BRAUN STACEY ASSOCIATES INC Q1 2023 Filing

Filed May 8, 2023

Portfolio Value

$3.8B

Holdings

126

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
AAPLAPPLE INC
$224.0M
MSFTMICROSOFT
$208.0M
AMZNAMAZON COM INC COM
$60.0M
ANETEURARISTA NETWORKS INC C
$60.0M
ONON SEMICONDUCTOR CORP
$60.0M
NVDANVIDIA CORP COM
$58.0M
XOMEXXON MOBIL CORP
$54.0M
PANWPALO ALTO NETWORKS IN
$52.0M
GOOGLALPHABET CLASS A
$52.0M
JPMJPMORGAN CHASE & CO
$52.0M
LLYLILLY, ELI AND COMPAN
$52.0M
GOOGALPHABET CLASS C
$52.0M
BABOEING CO
$50.0M
MRKMERCK & COMPANY
$48.0M
MAMASTERCARD INC CL A
$48.0M
BRK/BBERKSHIRE HATHAWAY IN
$48.0M
PWRQUANTA SVCS INC COM
$48.0M
WWEUSDWORLD WRESTLING ENTMT
$48.0M
CVXCHEVRON CORP
$46.0M
MCKMCKESSON CORP COM
$44.0M
UNHUNITEDHEALTH GROUP IN
$42.0M
NUENUCOR CORP
$42.0M
PEPPEPSICO INC
$42.0M
TMUST MOBILE US INC COM
$40.0M
LWLAMB WESTON HLDGS INC
$38.0M
PGPROCTER & GAMBLE COMP
$38.0M
TRVTRAVELERS COMPANIES I
$38.0M
EXTREXTREME NETWORKS INC
$38.0M
TXRHTEXAS ROADHOUSE INC C
$38.0M
AXPAMERICAN EXPRESS CO
$38.0M
COPCONOCOPHILLIPS
$38.0M
KOCOCA COLA CO
$38.0M
QSRRESTAURANT BRANDS INT
$38.0M
NEENEXTERA ENERGY INC CO
$38.0M
DEDEERE & CO COM
$36.0M
MARMARRIOTT INTL INC NEW
$36.0M
NOWSERVICENOW INC COM
$36.0M
BACBANK AMER CORP
$36.0M
BMRNBIOMARIN PHARMACEUTIC
$36.0M
CELHCELSIUS HLDGS INC COM
$36.0M
TWNKEURHOSTESS BRANDS INC CL
$36.0M
TKRTIMKEN CO COM
$34.0M
HWMHOWMET AEROSPACE INC
$34.0M
PXDEURPIONEER NAT RES CO CO
$34.0M
ACGLARCH CAP GROUP LTD OR
$34.0M
VICIVICI PPTYS INC COM
$34.0M
JAZZJAZZ PHARMACEUTICALS
$34.0M
GEHCGE HEALTHCARE TECHNOL
$32.0M
ASOACADEMY SPORTS & OUTD
$32.0M
DHRDANAHER CORP SHS BEN
$32.0M
CRMSALESFORCE COM INC CO
$32.0M
MANHMANHATTAN ASSOCS INC
$32.0M
DOXAMDOCS LTD ORD
$30.0M
VRTXVERTEX PHARMACEUTICAL
$30.0M
DISWALT DISNEY CO
$28.0M
RETAEURREATA PHARMACEUTICALS
$28.0M
AEEAMEREN CORP COM
$28.0M
WFCWELLS FARGO & CO
$26.0M
IRDMIRIDIUM COMMUNICATION
$26.0M
DWDMORGAN STANLEY
$26.0M
TDYTELEDYNE TECHNOLOGIES
$26.0M
AWCAMERICAN WTR WKS CO I
$26.0M
CICIGNA CORP NEW
$26.0M
COSTCOSTCO WHSL CORP NEW
$26.0M
CTVACORTEVA INC COM
$26.0M
ADIANALOG DEVICES INC CO
$26.0M
EXPEEXPEDIA INC DEL COM N
$24.0M
METMETLIFE INC
$24.0M
GPNGLOBAL PMTS INC COM
$24.0M
VRTVERTIV HOLDINGS CO CO
$24.0M
METAFACEBOOK INC CL A
$24.0M
WCCWESCO INTL INC COM
$22.0M
CMICUMMINS INC
$22.0M
LAMRLAMAR ADVERTISING CO
$22.0M
VOOVANGUARD INDEX FDS S&
$22.0M
AREALEXANDRIA REAL ESTAT
$22.0M
AZNASTRAZENECA PLC SPONS
$22.0M
CSLCARLISLE COS INC COM
$22.0M
HDHOME DEPOT INC
$22.0M
AMEAMETEK INC NEW COM
$20.0M
TECK/BTECK COMINCO LTD CL B
$18.0M
SHLSSHOALS TECHNOLOGIES G
$18.0M
UBERUBER TECHNOLOGIES INC
$18.0M
PENPENUMBRA INC COM
$18.0M
PLAYDAVE & BUSTERS ENTMT
$16.0M
BCBRUNSWICK CORP
$16.0M
OMCOMNICOM GROUP
$14.0M
ETNEATON CORP PLC SHS
$12.0M
CFGCITIZENS FINL GROUP I
$12.0M
INCYINCYTE CORP COM
$10.0M
DYHTARGET CORP
$10.0M
XELXCEL ENERGY INC COM
$10.0M
NXSTNEXSTAR MEDIA GROUP I
$8.0M
BACVERIZON COMMUNICATION
$6.0M
NDAQNASDAQ OMX GROUP INC
$6.0M
SPYSPDR TR UNIT SER 1
$6.0M
EXREXTRA SPACE STORAGE I
$4.0M
SYYSYSCO CORP
$2.0M
ZTSZOETIS INC CL A
$2.0M
JNJJOHNSON & JOHNSON
$2.0M
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