Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bragg Financial Advisors, Inc (CIK 1327055) reported $3.16B across 358 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($76.5M, 2.42%), VBR ($64.4M, 2.04%), MSFT ($63.1M, 2.00%), SNX ($53.1M, 1.68%), GOOG ($51.9M, 1.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $76.5M | 2.42% | 301,441 | Added |
| 2 | VBR | VANGUARD INDEX FDS | $64.4M | 2.04% | 296,360 | Added |
| 3 | MSFT | MICROSOFT CORP | $63.1M | 2.00% | 170,430 | Added |
| 4 | SNX | TD SYNNEX CORPORATION | $53.1M | 1.68% | 314,584 | Added |
| 5 | GOOG | ALPHABET INC | $51.9M | 1.64% | 181,000 | Trimmed |
| 6 | AMAT | APPLIED MATLS INC | $50.9M | 1.61% | 148,966 | Trimmed |
| 7 | UGI | UGI CORP NEW | $48.1M | 1.52% | 1.3M | Added |
| 8 | RLI | RLI CORP | $46.3M | 1.46% | 811,118 | Added |
| 9 | VBIL | VANGUARD INSTL INDEX FD | $45.8M | 1.45% | 605,802 | Trimmed |
| 10 | VBK | VANGUARD INDEX FDS | $41.7M | 1.32% | 137,928 | Added |
| 11 | NJR | NEW JERSEY RES CORP | $41.4M | 1.31% | 753,433 | Added |
| 12 | ARW | ARROW ELECTRS INC | $38.5M | 1.22% | 268,197 | Added |
| 13 | OSK | OSHKOSH CORP | $37.9M | 1.20% | 257,398 | Added |
| 14 | AVGO | BROADCOM INC | $36.1M | 1.14% | 116,651 | Trimmed |
| 15 | IMKTA | INGLES MKTS INC | $34.1M | 1.08% | 379,815 | Added |
| 16 | GLW | CORNING INC | $34.2M | 1.08% | 251,260 | Trimmed |
| 17 | VXUS | VANGUARD STAR FDS | $33.8M | 1.07% | 438,324 | Added |
| 18 | LFUS | LITTELFUSE INC | $34.0M | 1.07% | 100,048 | Added |
| 19 | VSH | VISHAY INTERTECHNOLOGY INC | $33.4M | 1.06% | 1.9M | Added |
| 20 | VUG | VANGUARD INDEX FDS | $33.3M | 1.05% | 76,333 | Added |
| 21 | IDCC | INTERDIGITAL INC | $33.3M | 1.05% | 110,139 | Trimmed |
| 22 | VOE | VANGUARD INDEX FDS | $33.0M | 1.04% | 179,038 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $32.6M | 1.03% | 652,691 | Added |
| 24 | SFBS | SERVISFIRST BANCSHARES INC | $32.1M | 1.02% | 440,834 | Added |
| 25 | VTV | VANGUARD INDEX FDS | $32.0M | 1.01% | 163,165 | Added |
Source: SEC Form 13F filings · as of 2026-03-31