BRAUN STACEY ASSOCIATES INC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$2.8T

Holdings

112

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (112 positions)

StockValue
NVDANVIDIA CORPORATION
$181.7B
MSFTMICROSOFT CORP
$165.2B
AAPLAPPLE INC
$124.2B
AMZNAMAZON.COM INC
$98.4B
METAMETA PLATFORMS INC CL A
$83.6B
AVGOBROADCOM INC
$66.8B
JPMJPMORGAN CHASE & CO
$54.6B
GOOGLALPHABET INC CAP STOCK CL A
$54.0B
VRTVERTIV HOLDINGS CO CL A
$52.3B
HWMHOWMET AEROSPACE INC
$49.0B
APPAPPLOVIN CORP CL A
$47.2B
XOMEXXON MOBILE CORP
$41.6B
BRK/BBERKSHIRE HATHAWAY INC CL B NE
$38.3B
LLYELI LILLY & CO
$37.1B
WELLWELLTOWER INC
$35.0B
MAMASTERCARD INCORPORATED CL A
$34.7B
NDAQNASDAQ INC
$34.2B
PWRQUANTA SERVICES INC
$33.4B
TRVTRAVELERS COMPANIES INC
$31.7B
NOWSERVICENOW INC
$31.0B
WFCWELLS FARGO CO
$30.9B
TJXTJX COS INC
$29.0B
CRDOCREDO TECHNOLOGY GROUP HOLDING
$29.0B
AZOAUTOZONE INC
$29.0B
TMUST-MOBILE US INC
$28.8B
ITRIITRON INC
$28.6B
NFLXNETFLIX INC
$28.3B
EVREVERCORE INC CLASS A
$28.2B
OLLIOLLIES BARGAIN OUTLET HOLDINGS
$28.1B
GOOGALPHABET INC CAP STOCK CL C
$27.9B
BSXBOSTON SCIENTIFIC CORP
$27.4B
FWONALIBERTY MEDIA CORP LBTY ONE S
$27.4B
PANWPALO ALTO NETWORKS INC
$27.3B
RTXRTX CORPORATION
$27.1B
QXOQXO INC NEW
$26.7B
ETRENTERGY CORP
$26.5B
MCKMCKESSON CORP
$26.2B
MUMICRON TECHNOLOGY INC
$25.8B
TXRHTEXAS ROADHOUSE INC
$25.7B
EHCENCOMPASS HEALTH CORP
$25.1B
BLKBLACKROCK INC
$25.0B
LRCXLAM RESEARCH CORP NEW
$24.8B
CMECME GROUP INC
$24.8B
MMM3M CO
$24.7B
DGXQUEST DIAGNOSTICS INC
$24.4B
GEVGE VERNOVA INC
$24.2B
CELHCELSIUS HOLDINGS INC NEW
$24.0B
LTHLIFE TIME GROUP HOLDINGS INC C
$23.5B
WECWEC ENERGY GROUP INC
$23.3B
BACBANK OF AMERICA CORP
$22.6B
AXPAMERICAN EXPRESS CO
$22.6B
TRGPTARGA RESOURCES CORP
$22.4B
KOCOCA-COLA CO
$22.2B
CSCOCISCO SYSTEMS INC
$22.0B
KDKYNDRYL HOLDINGS INC COMMON ST
$21.7B
CLCOLGATE PALMOLIVE CO
$21.6B
COSTCOSTCO WHOLESALE CORP
$21.6B
NBIXNEUROCRINE BIOSCIENCES INC
$21.4B
ACGLARCH CAPITAL GROUP LTD
$21.3B
HTDCORCEPT THERAPEUTICS INC
$21.1B
PGPROCTER AND GAMBLE CO
$20.5B
HDHOME DEPOT INC
$19.8B
POSTPOST HOLDINGS INC
$19.6B
TKOTKO GROUP HOLDINGS INC CL A
$19.2B
APHAMPHENOL CORP CL A
$19.2B
SNSHARKNINJA INC
$19.1B
VOOVANGUARD S&P 500 ETF
$19.0B
VICIVICI PROPERTIES INC
$18.9B
BRBRBELLRING BRANDS INC COMMON STO
$18.7B
TGTXTG THERAPEUTICS INC
$18.6B
LDOSLEIDOS HOLDINGS INC
$18.2B
AEEAMEREN CORP
$18.0B
NUENUCOR CORP
$17.4B
TECK/BTECK RESOURCES LTD CL B
$17.0B
TEAMATLASSIAN CORPORATION CL A
$15.8B
COPCONOCOPHILLIPS
$15.3B
BMYBRISTOL-MYERS SQUIBB CO
$15.0B
ABBVABBVIE INC
$14.9B
GSGOLDMAN SACHS GROUP INC
$13.8B
LINLINDE PLC
$13.3B
ANETARISTA NETWORKS INC
$12.6B
VRSNVERISIGN INC
$12.1B
GEHCGE HEALTHCARE TECHNOLOGIES INC
$11.5B
GTLSCHART INDUSTRIES INC
$11.1B
AMGNAMGEN INC
$11.0B
METMETLIFE INC
$9.5B
CATCATERPILLAR INC
$8.3B
DEDEERE & CO
$4.1B
SPYSPDR S&P 500 ETF TRUST
$4.0B
MCDMCDONALDS CORP
$3.0B
SHWSHERWIN WILLIAMS CO
$2.5B
IBMINTL BUSINESS MACHINES
$2.0B
VVISA INC CL A
$1.6B
EXEEXPAND ENERGY CORPORATION
$1.6B
VFIAXVANGUARD INDEX FUNDS 500 INDEX
$1.3B
QSRRESTAURANT BRANDS INTL INC
$1.1B
CITCINTAS CORP
$1.1B
MDYSPDR S&P MIDCAP 400 ETF TRUST
$973.8M
UNHUNITEDHEALTH GROUP INC
$882.9M
ATOATMOS ENERGY CORP
$779.3M
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