Bragg Financial Advisors, Inc Top Holdings and 13F Report (2026)

About Bragg Financial Advisors, Inc

Investment Activity

Bragg Financial Advisors, Inc has $3.16 billion in total holdings as of March 31, 2026.
Bragg Financial Advisors, Inc owns shares of 362 different stocks, but just 94 companies or ETFs make up 80% of its holdings.
Approximately 5.69% of the portfolio was purchased this quarter.
About 3.37% of the portfolio was sold this quarter.
This quarter, Bragg Financial Advisors, Inc has purchased 347 new stocks and bought additional shares in 191 stocks.
Bragg Financial Advisors, Inc sold shares of 117 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $76,502,643
Vanguard Small-Cap Value ETF: $64,384,125
Microsoft: $63,087,969
TD SYNNEX: $53,073,467
Alphabet: $51,921,714

Largest New Holdings this Quarter

31847R102 - First American Financial: $26,888,918 Holding
880779103 - Terex: $25,444,914 Holding
258278100 - Dorman Products: $25,286,011 Holding
G0772R208 - Bank of N.T. Butterfield & Son: $8,162,635 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $613,221 Holding

Largest Purchases this Quarter

First American Financial: 445,993 shares (about $26.89M)
Terex: 430,540 shares (about $25.44M)
Dorman Products: 242,296 shares (about $25.29M)
ePlus: 126,733 shares (about $9.54M)
Bank of N.T. Butterfield & Son: 155,538 shares (about $8.16M)

