Bragg Financial Advisors
Bragg Financial Advisors reported 363 stocks worth $3.7B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AMAT (2.8%), AAPL (2.3%) and SNX (2.0%). Compared with Q1 2026, the fund opened new positions in VNT and UTL, added to MSFT, UGI and ARW, trimmed AMAT, AAPL and SNX and sold out of DD, BE and SPGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() AMAT Applied Matls Inc | $104M | 2.8% | 144K | −5,158 (−3%) | 8 of 8 | |
| 2 | ![]() AAPL Apple Inc | $87M | 2.3% | 301K | −778 (−0%) | 8 of 8 | |
| 3 | ![]() SNX TD Synnex Corporation | $73.5M | 2.0% | 275K | −40K (−13%) | 8 of 8 | |
| 4 | ![]() VBR Vanguard Index Fds | $70.6M | 1.9% | 291K | −5,670 (−2%) | 8 of 8 | |
| 5 | ![]() MSFT Microsoft Corp | $64.8M | 1.7% | 174K | +3,371 (+2%) | 8 of 8 | |
| 6 | ![]() GOOG Alphabet Inc | $63.1M | 1.7% | 179K | −2,309 (−1%) | 8 of 8 | |
| 7 | ![]() GLW Corning Inc | $60.6M | 1.6% | 237K | −14K (−6%) | 8 of 8 | |
| 8 | ![]() UGI Ugi Corp New | $59.8M | 1.6% | 1.7M | +410K (+31%) | 8 of 8 | |
| 9 | ![]() ARW Arrow Electrs Inc | $57.3M | 1.5% | 269K | +427 (+0%) | 8 of 8 | |
| 10 | ![]() AMD Advanced Micro Devices Inc | $53.7M | 1.4% | 93K | −5,777 (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
CSG SYS INTL INC | $27.1M | 339K |
HONEYWELL INTL INC | $15.4M | 68K |
![]() DD Dupont DE Nemours Inc | $995K | 22K |
QORVO INC | $515K | 6,648 |
![]() BE Bloom Energy Corp | $474K | 3,500 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bragg Financial Advisors 13F FAQ
What does Bragg Financial Advisors own?
Bragg Financial Advisors reported 363 stocks worth $3.7B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AMAT (2.8%), AAPL (2.3%) and SNX (2.0%). The table above lists every position in the filing (the top 10 without an account).
What did Bragg Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 135 added to, 155 trimmed and 13 sold out. New positions include VNT and UTL. It sold all of DD, BE and SPGI.
When will Bragg Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bragg Financial Advisors's portfolio worth?
The Q2 2026 filing reports $3.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.











