Bragg Financial Advisors, Inc - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Bragg Financial Advisors, Inc held in its portfolio 340 assets valued at $3,071,977,554 (i.e. $3.07B).

The most valuable assets in the portfolio included: APPLE INC ($81.81M), MICROSOFT CORP ($80.23M), and VANGUARD INDEX FDS ($62.54M).

The chart below shows the top 10 valuable assets, and the table below shows the top 340 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Bragg Financial Advisors, Inc Portfolio
APPLE INC
MICROSOFT CORP
VANGUARD INDEX FDS
ALPHABET INC
RLI CORP
UGI CORP NEW
TD SYNNEX CORPORATION
VANGUARD INSTL INDEX FD
INTERDIGITAL INC
BROADCOM INC
Bragg Financial Advisors, Inc - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 300921 81808481 COM
MICROSOFT CORP 165892 80228817 COM
VANGUARD INDEX FDS 295284 62538279 SM CP VAL ETF
ALPHABET INC 183694 57643179 CAP STK CL C
RLI CORP 780683 49948099 COM
UGI CORP NEW 1316362 49271430 COM
TD SYNNEX CORPORATION 314063 47181685 COM
VANGUARD INSTL INDEX FD 610021 46013885 0-3 MO TREAS BIL
INTERDIGITAL INC 136724 43530188 COM
BROADCOM INC 118321 40951031 COM
VANGUARD INDEX FDS 135323 40882489 SML CP GRW ETF
APPLIED MATLS INC 154915 39811580 COM
ORACLE CORP 190445 37119629 COM
REV GROUP INC 574290 34922575 COM
META PLATFORMS INC 52897 34916602 CL A
VANGUARD INDEX FDS 70951 34614348 GROWTH ETF
NEW JERSEY RES CORP 744279 34326148 COM
AMERICAN EXPRESS CO 89680 33177298 COM
VANGUARD STAR FDS 431710 32568169 VG TL INTL STK F
OSHKOSH CORP 256745 32254875 COM
AMAZON COM INC 137188 31665779 COM
CSG SYS INTL INC 408986 31365137 COM
VANGUARD INDEX FDS 175901 31199484 MCAP VL IDXVIP
VANGUARD MUN BD FDS 616050 30981130 TAX EXEMPT BD
JPMORGAN CHASE & CO. 96108 30967920 COM
AXOS FINANCIAL INC 355459 30626348 COM
VANGUARD INDEX FDS 108818 30375456 MCAP GR IDXVIP
SERVISFIRST BANCSHARES INC 420381 30179152 COM
VANGUARD INDEX FDS 157892 30155885 VALUE ETF
CNO FINL GROUP INC 695066 29519454 COM
ARROW ELECTRS INC 265161 29215439 COM
MGIC INVT CORP WIS 971379 28383695 COM
NELNET INC 212618 28269690 CL A
JBT MAREL CORPORATION 187047 28182372 COM
MDU RES GROUP INC 1437711 28064119 COM
NVIDIA CORPORATION 147704 27546880 COM
FABRINET 60117 27370068 SHS
CISCO SYS INC 350100 26968212 COM
PVH CORPORATION 398272 26692190 COM
SYNAPTICS INC 356075 26356708 COM
VISHAY INTERTECHNOLOGY INC 1769132 25634723 COM
INGLES MKTS INC 372210 25514996 CL A
LITTELFUSE INC 99652 25203984 COM
AGCO CORP 239169 24950111 COM
WALMART INC 223187 24865308 COM
MSC INDL DIRECT INC 281536 23677178 CL A
CORNING INC 262246 22962272 COM
SPROUTS FMRS MKT INC 286474 22823384 COM
EATON CORP PLC 68114 21694991 SHS
G III APPAREL GROUP LTD 732462 21212100 COM
RTX CORPORATION 115105 21110289 COM
ADVANCED MICRO DEVICES INC 98253 21041863 COM
HORACE MANN EDUCATORS CORP N 455175 21019982 COM