Largest Sales this Quarter

EVERUS CONSTR GROUP: 112,015 shares (about $13.22M)
Qorvo: 139,289 shares (about $10.78M)
InterDigital: 26,585 shares (about $8.03M)
VSE: 31,705 shares (about $5.85M)
CSG Systems International: 69,758 shares (about $5.58M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$76,502,643	$131,971 â–²	0.2%	301,441	2.4%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$64,384,125	$233,761 â–²	0.4%	296,360	2.0%	ETF
MSFT Microsoft	$63,087,969	$1,679,829 â–²	2.7%	170,430	2.0%	Computer and Technology
SNX TD SYNNEX	$53,073,467	$87,898 â–²	0.2%	314,584	1.7%	Computer and Technology
GOOG Alphabet	$51,921,714	$772,802 â–¼	-1.5%	181,000	1.6%	Computer and Technology
AMAT Applied Materials	$50,915,147	$2,033,311 â–¼	-3.8%	148,966	1.6%	Computer and Technology
UGI UGI	$48,136,497	$194,592 â–²	0.4%	1,321,705	1.5%	Utilities
RLI RLI	$46,266,171	$1,736,012 â–²	3.9%	811,118	1.5%	Finance
VANGUARD INSTL INDEX FD	$45,828,922	$319,167 â–¼	-0.7%	605,802	1.4%	0-3 MO TREAS BIL
VBK Vanguard Small-Cap Growth ETF	$41,688,804	$787,362 â–²	1.9%	137,928	1.3%	ETF
NJR NewJersey Resources	$41,378,541	$502,738 â–²	1.2%	753,433	1.3%	Utilities
ARW Arrow Electronics	$38,462,132	$435,393 â–²	1.1%	268,197	1.2%	Computer and Technology
OSK Oshkosh	$37,891,560	$96,128 â–²	0.3%	257,398	1.2%	Auto/Tires/Trucks
AVGO Broadcom	$36,104,789	$516,884 â–¼	-1.4%	116,651	1.1%	Computer and Technology
GLW Corning	$34,163,809	$1,493,766 â–¼	-4.2%	251,260	1.1%	Computer and Technology
IMKTA Ingles Markets	$34,141,571	$683,613 â–²	2.0%	379,815	1.1%	Retail/Wholesale
LFUS Littelfuse	$33,951,289	$134,383 â–²	0.4%	100,048	1.1%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$33,799,139	$510,005 â–²	1.5%	438,324	1.1%	ETF
VSH Vishay Intertechnology	$33,387,138	$1,542,762 â–²	4.8%	1,854,841	1.1%	Computer and Technology
VUG Vanguard Growth ETF	$33,341,702	$2,350,819 â–²	7.6%	76,333	1.1%	ETF
IDCC InterDigital	$33,261,978	$8,028,670 â–¼	-19.4%	110,139	1.1%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$32,993,088	$578,086 â–²	1.8%	179,038	1.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$32,562,730	$1,828,018 â–²	5.9%	652,691	1.0%	ETF
SERVISFIRST BANCSHARES INC	$32,105,941	$1,489,592 â–²	4.9%	440,834	1.0%	COM
VTV Vanguard Value ETF	$32,012,878	$1,034,560 â–²	3.3%	163,165	1.0%	ETF
META Meta Platforms	$31,927,563	$1,663,746 â–²	5.5%	55,805	1.0%	Computer and Technology
FN Fabrinet	$30,421,305	$930,913 â–¼	-3.0%	58,332	1.0%	Computer and Technology
AX Axos Financial	$30,280,809	$34,802 â–²	0.1%	355,868	1.0%	Finance
CNO CNO Financial Group	$30,123,505	$1,584,095 â–²	5.6%	733,646	1.0%	Finance
MDU MDU Resources Group	$30,082,415	$293,043 â–²	1.0%	1,451,854	1.0%	Utilities
NNI Nelnet	$29,245,807	$1,826,589 â–²	6.7%	226,782	0.9%	Finance
JPM JPMorgan Chase & Co.	$29,230,142	$958,963 â–²	3.4%	99,368	0.9%	Finance
PVH PVH	$29,184,794	$1,401,339 â–²	5.0%	418,360	0.9%	Consumer Discretionary
VOT Vanguard Mid-Cap Growth ETF	$29,127,910	$1,123,590 â–²	4.0%	113,184	0.9%	ETF
AMZN Amazon.com	$28,943,531	$371,346 â–²	1.3%	138,971	0.9%	Retail/Wholesale
NVDA NVIDIA	$28,662,544	$2,902,896 â–²	11.3%	164,349	0.9%	Computer and Technology
ORCL Oracle	$28,606,461	$590,059 â–²	2.1%	194,456	0.9%	Computer and Technology
AGCO AGCO	$27,778,674	$66,162 â–²	0.2%	239,740	0.9%	Industrials
AXP American Express	$27,322,583	$196,309 â–²	0.7%	90,329	0.9%	Finance
JBT MAREL CORPORATION	$27,280,937	$3,363,237 â–²	14.1%	213,349	0.9%	COM
WALMART INC	$27,205,574	$532,168 â–¼	-1.9%	218,905	0.9%	COM
CSCO Cisco Systems	$27,164,628	$388 â–²	0.0%	350,105	0.9%	Computer and Technology
CSGS CSG Systems International	$27,117,887	$5,576,455 â–¼	-17.1%	339,228	0.9%	Computer and Technology
MTG MGIC Investment	$26,896,459	$1,397,760 â–²	5.5%	1,024,627	0.9%	Finance
FAF First American Financial	$26,888,918	$26,888,918 â–²	New Holding	445,993	0.9%	Finance
SCHL Scholastic	$26,269,843	$142,452 â–²	0.5%	672,551	0.8%	Consumer Staples
MSM MSC Industrial Direct	$26,044,223	$66,896 â–²	0.3%	282,261	0.8%	Industrials
TEX Terex	$25,444,914	$25,444,914 â–²	New Holding	430,540	0.8%	Industrials
DORM Dorman Products	$25,286,011	$25,286,011 â–²	New Holding	242,296	0.8%	Auto/Tires/Trucks
SYNA Synaptics	$25,163,516	$223,988 â–²	0.9%	359,273	0.8%	Computer and Technology
ETN Eaton	$24,624,865	$262,530 â–²	1.1%	68,848	0.8%	Industrials
