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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$269B
$7.82 Million 0.27% of portfolio
32,687
Q3 2025 Added 72.52%
$13.5B
$7.73 Million 0.26% of portfolio
90,982
Q3 2025 Added 0.25%
$136B
$7.31 Million 0.25% of portfolio
19,781
Q3 2025 Added 2.92%
$168B
$7.32 Million 0.25% of portfolio
96,910
Q3 2025 Reduced 2.7%
$97.3B
$7.33 Million 0.25% of portfolio
86,604
Q3 2025 Added 2.61%
$141B
$7.23 Million 0.25% of portfolio
283,588
Q3 2025 Reduced 1.04%
$662B
$6.94 Million 0.24% of portfolio
13,795
Q3 2025 Added 12.24%
$2.19B
$6.96 Million 0.24% of portfolio
41,892
Q3 2025 Reduced 32.09%
$222B
$6.67 Million 0.23% of portfolio
13,759
Q3 2025 Reduced 1.28%
$114B
$6.88 Million 0.23% of portfolio
104,230
Q3 2025 Added 1.39%
$144B
$6.21 Million 0.21% of portfolio
13,591
Q3 2025 Added 15.77%
$4.52B
$6.16 Million 0.21% of portfolio
21,007
Q3 2025 Reduced 1.24%
$4.93B
$5.82 Million 0.2% of portfolio
297,603
Q3 2025 Reduced 0.34%
$84B
$5.45 Million 0.19% of portfolio
28,353
Q3 2025 Added 0.95%
$11.1B
$5.47 Million 0.19% of portfolio
73,591
Q3 2025 Added 1.22%
$303B
$5.64 Million 0.19% of portfolio
36,315
Q3 2025 Reduced 0.46%
$71.5B
$5.46 Million 0.19% of portfolio
6,965
Q3 2025 Added 3.94%
$79.2B
$5.49 Million 0.19% of portfolio
78,725
Q3 2025 Added 2.52%
$61.4B
$5.23 Million 0.18% of portfolio
25,688
Q3 2025 Added 27.62%
$49.1B
$4.77 Million 0.16% of portfolio
3,976
Q3 2025 Added 135.68%
$96.4B
$4.74 Million 0.16% of portfolio
38,281
Q3 2025 Reduced 2.64%
$22.8B
$4.71 Million 0.16% of portfolio
44,827
Q3 2025 Added 1.37%
$453B
$4.53 Million 0.15% of portfolio
6
Q3 2025 Reduced 14.29%
$169B
$4.42 Million 0.15% of portfolio
4,800
Q3 2025 Added 27.73%
$111B
$3.93 Million 0.13% of portfolio
11,955
Q3 2025 Added 36.47%
$89.3B
$3.4 Million 0.12% of portfolio
31,231
Q3 2025 Reduced 4.1%
$2.2B
$3.58 Million 0.12% of portfolio
35,334
Q3 2025 Reduced 1.25%
$59.5B
$3.59 Million 0.12% of portfolio
78,607
Q3 2025 Reduced 1.81%
$26.3B
$3.42 Million 0.12% of portfolio
18,259
Q3 2025 Added 0.64%
$597M
$3.28 Million 0.11% of portfolio
101,813
Q3 2025 Added 0.78%
$94.5B
$3.2 Million 0.11% of portfolio
9,383
Q3 2025 Reduced 0.18%
$54.5B
$3.17 Million 0.11% of portfolio
16,920
Q3 2025 Reduced 17.85%
$2.41B
$2.95 Million 0.1% of portfolio
226,380
Q2 2025 Reduced 3.95%
$290M
$3.01 Million 0.1% of portfolio
113,349
Q3 2025 Reduced 0.09%
$291B
$2.86 Million 0.1% of portfolio
6,000
Q3 2025 Added 4.29%
$413B
$3.02 Million 0.1% of portfolio
58,510
Q3 2025 Reduced 0.16%
$61.4B
$3.02 Million 0.1% of portfolio
7,281
Q2 2025 Added 0.01%
$70.1B
$2.69 Million 0.09% of portfolio
15,770
Q3 2025 Reduced 3.36%
$172B
$2.23 Million 0.08% of portfolio
50,685
Q3 2025 Reduced 65.56%
$46.8B
$2.46 Million 0.08% of portfolio
2,584
Q3 2025 Reduced 1.03%
$23B
$2.49 Million 0.08% of portfolio
24,254
Q3 2025 Reduced 7.84%
$306B
$2.37 Million 0.08% of portfolio
35,739
Q3 2025 Reduced 6.28%
$21.3B
$2.17 Million 0.07% of portfolio
11,412
Q3 2025 Reduced 6.33%
$30.4B
$2.14 Million 0.07% of portfolio
25,849
Q3 2025 Reduced 0.73%
$1.37B
$2.09 Million 0.07% of portfolio
59,402
Q3 2024 Reduced 9.17%
$19.9B
$2.01 Million 0.07% of portfolio
25,865
Q3 2025 Added 2.95%
$45.6B
$2.18 Million 0.07% of portfolio
48,481
Q3 2025 Reduced 10.88%
$265B
$1.62 Million 0.06% of portfolio
2,038
Q3 2025 Added 0.34%
$104B
$1.39 Million 0.05% of portfolio
4,729
Q3 2025 Reduced 2.41%

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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