EdgeMarket › What Bragg Financial Advisors, Inc reported owning
What Bragg Financial Advisors, 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
3.2BPositions
362Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 76.5M | 2.4% | 301.4K | 309.35 | +36.9% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 64.4M | 2.0% | 296.4K | 249.18 | +22.7% |
| MSFT MICROSOFT CORP | 63.1M | 2.0% | 170.4K | 483.24 | -4.4% |
| SNX TD SYNNEX CORP | 53.1M | 1.7% | 314.6K | 250.14 | +72.2% |
| GOOG Alphabet Inc. | 51.9M | 1.6% | 181.0K | 341.75 | +70.7% |
| AMAT APPLIED MATERIALS INC /DE | 50.9M | 1.6% | 149.0K | 492.32 | +205.9% |
| UGI UGI CORP /PA/ | 48.1M | 1.5% | 1.3M | 37.59 | +7.9% |
| RLI RLI CORP | 46.3M | 1.5% | 811.1K | 65.38 | -3.7% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 45.8M | 1.4% | 605.8K | 75.66 | +0.2% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 41.7M | 1.3% | 137.9K | 358.65 | +26.5% |
| NJR NEW JERSEY RESOURCES CORP | 41.4M | 1.3% | 753.4K | 53.52 | +13.9% |
| ARW ARROW ELECTRONICS, INC. | 38.5M | 1.2% | 268.2K | 210.85 | +68.8% |
| OSK OSHKOSH CORP | 37.9M | 1.2% | 257.4K | 157.09 | +14.2% |
| AVGO Broadcom Inc. | 36.1M | 1.1% | 116.7K | 368.45 | +26.5% |
| GLW CORNING INC /NY | 34.2M | 1.1% | 251.3K | 149.84 | +132.0% |
| IMKTA INGLES MARKETS INC | 34.1M | 1.1% | 379.8K | 84.94 | +30.5% |
| LFUS LITTELFUSE INC /DE | 34.0M | 1.1% | 100.0K | 412.26 | +65.4% |
| VXUS Vanguard Total International Stock ETF | 33.8M | 1.1% | 438.3K | 87.71 | +22.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 33.4M | 1.1% | 1.9M | 31.63 | +114.2% |
| VUG Vanguard Morningstar Growth ETF | 33.3M | 1.1% | 76.3K | 87.50 | +15.9% |
| IDCC InterDigital, Inc. | 33.3M | 1.1% | 110.1K | 342.42 | +31.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 33.0M | 1.0% | 179.0K | 208.64 | +21.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 32.6M | 1.0% | 652.7K | 49.54 | +1.4% |
| SFBS ServisFirst Bancshares, Inc. | 32.1M | 1.0% | 440.8K | 43.34 | -47.8% |
| VTV Vanguard Morningstar Value ETF | 32.0M | 1.0% | 163.2K | 226.40 | +24.6% |
| META Meta Platforms, Inc. | 31.9M | 1.0% | 55.8K | 549.90 | -26.5% |
| FN Fabrinet | 30.4M | 1.0% | 58.3K | 436.67 | +55.8% |
| AX Axos Financial, Inc. | 30.3M | 1.0% | 355.9K | 96.66 | +11.6% |
| CNO CNO Financial Group, Inc. | 30.1M | 1.0% | 733.6K | 53.52 | +38.3% |
| MDU MDU RESOURCES GROUP INC | 30.1M | 1.0% | 1.5M | 19.95 | +21.8% |
| NNI NELNET INC | 29.2M | 0.9% | 226.8K | 127.03 | +0.8% |
| JPM JPMORGAN CHASE & CO | 29.2M | 0.9% | 99.4K | 351.58 | +20.3% |
| PVH PVH CORP. /DE/ | 29.2M | 0.9% | 418.4K | 78.50 | +3.4% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 29.1M | 0.9% | 113.2K | 305.46 | +7.4% |
| AMZN AMAZON COM INC | 28.9M | 0.9% | 139.0K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 28.7M | 0.9% | 164.3K | 214.72 | +22.4% |
| ORCL ORACLE CORP | 28.6M | 0.9% | 194.5K | 146.47 | -37.7% |
| AGCO AGCO CORP /DE | 27.8M | 0.9% | 239.7K | 106.81 | -5.4% |
| AXP AMERICAN EXPRESS CO | 27.3M | 0.9% | 90.3K | 336.00 | +8.9% |
| JBTM JBT MAREL Corp | 27.3M | 0.9% | 213.3K | 116.86 | -16.2% |
| WMT Walmart Inc. | 27.2M | 0.9% | 218.9K | 103.70 | +1.1% |
| CSCO CISCO SYSTEMS, INC. | 27.2M | 0.9% | 350.1K | 111.04 | +65.5% |
| unmapped CUSIP 126349109 | 27.1M | 0.9% | 339.2K | — | — |
| MTG MGIC INVESTMENT CORP | 26.9M | 0.9% | 1.0M | 30.90 | +12.4% |
| FAF First American Financial Corp | 26.9M | 0.9% | 446.0K | 71.76 | +10.9% |
| SCHL SCHOLASTIC CORP | 26.3M | 0.8% | 672.6K | 40.14 | +58.8% |
| MSM MSC INDUSTRIAL DIRECT CO INC | 26.0M | 0.8% | 282.3K | 119.81 | +36.7% |
| TEX TEREX CORP | 25.4M | 0.8% | 430.5K | 66.48 | +33.8% |
| DORM Dorman Products, Inc. | 25.3M | 0.8% | 242.3K | 132.12 | -14.2% |
| SYNA SYNAPTICS Inc | 25.2M | 0.8% | 359.3K | 97.66 | +46.3% |
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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