Bragg Financial Advisors, Inc 13F Holdings
CIK 0001327055 · CHARLOTTE, NC
As of Sep 30, 2025, Bragg Financial Advisors, Inc reported 344 positions worth $2.9B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 165,335 | $85.6M | 2.91% |
| APPLE INC | AAPL | Technology | 303,337 | $77.2M | 2.62% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 294,047 | $61.4M | 2.08% |
| INTERDIGITAL INC | IDCC | Communication Services | 169,963 | $58.7M | 1.99% |
| FABRINET | FN | Technology | 158,367 | $57.7M | 1.96% |
| ORACLE CORP | ORCL | Technology | 191,806 | $53.9M | 1.83% |
| TD SYNNEX CORP | SNX | Technology | 313,533 | $51.3M | 1.74% |
| RLI CORP | RLI | Financial Services | 746,151 | $48.7M | 1.65% |
| ALPHABET INC | GOOG | Equity | 189,439 | $46.1M | 1.57% |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | VBIL | — | 605,802 | $45.8M | 1.56% |
| BROADCOM INC | AVGO | Technology | 125,406 | $41.4M | 1.41% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 132,292 | $39.4M | 1.34% |
| UGI CORP | UGI | Utilities | 1,108,501 | $36.9M | 1.25% |
| META PLATFORMS INC | META | Communication Services | 50,081 | $36.8M | 1.25% |
| SERVISFIRST BANCSHARES INC | SFBS | Financial Services | 420,200 | $33.8M | 1.15% |
| PVH CORP | PVH | Consumer Cyclical | 398,814 | $33.4M | 1.13% |
| OSHKOSH CORP | OSK | Industrials | 256,012 | $33.2M | 1.13% |
| APPLIED MATERIALS INC | AMAT | Technology | 157,840 | $32.3M | 1.10% |
| REV GROUP INC | REVG | Industrials | 567,825 | $32.2M | 1.09% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 66,541 | $31.9M | 1.08% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 421,426 | $31.0M | 1.05% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 103,764 | $30.5M | 1.04% |
| AMAZON.COM INC | AMZN | Equity | 137,574 | $30.2M | 1.03% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 90,718 | $30.1M | 1.02% |
| AXOS FINANCIAL INC | AX | Financial Services | 354,821 | $30.0M | 1.02% |