Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRAUN STACEY ASSOCIATES INC (CIK 872080) reported $3.53B across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($223.1M, 6.33%), AAPL ($192.4M, 5.45%), MSFT ($127.0M, 3.60%), GOOGL ($117.1M, 3.32%), MU ($110.6M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $223.1M | 6.33% | 1.1M | Trimmed |
| 2 | AAPL | APPLE INC | $192.4M | 5.45% | 664,904 | Added |
| 3 | MSFT | MICROSOFT CORP | $127.0M | 3.60% | 340,491 | Trimmed |
| 4 | GOOGL | ALPHABET INC CAP STOCK CL A | $117.1M | 3.32% | 327,643 | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $110.6M | 3.13% | 95,775 | Trimmed |
| 6 | AMZN | AMAZON.COM INC | $110.0M | 3.12% | 461,472 | Added |
| 7 | WDC | WESTERN DIGITAL CORP | $99.0M | 2.81% | 154,944 | Trimmed |
| 8 | AVGO | BROADCOM INC | $75.9M | 2.15% | 200,903 | Trimmed |
| 9 | VRT | VERTIV HOLDINGS CO CL A | $68.1M | 1.93% | 203,508 | Trimmed |
| 10 | LRCX | LAM RESEARCH CORP NEW | $67.3M | 1.91% | 155,268 | Trimmed |
| 11 | CRDO | CREDO TECHNOLOGY GROUP HOLDING | $64.5M | 1.83% | 237,320 | Trimmed |
| 12 | LITE | LUMENTUM HOLDINGS INC | $63.3M | 1.79% | 73,780 | Trimmed |
| 13 | META | META PLATFORMS INC CL A | $57.8M | 1.64% | 102,559 | Trimmed |
| 14 | GOOG | ALPHABET INC CAP STOCK CL C | $57.4M | 1.63% | 162,551 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $56.9M | 1.61% | 173,933 | Trimmed |
| 16 | HWM | HOWMET AEROSPACE INC | $53.9M | 1.53% | 200,339 | Trimmed |
| 17 | XOM | EXXON MOBILE CORP | $51.1M | 1.45% | 373,813 | Trimmed |
| 18 | WELL | WELLTOWER INC | $49.2M | 1.40% | 216,915 | Trimmed |
| 19 | PWR | QUANTA SERVICES INC | $49.0M | 1.39% | 68,056 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $48.9M | 1.39% | 40,794 | Trimmed |
| 21 | GEV | GE VERNOVA INC | $43.3M | 1.23% | 36,819 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $42.6M | 1.21% | 40,049 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC | $42.8M | 1.21% | 125,615 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $39.6M | 1.12% | 156,008 | Added |
| 25 | CSCO | CISCO SYSTEMS INC | $39.0M | 1.11% | 332,315 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30