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Braun Stacey Associates Inc

Portfolio Manager
Braun Stacey Associates Inc
Performance
-3.48% (2026 Q1)
AUM (13F)
$3.01B
# of Holdings
112
Performance Rank
Allocation (Top 20)
47.94%

Braun Stacey Associates Inc Holdings Map

Top 50 Braun Stacey Associates Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
6.48%1.12M$194.9M
+0.16%(+1.78K)
2025-Q1: 1.18M shares2025-Q2: 1.15M shares2025-Q3: 1.13M shares2025-Q4: 1.12M shares2026-Q1: 1.12M shares
$21.31(+814.24%)
2026-03-31
AAPL
APPLE INC
5.51%652.5K$165.6M
+0.03%(+205)
2025-Q1: 622.4K shares2025-Q2: 605.3K shares2025-Q3: 612.6K shares2025-Q4: 652.3K shares2026-Q1: 652.5K shares
$102.69(+200.55%)
2026-03-31
MSFT
MICROSOFT CORP
4.2%341.3K$126.3M
+0.47%(+1.61K)
2025-Q1: 324.9K shares2025-Q2: 332.2K shares2025-Q3: 341.3K shares2025-Q4: 339.7K shares2026-Q1: 341.3K shares
$172.08(+126.93%)
2026-03-31
AMZN
AMAZON.COM INC
3.1%448.1K$93.3M
-0.33%(-1.51K)
2025-Q1: 467.8K shares2025-Q2: 448.7K shares2025-Q3: 449.1K shares2025-Q4: 449.6K shares2026-Q1: 448.1K shares
$89.18(+172.13%)
2026-03-31
GOOGL
ALPHABET INC CAP STOCK CL A
3.03%317.1K$91.2M
+1.53%(+4.79K)
2025-Q1: 330.2K shares2025-Q2: 306.4K shares2025-Q3: 308.9K shares2025-Q4: 312.3K shares2026-Q1: 317.1K shares
$120.05(+199.80%)
2026-03-31
AVGO
BROADCOM INC
2.35%228.8K$70.8M
-3.38%(-8.00K)
2025-Q1: 248.1K shares2025-Q2: 242.4K shares2025-Q3: 240.5K shares2025-Q4: 236.8K shares2026-Q1: 228.8K shares
$137.70(+161.76%)
2026-03-31
LITE
LUMENTUM HOLDINGS INC
2.15%91.8K$64.5M
-15.55%(-16.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 93.0K shares2025-Q4: 108.8K shares2026-Q1: 91.8K shares
$148.75(+389.62%)
2026-03-31
XOM
EXXON MOBILE CORP
2.14%379.6K$64.4M
-0.66%(-2.50K)
2025-Q1: 381.8K shares2025-Q2: 385.7K shares2025-Q3: 385.1K shares2025-Q4: 382.1K shares2026-Q1: 379.6K shares
$100.47(+36.44%)
2026-03-31
META
META PLATFORMS INC CL A
2.02%106.3K$60.8M
-3.19%(-3.50K)
2025-Q1: 127.9K shares2025-Q2: 113.2K shares2025-Q3: 113.6K shares2025-Q4: 109.8K shares2026-Q1: 106.3K shares
$237.61(+145.32%)
2026-03-31
VRT
VERTIV HOLDINGS CO CL A
2.01%241.1K$60.4M
-6.37%(-16.40K)
2025-Q1: 398.5K shares2025-Q2: 407.0K shares2025-Q3: 295.0K shares2025-Q4: 257.5K shares2026-Q1: 241.1K shares
$23.81(+1162.07%)
2026-03-31

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