $3.74B in US-listed equity holdings across 363 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (2.8%), AAPL (2.3%) and SNX (2.0%). The top 20 holdings account for 30.81% of reported assets. Its disclosed equity book has returned +101.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bragg Financial Advisors INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1327055). View Bragg Financial Advisors INCโs 13F filings on SEC