Bragg Financial Advisors, Inc

CIK 0001327055 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Bragg Financial Advisors, Inc reported 363 positions worth $3.74B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AMAT (2.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.74B
2026 Q2
Positions
363
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.6%
Est. Net Flow (Q)
2026 Q2
10 / 363 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMATAPPLIED MATLS INCSH$104.0M2.78%143,808
2AAPLAPPLE INCSH$87.0M2.33%300,663
3SNXTD SYNNEX CORPORATIONSH$73.5M1.97%274,794
4VBRVANGUARD INDEX FDSSH$70.6M1.89%290,690
5MSFTMICROSOFT CORPSH$64.8M1.73%173,801
6GOOGALPHABET INCSH$63.1M1.69%178,691
7GLWCORNING INCSH$60.6M1.62%237,059
8UGIUGI CORP NEWSH$59.8M1.60%1,732,179
9ARWARROW ELECTRS INCSH$57.3M1.53%268,624
10AMDADVANCED MICRO DEVICES INCSH$53.7M1.44%92,512

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bragg Financial Advisors, Inc hold as of Q2 2026?

Bragg Financial Advisors, Inc reported 363 positions worth $3.74B in its Q2 2026 13F filing. Largest positions: AMAT (2.8%), AAPL (2.3%), SNX (2.0%), VBR (1.9%) and MSFT (1.7%).

What did Bragg Financial Advisors, Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bragg Financial Advisors, Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.