EdgeMarket › What Braun Stacey Associates Inc reported owning
What Braun Stacey Associates Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
112Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 194.9M | 6.5% | 1.1M | 214.72 | +22.4% |
| AAPL Apple Inc. | 165.6M | 5.5% | 652.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 126.3M | 4.2% | 341.3K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 93.3M | 3.1% | 448.1K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 91.2M | 3.0% | 317.1K | 344.82 | +73.0% |
| AVGO Broadcom Inc. | 70.8M | 2.4% | 228.8K | 368.45 | +26.5% |
| LITE Lumentum Holdings Inc. | 64.5M | 2.1% | 91.8K | 866.71 | +647.9% |
| XOM ExxonMobil Holdings Corp | 64.4M | 2.1% | 379.6K | 165.11 | +52.1% |
| META Meta Platforms, Inc. | 60.8M | 2.0% | 106.3K | 549.90 | -26.5% |
| VRT Vertiv Holdings Co | 60.4M | 2.0% | 241.1K | 261.95 | +105.4% |
| WDC WESTERN DIGITAL CORP | 56.1M | 1.9% | 207.5K | 459.44 | +507.4% |
| JPM JPMORGAN CHASE & CO | 52.4M | 1.7% | 178.2K | 351.58 | +20.3% |
| MU MICRON TECHNOLOGY INC | 48.3M | 1.6% | 143.1K | 966.78 | +724.8% |
| HWM Howmet Aerospace Inc. | 47.5M | 1.6% | 206.3K | 271.68 | +58.0% |
| GOOG Alphabet Inc. | 46.6M | 1.5% | 162.4K | 341.75 | +70.7% |
| WELL WELLTOWER INC. | 43.9M | 1.5% | 222.1K | 239.22 | +44.1% |
| PWR QUANTA SERVICES, INC. | 40.6M | 1.3% | 74.0K | 639.34 | +70.1% |
| TJX TJX COMPANIES INC /DE/ | 38.5M | 1.3% | 241.2K | 140.53 | +1.6% |
| LLY ELI LILLY & Co | 38.2M | 1.3% | 41.6K | 1,255.40 | +78.0% |
| JNJ JOHNSON & JOHNSON | 37.4M | 1.2% | 153.1K | 270.24 | +51.1% |
| RTX RTX Corp | 36.8M | 1.2% | 191.0K | 209.91 | +34.1% |
| ETR ENTERGY CORP /DE/ | 35.3M | 1.2% | 313.8K | 104.62 | +16.5% |
| LRCX LAM RESEARCH CORP | 34.4M | 1.1% | 160.8K | 314.00 | +216.7% |
| unmapped CUSIP 084670702 | 34.3M | 1.1% | 71.6K | — | — |
| TRV TRAVELERS COMPANIES, INC. | 34.0M | 1.1% | 116.4K | 363.58 | +32.5% |
| CME CME GROUP INC. | 33.0M | 1.1% | 111.8K | 274.98 | +0.1% |
| GEV GE Vernova Inc. | 32.9M | 1.1% | 37.7K | 956.85 | +58.3% |
| EVR Evercore Inc. | 32.2M | 1.1% | 108.0K | 291.89 | -4.1% |
| MCK MCKESSON CORP | 31.0M | 1.0% | 35.8K | 858.90 | +22.2% |
| DGX QUEST DIAGNOSTICS INC | 30.7M | 1.0% | 156.8K | 244.39 | +32.5% |
| WFC WELLS FARGO & COMPANY/MN | 30.7M | 1.0% | 386.0K | 83.84 | +7.3% |
| NDAQ NASDAQ, INC. | 30.6M | 1.0% | 361.0K | 98.22 | +3.9% |
| MA Mastercard Inc | 30.6M | 1.0% | 61.2K | 580.63 | -2.0% |
| APP AppLovin Corp | 30.0M | 1.0% | 75.4K | 305.77 | -25.9% |
| ASND Ascendis Pharma A/S | 30.0M | 1.0% | 131.0K | 253.29 | +31.4% |
| GS GOLDMAN SACHS GROUP INC | 29.8M | 1.0% | 35.2K | 1,039.28 | +44.2% |
| MRK Merck & Co., Inc. | 29.6M | 1.0% | 246.0K | 152.55 | +80.2% |
| CAT CATERPILLAR INC | 27.5M | 0.9% | 38.8K | 827.90 | +96.8% |
| AZO AUTOZONE INC | 27.2M | 0.9% | 8.0K | 2,957.95 | -28.9% |
| KO COCA COLA CO | 26.6M | 0.9% | 349.4K | 91.10 | +28.9% |
| TMUS T-Mobile US, Inc. | 26.4M | 0.9% | 125.9K | 183.04 | -29.3% |
| MMM 3M CO | 26.4M | 0.9% | 181.6K | 178.96 | +15.6% |
| EQT EQT Corp | 26.4M | 0.9% | 414.3K | 53.72 | +4.6% |
| WEC WEC ENERGY GROUP, INC. | 26.3M | 0.9% | 227.3K | 106.01 | -2.7% |
| CSCO CISCO SYSTEMS, INC. | 26.1M | 0.9% | 336.7K | 111.04 | +65.5% |
| QXO QXO, Inc. | 26.0M | 0.9% | 1.3M | 13.76 | -28.6% |
| TKO TKO Group Holdings, Inc. | 25.9M | 0.9% | 128.6K | 193.14 | +5.8% |
| COP CONOCOPHILLIPS | 25.1M | 0.8% | 190.3K | 134.87 | +42.1% |
| BAC BANK OF AMERICA CORP /DE/ | 25.0M | 0.8% | 512.5K | 61.69 | +27.6% |
| SN SharkNinja, Inc. | 24.3M | 0.8% | 229.6K | 180.76 | +51.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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