Braun Stacey Associates Inc Portfolio Holdings

Braun Stacey Associates Inc

  • $2.52 Billion
  • Q2 2025

Braun Stacey Associates Inc has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.52 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $182M, Microsoft Corp with a value of $165M, Apple Inc. with a value of $124M, Amazon Com Inc with a value of $98.4M, and Meta Platforms, Inc. with a value of $83.6M.

Examining the 13F form we can see an increase of $227M in the current position value, from $2.29B to 2.52B.

Below you can find more details about Braun Stacey Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.52 Billion
Technology: $823 Million
Financial Services: $369 Million
Healthcare: $237 Million
Consumer Cyclical: $230 Million
Communication Services: $223 Million
Industrials: $194 Million
Consumer Defensive: $176 Million
Energy: $80.4 Million
Other: $187 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$182 Million 7.21% of portfolio
1,149,957
Q2 2025 Reduced 2.3%
$3.95T
$165 Million 6.56% of portfolio
332,197
Q2 2025 Added 2.26%
$3.69T
$124 Million 4.93% of portfolio
605,338
Q2 2025 Reduced 2.74%
$2.26T
$98.4 Million 3.91% of portfolio
448,732
Q2 2025 Reduced 4.07%
$1.78T
$83.6 Million 3.32% of portfolio
113,217
Q2 2025 Reduced 11.51%
$127B
$66.8 Million 2.65% of portfolio
242,446
Q2 2025 Reduced 2.26%
$859B
$54.6 Million 2.17% of portfolio
188,409
Q2 2025 Reduced 0.65%
$1.21T
$54 Million 2.14% of portfolio
306,384
Q2 2025 Reduced 7.22%
$75.1B
$49 Million 1.94% of portfolio
263,188
Q2 2025 Reduced 24.84%
$136B
$47.2 Million 1.87% of portfolio
134,846
Q2 2025 Reduced 2.1%
$442B
$41.6 Million 1.65% of portfolio
385,724
Q2 2025 Added 1.02%
$621B
$38.3 Million 1.52% of portfolio
78,937
Q2 2025 Added 0.92%
$608B
$37.1 Million 1.47% of portfolio
47,653
Q2 2025 Reduced 5.31%
$32.7B
$35.3 Million 1.4% of portfolio
407,002
Q2 2025 Added 2.12%
$76.4B
$35 Million 1.39% of portfolio
227,852
Q2 2025 Reduced 2.79%
$548B
$34.7 Million 1.38% of portfolio
61,721
Q2 2025 Reduced 4.08%
$56B
$33.4 Million 1.33% of portfolio
88,467
Q2 2025 Reduced 13.57%
$61.9B
$31.7 Million 1.26% of portfolio
118,663
Q2 2025 Reduced 0.83%
$302B
$30.9 Million 1.23% of portfolio
385,174
Q2 2025 Reduced 7.69%
$172B
$31 Million 1.23% of portfolio
30,150
Q2 2025 Reduced 8.93%
$155B
$29 Million 1.15% of portfolio
235,133
Q2 2025 Added 2.43%
$75.9B
$29 Million 1.15% of portfolio
7,812
Q2 2025 Added 3.65%
$18.6B
$29 Million 1.15% of portfolio
313,280
Q2 2025 New
$314B
$28.8 Million 1.14% of portfolio
121,004
Q2 2025 Reduced 8.48%
$5.69B
$28.6 Million 1.13% of portfolio
217,104
Q2 2025 Reduced 0.21%
$12.1B
$28.2 Million 1.12% of portfolio
104,423
Q2 2025 Reduced 18.47%
$545B
$28.3 Million 1.12% of portfolio
21,143
Q2 2025 New
$8.32B
$28.1 Million 1.12% of portfolio
213,402
Q2 2025 Added 97.91%
$1.24T
$27.9 Million 1.11% of portfolio
157,278
Q2 2025 Reduced 20.63%
$147B
$27.4 Million 1.09% of portfolio
255,550
Q2 2025 Reduced 3.49%
$52.5B
$27.3 Million 1.08% of portfolio
133,168
Q2 2025 Reduced 7.88%
$229B
$27.1 Million 1.08% of portfolio
185,676
Q2 2025 Added 5.33%
$18.5B
$26.5 Million 1.05% of portfolio
318,754
Q2 2025 Reduced 0.5%
$94.7B
$26.2 Million 1.04% of portfolio
35,708
Q2 2025 Reduced 0.71%
$139B
$25.8 Million 1.02% of portfolio
209,345
Q2 2025 Reduced 9.92%
$11.8B
$25.7 Million 1.02% of portfolio
137,396
Q2 2025 Reduced 8.51%
$11.8B
$25.1 Million 1.0% of portfolio
204,706
Q2 2025 Added 66.15%
$87.3B
$24.7 Million 0.98% of portfolio
162,352
Q2 2025 Added 1.88%
$99.2B
$24.8 Million 0.98% of portfolio
89,918
Q2 2025 New
$4.09B
$24 Million 0.95% of portfolio
517,874
Q2 2025 Added 212.45%
$5.35B
$23.5 Million 0.93% of portfolio
775,397
Q2 2025 Added 1.95%
$34.5B
$23.3 Million 0.92% of portfolio
223,285
Q2 2025 Added 0.74%
$227B
$22.6 Million 0.9% of portfolio
70,857
Q2 2025 Reduced 31.34%
$381B
$22.6 Million 0.9% of portfolio
478,028
Q2 2025 Reduced 29.55%
$38.1B
$22.4 Million 0.89% of portfolio
128,487
Q2 2025 Added 2.19%
$306B
$22.2 Million 0.88% of portfolio
313,564
Q2 2025 Reduced 0.3%
$293B
$22 Million 0.87% of portfolio
317,408
Q2 2025 Added 122.46%
$439B
$21.6 Million 0.86% of portfolio
21,829
Q2 2025 Reduced 6.52%
$6.71B
$21.7 Million 0.86% of portfolio
517,259
Q2 2025 Added 127.33%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $2.52 Billion
  • Prior Value $2.29 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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