BF

Bragg Financial Advisors, Inc

13F
Bragg Financial Advisors, Inc
Last update 2025-05-14 333 Stocks (15 new)
Value $2.43 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(2.74%)MSFT(2.59%)VBR(2.23%)IDCC(1.56%)SFBS(1.42%)
Summary Stock Picks Current Portfolio
Bragg Financial Advisors, Inc Top Holdings of 2025-03-31 View Full List
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
+6.71%
-15.47%
3,153,849.0
Hardware
MSFT
Microsoft Corp
167,603
62,916.5
+0.11%
2.590
0%
0.000
+29.81%
+19.87%
3,740,948.0
Software
VBR
Vanguard Small Cap Value ETF
290,993
54,209.1
+4.83%
2.230
+0.10%
0.190
+18.01%
+2.65%
28,516.4
 
IDCC
InterDigital Inc
183,894
38,020.1
-16.29%
1.560
-0.28%
0.710
+11.86%
+17.25%
5,842.8
Software
SFBS
Servisfirst Bancshares Inc
417,722
34,503.8
+1.40%
1.420
+0.02%
0.760
+19.85%
-1.99%
4,479.8
Banks
RLI
RLI Corp
408,425
32,808.8
+16.18%
1.350
+0.19%
0.450
-8.11%
-14.51%
6,439.7
Insurance
SNX
TD Synnex Corp
311,141
32,346.2
+1.57%
1.330
+0.02%
0.370
+39.50%
+22.18%
11,693.0
Hardware
VBK
Vanguard Small Cap Growth ETF
125,725
31,653.8
+4.26%
1.300
+0.05%
0.190
+18.34%
-0.04%
17,868.9
 
FN
Fabrinet
159,302
31,463.7
+6.60%
1.290
+0.08%
0.440
+54.11%
+32.55%
10,442.5
Hardware
GOOG
Alphabet Inc
191,588
29,931.7
+0.17%
1.230
0%
0.000
+13.88%
-4.57%
2,192,674.9
Interactive Media

Bragg Financial Advisors, Inc's Historical Top Holdings Breakdowns

Bragg Financial Advisors, Inc's Top Stock Picks View Full List
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
$159.70
7.10%
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
$48.49
49.75%
New holding
368,308
368,308
MDU
MDU Resources Group Inc
2025-03-31
Add
Add
+0.44%
●
16.45 ($17.26) 18.61
$16.56
-4.06%
Add 107.18%
1,219,676
630,961
PVH
PVH Corp
2025-03-31
Add
Add
+0.36%
●
63.81 ($80.81) 107.78
$73.49
-9.06%
Add 54.19%
382,616
134,478
ARW
Arrow Electronics Inc
2025-03-31
Add
Add
+0.33%
●
101.93 ($110.31) 119.3
$132.16
19.81%
Add 47.33%
241,645
77,628
UPBD
Upbound Group Inc
2025-03-31
Add
Add
+0.31%
●
23.59 ($27.46) 30.27
$26.22
-4.52%
Add 78.31%
724,231
318,060
VSH
Vishay Intertechnology Inc
2025-03-31
Add
Add
+0.31%
●
15.9 ($17.13) 19.1
$17.85
4.20%
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
$56.12
2.95%
Reduce -63.62%
73,233
-128,090
IDCC
InterDigital Inc
2025-03-31
Reduce
Reduce
-0.28%
●
171.68 ($201.31) 225.72
$225.27
11.90%
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)

To

Bragg Financial Advisors, Inc's Asset Allocation

To

Bragg Financial Advisors, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bragg Financial Advisors, Inc's Hypothetical Growth since 2025-03-31

Bragg Financial Advisors, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Bragg Financial Advisors, Inc's Holdings Heat Map

Size field:

Bragg Financial Advisors, Inc's Holdings Bubble Chart

Bragg Financial Advisors, Inc News

  • 1

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