Institutions / Bragg Financial Advisors, Inc / Activity
Activity — Bragg Financial Advisors, Inc
191 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | 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 | 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 | 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 | Add | CNO Financial Group Inc Common stock | $1.58M | +39K +5.55% | 733,646 0.95% 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 | 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 | 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 | Add | JPMorgan Chase & Co Common stock | $959.0K | +3K +3.39% | 99,368 0.92% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $869.4K | +30K +10.02% | 332,606 0.30% of portfolio | low |
| Q1 2026 as of | Add | 922908595 Common stock | $787.4K | +3K +1.93% | 137,928 1.32% of portfolio | low |
| Q1 2026 as of | Add | Deere & Co Common stock | $770.0K | +1K +8.81% | 16,879 0.30% of portfolio | low |
| Q1 2026 as of | Add | Fiserv Inc Common stock | $742.2K | +13K +22.83% | 71,552 0.13% of portfolio | low |
| Q1 2026 as of | Add | Trane Technologies plc Common stock | $696.8K | +2K +4.91% | 35,703 0.47% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $693.5K | +754 +5.64% | 14,121 0.41% of portfolio | low |
| Q1 2026 as of | Add | Ingles Markets Inc Common stock | $683.6K | +8K +2.04% | 379,815 1.08% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $678.4K | +7K +4.88% | 151,348 0.46% of portfolio | low |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $641.2K | +3K +7.12% | 51,655 0.31% of portfolio | low |
| Q1 2026 as of | Add | Adobe Inc. Common stock | $607.9K | +3K +8.37% | 32,387 0.25% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $590.1K | +4K +2.11% | 194,456 0.90% of portfolio | low |
| Q1 2026 as of | Add | 922908512 Common stock | $578.1K | +3K +1.78% | 179,038 1.04% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $574.0K | +2K +3.53% | 69,453 0.53% of portfolio | low |
| Q1 2026 as of | Add | Raymond James Financial Inc Common stock | $566.4K | +4K +4.23% | 96,469 0.44% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $561.6K | +1K +3.74% | 31,203 0.49% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $545.8K | +2K +6.48% | 33,145 0.28% of portfolio | low |
| Q1 2026 as of | Add | Accenture plc Common stock | $532.4K | +3K +4.63% | 60,699 0.38% of portfolio | low |
| Q1 2026 as of | Add | 78468R721 Common stock | $514.9K | +11K +179.71% | 17,675 0.03% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $510.4K | +4K +3.86% | 104,109 0.43% of portfolio | low |
| Q1 2026 as of | Add | 921909768 Common stock | $510.0K | +7K +1.53% | 438,324 1.07% of portfolio | low |