Braun Stacey Associates Inc Portfolio Holdings

Braun Stacey Associates Inc

  • $2.82 Billion
  • Q3 2025

Braun Stacey Associates Inc has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.82 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $211M, Microsoft Corp with a value of $177M, Apple Inc. with a value of $156M, Amazon Com Inc with a value of $98.6M, and App Lovin Corp with a value of $91.1M.

Examining the 13F form we can see an increase of $296M in the current position value, from $2.52B to 2.82B.

Below you can find more details about Braun Stacey Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $2.82 Billion
Technology: $1.01 Billion
Financial Services: $391 Million
Healthcare: $264 Million
Communication Services: $254 Million
Consumer Cyclical: $240 Million
Industrials: $192 Million
Consumer Defensive: $177 Million
Energy: $83.7 Million
Other: $204 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$211 Million 7.48% of portfolio
1,128,379
Q3 2025 Reduced 1.88%
$3.78T
$177 Million 6.28% of portfolio
341,344
Q3 2025 Added 2.75%
$4.3T
$156 Million 5.54% of portfolio
612,628
Q3 2025 Added 1.2%
$2.39T
$98.6 Million 3.5% of portfolio
449,133
Q3 2025 Added 0.09%
$163B
$91.1 Million 3.24% of portfolio
126,835
Q3 2025 Reduced 5.94%
$1.37T
$83.4 Million 2.96% of portfolio
113,558
Q3 2025 Added 0.3%
$139B
$79.4 Million 2.82% of portfolio
240,546
Q3 2025 Reduced 0.78%
$1.65T
$75.1 Million 2.67% of portfolio
308,934
Q3 2025 Added 0.83%
$881B
$59.2 Million 2.1% of portfolio
187,573
Q3 2025 Reduced 0.44%
$84.4B
$46 Million 1.63% of portfolio
234,196
Q3 2025 Reduced 11.02%
$490B
$43.4 Million 1.54% of portfolio
385,093
Q3 2025 Reduced 0.16%
$89.8B
$40.4 Million 1.44% of portfolio
227,012
Q3 2025 Reduced 0.37%
$21.2B
$39.6 Million 1.41% of portfolio
271,670
Q3 2025 Reduced 13.28%
$1.74T
$39.4 Million 1.4% of portfolio
161,963
Q3 2025 Added 2.98%
$662B
$39 Million 1.39% of portfolio
77,610
Q3 2025 Reduced 1.68%
$11.6B
$36.8 Million 1.31% of portfolio
108,983
Q3 2025 Added 4.37%
$268B
$35.7 Million 1.27% of portfolio
213,535
Q3 2025 Added 2.0%
$512B
$35.1 Million 1.25% of portfolio
61,687
Q3 2025 Reduced 0.06%
$170B
$35 Million 1.24% of portfolio
242,071
Q3 2025 Added 2.95%
$3.24B
$34.3 Million 1.22% of portfolio
595,901
Q3 2025 Added 15.07%
$61.4B
$34.1 Million 1.21% of portfolio
82,342
Q3 2025 Reduced 6.92%
$42.8B
$33.3 Million 1.18% of portfolio
376,754
Q3 2025 Reduced 1.45%
$67.3B
$33.1 Million 1.17% of portfolio
118,404
Q3 2025 Reduced 0.22%
$317B
$32 Million 1.14% of portfolio
382,147
Q3 2025 Reduced 0.79%
$971B
$31.9 Million 1.13% of portfolio
41,752
Q3 2025 Reduced 12.38%
$50.1B
$31.5 Million 1.12% of portfolio
262,117
Q3 2025 New
$258B
$30.7 Million 1.09% of portfolio
183,501
Q3 2025 Reduced 1.17%
$19.3B
$29.7 Million 1.05% of portfolio
318,469
Q3 2025 Reduced 0.09%
$269B
$29.3 Million 1.04% of portfolio
122,435
Q3 2025 Added 1.18%
$169B
$28.6 Million 1.02% of portfolio
31,092
Q3 2025 Added 3.12%
$7.8B
$28.4 Million 1.01% of portfolio
221,236
Q3 2025 Added 3.67%
$11.3B
$28.4 Million 1.01% of portfolio
223,673
Q3 2025 Added 9.27%
$121B
$27.3 Million 0.97% of portfolio
35,396
Q3 2025 Reduced 0.87%
$49.1B
$26.3 Million 0.93% of portfolio
21,947
Q3 2025 Added 3.8%
$79.6B
$26.3 Million 0.93% of portfolio
212,571
Q3 2025 Added 9.33%
$413B
$26.3 Million 0.93% of portfolio
509,036
Q3 2025 Added 6.49%
$100B
$26.3 Million 0.93% of portfolio
97,254
Q3 2025 Added 8.16%
$35B
$25.8 Million 0.92% of portfolio
224,790
Q3 2025 Added 0.67%
$13.9B
$25.7 Million 0.91% of portfolio
183,027
Q3 2025 Added 7.43%
$4.44B
$25.6 Million 0.91% of portfolio
205,919
Q3 2025 Reduced 5.15%
$32.7B
$25.6 Million 0.91% of portfolio
295,042
Q3 2025 Reduced 27.51%
$147B
$25.2 Million 0.9% of portfolio
258,127
Q3 2025 Added 1.01%
$91.4B
$24.9 Million 0.89% of portfolio
160,722
Q3 2025 Reduced 1.0%
$522B
$25.1 Million 0.89% of portfolio
135,445
Q3 2025 New
$61.4B
$24.9 Million 0.88% of portfolio
122,281
Q3 2025 Reduced 8.18%
$265B
$24.8 Million 0.88% of portfolio
31,162
Q3 2025 Added 59.74%
$8.09B
$23.3 Million 0.83% of portfolio
280,664
Q3 2025 Reduced 2.29%
$255B
$23.4 Million 0.83% of portfolio
70,310
Q3 2025 Reduced 0.77%
$319B
$23.3 Million 0.83% of portfolio
341,208
Q3 2025 Added 7.5%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $2.82 Billion
  • Prior Value $2.52 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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