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
$78.2B
$1.45 Million 0.05% of portfolio
4,500
Q3 2025 Reduced 0.68%
$2.43B
$1.46 Million 0.05% of portfolio
20,494
Q3 2025 New
$65.7B
$1.34 Million 0.05% of portfolio
16,727
Q3 2025 Added 4.54%
$99.5B
$1.47 Million 0.05% of portfolio
32,556
Q3 2025 Reduced 4.09%
$68.5B
$1.43 Million 0.05% of portfolio
10,518
Q3 2025 Reduced 5.32%
$533B
$1.24 Million 0.04% of portfolio
3,634
Q3 2025 Added 8.51%
$20B
$1.26 Million 0.04% of portfolio
14,956
Q3 2025 Reduced 34.85%
$20.6B
$1.07 Million 0.04% of portfolio
30,000
Q3 2025 Reduced 0.02%
$72.3B
$1.12 Million 0.04% of portfolio
10,053
Q3 2025 Reduced 4.56%
$317B
$1.05 Million 0.04% of portfolio
12,538
Q3 2025 Reduced 8.65%
$12.9B
$1.25 Million 0.04% of portfolio
15,374
Q3 2025 New
$42.4B
$763,000 0.03% of portfolio
5,020
Q3 2025 Reduced 0.1%
$91.4B
$949,000 0.03% of portfolio
6,117
Q3 2025 Reduced 0.21%
$14.2B
$986,000 0.03% of portfolio
5,561
Q3 2025 Reduced 1.23%
$1.34B
$823,000 0.03% of portfolio
7,030
Q3 2025 Reduced 2.09%
$76.2B
$775,000 0.03% of portfolio
12,416
Q3 2025 Reduced 4.03%
$28.1B
$964,000 0.03% of portfolio
19,139
Q3 2025 Reduced 0.37%
$167B
$753,000 0.03% of portfolio
7,891
Q3 2025 Added 14.02%
$143B
$966,000 0.03% of portfolio
28,816
Q3 2025 Reduced 14.08%
$45.2B
$753,000 0.03% of portfolio
12,614
Q3 2025 Reduced 1.26%
$37.9B
$849,000 0.03% of portfolio
10,316
Q3 2025 Reduced 0.64%
$77.2B
$476,000 0.02% of portfolio
2,242
Q3 2025 Reduced 0.27%
$6.81B
$499,000 0.02% of portfolio
5,331
Q3 2025 Reduced 2.38%
$34.7B
$485,000 0.02% of portfolio
3,422
Q2 2025 Added 0.06%
$50.4B
$688,000 0.02% of portfolio
11,251
Q3 2025 Reduced 23.42%
$48.1B
$639,000 0.02% of portfolio
2,215
Q3 2025 Reduced 4.15%
$55.6B
$478,000 0.02% of portfolio
3,273
Q3 2025 Reduced 4.13%
$18.3B
$564,000 0.02% of portfolio
11,513
Q3 2025 Reduced 4.75%
$96.7B
$466,000 0.02% of portfolio
9,250
Q3 2025 Reduced 4.48%
$18B
$584,000 0.02% of portfolio
4,220
Q1 2025 Reduced 17.25%
$118B
$504,000 0.02% of portfolio
2,055
Q3 2025 Reduced 0.29%
$181B
$673,000 0.02% of portfolio
23,866
Q3 2025 Added 21.57%
$15B
$688,000 0.02% of portfolio
13,660
Q3 2025 Reduced 1.09%
$114B
$704,000 0.02% of portfolio
3,263
Q3 2025 Added 6.18%
$20.5B
$204,000 0.01% of portfolio
2,459
Q3 2025 New
$57.4B
$244,000 0.01% of portfolio
382
Q3 2025 Reduced 18.38%
$74.9B
$442,000 0.01% of portfolio
1,697
Q3 2025 Reduced 6.76%
$182B
$412,000 0.01% of portfolio
604
Q1 2025 Reduced 0.33%
$64.9B
$376,000 0.01% of portfolio
12,093
Q3 2025 Added 0.05%
$29.2B
$429,000 0.01% of portfolio
9,630
Q3 2025 Added 90.77%
$85.9B
$349,000 0.01% of portfolio
1,581
Q3 2025 Reduced 4.24%
$37.3B
$322,000 0.01% of portfolio
1,049
Q3 2025 Reduced 2.78%
$123B
$256,000 0.01% of portfolio
907
Q3 2025 Added 12.53%
$115B
$384,000 0.01% of portfolio
785
Q3 2025 Reduced 20.3%
$47.4B
$285,000 0.01% of portfolio
4,221
Q3 2025 Added 37.4%
$53.4B
$277,000 0.01% of portfolio
3,568
Q2 2025 Added 0.08%
$75.4B
$221,000 0.01% of portfolio
1,689
Q3 2025 Reduced 8.65%
$25.4B
$413,000 0.01% of portfolio
1,612
Q3 2025 Reduced 0.37%
$68.9B
$241,000 0.01% of portfolio
1,025
Q3 2025 Reduced 12.77%

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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