Braun Stacey Associates Inc Top Holdings and 13F Report (2026) About Braun Stacey Associates IncInvestment ActivityBraun Stacey Associates Inc has $3.01 billion in total holdings as of March 31, 2026.Braun Stacey Associates Inc owns shares of 112 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 5.30% of the portfolio was sold this quarter.This quarter, Braun Stacey Associates Inc has purchased 113 new stocks and bought additional shares in 40 stocks.Braun Stacey Associates Inc sold shares of 57 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $194,877,874Apple $165,599,498Microsoft $126,348,275Amazon.com $93,315,790Alphabet $91,191,890 Largest New Holdings this Quarter 58933Y105 - Merck & Co., Inc. $29,593,986 Holding879360105 - Teledyne Technologies $16,597,239 Holding783549108 - Ryder System $12,188,843 Holding46266C105 - IQVIA $11,874,359 Holding22663K107 - Crinetics Pharmaceuticals $11,797,027 Holding Largest Purchases this Quarter Merck & Co., Inc. 246,022 shares (about $29.59M)Teledyne Technologies 27,433 shares (about $16.60M)Ryder System 59,542 shares (about $12.19M)IQVIA 69,628 shares (about $11.87M)Crinetics Pharmaceuticals 324,808 shares (about $11.80M) Largest Sales this Quarter Lumentum 16,912 shares (about $11.89M)Micron Technology 29,895 shares (about $10.10M)Western Digital 35,872 shares (about $9.70M)Boston Scientific 151,752 shares (about $9.52M)BLACKROCK INC 7,423 shares (about $7.14M) 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$194,877,874$311,130 â–²0.2%1,117,4196.5%Computer and TechnologyAAPLApple$165,599,498$52,027 â–²0.0%652,5065.5%Computer and TechnologyMSFTMicrosoft$126,348,275$595,604 â–²0.5%341,3254.2%Computer and TechnologyAMZNAmazon.com$93,315,790$313,655 â–¼-0.3%448,0523.1%Retail/WholesaleGOOGLAlphabet$91,191,890$1,378,275 â–²1.5%317,1233.0%Computer and TechnologyAVGOBroadcom$70,821,769$2,476,390 â–¼-3.4%228,8192.4%Computer and TechnologyLITELumentum$64,544,289$11,885,077 â–¼-15.6%91,8442.1%Computer and TechnologyXOMExxonMobil$64,398,186$424,829 â–¼-0.7%379,5722.1%EnergyMETAMeta Platforms$60,796,822$2,005,316 â–¼-3.2%106,2642.0%Computer and TechnologyVRTVertiv$60,426,615$4,109,261 â–¼-6.4%241,1472.0%Computer and TechnologyWDCWestern Digital$56,125,052$9,703,017 â–¼-14.7%207,4941.9%Computer and TechnologyJPMJPMorgan Chase & Co.$52,405,192$1,202,232 â–¼-2.2%178,1521.7%FinanceMUMicron Technology$48,342,201$10,099,727 â–¼-17.3%143,0921.6%Computer and TechnologyHWMHowmet Aerospace$47,537,215$2,325,802 â–¼-4.7%206,2711.6%AerospaceGOOGAlphabet$46,582,909$70,854 â–²0.2%162,3891.5%Computer and TechnologyWELLWelltower$43,906,053$411,237 â–¼-0.9%222,0731.5%FinancePWRQuanta Services$40,601,127$1,639,923 â–¼-3.9%73,9521.3%ConstructionTJXTJX Companies$38,523,952$138,779 â–¼-0.4%241,2271.3%Retail/WholesaleLLYEli Lilly