Braun Stacey Associates Inc Top Holdings and 13F Report (2025) About Braun Stacey Associates IncInvestment ActivityBraun Stacey Associates Inc has $3.05 billion in total holdings as of September 30, 2025.Braun Stacey Associates Inc owns shares of 114 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 6.82% of the portfolio was purchased this quarter.About 6.55% of the portfolio was sold this quarter.This quarter, Braun Stacey Associates Inc has purchased 112 new stocks and bought additional shares in 50 stocks.Braun Stacey Associates Inc sold shares of 47 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $210,532,954Microsoft $176,799,125Apple $155,993,468Amazon.com $98,616,133APPLOVIN CORP CL A $91,136,021 Largest New Holdings this Quarter 958102105 - Western Digital $31,469,767 Holding478160104 - Johnson & Johnson $25,114,212 Holding26884L109 - EQT $22,531,244 Holding04351P101 - Ascendis Pharma A/S $18,677,603 Holding45784P101 - Insulet $16,656,601 Holding Largest Purchases this Quarter Western Digital 262,117 shares (about $31.47M)Johnson & Johnson 135,445 shares (about $25.11M)EQT 413,949 shares (about $22.53M)Ascendis Pharma A/S 93,947 shares (about $18.68M)Insulet 53,952 shares (about $16.66M) Largest Sales this Quarter Targa Resources 126,437 shares (about $21.18M)Vertiv 111,960 shares (about $16.89M)Amgen 34,949 shares (about $9.86M)Kyndryl 291,615 shares (about $8.76M)LAM RESEARCH CORP NEW 58,335 shares (about $7.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBraun Stacey Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$210,532,954$4,026,023 ▼-1.9%1,128,3796.9%Computer and TechnologyMSFTMicrosoft$176,799,125$4,737,689 ▲2.8%341,3445.8%Computer and TechnologyAAPLApple$155,993,468$1,856,253 ▲1.2%612,6285.1%Computer and TechnologyAMZNAmazon.com$98,616,133$88,048 ▲0.1%449,1333.2%Retail/WholesaleAPPLOVIN CORP CL A$91,136,021$5,756,224 ▼-5.9%126,8353.0%COMMETAMeta Platforms$83,394,724$250,424 ▲0.3%113,5582.7%Computer and TechnologyAVGOBroadcom$79,358,531$626,829 ▼-0.8%240,5462.6%Computer and TechnologyGOOGLAlphabet$75,101,855$619,905 ▲0.8%308,9342.5%Computer and TechnologyJPMJPMorgan Chase & Co.$59,166,151$263,699 ▼-0.4%187,5731.9%FinanceHWMHowmet Aerospace$45,956,281$5,689,100 ▼-11.0%234,1961.5%AerospaceVRTVertiv$44,510,036$16,890,286 ▼-27.5%295,0421.5%Computer and TechnologyXOMExxon Mobil$43,419,236$71,145 ▼-0.2%385,0931.4%EnergyWELLWelltower$40,439,918$149,638 ▼-0.4%227,0121.3%FinanceCRDOCredo Technology Group$39,557,869$6,058,832 ▼-13.3%271,6701.3%Computer and TechnologyGOOGAlphabet$39,446,089$1,141,032 ▲3.0%161,9631.3%Computer and TechnologyBRK.BBerkshire Hathaway$39,017,651$667,136 ▼-1.7%77,6101.3%FinanceEVREvercore$36,762,185$1,538,181 ▲4.4%108,9831.2%FinanceAZOAutoZone$36,145,272$2,629,917 ▲7.8%8,4251.2%Retail/WholesaleMUMicron Technology$35,728,676$701,071 ▲2.0%213,5351.2%Computer and TechnologyMAMastercard$35,088,182$19,340 ▼-0.1%61,6871.1%Business ServicesTJXTJX Companies$34,988,942$1,002,819 ▲3.0%242,0711.1%Retail/WholesaleCELHCelsius$34,258,348$4,485,772 ▲15.1%595,9011.1%Consumer StaplesPWRQuanta Services$34,124,172$2,538,323 ▼-6.9%82,3421.1%ConstructionNDAQNasdaq$33,323,891$491,782 ▼-1.5%376,7541.1%FinanceTRVTravelers Companies$33,060,765$72,318 ▼-0.2%118,4041.1%FinanceWFCWells Fargo & Company$32,031,562$253,723 ▼-0.8%382,1471.0%FinanceLLYEli Lilly and Company$31,856,776$4,502,463 ▼-12.4%41,7521.0%MedicalWDCWestern Digital$31,469,767$31,469,767 ▲New Holding262,1171.0%Computer and TechnologyRTXRTX$30,705,222$363,943 ▼-1.2%183,5011.0%AerospaceETREntergy$29,678,126$26,559 ▼-0.1%318,4691.0%UtilitiesDGXQuest Diagnostics$29,419,644$3,509,912 ▲13.5%154,3691.0%MedicalTMUST-Mobile US$29,308,490$342,553 ▲1.2%122,4351.0%Computer and TechnologyNOWServiceNow$28,613,346$866,904 ▲3.1%31,0920.9%Computer and TechnologyEHCEncompass Health$28,410,944$2,409,188 ▲9.3%223,6730.9%MedicalOLLIOllie's Bargain Outlet$28,406,702$1,005,886 ▲3.7%221,2360.9%Consumer StaplesBLACKROCK INC$27,727,886$99,099 ▼-0.4%23,7830.9%COMFWONKLiberty Media Corporation - Liberty Formula One Series C$27,471,499$47,734 ▲0.2%263,0110.9%Consumer DiscretionaryMCKMcKesson$27,344,826$241,032 ▼-0.9%35,3960.9%MedicalLAM RESEARCH CORP NEW$26,332,506$7,811,056 ▼-22.9%196,6580.9%COMNFLXNetflix$26,312,697$963,932 ▲3.8%21,9470.9%Consumer DiscretionaryAPHAmphenol$26,305,661$2,245,444 ▲9.3%212,5710.9%Computer and TechnologyCMECME Group$26,277,058$1,982,114 ▲8.2%97,2540.9%FinanceBACBank of America$26,261,167$1,599,703 ▲6.5%509,0360.9%FinanceWECWEC Energy Group$25,758,686$172,458 ▲0.7%224,7900.8%UtilitiesNBIXNeurocrine Biosciences$25,693,330$1,776,790 ▲7.4%183,0270.8%MedicalITRIItron$25,649,271$1,393,204 ▼-5.2%205,9190.8%Computer and TechnologyBSXBoston Scientific$25,200,939$251,593 ▲1.0%258,1270.8%MedicalJNJJohnson & Johnson$25,114,212$25,114,212 ▲New Holding135,4450.8%MedicalMMM3M$24,940,840$252,943 ▼-1.0%160,7220.8%Multi-Sector ConglomeratesPANWPalo Alto Networks$24,898,857$2,216,811 ▼-8.2%122,2810.8%Computer and TechnologyGSThe Goldman Sachs Group$24,815,859$9,280,663 ▲59.7%31,1620.8%FinanceTKO GROUP HOLDINGS INC CL A$24,681,734$3,361,422 ▲15.8%122,2110.8%COMGE VERNOVA INC$24,602,764$3,563,960 ▼-12.7%40,0110.8%COMQXO INC NEW$24,116,332$458,488 ▲1.9%1,265,2850.8%COMAXPAmerican Express$23,354,170$181,692 ▼-0.8%70,3100.8%FinanceCSCOCisco Systems$23,345,451$1,628,396 ▲7.5%341,2080.8%Computer and TechnologyCORTCorcept Therapeutics$23,325,985$547,695 ▼-2.3%280,6640.8%MedicalHDHome Depot$23,090,157$1,231,372 ▲5.6%56,9860.8%Retail/WholesaleEQTEQT$22,531,244$22,531,244 ▲New Holding413,9490.7%EnergyLTHLife