MCDONALDS CORP 68543 20948791 COM
INTERNATIONAL BUSINESS MACHS 67085 19871343 COM
SCHOLASTIC CORP 668904 19819626 COM
TJX COS INC NEW 128647 19761389 COM
LEVI STRAUSS & CO NEW 947376 19648579 CL A COM STK
UPBOUND GROUP INC 1105047 19404626 COM
VANGUARD SCOTTSDALE FDS 222498 18634230 INT-TERM CORP
JOHNSON & JOHNSON 89409 18503188 COM
HOME DEPOT INC 52105 17929179 COM
BOOKING HOLDINGS INC 3269 17504786 COM
MASTERCARD INCORPORATED 30079 17171625 CL A
ROYAL BK CDA 99436 16952809 COM
SCIENCE APPLICATIONS INTL CO 167985 16909371 COM
AMGEN INC 51233 16769188 COM
ABBVIE INC 73379 16766368 COM
GE AEROSPACE 54276 16718637 COM NEW
COSTCO WHSL CORP NEW 19086 16458622 COM
DISNEY WALT CO 144309 16417998 COM
QUALCOMM INC 94886 16230251 COM
AMERIPRISE FINL INC 32926 16145076 COM
EPLUS INC 181922 15954560 COM
PROGRESSIVE CORP 69371 15797165 COM
ACCENTURE PLC IRELAND 58014 15565184 SHS CLASS A
MERCK & CO INC 146456 15415997 COM
DANAHER CORPORATION 67229 15390063 COM
ALPHABET INC 49055 15354284 CAP STK CL A
EXXON MOBIL CORP 126300 15198927 COM
RAYMOND JAMES FINL INC 92557 14863722 COM
ADVANCE AUTO PARTS INC 370812 14572912 COM
IAC INC 369615 14451947 COM NEW
ELI LILLY & CO 13367 14365331 COM
PROCTER AND GAMBLE CO 98302 14087659 COM
TESLA INC 31199 14030815 COM
TAIWAN SEMICONDUCTOR MFG LTD 46065 13998693 SPONSORED ADS
ABBOTT LABS 111462 13965076 COM
ASML HOLDING N V 13005 13913530 N Y REGISTRY SHS
VANGUARD SCOTTSDALE FDS 85691 13704522 VNG RUS2000VAL
UNION PAC CORP 58888 13621973 COM
TRANE TECHNOLOGIES PLC 34031 13244866 SHS
HONEYWELL INTL INC 66527 12978741 COM
EVERUS CONSTR GROUP 150726 12896117 COM
DARLING INGREDIENTS INC 356159 12821724 COM
SALESFORCE INC 48220 12773963 COM
SOUTHERN CO 145136 12655874 COM
QORVO INC 145937 12333136 COM
BLACKROCK INC 11361 12160133 COM
BLACKSTONE INC 75350 11614449 COM
DUCOMMUN INC DEL 120697 11481906 COM
ADOBE INC 29886 10459875 COM
UNITEDHEALTH GROUP INC 31128 10275665 COM
ISHARES TR 95876 10269279 NATIONAL MUN ETF
PEPSICO INC 69567 9984298 COM
SHELL PLC 131380 9653803 SPON ADS
PROLOGIS INC. 75132 9591352 COM
CONOCOPHILLIPS 100242 9383691 COM
T-MOBILE US INC 45818 9302887 COM
COMCAST CORP NEW 302324 9036465 CL A
RIO TINTO PLC 102571 8208784 SPONSORED ADR
THERMO FISHER SCIENTIFIC INC 14062 8148226 COM
AMERICAN CENTY ETF TR 77344 7887549 US SML CP VALU
NEXTERA ENERGY INC 96893 7778571 COM
SPDR SERIES TRUST 227509 7740504 STATE STREET SPD
SPDR S&P 500 ETF TR 11298 7704333 TR UNIT
LOWES COS INC 31428 7579247 COM
GRACO INC 91233 7478370 COM
STRYKER CORPORATION 20833 7322171 COM
TEXAS INSTRS INC 41698 7234187 COM
DEERE & CO 15512 7222039 COM
ISHARES TR 67327 7183791 SHRT NAT MUN ETF
PFIZER INC 286375 7130750 COM
BERKSHIRE HATHAWAY INC DEL 13758 6915459 CL B NEW
PRUDENTIAL FINL INC 59321 6696174 COM
COCA COLA CO 91558 6400801 COM
STARBUCKS CORP 75048 6319821 COM
VSE CORP 36083 6234060 COM
CSW INDUSTRIALS INC 19897 5840367 COM
NIKE INC 90707 5778943 CL B
GRAPHIC PACKAGING HLDG CO 382475 5760074 COM
AIR PRODS & CHEMS INC 23104 5707140 COM
CONCENTRIX CORP 137188 5704278 COM
EQUINIX INC 7077 5422263 COM
PALO ALTO NETWORKS INC 29425 5420100 COM
CHEVRON CORP NEW 35269 5375394 COM
BXP INC 75553 5098283 COM
DIMENSIONAL ETF TRUST 85470 5088880 US TARGETED VLU
AMERICAN TOWER CORP NEW 28950 5082752 COM
NETFLIX INC 53447 5011191 COM
CONSTELLATION ENERGY CORP 13411 4737704 COM
PAYPAL HLDGS INC 81038 4731027 COM
BERKSHIRE HATHAWAY INC DEL 6 4528800 CL A
SERVICENOW INC 28686 4394340 COM
DUKE ENERGY CORP NEW 37008 4337719 COM NEW
TRUIST FINL CORP 85123 4188903 COM
VANGUARD INDEX FDS 12477 3927760 LARGE CAP ETF
FISERV INC 58251 3912743 COM
GE VERNOVA INC 5946 3886128 COM
VANGUARD INDEX FDS 11236 3767094 TOTAL STK MKT
FIVE STAR BANCORP 103001 3685376 COM
VANGUARD SCOTTSDALE FDS 78135 3678580 MTG-BKD SECS ETF
DECKERS OUTDOOR CORP 35100 3638817 COM
ISHARES TR 31459 3457614 TIPS BD ETF
BANK NEW YORK MELLON CORP 29511 3425874 COM
HERSHEY CO 18717 3406120 COM
VANGUARD INDEX FDS 12900 3327555 SMALL CP ETF
CATERPILLAR INC 5776 3308898 COM
BANK AMERICA CORP 59289 3260882 COM
VANGUARD SCOTTSDALE FDS 53570 3210466 INTER TERM TREAS
GENERAL DYNAMICS CORP 9308 3133463 COM
FOSTER L B CO 113765 3065967 COM
SELECT SECTOR SPDR TR 19412 2794746 STATE STREET TEC
BECTON DICKINSON & CO 14195 2754759 COM
ISHARES TR 19885 2616668 S&P MC 400VL ETF
LINDE PLC 6093 2597995 SHS
VANGUARD WORLD FD 3284 2475414 INF TECH ETF
WW GRAINGER INC 2447 2469146 COM
VALERO ENERGY CORP 15047 2449518 COM
FLOWERS FOODS INC 224780 2445607 COM
VANGUARD BD INDEX FDS 30403 2396061 SHORT TRM BOND
CHIPOTLE MEXICAN GRILL INC 63227 2339399 COM
ISHARES TR 11694 2335058 U.S. TECH ETF
SELECT SECTOR SPDR TR 19730 2322616 STATE STREET COM
PRICE T ROWE GROUP INC 22468 2300264 COM
VANGUARD INDEX FDS 3573 2240736 S&P 500 ETF SHS
QUANTA SVCS INC 5300 2236918 COM
SHERWIN WILLIAMS CO 6796 2202108 COM
ISHARES TR 3187 2182904 CORE S&P500 ETF
PPG INDS INC 21265 2178812 COM
VANGUARD SCOTTSDALE FDS 9190 2168749 VNG RUS2000GRW
VANGUARD INDEX FDS 7404 2148884 MID CAP ETF
LIVE OAK BANCSHARES INC 59402 2040459 COM
VANGUARD SPECIALIZED FUNDS 9163 2013845 DIV APP ETF
DARDEN RESTAURANTS INC 10921 2009637 COM
INGERSOLL RAND INC 24752 1960854 COM
ISHARES TR 51334 1919624 BROAD USD HIGH
EXELON CORP 42638 1858569 COM
ATI INC 15985 1834439 COM
GOLDMAN SACHS GROUP INC 2038 1791402 COM
VANGUARD TAX-MANAGED FDS 27216 1700184 VAN FTSE DEV MKT
VANGUARD CHARLOTTE FDS 35098 1695925 TOTAL INT BD ETF
BRISTOL-MYERS SQUIBB CO 30157 1626664 COM
VANGUARD SCOTTSDALE FDS 5238 1618752 VNG RUS1000IDX
ELEVANCE HEALTH INC FORMERLY 4500 1577475 COM
INVESCO EXCHANGE TRADED FD T 33332 1563938 RAFI US 1000 ETF
VANGUARD WORLD FD 5314 1529635 HEALTH CAR ETF
