BRAUN STACEY ASSOCIATES INC Q2 2022 Filing

Filed July 27, 2022

Portfolio Value

$1.8T

Holdings

131

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
385,542$99.0B5.64%
2
AAPLAPPLE INC
721,391$98.6B5.62%
3
GOOGLALPHABET CLASS A
354,320$38.6B2.20%
4
AMZNAMAZON COM INC COM
333,350$35.4B2.02%
5
GOOGALPHABET CLASS C
304,516$33.3B1.90%
6
UNHUNITEDHEALTH GROUP INC
58,359$30.0B1.71%
7
MAMASTERCARD INC CL A
84,037$26.5B1.51%
8
LLYLILLY, ELI AND COMPANY
79,395$25.7B1.47%
9
XOMEXXON MOBIL CORP
281,119$24.1B1.37%
10
BRK/BBERKSHIRE HATHAWAY INC DEL CL
88,110$24.1B1.37%
11
JNJJOHNSON & JOHNSON
131,570$23.4B1.33%
12
JPMJPMORGAN CHASE & CO
207,392$23.4B1.33%
13
MCKMCKESSON CORP COM
70,815$23.1B1.32%
14
NEENEXTERA ENERGY INC COM
282,458$21.9B1.25%
15
PGPROCTER & GAMBLE COMPANY
151,518$21.8B1.24%
16
ONON SEMICONDUCTOR CORP COM
431,180$21.7B1.24%
17
PWRQUANTA SVCS INC COM
170,722$21.4B1.22%
18
CVXCHEVRON CORP
147,399$21.3B1.22%
19
PANWPALO ALTO NETWORKS INC COM
41,823$20.7B1.18%
20
COPCONOCOPHILLIPS
229,908$20.6B1.18%
21
TMUST MOBILE US INC COM
152,737$20.5B1.17%
22
BACBANK AMER CORP
657,456$20.5B1.17%
23
PEPPEPSICO INC
120,169$20.0B1.14%
24
SYYSYSCO CORP
233,640$19.8B1.13%
25
TWNKEURHOSTESS BRANDS INC CL A
931,395$19.8B1.13%
26
CVSCVS CORP
206,607$19.1B1.09%
27
JAZZJAZZ PHARMACEUTICALS PLC SHS U
122,305$19.1B1.09%
28
KOCOCA COLA CO
299,271$18.8B1.07%
29
WWEUSDWORLD WRESTLING ENTMT INC CL A
301,251$18.8B1.07%
30
NVDANVIDIA CORP COM
121,906$18.5B1.05%
31
CSLCARLISLE COS INC COM
76,443$18.2B1.04%
32
MRKMERCK & COMPANY
199,845$18.2B1.04%
33
DEDEERE & CO COM
59,916$17.9B1.02%
34
NUENUCOR CORP
169,688$17.7B1.01%
35
DGDOLLAR GEN CORP NEW COM
72,173$17.7B1.01%
36
HZNPHORIZON THERAPEUTICS PUB L SHS
218,869$17.5B0.99%
37
LRCXEURLAM RESEARCH CORP COM
40,234$17.1B0.98%
38
PXDEURPIONEER NAT RES CO COM
76,393$17.0B0.97%
39
ULTAULTA SALON COSMETCS & FRAG ICO
43,950$16.9B0.97%
40
BXBLACKSTONE GROUP INC COM CL A
183,326$16.7B0.95%
41
AZOAUTOZONE INC COM
7,747$16.6B0.95%
42
HSTHOST MARRIOTT CORP NEW COM
1,061,548$16.6B0.95%
43
STZCONSTELLATION BRANDS INC
70,132$16.3B0.93%
44
DHRDANAHER CORP SHS BEN INT
64,040$16.2B0.93%
45
TMOTHERMO FISHER SCIENTIFIC INC
29,432$16.0B0.91%
46
HDHOME DEPOT INC
58,210$16.0B0.91%
47
TRVTRAVELERS COMPANIES INC
94,363$16.0B0.91%
48
AXPAMERICAN EXPRESS CO
113,176$15.7B0.89%
49
ABBVABBVIE INC COM
101,446$15.5B0.89%
50
