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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.4 Million 2.08% of portfolio
294,047
Q3 2025 Reduced 4.07%
$0
$39.4 Million 1.34% of portfolio
132,292
Q3 2025 Added 0.75%
$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%
$0
$30.5 Million 1.03% of portfolio
103,764
Q3 2025 Reduced 0.18%
$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%
$0
$28.5 Million 0.97% of portfolio
153,003
Q3 2025 Reduced 0.83%
$0
$17.9 Million 0.61% of portfolio
212,816
Q3 2025 Added 2.78%
$0
$13.4 Million 0.46% of portfolio
86,282
Q3 2025 Reduced 2.78%
$0
$9.68 Million 0.33% of portfolio
90,923
Q3 2025 Added 6.56%
$0
$7.73 Million 0.26% of portfolio
11,601
Q3 2025 Reduced 0.4%
$0
$6.82 Million 0.23% of portfolio
63,860
Q3 2025 Added 4.35%
$0
$5.19 Million 0.18% of portfolio
89,188
Q3 2025 Added 0.28%
$0
$4.53 Million 0.15% of portfolio
45,558
Q3 2025 New
$0
$3.95 Million 0.13% of portfolio
12,825
Q3 2025 Reduced 2.3%
$0
$3.39 Million 0.12% of portfolio
30,521
Q3 2025 Added 1.6%
$0
$3.54 Million 0.12% of portfolio
75,450
Q3 2025 Added 1.28%
$0
$3.13 Million 0.11% of portfolio
52,187
Q3 2025 Added 2.45%
$0
$3.29 Million 0.11% of portfolio
12,924
Q3 2025 Reduced 0.84%
$0
$2.57 Million 0.09% of portfolio
19,815
Q3 2025 Reduced 0.02%
$0
$2.53 Million 0.09% of portfolio
3,394
Q3 2025 Reduced 0.09%
$0
$2.55 Million 0.09% of portfolio
102,120
Q3 2025 Added 0.58%
$0
$2.7 Million 0.09% of portfolio
9,569
Q3 2025 Added 0.43%
$0
$2.29 Million 0.08% of portfolio
11,694
Q4 2024 Reduced 1.39%
$0
$2.28 Million 0.08% of portfolio
19,294
Q3 2025 Added 0.56%
$0
$2.32 Million 0.08% of portfolio
29,339
Q3 2025 Added 1.97%
$0
$2.17 Million 0.07% of portfolio
9,283
Q3 2025 Reduced 1.52%
$0
$2.18 Million 0.07% of portfolio
7,410
Q3 2025 Reduced 0.51%
$0
$2.16 Million 0.07% of portfolio
3,532
Q2 2025 Reduced 0.42%
$0
$2.15 Million 0.07% of portfolio
3,218
Q3 2025 Reduced 4.0%
$0
$1.68 Million 0.06% of portfolio
27,954
Q3 2025 Reduced 0.1%
$0
$1.68 Million 0.06% of portfolio
34,931
Q3 2025 Reduced 21.2%
$0
$1.64 Million 0.06% of portfolio
33,111
Q3 2025 Added 4.2%
$0
$1.38 Million 0.05% of portfolio
5,300
Q3 2025 Reduced 1.96%
$0
$1.33 Million 0.05% of portfolio
29,836
Q2 2025 New
$0
$1.58 Million 0.05% of portfolio
5,238
Q2 2025 Added 412.02%
$0
$1.38 Million 0.05% of portfolio
6,929
Q3 2025 Reduced 2.6%
$0
$1.51 Million 0.05% of portfolio
33,332
Q3 2025 Added 5.3%
$0
$1.22 Million 0.04% of portfolio
11,058
Q3 2025 Reduced 0.45%
$0
$1.18 Million 0.04% of portfolio
8,308
Q1 2025 Reduced 0.43%
$0
$1.23 Million 0.04% of portfolio
3,856
Q3 2025 Reduced 0.77%
$0
$1.09 Million 0.04% of portfolio
19,931
Q2 2025 Reduced 1.47%
$0
$1.13 Million 0.04% of portfolio
9,527
Q3 2025 Reduced 0.03%
$0
$1.16 Million 0.04% of portfolio
33,078
Q2 2025 Reduced 6.97%
$0
$1.14 Million 0.04% of portfolio
11,843
Q3 2025 Reduced 0.4%
$0
$1.22 Million 0.04% of portfolio
22,549
Q3 2025 Reduced 1.67%
$0
$1.11 Million 0.04% of portfolio
4,588
Q3 2025 Reduced 5.6%
$0
$1.06 Million 0.04% of portfolio
11,646
Q3 2025 Reduced 4.63%

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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