and Company$38,234,839$196,831 â–¼-0.5%41,5701.3%MedicalJNJJohnson & Johnson$37,435,497$1,049,136 â–²2.9%153,1481.2%MedicalRTXRTX$36,845,250$2,508 â–²0.0%191,0071.2%AerospaceETREntergy$35,263,624$311,012 â–¼-0.9%313,8451.2%UtilitiesLAM RESEARCH CORP NEW$34,352,255$548,465 â–¼-1.6%160,7801.1%COMBRK.BBerkshire Hathaway$34,321,262$559,226 â–¼-1.6%71,6221.1%FinanceTRVTravelers Companies$33,952,135$222,260 â–¼-0.7%116,4021.1%FinanceCMECME Group$33,009,793$2,232,846 â–²7.3%111,7651.1%FinanceGE VERNOVA INC$32,874,287$993,360 â–¼-2.9%37,6611.1%COMEVREvercore$32,229,562$723,291 â–¼-2.2%107,9681.1%FinanceMCKMcKesson$30,978,157$116,824 â–¼-0.4%35,7981.0%MedicalDGXQuest Diagnostics$30,735,935$583,628 â–²1.9%156,8321.0%MedicalWFCWells Fargo & Company$30,732,963$646,274 â–¼-2.1%386,0441.0%FinanceNDAQNasdaq$30,647,582$1,242,110 â–¼-3.9%361,0271.0%FinanceMAMastercard$30,558,706$138,905 â–¼-0.5%61,1591.0%Business ServicesAPPLOVIN CORP CL A$30,022,334$4,512,126 â–¼-13.1%75,4331.0%COMASNDAscendis Pharma A/S$29,961,800$2,721,201 â–²10.0%130,9921.0%MedicalGSThe Goldman Sachs Group$29,803,382$863,756 â–²3.0%35,2291.0%FinanceMRKMerck & Co., Inc.$29,593,986$29,593,986 â–²New Holding246,0221.0%MedicalCATCaterpillar$27,508,793$1,363,077 â–²5.2%38,8290.9%IndustrialsAZOAutoZone$27,180,996$280,356 â–¼-1.0%8,0470.9%Retail/WholesaleKOCocaCola$26,571,033$636,995 â–²2.5%349,3890.9%Consumer StaplesTMUST-Mobile US$26,440,887$806,305 â–²3.1%125,8910.9%Computer and TechnologyMMM3M$26,373,187$89,171 â–¼-0.3%181,5960.9%Multi-Sector ConglomeratesEQTEQT$26,363,315$230,250 â–²0.9%414,2570.9%EnergyWECWEC Energy Group$26,312,900$80,229 â–²0.3%227,2860.9%UtilitiesCSCOCisco Systems$26,124,941$114,600 â–²0.4%336,7050.9%Computer and TechnologyQXO INC NEW$25,951,529$727,862 â–²2.9%1,336,3300.9%COMTKO GROUP HOLDINGS INC CL A$25,929,165$321,228 â–²1.3%128,5850.9%COMCOPConocoPhillips$25,115,376$2,402,796 â–²10.6%190,2680.8%EnergyBACBank of America$24,982,230$47,970 â–²0.2%512,4560.8%FinanceSNSharkNinja$24,310,404$1,915,731 â–²8.6%229,5600.8%Retail/WholesaleAPHAmphenol$24,002,962$2,363,250 â–¼-9.0%189,9720.8%Computer and TechnologyNUENucor$23,665,207$222,197 â–¼-0.9%139,9480.8%Basic MaterialsFWONKLiberty Media Corporation - Liberty Formula One Series C$23,506,330$1,193,596 â–²5.3%276,4800.8%Consumer DiscretionaryNFLXNetflix$23,085,711$1,131,012 â–²5.2%240,1010.8%Consumer DiscretionaryEHCEncompass Health$22,832,343$1,310,595 â–²6.1%236,0420.8%MedicalCELHCelsius$22,830,138$1,724,718 â–²8.2%643,4650.8%Consumer StaplesCRDOCredo Technology Group$22,756,153$136,393 â–¼-0.6%242,4220.8%Computer and TechnologyCOSTCostco Wholesale$22,562,164$142,489 â–²0.6%22,6430.8%Retail/WholesaleTXRHTexas Roadhouse$22,110,429$668,817 â–²3.1%133,8890.7%Retail/WholesaleAXPAmerican Express$21,819,092$40,835 â–¼-0.2%72,1340.7%FinanceACGLArch