Braun Stacey Associates Inc Portfolio Holdings

Braun Stacey Associates Inc

  • $2.91 Billion
  • Q4 2025

Braun Stacey Associates Inc has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.91 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $208M, Apple Inc. with a value of $174M, Microsoft Corp with a value of $172M, Service Now, Inc. with a value of $123M, and Amazon Com Inc with a value of $106M.

Examining the 13F form we can see an increase of $95.3M in the current position value, from $2.82B to 2.91B.

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

Portfolio value $2.91 Billion
Technology: $1.07 Billion
Financial Services: $386 Million
Healthcare: $286 Million
Consumer Cyclical: $256 Million
Communication Services: $251 Million
Industrials: $196 Million
Consumer Defensive: $169 Million
Energy: $86.3 Million
Other: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$208 Million 7.15% of portfolio
1,115,635
Q4 2025 Reduced 1.13%
$4.3T
$174 Million 5.99% of portfolio
652,301
Q4 2025 Added 6.48%
$3.78T
$172 Million 5.92% of portfolio
339,716
Q4 2025 Reduced 0.48%
$169B
$123 Million 4.23% of portfolio
147,225
Q4 2025 Added 373.51%
$2.39T
$106 Million 3.63% of portfolio
449,558
Q4 2025 Added 0.09%
$1.65T
$86.3 Million 2.97% of portfolio
312,330
Q4 2025 Added 1.1%
$139B
$81.1 Million 2.79% of portfolio
236,820
Q4 2025 Reduced 1.55%
$1.37T
$66.9 Million 2.3% of portfolio
109,769
Q4 2025 Reduced 3.34%
$881B
$54.7 Million 1.88% of portfolio
182,239
Q4 2025 Reduced 2.84%
$163B
$48.4 Million 1.66% of portfolio
86,770
Q4 2025 Reduced 31.59%
$1.74T
$46.3 Million 1.59% of portfolio
162,142
Q4 2025 Added 0.11%
$490B
$45 Million 1.54% of portfolio
382,076
Q4 2025 Reduced 0.78%
$84.4B
$44 Million 1.51% of portfolio
216,363
Q4 2025 Reduced 7.61%
$89.8B
$43.4 Million 1.49% of portfolio
224,153
Q4 2025 Reduced 1.26%
$268B
$42.7 Million 1.47% of portfolio
172,987
Q4 2025 Reduced 18.99%
$971B
$42.7 Million 1.47% of portfolio
41,784
Q4 2025 Added 0.08%
$662B
$37 Million 1.27% of portfolio
72,789
Q4 2025 Reduced 6.21%
$170B
$35.4 Million 1.22% of portfolio
242,096
Q4 2025 Added 0.01%
$21.2B
$35.5 Million 1.22% of portfolio
243,875
Q4 2025 Reduced 10.23%
$67.3B
$33.7 Million 1.16% of portfolio
117,164
Q4 2025 Reduced 1.05%
$258B
$33.5 Million 1.15% of portfolio
190,994
Q4 2025 Added 4.08%
$61.4B
$33 Million 1.13% of portfolio
76,939
Q4 2025 Reduced 6.56%
$317B
$32.9 Million 1.13% of portfolio
394,162
Q4 2025 Added 3.14%
$512B
$33 Million 1.13% of portfolio
61,437
Q4 2025 Reduced 0.41%
$42.8B
$32.7 Million 1.12% of portfolio
375,659
Q4 2025 Reduced 0.29%
$11.6B
$32.7 Million 1.12% of portfolio
110,391
Q4 2025 Added 1.29%
$73.2B
$31.4 Million 1.08% of portfolio
8,130
Q4 2025 Reduced 3.5%
$91.4B
$30.1 Million 1.04% of portfolio
182,210
Q4 2025 Added 13.37%
$121B
$30.3 Million 1.04% of portfolio
35,933
Q4 2025 Added 1.52%
$19.3B
$30.1 Million 1.03% of portfolio
316,613
Q4 2025 Reduced 0.58%
$522B
$29.7 Million 1.02% of portfolio
148,856
Q4 2025 Added 9.9%
$7.8B
$29.1 Million 1.0% of portfolio
233,613
Q4 2025 Added 5.59%
$100B
$29.1 Million 1.0% of portfolio
104,205
Q4 2025 Added 7.15%
$79.6B
$27.9 Million 0.96% of portfolio
208,676
Q4 2025 Reduced 1.83%
$147B
$26.4 Million 0.91% of portfolio
257,093
Q4 2025 Reduced 0.4%
$265B
$26.5 Million 0.91% of portfolio
34,208
Q4 2025 Added 9.77%
$269B
$26.3 Million 0.91% of portfolio
122,052
Q4 2025 Reduced 0.31%
$13.9B
$26.4 Million 0.91% of portfolio
182,262
Q4 2025 Reduced 0.42%
$413B
$26.3 Million 0.9% of portfolio
511,472
Q4 2025 Added 0.48%
$319B
$26.1 Million 0.9% of portfolio
335,228
Q4 2025 Reduced 1.75%
$49.1B
$25.2 Million 0.87% of portfolio
228,338
Q4 2025 Added 940.41%
$15.8B
$25.2 Million 0.87% of portfolio
108,756
Q4 2025 Added 17.0%
$3.24B
$25.5 Million 0.87% of portfolio
594,854
Q4 2025 Reduced 0.18%
$11.3B
$25.2 Million 0.87% of portfolio
222,493
Q4 2025 Reduced 0.53%
$61.4B
$25 Million 0.86% of portfolio
121,886
Q4 2025 Reduced 0.32%
$35B
$25.1 Million 0.86% of portfolio
226,593
Q4 2025 Added 0.8%
$22B
$24.6 Million 0.85% of portfolio
410,639
Q4 2025 Reduced 0.8%
$255B
$24.7 Million 0.85% of portfolio
72,269
Q4 2025 Added 2.79%
$11.4B
$24.3 Million 0.84% of portfolio
119,095
Q4 2025 Added 26.77%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $2.91 Billion
  • Prior Value $2.82 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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