13F filer

Bragg Financial Advisors

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1327055 SEC filings ↗
13F Value
$3.74B
Positions
363
Top Position
AMAT2.8%
Top 5
10.7%

Latest filing changes

vs Mar 31, 2026
1 BKNG Booking Holdings >999%+$15.3M
2 UGI Ugi +31.1%+$14.2M
3 JBTM Jbt Marel +45.5%+$14.1M
Holdings363
# Trend (4Q)
1 AMAT 2.8% $104.0M -3.5% 143.8K 1.6% Common Stock
2 AAPL 2.3% $87.0M -0.3% 300.7K 2.4% Common Stock
3 SNX 2.0% $73.5M -12.6% 274.8K 1.7% Common Stock
4 VBR 1.9% $70.6M -1.9% 290.7K 2.0% ETF
5 MSFT 1.7% $64.8M +2.0% 173.8K 2.0% Common Stock
6 GOOG 1.7% $63.1M -1.3% 178.7K 1.6% Common Stock
7 GLW 1.6% $60.6M -5.7% 237.1K 1.1% Common Stock
8 UGI 1.6% $59.8M +31.1% 1.73M 1.5% Common Stock
9 ARW 1.5% $57.3M +0.2% 268.6K 1.2% Common Stock
10 AMD 1.4% $53.7M -5.9% 92.5K 0.6% Common Stock
11 VBK 1.4% $51.2M +1.5% 139.9K 1.3% ETF
12 VSH 1.3% $50.4M — 936.2K 1.1% — Common Stock
13 RLI 1.3% $50.1M +4.6% 848.1K 1.5% Common Stock
14 VBIL 1.2% $45.9M +0.1% 606.2K 1.4% ETF
15 SFBS 1.2% $45.1M +17.9% 519.7K 1.0% Common Stock
16 NJR 1.2% $45.0M +6.6% 803.5K 1.3% Common Stock
17 JBTM 1.2% $45.0M +45.5% 310.4K 0.9% Common Stock
18 AVGO 1.2% $44.7M +1.5% 118.4K 1.1% Common Stock
19 CSCO 1.1% $39.9M -3.0% 339.5K 0.9% Common Stock
20 VUG 1.1% $39.6M — 459.3K 1.1% — ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing11
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.