Bragg Financial Advisors, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Bragg Financial Advisors, Inc | Institutional Filer | ▲ 2.91% | $3.16B | 362 |
Current Portfolio Holdings
Showing all 362 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 301K | $76.5M | 2.42% |
| 2 | VBR | VANGUARD INDEX FDS | — | 296K | $64.4M | 2.04% |
| 3 | MSFT | Microsoft Corporation | Technology | 170K | $63.1M | 2.00% |
| 4 | SNX | TD SYNNEX Corporation | Technology | 315K | $53.1M | 1.68% |
| 5 | GOOG | Alphabet Inc. | Technology | 181K | $51.9M | 1.64% |
| 6 | AMAT | Applied Materials, Inc. | Technology | 149K | $50.9M | 1.61% |
| 7 | UGI | UGI Corporation | Utilities | 1.3M | $48.1M | 1.52% |
| 8 | RLI | RLI Corp. | Financial Services | 811K | $46.3M | 1.46% |
| 9 | VBIL | VANGUARD INSTL INDEX FD | — | 606K | $45.8M | 1.45% |
| 10 | VBK | VANGUARD INDEX FDS | — | 138K | $41.7M | 1.32% |
| 11 | NJR | New Jersey Resources Corporation | Utilities | 753K | $41.4M | 1.31% |
| 12 | ARW | Arrow Electronics, Inc. | Technology | 268K | $38.5M | 1.22% |
| 13 | OSK | Oshkosh Corporation | Industrials | 257K | $37.9M | 1.20% |
| 14 | AVGO | Broadcom Inc. | Technology | 117K | $36.1M | 1.14% |
| 15 | GLW | Corning Incorporated | Technology | 251K | $34.2M | 1.08% |
Showing 1 to 15 of 362 holdings