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.
Stock Holdings Table Market Cap. of Under $50 Millions
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