Bragg Financial Advisors, Inc Top Holdings and 13F Report (2025) About Bragg Financial Advisors, IncInvestment ActivityBragg Financial Advisors, Inc has $2.43 billion in total holdings as of March 31, 2025.Bragg Financial Advisors, Inc owns shares of 332 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 6.06% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Bragg Financial Advisors, Inc has purchased 325 new stocks and bought additional shares in 154 stocks.Bragg Financial Advisors, Inc sold shares of 123 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $66,715,759Microsoft $62,916,484Vanguard Small-Cap Value ETF $54,209,068InterDigital $38,020,085SERVISFIRST BANCSHARES INC $34,503,838 Largest New Holdings this Quarter 749527107 - REV Group $11,638,533 Holding874039100 - Taiwan Semiconductor Manufacturing $2,835,446 HoldingN07059210 - ASML $2,765,155 Holding81762P102 - ServiceNow $1,219,327 Holding46137V597 - Invesco FTSE RAFI US 1500 Small-Mid ETF $343,012 Holding Largest Purchases this Quarter RLI 232,657 shares (about $18.69M)REV Group 368,308 shares (about $11.64M)MDU Resources Group 630,961 shares (about $10.67M)PVH 134,478 shares (about $8.69M)Arrow Electronics 77,628 shares (about $8.06M) Largest Sales this Quarter Sprouts Farmers Market 112,802 shares (about $17.22M)InterDigital 35,791 shares (about $7.40M)Brookfield Asset Management 128,090 shares (about $6.20M)Concentrix 83,656 shares (about $4.65M)CSW Industrials 10,387 shares (about $3.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBragg Financial Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$66,715,759$745,023 ▼-1.1%300,3462.7%Computer and TechnologyMSFTMicrosoft$62,916,484$67,946 ▲0.1%167,6032.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$54,209,068$2,498,148 ▲4.8%290,9932.2%ETFIDCCInterDigital$38,020,085$7,399,789 ▼-16.3%183,8941.6%Computer and TechnologySERVISFIRST BANCSHARES INC$34,503,838$475,198 ▲1.4%417,7221.4%COMRLIRLI$32,808,781$18,689,337 ▲132.4%408,4251.3%FinanceSNXTD SYNNEX$32,346,219$500,879 ▲1.6%311,1411.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$31,653,810$1,294,099 ▲4.3%125,7251.3%ETFFNFabrinet$31,463,739$1,948,239 ▲6.6%159,3021.3%Computer and TechnologyGOOGAlphabet$29,931,722$49,993 ▲0.2%191,5881.2%Computer and TechnologyUGIUGI$29,460,079$554,617 ▲1.9%890,8401.2%UtilitiesORCLOracle$28,820,423$545,399 ▼-1.9%206,1401.2%Computer and TechnologyMETAMeta Platforms$28,178,881$8,069 ▲0.0%48,8911.