Holders — by stockHoldings — by fund
BRAUN STACEY ASSOCIATES INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000872080
$3.53B
disclosed book value
113
positions
6.3%
largest position share
Positions, as of 2026-06-30
top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.1M | $223.1M | 6.3% |
| 2 | AAPLAPPLE INC | 664,904 | $192.4M | 5.5% |
| 3 | MSFTMICROSOFT CORP | 340,491 | $127.0M | 3.6% |
| 4 | GOOGLALPHABET INC CAP STOCK CL A | 327,643 | $117.1M | 3.3% |
| 5 | MUMICRON TECHNOLOGY INC | 95,775 | $110.6M | 3.1% |
| 6 | AMZNAMAZON.COM INC | 461,472 | $110.0M | 3.1% |
| 7 | WDCWESTERN DIGITAL CORP | 154,944 | $99.0M | 2.8% |
| 8 | AVGOBROADCOM INC | 200,903 | $75.9M | 2.2% |
| 9 | VRTVERTIV HOLDINGS CO CL A | 203,508 | $68.1M | 1.9% |
| 10 | LRCXLAM RESEARCH CORP NEW | 155,268 | $67.3M | 1.9% |
| 11 | CREDO TECHNOLOGY GROUP HOLDING | 237,320 | $64.5M | 1.8% |
| 12 | LITELUMENTUM HOLDINGS INC | 73,780 | $63.3M | 1.8% |
| 13 | METAMETA PLATFORMS INC CL A | 102,559 | $57.8M | 1.6% |
| 14 | GOOGALPHABET INC CAP STOCK CL C | 162,551 | $57.4M | 1.6% |
| 15 | JPMJPMORGAN CHASE & CO | 173,933 | $56.9M | 1.6% |
| 16 | HWMHOWMET AEROSPACE INC | 200,339 | $53.9M | 1.5% |
| 17 | EXMOCEXXON MOBILE CORP | 373,813 | $51.1M | 1.4% |
| 18 | WELLWELLTOWER INC | 216,915 | $49.2M | 1.4% |
| 19 | PWRQUANTA SERVICES INC | 68,056 | $49.0M | 1.4% |
| 20 | LLYELI LILLY & CO | 40,794 | $48.9M | 1.4% |
| 21 | GEVGE VERNOVA INC | 36,819 | $43.3M | 1.2% |
| 22 | PANWPALO ALTO NETWORKS INC | 125,615 | $42.8M | 1.2% |
| 23 | CATCATERPILLAR INC | 40,049 | $42.6M | 1.2% |
| 24 | JNJJOHNSON & JOHNSON | 156,008 | $39.6M | 1.1% |
| 25 | APPAPPLOVIN CORP CL A | 75,836 | $39.1M | 1.1% |
| 26 | CSCOCISCO SYSTEMS INC | 332,315 | $39.0M | 1.1% |
| 27 | GSGOLDMAN SACHS GROUP INC | 37,956 | $38.4M | 1.1% |
| 28 | TRVTRAVELERS COMPANIES INC | 115,297 | $38.1M | 1.1% |
| 29 | RTXRTX CORPORATION | 199,579 | $37.9M | 1.1% |
| 30 | EVREVERCORE INC CLASS A | 107,878 | $36.8M | 1% |
| 31 | TJXTJX COS INC | 237,128 | $35.9M | 1% |
| 32 | ASCENDIS PHARMA AS ORD | 132,682 | $35.4M | 1% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC CL B NE | 70,264 | $35.2M | 1% |
| 34 | ETRENTERGY CORP | 305,669 | $35.1M | 1% |
| 35 | MRKMERCK & CO INC | 272,942 | $35.1M | 1% |
| 36 | SHARKNINJA INC | 225,137 | $34.3M | 1% |
| 37 | APHAMPHENOL CORP CL A | 188,542 | $33.2M | 0.9% |
| 38 | CCITIGROUP INC NEW | 237,039 | $33.2M | 0.9% |
| 39 | DGXQUEST DIAGNOSTICS INC | 154,396 | $32.7M | 0.9% |
| 40 | LTHLIFE TIME GROUP HOLDINGS INC C | 780,570 | $31.9M | 0.9% |
| 41 | MAMASTERCARD INCORPORATED CL A | 60,778 | $31.2M | 0.9% |
| 42 | BACBANK OF AMERICA CORP | 535,881 | $30.5M | 0.9% |
| 43 | KOCOCA-COLA CO | 371,977 | $30.2M | 0.9% |
| 44 | MMM3M CO | 186,491 | $30.2M | 0.9% |
| 45 | FWONKLIBERTY MEDIA CORP LBTY ONE S | 313,855 | $29.9M | 0.8% |
| 46 | RRYDER SYSTEMS INC | 112,290 | $29.6M | 0.8% |
| 47 | NDAQNASDAQ INC | 362,842 | $28.6M | 0.8% |
| 48 | NUENUCOR CORP | 127,156 | $28.3M | 0.8% |