PLUS ePlus	$23,226,289	$9,536,658 â–²	69.7%	308,655	0.7%	Computer and Technology
SFM Sprouts Farmers Market	$22,399,864	$304,124 â–²	1.4%	290,417	0.7%	Retail/Wholesale
DAR Darling Ingredients	$22,034,743	$6,309 â–²	0.0%	356,261	0.7%	Consumer Staples
RTX RTX	$21,901,153	$302,661 â–¼	-1.4%	113,536	0.7%	Aerospace
JNJ Johnson & Johnson	$21,677,159	$177,952 â–¼	-0.8%	88,681	0.7%	Medical
MCD McDonald's	$21,636,973	$334,411 â–²	1.6%	69,619	0.7%	Retail/Wholesale
XOM ExxonMobil	$21,590,044	$162,025 â–²	0.8%	127,255	0.7%	Energy
TJX TJX Companies	$20,670,874	$126,003 â–²	0.6%	129,436	0.7%	Retail/Wholesale
GIII G-III Apparel Group	$20,385,261	$96,064 â–²	0.5%	735,930	0.6%	Consumer Discretionary
UPBD Upbound Group	$20,269,031	$322,933 â–²	1.6%	1,122,938	0.6%	Finance
AMD Advanced Micro Devices	$19,994,932	$7,323 â–²	0.0%	98,289	0.6%	Computer and Technology
AAP Advance Auto Parts	$19,831,838	$271,504 â–²	1.4%	375,959	0.6%	Retail/Wholesale
HMN Horace Mann Educators	$19,435,448	$8,579 â–²	0.0%	455,376	0.6%	Finance
COST Costco Wholesale	$19,196,232	$178,361 â–²	0.9%	19,265	0.6%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$18,837,518	$425,831 â–²	2.3%	227,644	0.6%	ETF
AMGN Amgen	$17,962,834	$63,332 â–¼	-0.4%	51,053	0.6%	Medical
LEVI Levi Strauss & Co.	$17,597,044	$80,062 â–²	0.5%	951,706	0.6%	Retail/Wholesale
HD Home Depot	$17,296,273	$159,511 â–²	0.9%	52,590	0.5%	Retail/Wholesale
ASML ASML	$17,217,020	$39,625 â–²	0.2%	13,035	0.5%	Computer and Technology
IBM International Business Machines	$16,834,651	$573,977 â–²	3.5%	69,453	0.5%	Computer and Technology
ABBV AbbVie	$16,107,962	$148,763 â–²	0.9%	74,063	0.5%	Medical
SCIENCE APPLICATIONS INTL CO	$16,013,384	$68,247 â–²	0.4%	168,704	0.5%	COM
MRK Merck & Co., Inc.	$16,000,177	$1,617,063 â–¼	-9.2%	133,013	0.5%	Medical
RY Royal Bank Of Canada	$15,944,195	$142,528 â–¼	-0.9%	98,555	0.5%	Finance
TSM Taiwan Semiconductor Manufacturing	$15,930,626	$362,958 â–²	2.3%	47,139	0.5%	Computer and Technology
PGR Progressive	$15,634,198	$1,882,091 â–²	13.7%	78,865	0.5%	Finance
MA Mastercard	$15,591,007	$561,622 â–²	3.7%	31,203	0.5%	Business Services
GE GE Aerospace	$15,377,503	$24,404 â–¼	-0.2%	54,190	0.5%	Aerospace
HON Honeywell International	$15,355,243	$318,248 â–²	2.1%	67,935	0.5%	Multi-Sector Conglomerates
TT Trane Technologies	$14,878,869	$696,789 â–²	4.9%	35,703	0.5%	Construction
IAC IAC	$14,780,117	$15,572 â–¼	-0.1%	369,226	0.5%	Multi-Sector Conglomerates
DCO Ducommun	$14,758,706	$33,672 â–²	0.2%	120,973	0.5%	Aerospace
UNP Union Pacific	$14,668,806	$381,399 â–²	2.7%	60,460	0.5%	Transportation
DIS Walt Disney	$14,586,889	$678,417 â–²	4.9%	151,348	0.5%	Consumer Discretionary
AMP Ameriprise Financial	$14,535,119	$97,324 â–¼	-0.7%	32,707	0.5%	Finance
PG Procter & Gamble	$14,483,084	$284,401 â–²	2.0%	100,271	0.5%	Consumer Staples
BKNG Booking	$14,208,424	$446,250 â–²	3.2%	3,375	0.4%	Retail/Wholesale
SO Southern	$14,132,849	$124,318 â–²	0.9%	146,424	0.4%	Utilities
VTWV Vanguard Russell 2000 Value ETF	$13,996,774	$332,432 â–¼	-2.3%	83,703	0.4%	ETF
RJF Raymond James Financial	$13,967,764	$566,419 â–²	4.2%	96,469	0.4%	Finance
GOOGL Alphabet	$13,942,997	$163,335 â–¼	-1.2%	48,487	0.4%	Computer and Technology
COP ConocoPhillips	$13,742,339	$510,442 â–²	3.9%	104,109	0.4%	Energy
LLY Eli Lilly and Company	$12,988,166	$693,512 â–²	5.6%	14,121	0.4%	Medical
DHR Danaher	$12,955,377	$208,750 â–²	1.6%	68,330	0.4%	Medical
SHEL Shell	$12,548,025	$329,685 â–²	2.7%	134,925	0.4%	Energy
ACN Accenture	$12,036,061	$532,411 â–²	4.6%	60,699	0.4%	Computer and Technology
QCOM Qualcomm	$11,935,653	$283,701 â–¼	-2.3%	92,683	0.4%	Computer and Technology
TSLA Tesla	$11,920,908	$322,679 â–²	2.8%	32,067	0.4%	Auto/Tires/Trucks
ABT Abbott Laboratories	$11,826,999	$383,165 â–²	3.3%	115,194	0.4%	Medical

Showing largest 100 holdings. View all holdings.

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Bragg Financial Advisors, Inc Top Holdings and 13F Report (2026)

About Bragg Financial Advisors, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bragg Financial Advisors, Inc Top Holdings and 13F Report (2026)

About Bragg Financial Advisors, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBragg Financial Advisors, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools