Institutions / Bragg Financial Advisors, Inc
Bragg Financial Advisors, Inc
CIK 1327055 · Institution · as of Mar 31, 2026
Portfolio value
$3.16B
Positions
362
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.16B+2.9%Positions
362+4.3%Top holdings
Mar 31, 2026View all 362 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $76.50M | 2.4% |
| Vanguard Index Fds | $64.38M | 2.0% |
| Microsoft Corp | $63.09M | 2.0% |
| TD SYNNEX Corp | $53.07M | 1.7% |
| Alphabet Inc. | $51.92M | 1.6% |
| Applied Materials Inc /De | $50.92M | 1.6% |
| Ugi Corp /Pa | $48.14M | 1.5% |
| Rli Corp | $46.27M | 1.5% |
| Vanguard Instl Index Fd | $45.83M | 1.4% |
| Vanguard Index Fds | $41.69M | 1.3% |
| New Jersey Resources Corp | $41.38M | 1.3% |
| Arrow Electronics, Inc. | $38.46M | 1.2% |
| Oshkosh Corp | $37.89M | 1.2% |
| Broadcom Inc. | $36.10M | 1.1% |
| Corning Inc /Ny | $34.16M | 1.1% |
| Ingles Markets Inc | $34.14M | 1.1% |
| Littelfuse Inc /De | $33.95M | 1.1% |
| Vanguard Star Fds | $33.80M | 1.1% |
| Vishay Intertechnology Inc | $33.39M | 1.1% |
| Vanguard Index Fds | $33.34M | 1.1% |
| InterDigital, Inc. | $33.26M | 1.1% |
| Vanguard Index Fds | $32.99M | 1.0% |
| Vanguard Mun Bd Fds | $32.56M | 1.0% |
| ServisFirst Bancshares, Inc. | $32.11M | 1.0% |
| Vanguard Index Fds | $32.01M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 749527107 Common stock | $-34.92M | -574K -100.00% | 0 | medium |
| Q1 2026 as of | New | First American Financial Corp Common stock | $26.89M | +446K | 445,993 0.85% of portfolio | medium |
| Q1 2026 as of | New | Terex Corp Common stock | $25.44M | +431K | 430,540 0.80% of portfolio | medium |
| Q1 2026 as of | New | Dorman Products, Inc. Common stock | $25.29M | +242K | 242,296 0.80% of portfolio | medium |
| Q1 2026 as of | Trim | Everus Construction Group, Inc. Common stock | $-13.22M | -112K -74.32% | 38,711 0.14% of portfolio | medium |
| Q1 2026 as of | Trim | Qorvo, Inc. Common stock | $-10.78M | -139K -95.44% | 6,648 0.02% of portfolio | medium |
| Q1 2026 as of | Add | ePlus Inc Common stock | $9.54M | +127K +69.66% | 308,655 0.73% of portfolio | medium |
| Q1 2026 as of | New | G0772R208 Common stock | $8.16M | +156K | 155,538 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | InterDigital, Inc. Common stock | $-8.03M | -27K -19.44% | 110,139 1.05% of portfolio | medium |
| Q1 2026 as of | Trim | Vse Corp Common stock | $-5.85M | -32K -87.87% | 4,378 0.03% of portfolio | medium |