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.
BRAUN STACEY ASSOCIATES INC (CIK 872080) reported $3.01B across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($194.9M, 6.48%), AAPL ($165.6M, 5.51%), MSFT ($126.3M, 4.20%), AMZN ($93.3M, 3.10%), GOOGL ($91.2M, 3.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $194.9M | 6.48% | 1.1M | Added |
| 2 | AAPL | APPLE INC | $165.6M | 5.51% | 652,506 | Added |
| 3 | MSFT | MICROSOFT CORP | $126.3M | 4.20% | 341,325 | Added |
| 4 | AMZN | AMAZON.COM INC | $93.3M | 3.10% | 448,052 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP STOCK CL A | $91.2M | 3.03% | 317,123 | Added |
| 6 | AVGO | BROADCOM INC | $70.8M | 2.35% | 228,819 | Trimmed |
| 7 | LITE | LUMENTUM HOLDINGS INC | $64.5M | 2.15% | 91,844 | Trimmed |
| 8 | XOM | EXXON MOBILE CORP | $64.4M | 2.14% | 379,572 | Trimmed |
| 9 | META | META PLATFORMS INC CL A | $60.8M | 2.02% | 106,264 | Trimmed |
| 10 | VRT | VERTIV HOLDINGS CO CL A | $60.4M | 2.01% | 241,147 | Trimmed |
| 11 | WDC | WESTERN DIGITAL CORP | $56.1M | 1.87% | 207,494 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $52.4M | 1.74% | 178,152 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $48.3M | 1.61% | 143,092 | Trimmed |
| 14 | HWM | HOWMET AEROSPACE INC | $47.5M | 1.58% | 206,271 | Trimmed |
| 15 | GOOG | ALPHABET INC CAP STOCK CL C | $46.6M | 1.55% | 162,389 | Added |
| 16 | WELL | WELLTOWER INC | $43.9M | 1.46% | 222,073 | Trimmed |
| 17 | PWR | QUANTA SERVICES INC | $40.6M | 1.35% | 73,952 | Trimmed |
| 18 | TJX | TJX COS INC | $38.5M | 1.28% | 241,227 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $38.2M | 1.27% | 41,570 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $37.4M | 1.24% | 153,148 | Added |
| 21 | RTX | RTX CORPORATION | $36.8M | 1.22% | 191,007 | Added |
| 22 | ETR | ENTERGY CORP | $35.3M | 1.17% | 313,845 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP NEW | $34.4M | 1.14% | 160,780 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $34.3M | 1.14% | 71,622 | Trimmed |
| 25 | TRV | TRAVELERS COMPANIES INC | $34.0M | 1.13% | 116,402 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31