Braun Stacey Associates
Braun Stacey Associates reported 114 stocks worth $3.5B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are NVDA (7.7%), AAPL (6.5%) and MSFT (5.7%). Compared with Q2 2026, the fund opened new positions in STX, XOM and ONTO, added to NVDA, AAPL and MSFT, trimmed AMZN, MU and META and sold out of WDC, CRDO and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $266M | 7.7% | 1.2M | +52K (+5%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $225M | 6.5% | 677K | +12K (+2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $196M | 5.7% | 383K | +42K (+12%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $117M | 3.4% | 339K | +12K (+4%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $113M | 3.3% | 453K | −8,294 (−2%) | 8 of 8 | |
| 6 |  MU Micron Technology Inc | $93.2M | 2.7% | 88K | −8,230 (−9%) | 8 of 8 | |
| 7 |  META Meta Platforms Inc | $70M | 2.0% | 97K | −6,001 (−6%) | 8 of 8 | |
| 8 |  LITE Lumentum Hldgs Inc | $69.8M | 2.0% | 72K | −1,928 (−3%) | 5 of 8 | |
| 9 |  STX Seagate Technology Hldngs PL | $63M | 1.8% | 68K | New position | 1 of 8 | |
| 10 |  XOM Exxon Mobil Corp | $60.2M | 1.7% | 370K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WDC Western Digital Corp | $99M | 155K |
 CRDO Credo Technology Group Holdi | $64.5M | 237K |
XOM Exxon Mobil Corp | $51.1M | 374K |
 APP Applovin Corp | $39.1M | 76K |
 ALGM Allegro Microsystems Inc | $25.5M | 366K |
🔒 Free account: see all 11.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Braun Stacey Associates 13F FAQ
What does Braun Stacey Associates own?
Braun Stacey Associates reported 114 stocks worth $3.5B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are NVDA (7.7%), AAPL (6.5%) and MSFT (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Braun Stacey Associates buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 45 added to, 49 trimmed and 11 sold out. New positions include STX, XOM and ONTO. It sold all of WDC, CRDO and XOM.
When will Braun Stacey Associates file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Braun Stacey Associates's portfolio worth?
The Q3 2026 filing reports $3.5B 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.