MARMARRIOTT INTL INC NEW CL A
112,468$15.3B0.87%
51
ACNACCENTURE PLC
54,353$15.1B0.86%
52
ANETEURARISTA NETWORKS INC COM
159,111$14.9B0.85%
53
COHRII VI INC COM
289,315$14.7B0.84%
54
METMETLIFE INC
233,983$14.7B0.84%
55
WCCWESCO INTL INC COM
135,137$14.5B0.82%
56
BACVERIZON COMMUNICATIONS
284,342$14.4B0.82%
57
AVGOBROADCOM INC COM
29,456$14.3B0.82%
58
WFCWELLS FARGO & CO
358,181$14.0B0.80%
59
DOWDOW INC COM
271,362$14.0B0.80%
60
UNPUNION PAC CORP
63,720$13.6B0.77%
61
AZNASTRAZENECA PLC SPONSORED ADR
205,013$13.5B0.77%
62
MUMICRON TECHNOLOGY INC COM
241,962$13.4B0.76%
63
MRVLMARVELL TECHNOLOGY GROUP LTD C
306,443$13.3B0.76%
64
AEEAMEREN CORP COM
147,153$13.3B0.76%
65
LAMRLAMAR ADVERTISING CO NEW CL A
149,571$13.2B0.75%
66
TXRHTEXAS ROADHOUSE INC CL A
176,802$12.9B0.74%
67
CMICUMMINS INC
66,823$12.9B0.74%
68
COSTCOSTCO WHSL CORP NEW
26,051$12.5B0.71%
69
AWCAMERICAN WTR WKS CO INC NEW CO
83,514$12.4B0.71%
70
BLKCHFBLACKROCK INC COM
20,243$12.3B0.70%
71
VOOVANGUARD INDEX FDS S&P 500 ETF
35,115$12.2B0.69%
72
ZTSZOETIS INC CL A
70,123$12.1B0.69%
73
CFGCITIZENS FINL GROUP INC COM
332,150$11.9B0.68%
74
DISWALT DISNEY CO
120,925$11.4B0.65%
75
TTDTHE TRADE DESK INC COM CL A
264,753$11.1B0.63%
76
DARDARLING INTL INC COM
185,073$11.1B0.63%
77
BABOEING CO
79,035$10.8B0.62%
78
TSLATESLA INC COM
14,977$10.1B0.57%
79
CBRECBRE GROUP INC CL A
131,539$9.7B0.55%
80
REGNREGENERON PHARMACEUTICALS COM
16,189$9.6B0.55%
81
ETNEATON CORP PLC SHS
75,308$9.5B0.54%
82
NUVAGBPNUVASIVE INC COM
186,567$9.2B0.52%
83
BOXBOX INC CL A
363,490$9.1B0.52%
84
AREALEXANDRIA REAL ESTATE EQ INCO
61,527$8.9B0.51%
85
OMCOMNICOM GROUP
138,507$8.8B0.50%
86
NXSTNEXSTAR MEDIA GROUP INC CL A
53,810$8.8B0.50%
87
NOWSERVICENOW INC COM
18,251$8.7B0.49%
88
BOOTBOOT BARN HLDGS INC COM
121,567$8.4B0.48%
89
AMEAMETEK INC NEW COM
74,968$8.2B0.47%
90
MCDMCDONALDS CORP
32,278$8.0B0.45%
91
DYHTARGET CORP
49,852$7.0B0.40%
92
KLICKULICKE & SOFFA INDS INC COM
159,617$6.8B0.39%
93
METAFACEBOOK INC CL A
41,622$6.7B0.38%
94
JNPJUNIPER NETWORKS INC
210,505$6.0B0.34%
95
CPRICAPRI HOLDINGS LIMITED SHS
143,984$5.9B0.34%
96
DALDELTA AIR LINES INC DEL COM N
198,358$5.7B0.33%
97
ALAIR LEASE CORP CL A
163,095$5.5B0.31%
98
XELXCEL ENERGY INC COM
76,361$5.4B0.31%
99
DXCDXC TECHNOLOGY CO COM
173,197$5.3B0.30%
100
VECOVEECO INSTRS INC DEL COM
245,513$4.8B0.27%
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