Bragg Financial Advisors, Inc Portfolio Holdings

Bragg Financial Advisors, Inc

  • $2.95 Billion
  • Q3 2025

Bragg Financial Advisors, Inc has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.95 Billion distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.6M, Apple Inc. with a value of $77.2M, Vanguard Small Cap Value ETF with a value of $61.4M, Inter Digital, Inc. with a value of $58.7M, and Fabrinet with a value of $57.7M.

Examining the 13F form we can see an increase of $231M in the current position value, from $2.72B to 2.95B.

Bragg Financial Advisors, Inc is based out at Charlotte, NC

Below you can find more details about Bragg Financial Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.95 Billion
Technology: $793 Million
ETFs: $450 Million
Financial Services: $412 Million
Industrials: $355 Million
Consumer Cyclical: $255 Million
Communication Services: $226 Million
Healthcare: $138 Million
Consumer Defensive: $130 Million
Other: $187 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$85.6 Million 2.91% of portfolio
165,335
Q3 2025 Reduced 0.21%
$4.3T
$77.2 Million 2.62% of portfolio
303,337
Q3 2025 Added 0.99%
$0
$61.4 Million 2.08% of portfolio
294,047
Q3 2025 Reduced 4.07%
$10.1B
$58.7 Million 1.99% of portfolio
169,963
Q3 2025 Reduced 2.8%
$15.1B
$57.7 Million 1.96% of portfolio
158,367
Q3 2025 Reduced 0.37%
$593B
$53.9 Million 1.83% of portfolio
191,806
Q3 2025 Reduced 5.0%
$14B
$51.3 Million 1.74% of portfolio
313,533
Q3 2025 Added 0.16%
$2.87B
$48.7 Million 1.65% of portfolio
746,151
Q3 2025 Added 81.64%
$1.74T
$46.1 Million 1.57% of portfolio
189,439
Q3 2025 Reduced 2.19%
$139B
$41.4 Million 1.4% of portfolio
125,406
Q3 2025 Reduced 4.22%
$0
$39.4 Million 1.34% of portfolio
132,292
Q3 2025 Added 0.75%
$1.37T
$36.8 Million 1.25% of portfolio
50,081
Q3 2025 Added 0.64%
$7.29B
$36.9 Million 1.25% of portfolio
1,108,501
Q3 2025 Added 23.6%
$3.87B
$33.8 Million 1.15% of portfolio
420,200
Q3 2025 Added 0.14%
$8.15B
$33.2 Million 1.13% of portfolio
256,012
Q3 2025 Added 0.35%
$5.07B
$33.4 Million 1.13% of portfolio
398,814
Q3 2025 Added 0.4%
$3.12B
$32.2 Million 1.09% of portfolio
567,825
Q3 2025 Added 0.99%
$0
$31.9 Million 1.08% of portfolio
66,541
Q3 2025 Reduced 0.75%
$0
$31 Million 1.05% of portfolio
421,426
Q3 2025 Reduced 0.96%
$2.39T
$30.2 Million 1.03% of portfolio
137,574
Q3 2025 Reduced 1.01%
$0
$30.5 Million 1.03% of portfolio
103,764
Q3 2025 Reduced 0.18%
$4.74B
$30 Million 1.02% of portfolio
354,821
Q3 2025 Added 0.21%
$255B
$30.1 Million 1.02% of portfolio
90,718
Q3 2025 Reduced 1.08%
$6.94B
$29.8 Million 1.01% of portfolio
245,878
Q3 2025 Added 0.57%
$0
$29.6 Million 1.01% of portfolio
169,713
Q3 2025 Added 0.03%
$0
$29.1 Million 0.99% of portfolio
582,048
Q3 2025 Added 8.64%
$881B
$29.2 Million 0.99% of portfolio
92,584
Q3 2025 Reduced 0.02%
$0
$28.5 Million 0.97% of portfolio
153,003
Q3 2025 Reduced 0.83%
$465B
$28.1 Million 0.95% of portfolio
150,461
Q3 2025 Added 1.87%
$1.73B
$27.1 Million 0.92% of portfolio
1,773,272
Q3 2025 Added 0.59%
$1.58B
$26.3 Million 0.89% of portfolio
985,889
Q3 2025 Added 10.82%
$2.51B
$26.3 Million 0.89% of portfolio
407,828
Q3 2025 Added 0.33%
$8.56B
$26.3 Million 0.89% of portfolio
927,835
Q3 2025 Added 0.28%
$140B
$25.8 Million 0.88% of portfolio
69,002
Q3 2025 Reduced 2.35%
$3.43B
$25.8 Million 0.88% of portfolio
205,998
Q3 2025 Added 99.98%
$4.09B
$25.9 Million 0.88% of portfolio
281,015
Q3 2025 Added 0.34%
$4.49B
$25.9 Million 0.88% of portfolio
538,652
Q3 2025 Added 14.16%
$5.96B
$25.5 Million 0.87% of portfolio
98,452
Q3 2025 Added 1.31%
$4.71B
$25.4 Million 0.86% of portfolio
642,196
Q3 2025 Added 0.35%
$2.58B
$24.2 Million 0.82% of portfolio
353,735
Q3 2025 Added 11.43%
$319B
$24 Million 0.81% of portfolio
350,740
Q3 2025 Reduced 0.02%
$279B
$24 Million 0.81% of portfolio
232,464
Q3 2025 Reduced 2.98%
$4.01B
$23.5 Million 0.8% of portfolio
186,425
Q3 2025 Added 0.4%
$4.19B
$23.3 Million 0.79% of portfolio
1,309,973
Q3 2025 Added 0.59%
$69.4B
$22.8 Million 0.77% of portfolio
277,845
Q3 2025 Reduced 5.0%
$3.01B
$22.6 Million 0.77% of portfolio
368,444
Q3 2025 Added 0.4%
$2.07B
$22 Million 0.75% of portfolio
944,677
Q3 2025 Added 0.47%
$4.89B
$21.6 Million 0.73% of portfolio
217,293
Q3 2025 Added 0.53%
$1.07B
$21.1 Million 0.72% of portfolio
303,301
Q3 2025 Added 91.57%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $2.95 Billion
  • Prior Value $2.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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