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 Market Cap. of $10 Billions to $200 Billions