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$27,257,085$431,942 ▲1.6%549,3171.1%ETFVXUSVanguard Total International Stock ETF$27,166,752$1,381,352 ▲5.4%437,4681.1%ETFVOEVanguard Mid-Cap Value ETF$26,637,599$56,510 ▲0.2%165,9251.1%ETFVTVVanguard Value ETF$26,424,802$1,367,414 ▲5.5%152,9741.1%ETFAMZNAmazon.com$26,413,072$5,518 ▲0.0%138,8261.1%Retail/WholesaleSFMSprouts Farmers Market$25,250,015$17,218,098 ▼-40.5%165,4221.0%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$25,198,638$419,068 ▲1.7%103,0031.0%ETFVSHVishay Intertechnology$25,192,612$7,574,315 ▲43.0%1,584,4411.0%Computer and TechnologyARWArrow Electronics$25,090,001$8,060,115 ▲47.3%241,6451.0%Computer and TechnologyPVHPVH$24,732,299$8,692,658 ▲54.2%382,6161.0%Consumer DiscretionaryAXPAmerican Express$24,457,854$418,106 ▼-1.7%90,9041.0%FinanceCSGSCSG Systems International$24,450,017$1,178,137 ▲5.1%404,3331.0%Computer and TechnologySAICScience Applications International$24,121,547$596,378 ▲2.5%214,8531.0%Computer and TechnologyVUGVanguard Growth ETF$23,678,422$1,380,568 ▲6.2%63,8541.0%ETFCNOCNO Financial Group$23,371,731$271,225 ▲1.2%561,1461.0%FinanceAVGOBroadcom$23,279,611$1,302,604 ▼-5.3%139,0411.0%Computer and TechnologyJPMJPMorgan Chase & Co.$22,844,299$507,526 ▼-2.2%93,1280.9%FinanceAXAxos Financial$22,836,854$2,865,591 ▼-11.1%353,9500.9%FinanceMTGMGIC Investment$22,808,231$327,319 ▲1.5%920,4290.9%FinanceNJRNew Jersey Resources$22,761,289$5,658,629 ▲33.1%463,9480.9%UtilitiesAMATApplied Materials$22,618,548$180,384 ▲0.8%155,8610.9%Computer and TechnologyESGREnstar Group$22,202,652$263,910 ▲1.2%66,7990.9%FinanceOSKOshkosh$21,984,239$333,043 ▲1.5%233,6760.9%Auto/Tires/TrucksCSCOCisco Systems$21,896,815$269,920 ▼-1.2%354,8340.9%Computer and TechnologyMSMMSC Industrial Direct$21,671,406$405,826 ▲1.9%279,0190.9%IndustrialsWMTWalmart$21,547,368$655,880 ▼-3.0%245,4420.9%Retail/WholesaleMCDMcDonald's$21,080,318$208,976 ▲1.0%67,4850.9%Retail/WholesaleMDUMDU Resources Group$20,624,722$10,669,551 ▲107.2%1,219,6760.8%UtilitiesJBTJohn Bean Technologies$20,351,799$278,616 ▲1.4%166,5450.8%IndustrialsETNEaton$19,404,041$100,849 ▼-0.5%71,3830.8%IndustrialsHMNHorace Mann Educators$19,258,796$2,316,308 ▲13.7%450,7090.8%FinanceHDHome Depot$18,925,845$122,407 ▼-0.6%51,6410.8%Retail/WholesaleCOSTCostco Wholesale$18,488,108$284,680 ▼-1.5%19,5480.8%Retail/WholesaleIACIAC$17,454,858$1,243,734 ▼-6.7%379,9490.7%Multi-Sector ConglomeratesUPBDUpbound Group$17,352,575$7,620,718 ▲78.3%724,2310.7%FinanceAGCOAGCO$17,034,176$859,605 ▲5.3%184,0140.7%IndustrialsVCITVanguard Intermediate-Term Corporate Bond ETF$16,901,765$151,910 ▲0.9%206,7240.7%ETFIBMInternational Business Machines$16,647,078$197,685 ▼-1.2%66,9470.7%Computer and TechnologyGIIIG-III Apparel Group$16,577,984$2,492,515 ▲17.7%606,1420.7%Consumer DiscretionaryRTXRTX$16,454,022$161,866 ▼-1.0%124,2190.7%AerospaceAMPAmeriprise Financial$16,397,913$270,136 ▼-1.6%33,8720.7%FinanceAMGNAmgen$16,358,011$63,868 ▼-0.4%52,5050.7%MedicalPGProcter & Gamble$16,323,144$4,090 ▼0.0%95,7820.7%Consumer StaplesMAMastercard$16,268,158$8,222 ▼-0.1%29,6800.7%Business ServicesUNHUnitedHealth Group$16,184,923$68,088 ▼-0.4%30,9020.7%MedicalACNAccenture$16,164,734$121,385 ▼-0.7%51,8030.7%Computer and TechnologyABBVAbbVie$15,906,759$18,857 ▲0.1%75,9200.7%MedicalBKNGBooking$15,680,383$96,736 ▼-0.6%3,4040.6%Retail/WholesaleTJXTJX Companies$15,620,546$257,241 ▲1.7%128,2480.6%Retail/WholesaleFIFiserv$15,365,794$88,994 ▲0.6%69,5820.6%Business ServicesTXNTexas Instruments$15,274,467$2,045,700 ▼-11.8%85,0000.6%Computer and TechnologyGLWCorning$15,204,435$955,885 ▼-5.9%332,1200.6%Computer and TechnologyABTAbbott Laboratories$15,025,267$25,999 ▲0.2%113,2700.6%MedicalJNJJohnson & Johnson$14,584,655$12,936 ▼-0.1%87,9440.6%MedicalAAPAdvance Auto Parts$14,463,903$2,599,466 ▼-15.2%368,8830.6%Retail/WholesaleXOMExxon Mobil$14,335,294$185,768 ▲1.3%120,5360.6%EnergyUNPUnion Pacific$14,155,501$255,612 ▲1.8%59,9200.6%TransportationNVDANVIDIA$14,012,387$1,799,222 ▲14.7%129,2890.6%Computer and TechnologyHONHoneywell International$13,981,551$121,544 ▲0.9%66,0290.6%Multi-Sector ConglomeratesSOSouthern$13,882,167$115,030 ▲0.8%150,9750.6%UtilitiesLEVILevi Strauss & Co.$13,774,670$277,003 ▲2.1%883,5580.6%Retail/WholesaleDHRDanaher$13,501,710$73,185 ▼-0.5%65,8620.6%MedicalPGRProgressive$13,470,993$308,481 ▼-2.2%47,5990.6%FinanceDISWalt Disney$13,469,951$400,622 ▲3.1%136,4740.6%Consumer DiscretionaryQCOMQUALCOMM$13,171,904$445,162 ▲3.5%85,7490.5%Computer and TechnologyMRKMerck & Co., Inc.$12,722,157$112,290 ▲0.9%141,7350.5%MedicalGEGE Aerospace$12,596,741$187,539 ▲1.5%62,9370.5%IndustrialsSYNASynaptics$12,559,817$3,340,402 ▲36.2%197,1090.5%Computer and TechnologyRJFRaymond James$11,811,348$219,616 ▲1.9%85,0290.5%FinanceREVGREV Group$11,638,533$11,638,533 ▲New Holding368,3080.5%TransportationVTWVVanguard Russell 2000 Value ETF$11,280,543$5,590 ▼0.0%84,7590.5%ETFRYRoyal Bank of Canada$11,150,296$310,094 ▲2.9%98,9200.5%FinanceCMCSAComcast$11,055,499$650,953 ▲6.3%299,6070.5%Consumer DiscretionaryPRUPrudential Financial$10,668,754$477,989 ▲4.7%95,5300.4%FinanceCRMSalesforce$10,581,840$167,723 ▲1.6%39,4320.4%Computer and TechnologyQRVOQorvo$10,392,863$412,375 ▲4.1%143,5280.4%Computer and TechnologyLLYEli Lilly and Company$10,330,483$408,825 ▲4.1%12,5080.4%MedicalAMDAdvanced Micro Devices$10,137,973$714,146 ▲7.6%98,6760.4%Computer and TechnologyCOPConocoPhillips$10,038,645$28,355 ▲0.3%95,5880.4%EnergyBLACKROCK INC$9,917,218$202,547 ▲2.1%10,4780.4%COMSHELShell$9,872,868$131,757 ▲1.4%134,7280.4%EnergyPEPPepsiCo$9,713,436$448,622 ▲4.8%64,7820.4%Consumer StaplesADBEAdobe$9,508,556$715,289 ▲8.1%24,7920.4%Computer and TechnologyAPDAir Products and Chemicals$9,363,118$81,103 ▼-0.9%31,7480.4%Basic MaterialsBXBlackstone$8,859,536$558,002 ▲6.7%63,3820.4%FinanceLFUSLittelfuse$8,850,546$4,996,999 ▲129.7%44,9860.4%Computer and TechnologySCHLScholastic$8,541,558$2,465,200 ▲40.6%452,4130.4%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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