Institutions / Bragg Financial Advisors, Inc / Activity
Activity — Bragg Financial Advisors, Inc
333 moves.
| 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 |
| Q1 2026 as of | Trim | CSG Systems International Inc Common stock | $-5.58M | -70K -17.06% | 339,228 0.86% of portfolio | medium |
| Q1 2026 as of | Add | JBT MAREL Corp Common stock | $3.36M | +26K +14.06% | 213,349 0.86% of portfolio | low |
| Q1 2026 as of | Add | 025072877 Common stock | $2.94M | +27K +34.36% | 103,923 0.36% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $2.90M | +17K +11.27% | 164,349 0.91% of portfolio | low |
| Q1 2026 as of | Trim | Deckers Outdoor Corp Common stock | $-2.61M | -26K -74.24% | 9,041 0.03% of portfolio | low |
| Q1 2026 as of | Trim | American Tower Corp Common stock | $-2.49M | -14K -49.87% | 14,512 0.08% of portfolio | low |
| Q1 2026 as of | Add | 922908736 Common stock | $2.35M | +5K +7.59% | 76,333 1.05% of portfolio | low |
| Q1 2026 as of | Add | Public Storage Common stock | $2.29M | +8K +392.42% | 10,587 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-2.03M | -6K -3.84% | 148,966 1.61% of portfolio | low |
| Q1 2026 as of | Add | Linde PLC Common stock | $2.00M | +4K +66.37% | 10,137 0.16% of portfolio | low |
| Q1 2026 as of | Add | 78468R739 Common stock | $1.91M | +40K +99.61% | 80,104 0.12% of portfolio | low |
| Q1 2026 as of | Add | Progressive CORP/OH Common stock | $1.88M | +9K +13.69% | 78,865 0.49% of portfolio | low |
| Q1 2026 as of | Add | 922907746 Common stock | $1.83M | +37K +5.95% | 652,691 1.03% of portfolio | low |
| Q1 2026 as of | Add | Nelnet, Inc. Common stock | $1.83M | +14K +6.66% | 226,782 0.93% of portfolio | low |
| Q1 2026 as of | Add | Sherwin Williams Co Common stock | $1.81M | +6K +83.11% | 12,444 0.13% of portfolio | low |
| Q1 2026 as of | Add | Rli Corp Common stock | $1.74M | +30K +3.90% | 811,118 1.46% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.68M | +5K +2.74% | 170,430 2.00% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $1.66M | +3K +5.50% | 55,805 1.01% of portfolio | low |
| Q1 2026 as of | Trim | Prudential Financial Inc Common stock | $-1.65M | -17K -28.54% | 42,392 0.13% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-1.62M | -13K -9.18% | 133,013 0.51% of portfolio | low |
| Q1 2026 as of | Add | CNO Financial Group Inc Common stock | $1.58M | +39K +5.55% | 733,646 0.95% of portfolio | low |
| Q1 2026 as of | Trim | Air Products & Chemicals, Inc. Common stock | $-1.57M | -5K -23.32% | 17,715 0.16% of portfolio | low |
| Q1 2026 as of | Add | Vishay Intertechnology Inc Common stock | $1.54M | +86K +4.84% | 1,854,841 1.06% of portfolio | low |
| Q1 2026 as of | Add | TMUS T-Mobile US, Inc. Common Stock | $1.53M | +7K +15.93% | 53,119 0.35% of portfolio | low |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $1.51M | +13K +266.64% | 17,573 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Corning Inc /Ny Common stock | $-1.49M | -11K -4.19% | 251,260 1.08% of portfolio | low |
| Q1 2026 as of | Add | ServisFirst Bancshares, Inc. Common stock | $1.49M | +20K +4.87% | 440,834 1.02% of portfolio | low |
| Q1 2026 as of | Add | Pvh Corp. /De Common stock | $1.40M | +20K +5.04% | 418,360 0.92% of portfolio | low |
| Q1 2026 as of | Add | Mgic Investment Corp Common stock | $1.40M | +53K +5.48% | 1,024,627 0.85% of portfolio | low |
| Q1 2026 as of | Trim | Ppg Industries Inc Common stock | $-1.32M | -12K -57.98% | 8,935 0.03% of portfolio | low |
| Q1 2026 as of | Add | FSBC Five Star Bancorp Common Stock | $1.27M | +34K +32.56% | 136,539 0.16% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $1.20M | +12K +23.31% | 65,905 0.20% of portfolio | low |
| Q1 2026 as of | Add | 922908538 Common stock | $1.12M | +4K +4.01% | 113,184 0.92% of portfolio | low |
| Q1 2026 as of | Add | NIKE, Inc. Common stock | $1.10M | +21K +22.92% | 111,494 0.19% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $1.03M | +5K +3.34% | 163,165 1.01% of portfolio | low |
| Q1 2026 as of | Add | Blackstone Inc Common stock | $1.01M | +9K +11.62% | 84,108 0.31% of portfolio | low |
| Q1 2026 as of | Add | Chipotle Mexican Grill Inc Common stock | $977.8K | +31K +48.31% | 93,774 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Quanta Services Inc Common stock | $-964.6K | -2K -33.15% | 3,543 0.06% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $959.0K | +3K +3.39% | 99,368 0.92% of portfolio | low |
| Q1 2026 as of | Trim | Fabrinet Common stock | $-930.9K | -2K -2.97% | 58,332 0.96% of portfolio | low |