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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.6 Million 0.73% of portfolio
33,605
Q3 2025 Added 0.45%
$0
$4.03 Million 0.14% of portfolio
6,047
Q3 2025 Reduced 5.55%
$0
$963,000 0.03% of portfolio
1,617
Q3 2025 Reduced 5.93%
$0
$627,000 0.02% of portfolio
3,310
Q3 2025 Added 0.15%
$0
$562,000 0.02% of portfolio
10,439
Q3 2025 Reduced 7.8%
$0
$420,000 0.01% of portfolio
898
Q3 2025 Reduced 0.11%
$0
$347,000 0.01% of portfolio
3,883
Q2 2025 Added 26.15%
$0
$360,000 0.01% of portfolio
1,227
Q3 2025 Added 12.36%
$0
$272,000 0.01% of portfolio
3,126
Q2 2025 Reduced 1.88%
$0
$310,000 0.01% of portfolio
1,100
Q3 2025 Reduced 6.38%
$0
$230,000 0.01% of portfolio
1,134
Q3 2025 Reduced 1.31%
$0
$238,000 0.01% of portfolio
727
Q3 2025 Reduced 24.03%
$0
$235,000 0.01% of portfolio
982
Q2 2025 New

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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