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Bragg Financial Advisors, Inc13F | |
Bragg Financial Advisors, Inc | |
Last update 2025-05-14 | 333 Stocks (15 new) |
Value $2.43 Bil | Turnover 5 % |
Bragg Financial Advisors, Inc Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 300,346 | 66,715.8 | -1.10% | 2.740 | -0.03% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
MSFT | Microsoft Corp | 167,603 | 62,916.5 | +0.11% | 2.590 | 0% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
VBR | Vanguard Small Cap Value ETF | 290,993 | 54,209.1 | +4.83% | 2.230 | +0.10% | 0.190 | +16.20% | +1.26% | 28,188.2 | ||
IDCC | InterDigital Inc | 183,894 | 38,020.1 | -16.29% | 1.560 | -0.28% | 0.710 | +16.50% | +19.13% | 5,936.4 | Software | |
SFBS | Servisfirst Bancshares Inc | 417,722 | 34,503.8 | +1.40% | 1.420 | +0.02% | 0.760 | +17.68% | -2.96% | 4,435.6 | Banks | |
RLI | RLI Corp | 408,425 | 32,808.8 | +16.18% | 1.350 | +0.19% | 0.450 | -8.74% | -14.17% | 6,465.4 | Insurance | |
SNX | TD Synnex Corp | 311,141 | 32,346.2 | +1.57% | 1.330 | +0.02% | 0.370 | +35.95% | +21.68% | 11,646.0 | Hardware | |
VBK | Vanguard Small Cap Growth ETF | 125,725 | 31,653.8 | +4.26% | 1.300 | +0.05% | 0.190 | +19.33% | +0.26% | 18,055.5 | ||
FN | Fabrinet | 159,302 | 31,463.7 | +6.60% | 1.290 | +0.08% | 0.440 | +59.32% | +35.28% | 10,657.8 | Hardware | |
GOOG | Alphabet Inc | 191,588 | 29,931.7 | +0.17% | 1.230 | 0% | 0.000 | +18.32% | -3.28% | 2,222,633.0 | Interactive Media |
Bragg Financial Advisors, Inc's Historical Top Holdings Breakdowns
Bragg Financial Advisors, Inc's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SFM | Sprouts Farmers Market Inc | 2025-03-31 | Reduce Reduce | -0.58% | 132.75 ($149.11) 177.12 | $167.27 | 12.18% | Reduce -40.54% | 165,422 | -112,802 | |
REVG | REV Group Inc | 2025-03-31 | New Buy New Buy | +0.48% | 27.3 ($32.38) 35.58 | $47.07 | 45.37% | New holding | 368,308 | 368,308 | |
MDU | MDU Resources Group Inc | 2025-03-31 | Add Add | +0.44% | 16.45 ($17.26) 18.61 | $16.90 | -2.09% | Add 107.18% | 1,219,676 | 630,961 | |
PVH | PVH Corp | 2025-03-31 | Add Add | +0.36% | 63.81 ($80.81) 107.78 | $71.41 | -11.63% | Add 54.19% | 382,616 | 134,478 | |
ARW | Arrow Electronics Inc | 2025-03-31 | Add Add | +0.33% | 101.93 ($110.31) 119.3 | $130.50 | 18.30% | Add 47.33% | 241,645 | 77,628 | |
UPBD | Upbound Group Inc | 2025-03-31 | Add Add | +0.31% | 23.59 ($27.46) 30.27 | $24.99 | -8.99% | Add 78.31% | 724,231 | 318,060 | |
VSH | Vishay Intertechnology Inc | 2025-03-31 | Add Add | +0.31% | 15.9 ($17.13) 19.1 | $17.01 | -0.70% | Add 42.99% | 1,584,441 | 476,372 | |
BAM | Brookfield Asset Management Ltd | 2025-03-31 | Reduce Reduce | -0.28% | 45.62 ($54.51) 61.36 | $59.32 | 8.82% | Reduce -63.62% | 73,233 | -128,090 | |
IDCC | InterDigital Inc | 2025-03-31 | Reduce Reduce | -0.28% | 171.68 ($201.31) 225.72 | $228.88 | 13.70% | Reduce -16.29% | 183,894 | -35,791 | |
ALTM Unlock Delisted | Arcadium Lithium PLC | 2025-03-31 | Sold Out Sold Out | -0.28% | 5.16 ($5.71) 5.84 | $5.84 | 2.28% | Sold Out | 0 | -1,353,430 |
Bragg Financial Advisors, Inc Total Holding History ($B)
Bragg Financial Advisors, Inc's Asset Allocation
Bragg Financial Advisors, Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Bragg Financial Advisors, Inc's Hypothetical Growth since 2025-03-31
Bragg Financial Advisors, Inc's Yearly Returns
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Bragg Financial Advisors, Inc's Holdings Heat Map
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Bragg Financial Advisors, Inc's Holdings Bubble Chart
Bragg Financial Advisors, Inc News
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