Time Group$21,686,562$285,605 ▲1.3%785,7450.7%Consumer DiscretionaryKOCocaCola$21,656,332$860,767 ▲4.1%326,5430.7%Consumer StaplesSNSharkNinja$21,506,259$1,628,842 ▲8.2%208,4950.7%Retail/WholesaleLDOSLeidos$21,238,726$609,963 ▼-2.8%112,3980.7%Computer and TechnologyTXRHTexas Roadhouse$20,895,689$1,932,657 ▼-8.5%125,7640.7%Retail/WholesaleACGLArch Capital Group$20,599,430$661,331 ▼-3.1%227,0410.7%FinancePOSTPost$20,589,084$1,291,265 ▲6.7%191,5620.7%Consumer StaplesCOSTCostco Wholesale$20,588,788$383,211 ▲1.9%22,2430.7%Retail/WholesaleVOOVanguard S&P 500 ETF$20,579,030$91,857 ▲0.4%33,6050.7%ETFPGProcter & Gamble$20,146,588$368,145 ▲1.9%131,1200.7%Consumer StaplesAEEAmeren$19,742,746$136,216 ▲0.7%189,1430.6%UtilitiesVICIVICI Properties$18,987,499$75,753 ▲0.4%582,2600.6%FinanceABBVAbbVie$18,857,775$262,566 ▲1.4%81,4450.6%MedicalNUENucor$18,835,875$661,982 ▲3.6%139,0820.6%Basic MaterialsASNDAscendis Pharma A/S$18,677,603$18,677,603 ▲New Holding93,9470.6%MedicalCLColgate-Palmolive$18,636,652$392,905 ▼-2.1%233,1330.6%Consumer StaplesTECKTeck Resources$18,418,219$36,868 ▼-0.2%419,6450.6%Basic MaterialsARISTA NETWORKS INC$17,067,887$837,395 ▼-4.7%117,1360.6%COMPODDInsulet$16,656,601$16,656,601 ▲New Holding53,9520.5%MedicalCOPConocoPhillips$16,202,889$35,093 ▲0.2%171,2960.5%EnergyLITELumentum$15,125,033$15,125,033 ▲New Holding92,9570.5%Computer and TechnologyGTLSChart Industries$14,748,653$1,198,498 ▲8.8%73,6880.5%IndustrialsLINDE PLC$14,235,786$785,177 ▲5.8%29,9700.5%COMVRSNVeriSign$13,914,478$2,197,420 ▲18.8%49,7710.5%Computer and TechnologyPFGCPerformance Food Group$13,054,835$13,054,835 ▲New Holding125,4790.4%Retail/WholesaleCATCaterpillar$11,743,139$1,537,854 ▲15.1%24,6110.4%IndustrialsKDKyndryl$6,776,089$8,757,198 ▼-56.4%225,6440.2%Business ServicesSPYSPDR S&P 500 ETF Trust$4,028,403$236,495 ▼-5.5%6,0470.1%FinanceMCDMcDonald's$3,496,254$328,201 ▲10.4%11,5050.1%Retail/WholesaleDEDeere & Company$3,366,348$338,372 ▼-9.1%7,3620.1%IndustrialsSHWSherwin-Williams$2,531,1610.0%7,3100.1%Basic MaterialsIBMInternational Business Machines$1,805,824$64,050 ▼-3.4%6,4000.1%Computer and TechnologyVVisa$1,536,210$17,069 ▼-1.1%4,5000.1%Business ServicesVANGUARD INDEX FUNDS 500 INDEX$1,478,113$58,014 ▲4.1%2,3950.0%ETFCHKChesapeake Energy$1,442,2080.0%13,5750.0%EnergyAMGNAmgen$1,269,900$9,862,608 ▼-88.6%4,5000.0%MedicalQSRRestaurant Brands International$1,043,4940.0%16,2690.0%Retail/WholesaleCTASCintas$990,9950.0%4,8280.0%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$963,781$60,795 ▼-5.9%1,6170.0%ETFATOAtmos Energy$863,4830.0%5,0570.0%UtilitiesTXNTexas Instruments$725,733$725,733 ▲New Holding3,9500.0%Computer and TechnologyShowing 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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