Capital Group$21,751,910$41,084 â–¼-0.2%226,6060.7%FinanceLTHLife Time Group$21,725,898$61,019 â–¼-0.3%806,4550.7%Consumer DiscretionaryOLLIOllie's Bargain Outlet$21,087,100$414,640 â–¼-1.9%229,1080.7%Consumer StaplesAEEAmeren$20,800,052$51,992 â–²0.3%189,2290.7%UtilitiesPGProcter & Gamble$20,328,052$1,009,202 â–²5.2%140,7370.7%Consumer StaplesHDHome Depot$20,252,060$850,838 â–²4.4%61,5770.7%Retail/WholesaleCLColgate-Palmolive$20,102,774$1,029,152 â–²5.4%235,8650.7%Consumer StaplesPOSTPost$19,811,346$1,043,072 â–²5.6%200,3980.7%Consumer StaplesVOOVanguard S&P 500 ETF$19,803,405$364,506 â–¼-1.8%33,1410.7%ETFPANWPalo Alto Networks$18,771,548$769,215 â–¼-3.9%117,0880.6%Computer and TechnologyTECKTeck Resources$18,387,655$82,955 â–¼-0.4%355,3170.6%Basic MaterialsABBVAbbVie$18,325,490$319,928 â–²1.8%84,2590.6%MedicalURBNUrban Outfitters$16,815,751$514,149 â–²3.2%265,4420.6%Retail/WholesaleTDYTeledyne Technologies$16,597,239$16,597,239 â–²New Holding27,4330.6%AerospaceLINDE PLC$16,363,587$1,091,666 â–²7.1%33,0070.5%COMVICIVICI Properties$15,764,651$98,024 â–¼-0.6%577,0370.5%FinanceLDOSLeidos$15,468,175$3,656,120 â–¼-19.1%99,4610.5%Computer and TechnologyBLACKROCK INC$14,353,522$7,138,773 â–¼-33.2%14,9250.5%COMRRyder System$12,188,843$12,188,843 â–²New Holding59,5420.4%TransportationIQVIQVIA$11,874,359$11,874,359 â–²New Holding69,6280.4%MedicalCRNXCrinetics Pharmaceuticals$11,797,027$11,797,027 â–²New Holding324,8080.4%MedicalPODDInsulet$10,881,883$836,632 â–¼-7.1%51,8580.4%MedicalARISTA NETWORKS INC$9,458,235$1,179,302 â–¼-11.1%77,0340.3%COMPFGCPerformance Food Group$8,774,068$2,283,696 â–¼-20.7%102,4290.3%Retail/WholesaleVRSNVeriSign$8,259,212$4,170,213 â–¼-33.6%33,2550.3%Computer and TechnologyGTLSChart Industries$7,122,537$4,990,118 â–¼-41.2%34,4500.2%IndustrialsBSXBoston Scientific$6,610,148$9,522,438 â–¼-59.0%105,3410.2%MedicalSPYSPDR S&P 500 ETF Trust$3,744,020$108,607 â–¼-2.8%5,7570.1%FinanceMCDMcDonald's$3,575,6390.0%11,5050.1%Retail/WholesaleSHWSherwin-Williams$2,864,1140.0%8,9350.1%Basic MaterialsITRIItron$2,576,862$3,466,798 â–¼-57.4%28,7500.1%Computer and TechnologyVANGUARD INDEX FUNDS 500 INDEX$2,059,248$401,246 â–²24.2%3,4180.1%ETFAMGNAmgen$1,583,325$105,555 â–¼-6.3%4,5000.1%MedicalEXPAND ENERGY CORPORATION$1,490,2630.0%13,5750.0%COMIBMInternational Business Machines$1,364,6560.0%5,6300.0%Computer and TechnologyVVisa$1,360,0800.0%4,5000.0%Business ServicesQSRRestaurant Brands International$1,200,875$1,774 â–¼-0.1%16,2500.0%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$1,153,958$198,597 â–²20.8%1,8710.0%ETFATOAtmos Energy$934,1290.0%5,0570.0%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$635,4470.0%3,3110.0%ETFShowing 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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