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 | New Jersey Resources Corp Common stock | $502.7K | +9K +1.23% | 753,433 1.31% of portfolio | low |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $488.2K | +5K +16.28% | 33,356 0.11% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $486.4K | +8K +27.89% | 34,807 0.07% of portfolio | low |
| Q1 2026 as of | Add | BlackRock, Inc. Common stock | $477.0K | +496 +4.37% | 11,857 0.36% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $476.3K | +3K +10.10% | 32,396 0.16% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $469.6K | +4K +6.55% | 71,736 0.24% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $446.2K | +106 +3.24% | 3,375 0.45% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $442.0K | +1K +6.46% | 22,178 0.23% of portfolio | low |
| Q1 2026 as of | Add | Arrow Electronics, Inc. Common stock | $435.4K | +3K +1.14% | 268,197 1.22% of portfolio | low |
| Q1 2026 as of | Add | 92206C870 Common stock | $425.8K | +5K +2.31% | 227,644 0.60% of portfolio | low |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $424.7K | +2K +11.34% | 14,932 0.13% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $397.1K | +3K +3.68% | 72,124 0.35% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $383.2K | +4K +3.35% | 115,194 0.37% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $381.4K | +2K +2.67% | 60,460 0.46% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $371.3K | +2K +1.30% | 138,971 0.92% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $363.8K | +557 +17.48% | 3,744 0.08% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $363.0K | +1K +2.33% | 47,139 0.50% of portfolio | low |
| Q1 2026 as of | Add | BXP, Inc. Common stock | $335.4K | +6K +8.55% | 82,016 0.13% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $334.4K | +1K +1.57% | 69,619 0.68% of portfolio | low |
| Q1 2026 as of | Add | 780259305 Common stock | $329.7K | +4K +2.70% | 134,925 0.40% of portfolio | low |
| Q1 2026 as of | Add | Upbound Group, Inc. Common stock | $322.9K | +18K +1.62% | 1,122,938 0.64% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $322.7K | +868 +2.78% | 32,067 0.38% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $318.2K | +1K +2.12% | 67,935 0.49% of portfolio | low |
| Q1 2026 as of | Add | Sprouts Farmers Market, Inc. Common stock | $304.1K | +4K +1.38% | 290,417 0.71% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $295.2K | +3K +3.28% | 100,071 0.29% of portfolio | low |
| Q1 2026 as of | Add | Mdu Resources Group Inc Common stock | $293.0K | +14K +0.98% | 1,451,854 0.95% of portfolio | low |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $288.0K | +586 +4.17% | 14,648 0.23% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $284.4K | +2K +2.00% | 100,271 0.46% of portfolio | low |
| Q1 2026 as of | Add | Advance Auto Parts Inc Common stock | $271.5K | +5K +1.39% | 375,959 0.63% of portfolio | low |
| Q1 2026 as of | Add | Equinix Inc Common stock | $262.7K | +268 +3.79% | 7,345 0.23% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $262.5K | +734 +1.08% | 68,848 0.78% of portfolio | low |
| Q1 2026 as of | Add | 92206C623 Common stock | $234.3K | +1K +11.13% | 10,213 0.07% of portfolio | low |
| Q1 2026 as of | Add | 922908611 Common stock | $233.8K | +1K +0.36% | 296,360 2.04% of portfolio | low |
| Q1 2026 as of | Add | SYNAPTICS Inc Common stock | $224.0K | +3K +0.90% | 359,273 0.80% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. Common stock | $217.9K | +5K +5.94% | 85,855 0.12% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $208.7K | +1K +1.64% | 68,330 0.41% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $200.2K | +697 +9.41% | 8,101 0.07% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $196.3K | +649 +0.72% | 90,329 0.86% of portfolio | low |
| Q1 2026 as of | Add | Ugi Corp /Pa Common stock | $194.6K | +5K +0.41% | 1,321,705 1.52% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $178.4K | +179 +0.94% | 19,265 0.61% of portfolio | low |
| Q1 2026 as of | Add | Prologis Inc Common stock | $165.0K | +1K +1.66% | 76,380 0.32% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $162.0K | +955 +0.76% | 127,255 0.68% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $159.5K | +485 +0.93% | 52,590 0.55% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $148.8K | +684 +0.93% | 74,063 0.51% of portfolio | low |
| Q1 2026 as of | Add | Scholastic Corp Common stock | $142.5K | +4K +0.55% | 672,551 0.83% of portfolio | low |
| Q1 2026 as of | Add | Littelfuse Inc /De Common stock | $134.4K | +396 +0.40% | 100,048 1.07% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $132.0K | +520 +0.17% | 301,441 2.42% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $131.5K | +220 +6.16% | 3,793 0.07% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $126.0K | +789 +0.61% | 129,436 0.65% of portfolio | low |
| Q1 2026 as of | Add | 46435U853 Common stock | $125.1K | +3K +6.62% | 54,730 0.06% of portfolio | low |