Institutional Fund
Bragg Financial Advisors, Inc
Charlotte, NCCIK 13270555 filings on record
Portfolio Value
$3.16B
Q1 2026
Holdings
362
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+2.9%
from $3.07B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc2.4%
- Vanguard Index Fds2.0%
- Microsoft Corp2.0%
- Td Synnex Corporation1.7%
- Alphabet Inc1.6%
- Applied Matls Inc1.6%
- Other88.6%
Portfolio Holdings
362 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 301.4K | $76.50M | 2.4% | +520 | Added |
| 2 | Vanguard Index Fds | 296.4K | $64.38M | 2.0% | +1.1K | Added |
| 3 | Microsoft Corp | 170.4K | $63.09M | 2.0% | +4.5K | Added |
| 4 | Td Synnex Corporation | 314.6K | $53.07M | 1.7% | +521 | Added |
| 5 | Alphabet Inc | 181.0K | $51.92M | 1.6% | −2.7K | Reduced |
| 6 | Applied Matls Inc | 149.0K | $50.92M | 1.6% | −5.9K | Reduced |
| 7 | Ugi Corp New | 1.32M | $48.14M | 1.5% | +5.3K | Added |
| 8 | Rli Corp | 811.1K | $46.27M | 1.5% | +30.4K | Added |
| 9 | Vanguard Instl Index Fd | 605.8K | $45.83M | 1.4% | −4.2K | Reduced |
| 10 | Vanguard Index Fds | 137.9K | $41.69M | 1.3% | +2.6K | Added |
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