VANGUARD ADMIRAL FDS INC 6889 1411212 500 VAL IDX FD
DIMENSIONAL ETF TRUST 29836 1390060 US MKTWIDE VALUE
PHILLIPS 66 10402 1342312 COM
VISA INC 3649 1279741 COM CL A
ISHARES TR 11058 1257516 SP SMCP600VL ETF
VANGUARD INTL EQUITY INDEX F 23044 1238861 FTSE EMR MKT ETF
ISHARES TR 3833 1238098 RUS 2000 GRW ETF
CENTENE CORP DEL 30000 1234500 COM
COLGATE PALMOLIVE CO 15300 1208996 COM
AUTOMATIC DATA PROCESSING IN 4604 1184287 COM
ISHARES TR 8311 1173111 S&P SML 600 GWT
VANGUARD WORLD FD 9476 1146217 ESG US STK ETF
WELLS FARGO CO NEW 12290 1145386 COM
ISHARES TR 11821 1145219 S&P MC 400GR ETF
SPDR INDEX SHS FDS 31341 1125769 MSCI ACWI EXUS
3M CO 6955 1113560 COM
ISHARES TR 4508 1109690 RUSSELL 2000 ETF
INTEL CORP 29170 1076388 COM
COCA COLA CONS INC 6763 1036768 COM
ISHARES TR 8594 1032849 CORE S&P SCP ETF
VERIZON COMMUNICATIONS INC 25287 1029933 COM
VANGUARD INDEX FDS 11551 1022174 REAL ESTATE ETF
AFLAC INC 9227 1017462 COM
ISHARES TR 10175 967541 ESG AW MSCI EAFE
ISHARES TR 21031 967006 ESG AWARE MSCI
DUPONT DE NEMOURS INC 22739 914088 COM
GENERAL MLS INC 19139 889964 COM
MARRIOTT INTL INC NEW 2867 889459 CL A
ALLEGION PLC 5504 876347 ORD SHS
ISHARES TR 1827 864720 RUS 1000 GRW ETF
ISHARES TR 8784 843528 MSCI EAFE ETF
QNITY ELECTRONICS INC 9999 816419 COMMON STOCK
INVESCO QQQ TR 1278 785089 UNIT SER 1
SCHWAB CHARLES CORP 7845 783794 COM
YUM BRANDS INC 5020 759426 COM
SYSCO CORP 9961 734027 COM
ISHARES TR 7553 727128 RUS MID CAP ETF
ISHARES TR 10991 725406 CORE S&P MCP ETF
BALL CORP 13507 715466 COM
BOEING CO 3223 699778 COM
SELECT SECTOR SPDR TR 12654 693060 STATE STREET FIN
NUSHARES ETF TR 15463 690423 NUVEEN ESG SMLCP
ISHARES TR 4951 677990 RUS MD CP GR ETF
VANGUARD WHITEHALL FDS 4542 651868 HIGH DIV YLD
BLOOM ENERGY CORP 7500 651675 COM CL A
MONDELEZ INTL INC 12022 647145 CL A
CARRIER GLOBAL CORPORATION 12213 645335 COM
DIMENSIONAL ETF TRUST 20097 636372 INTL HIGH PROFIT
VANGUARD WORLD FD 3001 633932 CONSUM STP ETF
AT&T INC 25274 627795 COM
ISHARES TR 4314 608490 RUS MDCP VAL ETF
FORTIVE CORP 10990 606758 COM
ZOETIS INC 4793 603056 CL A
VANGUARD SCOTTSDALE FDS 10230 600808 SHORT TERM TREAS
AMERICAN CENTY ETF TR 6177 580453 INTL SMCP VLU
DOMINION ENERGY INC 9756 571622 COM
VANGUARD WORLD FD 2896 560795 COMM SRVC ETF
PUBLIC STORAGE OPER CO 2150 557796 COM
VANGUARD WORLD FD 7663 548825 ESG INTL STK ETF
SELECT SECTOR SPDR TR 3512 543658 STATE STREET HEA
ANALOG DEVICES INC 2004 543485 COM
SPDR S&P MIDCAP 400 ETF TR 899 542500 UTSER1 S&PDCRP
VANGUARD WORLD FD 1808 539472 INDUSTRIAL ETF
ISHARES TR 7943 533214 MSCI ACWI EX US
SCHWAB STRATEGIC TR 20043 530940 US TIPS ETF
PIMCO ETF TR 10086 528608 INTER MUN BD ACT
CAPITAL ONE FINL CORP 2167 525195 COM
VANGUARD WORLD FD 1324 521551 CONSUM DIS ETF
SELECT SECTOR SPDR TR 3270 507243 STATE STREET IND
VANGUARD WORLD FD 3766 502724 FINANCIALS ETF
