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 | 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 | Trim | Alphabet Inc. Common stock | $-772.8K | -3K -1.47% | 181,000 1.64% 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 | New | 46436E718 Common stock | $613.2K | +6K | 6,092 0.02% 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 | Trim | Bloom Energy Corp Common stock | $-542.0K | -4K -53.33% | 3,500 0.01% 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 | Trim | Walmart Inc. Common stock | $-532.2K | -4K -1.92% | 218,905 0.86% of portfolio | low |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-516.9K | -2K -1.41% | 116,651 1.14% 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 |
| 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 | Exit | Pinnacle Financial Partners, Inc. Common stock | $-489.5K | -5K -100.00% | 0 | 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 | New | Waters Corp Common stock | $460.7K | +2K | 1,547 0.01% 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 | New | 78464A821 Common stock | $439.0K | +5K | 4,575 0.01% of portfolio | low |
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. Common stock | $435.8K | +5K | 5,059 0.01% 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 | Exit | Motorola Solutions, Inc. Common stock | $-386.4K | -1K -100.00% | 0 | 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 | Trim | 25434V765 Common stock | $-380.6K | -12K -58.78% | 8,284 <0.01% 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 | New | Kla Corp Common stock | $368.1K | +250 | 250 0.01% 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 | Trim | Solstice Advanced Materials Inc. Common stock | $-360.8K | -5K -47.56% | 5,223 0.01% of portfolio | low |