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Bragg Financial Advisors Inc

Portfolio Manager
Bragg Financial Advisors INC
Performance
-3.34% (2026 Q1)
AUM (13F)
$3.16B
# of Holdings
362
Performance Rank
Allocation (Top 20)
28.42%

Bragg Financial Advisors Inc Holdings Map

Top 50 Bragg Financial Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
2.42%301.4K$76.5M
+0.17%(+520)
2025-Q1: 300.3K shares2025-Q2: 300.4K shares2025-Q3: 303.3K shares2025-Q4: 300.9K shares2026-Q1: 301.4K shares
$56.71(+429.43%)
2026-03-31
VBR
VANGUARD INDEX FDS
2.04%296.4K$64.4M
+0.36%(+1.08K)
2025-Q1: 291.0K shares2025-Q2: 306.5K shares2025-Q3: 294.0K shares2025-Q4: 295.3K shares2026-Q1: 296.4K shares
$148.01(+53.56%)
2026-03-31
MSFT
MICROSOFT CORP
2%170.4K$63.1M
+2.74%(+4.54K)
2025-Q1: 167.6K shares2025-Q2: 165.7K shares2025-Q3: 165.3K shares2025-Q4: 165.9K shares2026-Q1: 170.4K shares
$89.99(+368.83%)
2026-03-31
SNX
TD SYNNEX CORPORATION
1.68%314.6K$53.1M
+0.17%(+521)
2025-Q1: 311.1K shares2025-Q2: 313.0K shares2025-Q3: 313.5K shares2025-Q4: 314.1K shares2026-Q1: 314.6K shares
$79.24(+190.62%)
2026-03-31
GOOG
ALPHABET INC
1.64%181.0K$51.9M
-1.47%(-2.69K)
2025-Q1: 191.6K shares2025-Q2: 193.7K shares2025-Q3: 189.4K shares2025-Q4: 183.7K shares2026-Q1: 181.0K shares
$57.32(+586.23%)
2026-03-31
AMAT
APPLIED MATLS INC
1.61%149.0K$50.9M
-3.84%(-5.95K)
2025-Q1: 155.9K shares2025-Q2: 156.6K shares2025-Q3: 157.8K shares2025-Q4: 154.9K shares2026-Q1: 149.0K shares
$36.21(+1105.85%)
2026-03-31
UGI
UGI CORP NEW
1.52%1.32M$48.1M
+0.41%(+5.34K)
2025-Q1: 890.8K shares2025-Q2: 896.9K shares2025-Q3: 1.11M shares2025-Q4: 1.32M shares2026-Q1: 1.32M shares
$32.19(+5.58%)
2026-03-31
RLI
RLI CORP
1.46%811.1K$46.3M
+3.90%(+30.43K)
2025-Q1: 408.4K shares2025-Q2: 410.8K shares2025-Q3: 746.2K shares2025-Q4: 780.7K shares2026-Q1: 811.1K shares
$59.11(-14.03%)
2026-03-31
VBIL
VANGUARD INSTL INDEX FD
1.45%605.8K$45.8M
-0.69%(-4.22K)
2025-Q1: 0 shares2025-Q2: 605.8K shares2025-Q3: 605.8K shares2025-Q4: 610.0K shares2026-Q1: 605.8K shares
$75.48(+0.13%)
2026-03-31
VBK
VANGUARD INDEX FDS
1.32%137.9K$41.7M
+1.93%(+2.60K)
2025-Q1: 125.7K shares2025-Q2: 131.3K shares2025-Q3: 132.3K shares2025-Q4: 135.3K shares2026-Q1: 137.9K shares
$161.85(+108.54%)
2026-03-31

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