ISHARES TR 16100 498456 PFD AND INCM SEC
VANGUARD SCOTTSDALE FDS 6190 493529 SHRT TRM CORP BD
PINNACLE FINL PARTNERS INC 5131 489549 COM
INVESCO EXCHANGE TRADED FD T 10570 485058 RAFI US 1500
SOLSTICE ADVANCED MATLS INC 9960 483857 COM SHS
ILLINOIS TOOL WKS INC 1957 482010 COM
VANGUARD INTL EQUITY INDEX F 5275 476860 FTSE PACIFIC ETF
VANGUARD ADMIRAL FDS INC 1048 465931 500 GRTH IDX F
SELECT SECTOR SPDR TR 3857 460565 STATE STREET CON
SCHWAB STRATEGIC TR 18763 457255 SHT TM US TRES
GENUINE PARTS CO 3695 454338 COM
FIFTH THIRD BANCORP 9630 450781 COM
ISHARES TR 19030 445011 ESG AWRE USD ETF
ENBRIDGE INC 9101 436125 COM
SIMON PPTY GROUP INC NEW 2351 435194 COM
DELL TECHNOLOGIES INC 3422 430762 CL C
MANULIFE FINL CORP 11664 423161 COM
SPDR GOLD TR 1054 417711 GOLD SHS
MORGAN STANLEY 2352 417551 COM NEW
CROWDSTRIKE HLDGS INC 885 414853 CL A
VERALTO CORP 4142 413289 COM SHS
MOTOROLA SOLUTIONS INC 1008 386387 COM NEW
WISDOMTREE TR 5784 386372 US MIDCAP FUND
METLIFE INC 4861 383728 COM
ISHARES TR 3331 379468 EAFE GRWTH ETF
VANGUARD WORLD FD 5935 377645 ESG US CORP BD
MASTEC INC 1711 371921 COM
INTUIT 561 371618 COM
ISHARES GOLD TR 4402 357311 ISHARES NEW
EQUIFAX INC 1612 349772 COM
NORFOLK SOUTHN CORP 1205 347908 COM
WASTE MGMT INC DEL 1581 347362 COM
PHILIP MORRIS INTL INC 2148 344540 COM
MICRON TECHNOLOGY INC 1195 341065 COM
NUSHARES ETF TR 8611 336691 NUVEEN ESG MIDVL
PNC FINL SVCS GROUP INC 1485 309965 COM
SCHWAB STRATEGIC TR 11272 306712 FUNDAMENTAL US L
VANGUARD ADMIRAL FDS INC 3130 305989 SMLCP 600 VAL
VANGUARD MALVERN FDS 6098 301608 STRM INFPROIDX
VANGUARD INTL EQUITY INDEX F 4079 300052 ALLWRLD EX US
SOUTHSTATE BK CORP 3146 296071 COM
EDWARDS LIFESCIENCES CORP 3389 288913 COM
TRAVELERS COMPANIES INC 992 287740 COM
VANGUARD WORLD FD 1373 284967 MATERIALS ETF
CORTEVA INC 4221 282934 COM
LOCKHEED MARTIN CORP 568 274725 COM
VULCAN MATLS CO 949 270674 COM
CHUBB LIMITED 867 270609 COM
ISHARES TR 5642 269970 ESG AWR US AGRGT
NUCOR CORP 1651 269295 COM
BROWN FORMAN CORP 10235 266712 CL B
S&P GLOBAL INC 507 264954 COM
ISHARES TR 2044 264004 EXPND TEC SC ETF
IDEXX LABS INC 382 258435 COM
NUSHARES ETF TR 5358 255807 NUVEEN ESG MIDCP
VANGUARD WORLD FD 2016 253855 ENERGY ETF
FIDUS INVT CORP 13011 251113 COM
CARDINAL HEALTH INC 1200 246600 COM
MCKESSON CORP 292 239525 COM
FEDEX CORP 810 234053 COM
DOLLAR TREE INC 1875 230644 COM
ISHARES TR 2763 228832 1 3 YR TREAS BD
MARATHON PETE CORP 1400 227682 COM
ISHARES TR 1518 226152 ESG AWR MSCI USA
NCINO INC 8785 225248 COM
YUM CHINA HLDGS INC 4700 224378 COM
DELTA AIR LINES INC DEL 3227 223954 COM NEW
CURTISS WRIGHT CORP 400 220508 COM
VANGUARD INTL EQUITY INDEX F 2594 216885 FTSE EUROPE ETF
EMERSON ELEC CO 1590 211025 COM
SELECT SECTOR SPDR TR 4606 205935 STATE STREET ENE
ISHARES TR 1215 205056 ISHARES BIOTECH
ISHARES TR 2289 204808 CORE MSCI EAFE