Braun Stacey Associates
$3.5B 13F equity value
124 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Braun Stacey Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,115,174 | $223M | 6.3% |
| AAPL | APPLE INC | 664,904 | $192M | 5.5% |
| MSFT | MICROSOFT CORP | 340,491 | $127M | 3.6% |
| GOOGL | ALPHABET INC CAP STOCK CL A | 327,643 | $117M | 3.3% |
| MU | MICRON TECHNOLOGY INC | 95,775 | $111M | 3.1% |
| AMZN | AMAZON.COM INC | 461,472 | $110M | 3.1% |
| WDC | WESTERN DIGITAL CORP | 154,944 | $99M | 2.8% |
| AVGO | BROADCOM INC | 200,903 | $76M | 2.2% |
| VRT | VERTIV HOLDINGS CO CL A | 203,508 | $68M | 1.9% |
| LRCX | LAM RESEARCH CORP NEW | 155,268 | $67M | 1.9% |
Track Braun Stacey Associates's 13F portfolio: $3.5B in reported holdings, 124 positions. Top holdings and quarterly changes on SentiSense.
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