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BRAUN STACEY ASSOCIATES INC 13F portfolio summary

BRAUN STACEY ASSOCIATES INC of BRAUN STACEY ASSOCIATES INC has 113 current stock holdings with a reported portfolio value of $3.53B. The portfolio 1 year return is +33.45%. Top holdings include NVDA (6.33%), AAPL (5.45%), MSFT (3.60%), GOOGL (3.32%), MU (3.13%).

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BRAUN STACEY ASSOCIATES INC

BRAUN STACEY ASSOCIATES INC
Latest filing: 2026-06-30

BRAUN STACEY ASSOCIATES INC runs BRAUN STACEY ASSOCIATES INC and currently holds 113 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.53B. Their top holdings are NVDA, AAPL, MSFT, GOOGL, MU. The top five represent 21.8% of reported portfolio weight. BRAUN STACEY ASSOCIATES INC ranks #274 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BRAUN STACEY ASSOCIATES INC initiated 10 new positions. They added to 38 existing positions. They trimmed 44 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
NVDA6.3%
AAPL5.5%
MSFT3.6%
GOOGL3.3%
MU3.1%
Top 5: 21.8%
Portfolio Returns
1 Year
+33.45%
#307/1000
3 Year
+107.34%
#222/1000
5 Year
+94.91%
#307/1000

Portfolio Value

$3.53B

Alpha Score

78.8

#274 of 1000

Holdings

113

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113 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
6.33%$25.73$214.76+734.67%
Trimmed
-0.20%
AAPL
APPLE INC
5.45%$114.60$309.35+169.94%
Added
+1.90%
MSFT
MICROSOFT CORP
3.60%$186.71$483.24+158.82%
Trimmed
-0.24%
GOOGL
ALPHABET INC CAP STOCK CL A
3.32%$125.09$344.82+175.66%
Added
+3.32%
MU
MICRON TECHNOLOGY INC
3.13%$79.12$966.78+1,121.92%
Trimmed
-33.07%
AMZN
AMAZON.COM INC
3.12%$96.53$258.63+167.93%
Added
+3.00%
WDC
WESTERN DIGITAL CORP
2.81%$120.06$459.44+282.68%
Trimmed
-25.33%
AVGO
BROADCOM INC
2.15%$152.92$368.45+140.94%
Trimmed
-12.20%
VRT
VERTIV HOLDINGS CO CL A
1.93%$23.09$262.00+1,034.69%
Trimmed
-15.61%
LRCX
LAM RESEARCH CORP NEW
1.91%$72.23$314.00+334.72%
Trimmed
-3.43%

Showing 1-10 of 113