Institutional Fund
Braun Stacey Associates Inc
New York, NYCIK 8720805 filings on record
Portfolio Value
$3.01B
Q1 2026
Holdings
112
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.5%
from $3.09B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation6.5%
- Apple Inc5.5%
- Microsoft Corp4.2%
- Amazon Com Inc3.1%
- Alphabet Inc3.0%
- Broadcom Inc2.4%
- Other75.3%
Portfolio Holdings
112 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.12M | $194.88M | 6.5% | +1.8K | Added |
| 2 | Apple Inc | 652.5K | $165.60M | 5.5% | +205 | Added |
| 3 | Microsoft Corp | 341.3K | $126.35M | 4.2% | +1.6K | Added |
| 4 | Amazon Com Inc | 448.1K | $93.32M | 3.1% | −1.5K | Reduced |
| 5 | Alphabet Inc | 317.1K | $91.19M | 3.0% | +4.8K | Added |
| 6 | Broadcom Inc | 228.8K | $70.82M | 2.4% | −8.0K | Reduced |
| 7 | Lumentum Hldgs Inc | 91.8K | $64.54M | 2.1% | −16.9K | Reduced |
| 8 | Exxon Mobil Corp | 379.6K | $64.40M | 2.1% | −2.5K | Reduced |
| 9 | Meta Platforms Inc | 106.3K | $60.80M | 2.0% | −3.5K | Reduced |
| 10 | Vertiv Holdings Co | 241.1K | $60.43M | 2.0% | −16.4K | Reduced |
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