Institutions / BRAUN STACEY ASSOCIATES INC / Holdings

Braun Stacey Associates Inc

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$208.07M	1,115,635	6.7%
Apple Inc.	—	$177.33M	652,301	5.7%
MICROSOFT CORP	—	$164.29M	339,716	5.3%
Amazon.com Inc	—	$103.77M	449,558	3.4%
Alphabet Inc.	—	$97.76M	312,330	3.2%
Broadcom Inc.	—	$81.96M	236,820	2.7%
Meta Platforms Inc	—	$72.46M	109,769	2.3%
JPMORGAN CHASE & CO	—	$58.72M	182,239	1.9%
AppLovin Corp	—	$58.47M	86,770	1.9%
Alphabet Inc.	—	$50.88M	162,142	1.6%
MICRON TECHNOLOGY INC	—	$49.37M	172,987	1.6%
EXXON MOBIL CORP	—	$45.98M	382,076	1.5%
ELI LILLY & Co	—	$44.90M	41,784	1.5%
Howmet Aerospace Inc.	—	$44.36M	216,363	1.4%
Western Digital Corp	—	$41.92M	243,366	1.4%
Vertiv Holdings Co	—	$41.73M	257,546	1.4%
Welltower, Inc.	—	$41.61M	224,153	1.3%
LUMENTUM HLDGS INC	—	$40.09M	108,756	1.3%
Evercore Inc	—	$37.56M	110,391	1.2%
TJX Cos Inc/The	—	$37.19M	242,096	1.2%
WELLS FARGO & COMPANY/MN	—	$36.74M	394,162	1.2%
Warren E. Buffett	—	$36.59M	72,789	1.2%
NASDAQ, Inc.	—	$36.49M	375,659	1.2%
Credo Technology Group Holding Ltd	—	$35.09M	243,875	1.1%
Mastercard Inc	—	$35.07M	61,437	1.1%
RTX Corp	—	$35.03M	190,994	1.1%
TRAVELERS COMPANIES, INC.	—	$33.98M	117,164	1.1%
Quanta Services Inc	—	$32.47M	76,939	1.1%
JOHNSON & JOHNSON	—	$30.81M	148,856	1.0%
THE GOLDMAN SACHS GROUP, INC.	—	$30.07M	34,208	1.0%
MCKESSON CORP	—	$29.48M	35,933	1.0%
ENTERGY CORP /DE	—	$29.26M	316,613	0.9%
3M CO	—	$29.17M	182,210	0.9%
CME Group Inc	—	$28.46M	104,205	0.9%
AMPHENOL CORP /DE	—	$28.20M	208,676	0.9%
BANK OF AMERICA CORP /DE	—	$28.13M	511,472	0.9%
LAM RESEARCH CORP	—	$27.96M	163,347	0.9%
AUTOZONE INC	—	$27.57M	8,130	0.9%
Celsius Holdings, Inc.	—	$27.21M	594,854	0.9%
AMERICAN EXPRESS CO	—	$26.74M	72,269	0.9%
Quest Diagnostics Inc	—	$26.70M	153,854	0.9%
TKO Group Holdings, Inc.	—	$26.54M	126,992	0.9%
Liberty Media Corp-Liberty Formula One	—	$25.85M	262,441	0.8%
NEUROCRINE BIOSCIENCES INC	—	$25.85M	182,262	0.8%
CISCO SYSTEMS, INC.	—	$25.82M	335,228	0.8%
Ollie's Bargain Outlet Holdings, Inc.	—	$25.61M	233,613	0.8%
ASCENDIS PHARMA A/S	—	$25.40M	119,095	0.8%
GE Vernova Inc.	—	$25.36M	38,799	0.8%
QXO, Inc.	—	$25.05M	1,298,850	0.8%
T-Mobile US, Inc.TMUS	Common Stock	$24.78M	122,052	0.8%