| 49 | TKOTKO GROUP HOLDINGS INC CL A | 138,509 | $27.9M | 0.8% |
| 50 | RLRALPH LAUREN CORP CL A | 66,556 | $26.7M | 0.8% |
| 51 | MCKMCKESSON CORP | 35,161 | $26.6M | 0.8% |
| 52 | TXRHTEXAS ROADHOUSE INC | 136,144 | $26.3M | 0.7% |
| 53 | WECWEC ENERGY GROUP INC | 223,745 | $26.1M | 0.7% |
| 54 | CMECME GROUP INC | 117,163 | $25.9M | 0.7% |
| 55 | ALGMALLEGRO MICROSYSTEMS INC | 366,493 | $25.5M | 0.7% |
| 56 | QXOQXO INC NEW | 1.5M | $25.3M | 0.7% |
| 57 | AZOAUTOZONE INC | 7,673 | $24.5M | 0.7% |
| 58 | TRGPTARGA RESOURCES CORP | 90,160 | $24.2M | 0.7% |
| 59 | AXPAMERICAN EXPRESS CO | 70,993 | $24.0M | 0.7% |
| 60 | EHCENCOMPASS HEALTH CORP | 234,879 | $23.7M | 0.7% |
| 61 | TDYTELEDYNE TECHNOLOGIES INC | 35,581 | $23.7M | 0.7% |
| 62 | VOOVANGUARD S&P 500 ETF | 33,455 | $23.0M | 0.7% |
| 63 | PGPROCTER AND GAMBLE CO | 155,687 | $22.8M | 0.6% |
| 64 | HDHOME DEPOT INC | 64,214 | $22.6M | 0.6% |
| 65 | ARCH CAPITAL GROUP LTD | 230,526 | $22.4M | 0.6% |
| 66 | ABBVABBVIE INC | 87,528 | $22.0M | 0.6% |
| 67 | COPCONOCOPHILLIPS | 206,194 | $21.4M | 0.6% |
| 68 | AEEAMEREN CORP | 189,398 | $21.4M | 0.6% |
| 69 | COSTCOSTCO WHOLESALE CORP | 22,844 | $21.4M | 0.6% |
| 70 | DARDARLING INGREDIENTS INC | 361,748 | $19.8M | 0.6% |
| 71 | NFLXNETFLIX INC | 262,861 | $18.8M | 0.5% |
| 72 | OUTOUTFRONT MEDIA INC NEW | 570,867 | $18.7M | 0.5% |
| 73 | POSTPOST HOLDINGS INC | 208,685 | $18.4M | 0.5% |
| 74 | URBNURBAN OUTFITTERS INC | 250,407 | $17.7M | 0.5% |
| 75 | CELHCELSIUS HOLDINGS INC NEW | 596,726 | $17.5M | 0.5% |
| 76 | LINDE PLC | 33,057 | $17.2M | 0.5% |
| 77 | IRDMIRIDIUM COMMUNICATIONS INC | 295,922 | $16.2M | 0.5% |
| 78 | GRDNGUARDIAN PHARMACY SERVICES INC | 339,947 | $14.2M | 0.4% |
| 79 | PFGCPERFORMANCE FOOD GROUP CO | 126,004 | $14.1M | 0.4% |
| 80 | CRNXCRINETICS PHARMACEUTICALS INC | 348,143 | $13.0M | 0.4% |
| 81 | GILDGILEAD SCIENCES INC | 102,562 | $13.0M | 0.4% |
| 82 | SMURFIT WESTROCK PLC | 278,030 | $12.9M | 0.4% |
| 83 | ANETARISTA NETWORKS INC | 74,328 | $12.6M | 0.4% |
| 84 | GLGLOBE LIFE INC | 56,462 | $10.1M | 0.3% |
| 85 | TMUST-MOBILE US INC | 50,713 | $8.5M | 0.2% |
| 86 | TECKTECK RESOURCES LTD CL B | 137,112 | $8.2M | 0.2% |
| 87 | GKOSGLAUKOS CORP | 55,010 | $7.7M | 0.2% |
| 88 | CLCOLGATE PALMOLIVE CO | 65,525 | $6.0M | 0.2% |
| 89 | BLKBLACKROCK INC | 4,172 | $4.0M | 0.1% |
| 90 | SPYSPDR S&P 500 ETF TRUST | 4,904 | $3.7M | 0.1% |
| 91 | VRSNVERISIGN INC | 13,215 | $3.3M | 0.1% |
| 92 | MCDMCDONALDS CORP | 11,505 | $3.1M | 0.1% |
| 93 | SHWSHERWIN WILLIAMS CO | 8,935 | $3.1M | 0.1% |
| 94 | VFIAXVANGUARD INDEX FUNDS 500 INDEX | 4,080 | $2.8M | 0.1% |
| 95 | AMGNAMGEN INC | 4,500 | $1.6M | 0% |
| 96 | IBMINTL BUSINESS MACHINES | 5,630 | $1.6M | 0% |
| 97 | VVISA INC CL A | 4,500 | $1.5M | 0% |
| 98 | TXNTEXAS INSTRUMENTS INC | 4,225 | $1.3M | 0% |
| 99 | EXEEXPAND ENERGY CORPORATION | 13,575 | $1.2M | 0% |
| 100 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,676 | $1.2M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.