BRAUN STACEY ASSOCIATES INC
113 holdingsFiling period: 2026-03-31Current AUM: $3.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.12M | $194.9M | $224.3M | 6.29% | +1.8K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 652.5K | $165.6M | $201.6M | 5.65% | +205 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 341.3K | $126.3M | $158.6M | 4.45% | +1.6K | 2026-03-31 |
| 4 | AMZN | AMAZON.COM INC | 448.1K | $93.3M | $121.7M | 3.41% | -1,506 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC CAP STOCK CL A | 317.1K | $91.2M | $112.9M | 3.17% | +4.8K | 2026-03-31 |
| 6 | AVGO | BROADCOM INC | 228.8K | $70.8M | $89.1M | 2.50% | -8,001 | 2026-03-31 |
| 7 | LITE | LUMENTUM HOLDINGS INC | 91.8K | $64.5M | $65.6M | 1.84% | -16,912 | 2026-03-31 |
| 8 | XOM | EXXON MOBILE CORP | 379.6K | $64.4M | $59.0M | 1.65% | -2,504 | 2026-03-31 |
| 9 | XOM | EXXON MOBILE CORP | 379.6K | $64.4M | $59.0M | 1.65% | -2,504 | 2026-03-31 |
| 10 | META | META PLATFORMS INC CL A | 106.3K | $60.8M | $59.2M | 1.66% | -3,505 | 2026-03-31 |
| 11 | VRT | VERTIV HOLDINGS CO CL A | 241.1K | $60.4M | $58.3M | 1.63% | -16,399 | 2026-03-31 |
| 12 | WDC | WESTERN DIGITAL CORP | 207.5K | $56.1M | $113.1M | 3.17% | -35,872 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 178.2K | $52.4M | $62.7M | 1.76% | -4,087 | 2026-03-31 |
| 14 | MU | MICRON TECHNOLOGY INC | 143.1K | $48.3M | $117.8M | 3.30% | -29,895 | 2026-03-31 |
| 15 | HWM | HOWMET AEROSPACE INC | 206.3K | $47.5M | $58.2M | 1.63% | -10,092 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC CAP STOCK CL C | 162.4K | $46.6M | $57.9M | 1.62% | +247 | 2026-03-31 |
| 17 | WELL | WELLTOWER INC | 222.1K | $43.9M | $52.1M | 1.46% | -2,080 | 2026-03-31 |
| 18 | PWR | QUANTA SERVICES INC | 74.0K | $40.6M | $49.4M | 1.38% | -2,987 | 2026-03-31 |
| 19 | TJX | TJX COS INC | 241.2K | $38.5M | $38.0M | 1.06% | -869 | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 41.6K | $38.2M | $47.8M | 1.34% | -214 | 2026-03-31 |
| 21 | JNJ | JOHNSON & JOHNSON | 153.1K | $37.4M | $39.3M | 1.10% | +4.3K | 2026-03-31 |
| 22 | RTX | RTX CORPORATION | 191.0K | $36.8M | $41.1M | 1.15% | +13 | 2026-03-31 |
| 23 | ETR | ENTERGY CORP | 313.8K | $35.3M | $33.8M | 0.95% | -2,768 | 2026-03-31 |
| 24 | LRCX | LAM RESEARCH CORP NEW | 160.8K | $34.4M | $47.1M | 1.32% | -2,567 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC CL B NE | 71.6K | $34.3M | $34.3M | 0.96% | -1,167 | 2026-03-31 |
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