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 Market Cap. of $10 Billions to $200 Billions
