Bragg Financial Advisors, Inc Portfolio Holdings

Bragg Financial Advisors, Inc

  • $2.72 Billion
  • Q2 2025

Bragg Financial Advisors, Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.72 Billion distributed in 339 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $82.4M, Apple Inc. with a value of $61.6M, Vanguard Small Cap Value ETF with a value of $59.8M, Fabrinet with a value of $46.8M, and Oracle Corp with a value of $44.1M.

Examining the 13F form we can see an increase of $314M in the current position value, from $2.4B to 2.72B.

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 $2.72 Billion
Technology: $714 Million
ETFs: $420 Million
Financial Services: $390 Million
Industrials: $333 Million
Consumer Cyclical: $228 Million
Communication Services: $189 Million
Consumer Defensive: $135 Million
Healthcare: $132 Million
Other: $173 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$82.4 Million 3.03% of portfolio
165,680
Q2 2025 Reduced 1.15%
$3.69T
$61.6 Million 2.27% of portfolio
300,375
Q2 2025 Added 0.01%
$0
$59.8 Million 2.2% of portfolio
306,523
Q2 2025 Added 5.34%
$12.7B
$46.8 Million 1.72% of portfolio
158,955
Q2 2025 Reduced 0.22%
$684B
$44.1 Million 1.63% of portfolio
201,892
Q2 2025 Reduced 2.06%
$14.4B
$42.5 Million 1.56% of portfolio
313,024
Q2 2025 Added 0.61%
$8.11B
$39.2 Million 1.44% of portfolio
174,861
Q2 2025 Reduced 4.91%
$1.78T
$36.7 Million 1.35% of portfolio
49,764
Q2 2025 Added 1.79%
$0
$36.4 Million 1.34% of portfolio
131,313
Q2 2025 Added 4.44%
$127B
$36.1 Million 1.33% of portfolio
130,926
Q2 2025 Reduced 5.84%
$1.24T
$34.4 Million 1.27% of portfolio
193,684
Q2 2025 Added 1.09%
$4.43B
$32.5 Million 1.2% of portfolio
419,620
Q2 2025 Added 0.45%
$7.38B
$32.7 Million 1.2% of portfolio
896,869
Q2 2025 Added 0.68%
$7.92B
$31.2 Million 1.15% of portfolio
244,475
Q2 2025 Added 1.17%
$2.26T
$30.5 Million 1.12% of portfolio
138,981
Q2 2025 Added 0.11%
$3.01B
$29.7 Million 1.09% of portfolio
410,786
Q2 2025 Added 0.58%
$0
$29.4 Million 1.08% of portfolio
425,514
Q2 2025 Reduced 2.73%
$0
$29.4 Million 1.08% of portfolio
67,046
Q2 2025 Added 5.0%
$227B
$29.3 Million 1.08% of portfolio
91,708
Q2 2025 Added 0.88%
$9.07B
$29 Million 1.07% of portfolio
255,111
Q2 2025 Added 9.17%
$162B
$28.7 Million 1.06% of portfolio
156,569
Q2 2025 Added 0.45%
$0
$27.9 Million 1.03% of portfolio
169,666
Q2 2025 Added 2.25%
$1.93B
$28 Million 1.03% of portfolio
1,762,937
Q2 2025 Added 11.27%
$0
$27.3 Million 1.0% of portfolio
154,278
Q2 2025 Added 0.85%
$4.82B
$27.3 Million 1.0% of portfolio
397,242
Q2 2025 Added 3.82%
$3.09B
$26.8 Million 0.99% of portfolio
562,270
Q2 2025 Added 52.66%
$15.9B
$27 Million 0.99% of portfolio
163,754
Q2 2025 Reduced 1.01%
$5.28B
$26.9 Million 0.99% of portfolio
354,072
Q2 2025 Added 0.03%
$859B
$26.8 Million 0.99% of portfolio
92,604
Q2 2025 Reduced 0.56%
$1.98B
$26.5 Million 0.98% of portfolio
406,503
Q2 2025 Added 0.54%
$0
$26.3 Million 0.97% of portfolio
535,770
Q2 2025 Reduced 2.47%
$8.35B
$25.8 Million 0.95% of portfolio
925,200
Q2 2025 Added 0.52%
$145B
$25.2 Million 0.93% of portfolio
70,662
Q2 2025 Reduced 1.01%
$4.32B
$24.7 Million 0.91% of portfolio
639,939
Q2 2025 Added 14.04%
$6.45B
$24.3 Million 0.9% of portfolio
216,151
Q2 2025 Added 0.6%
$293B
$24.3 Million 0.9% of portfolio
350,805
Q2 2025 Reduced 1.14%
$4.08B
$23.8 Million 0.88% of portfolio
280,068
Q2 2025 Added 0.38%
$1.58B
$23.7 Million 0.87% of portfolio
889,643
Q2 2025 Added 22.84%
$281B
$23.4 Million 0.86% of portfolio
239,607
Q2 2025 Reduced 2.38%
$4.01B
$23.4 Million 0.86% of portfolio
185,680
Q2 2025 Added 11.49%
$456B
$23.3 Million 0.86% of portfolio
147,694
Q2 2025 Added 14.24%
$5.4B
$22.6 Million 0.83% of portfolio
67,160
Q2 2025 Added 0.54%
$6.32B
$22 Million 0.81% of portfolio
97,177
Q2 2025 Added 116.02%
$3.37B
$21.7 Million 0.8% of portfolio
1,302,254
Q2 2025 Added 6.77%
$4.58B
$21.1 Million 0.78% of portfolio
471,830
Q2 2025 Added 1.7%
$2.7B
$20.6 Million 0.76% of portfolio
317,449
Q2 2025 Added 61.05%
$222B
$19.8 Million 0.73% of portfolio
67,631
Q2 2025 Added 0.22%
$1.82B
$19.5 Million 0.72% of portfolio
452,984
Q2 2025 Added 0.5%
$8.28B
$19.2 Million 0.71% of portfolio
185,723
Q2 2025 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 339
  • Current Value $2.72 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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