BRAUN STACEY ASSOCIATES INC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$3.1T
Holdings
113
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,115,635 | $208.1B | 6.74% | |
| 2 | AAPLAPPLE INC | 652,301 | $177.3B | 5.75% | |
| 3 | MSFTMICROSOFT CORP | 339,716 | $164.3B | 5.32% | |
| 4 | AMZNAMAZON.COM INC | 449,558 | $103.8B | 3.36% | |
| 5 | GOOGLALPHABET INC CAP STOCK CL A | 312,330 | $97.8B | 3.17% | |
| 6 | AVGOBROADCOM INC | 236,820 | $82.0B | 2.66% | |
| 7 | METAMETA PLATFORMS INC CL A | 109,769 | $72.5B | 2.35% | |
| 8 | JPMJPMORGAN CHASE & CO | 182,239 | $58.7B | 1.90% | |
| 9 | APPAPPLOVIN CORP CL A | 86,770 | $58.5B | 1.89% | |
| 10 | GOOGALPHABET INC CAP STOCK CL C | 162,142 | $50.9B | 1.65% | |
| 11 | MUMICRON TECHNOLOGY INC | 172,987 | $49.4B | 1.60% | |
| 12 | XOMEXXON MOBILE CORP | 382,076 | $46.0B | 1.49% | |
| 13 | LLYELI LILLY & CO | 41,784 | $44.9B | 1.46% | |
| 14 | HWMHOWMET AEROSPACE INC | 216,363 | $44.4B | 1.44% | |
| 15 | WDCWESTERN DIGITAL CORP | 243,366 | $41.9B | 1.36% | |
| 16 | VRTVERTIV HOLDINGS CO CL A | 257,546 | $41.7B | 1.35% | |
| 17 | WELLWELLTOWER INC | 224,153 | $41.6B | 1.35% | |
| 18 | LITELUMENTUM HOLDINGS INC | 108,756 | $40.1B | 1.30% | |
| 19 | EVREVERCORE INC CLASS A | 110,391 | $37.6B | 1.22% | |
| 20 | TJXTJX COS INC | 242,096 | $37.2B | 1.21% | |
| 21 | WFCWELLS FARGO CO | 394,162 | $36.7B | 1.19% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC CL B NE | 72,789 | $36.6B | 1.19% | |
| 23 | NDAQNASDAQ INC | 375,659 | $36.5B | 1.18% | |
| 24 | CRDOCREDO TECHNOLOGY GROUP HOLDING | 243,875 | $35.1B | 1.14% | |
| 25 | MAMASTERCARD INCORPORATED CL A | 61,437 | $35.1B | 1.14% | |
| 26 | RTXRTX CORPORATION | 190,994 | $35.0B | 1.14% | |
| 27 | TRVTRAVELERS COMPANIES INC | 117,164 | $34.0B | 1.10% | |
| 28 | PWRQUANTA SERVICES INC | 76,939 | $32.5B | 1.05% | |
| 29 | JNJJOHNSON & JOHNSON | 148,856 | $30.8B | 1.00% | |
| 30 | GSGOLDMAN SACHS GROUP INC | 34,208 | $30.1B | 0.97% | |
| 31 | MCKMCKESSON CORP | 35,933 | $29.5B | 0.96% | |
| 32 | ETRENTERGY CORP | 316,613 | $29.3B | 0.95% | |
| 33 | MMM3M CO | 182,210 | $29.2B | 0.95% | |
| 34 | CMECME GROUP INC | 104,205 | $28.5B | 0.92% | |
| 35 | APHAMPHENOL CORP CL A | 208,676 | $28.2B | 0.91% | |
| 36 | BACBANK OF AMERICA CORP | 511,472 | $28.1B | 0.91% | |
| 37 | LRCXLAM RESEARCH CORP NEW | 163,347 | $28.0B | 0.91% | |
| 38 | AZOAUTOZONE INC | 8,130 | $27.6B | 0.89% | |
| 39 | CELHCELSIUS HOLDINGS INC NEW | 594,854 | $27.2B | 0.88% | |
| 40 | AXPAMERICAN EXPRESS CO | 72,269 | $26.7B | 0.87% | |
| 41 | DGXQUEST DIAGNOSTICS INC | 153,854 | $26.7B | 0.87% | |
| 42 | TKOTKO GROUP HOLDINGS INC CL A | 126,992 | $26.5B | 0.86% | |
| 43 | FWONALIBERTY MEDIA CORP LBTY ONE S | 262,441 | $25.9B | 0.84% | |
| 44 | NBIXNEUROCRINE BIOSCIENCES INC | 182,262 | $25.9B | 0.84% | |
| 45 | CSCOCISCO SYSTEMS INC | 335,228 | $25.8B | 0.84% | |
| 46 | OLLIOLLIES BARGAIN OUTLET HOLDINGS | 233,613 | $25.6B | 0.83% | |
| 47 | ASNDASCENDIS PHARMA AS SP ADR | 119,095 | $25.4B | 0.82% | |
| 48 | GEVGE VERNOVA INC | 38,799 | $25.4B | 0.82% | |
| 49 | QXOQXO INC NEW | 1,298,850 | $25.1B | 0.81% | |
| 50 | TMUST-MOBILE US INC | 122,052 | $24.8B | 0.80% | |
| 51 | BSXBOSTON SCIENTIFIC CORP | 257,093 | $24.5B | 0.79% | |
| 52 | BLKBLACKROCK INC | 22,348 | $23.9B | 0.78% | |
| 53 | WECWEC ENERGY GROUP INC | 226,593 | $23.9B | 0.77% | |
| 54 | KOCOCA-COLA CO | 341,013 | $23.8B | 0.77% | |
| 55 | SNSHARKNINJA INC | 211,470 | $23.7B | 0.77% | |
| 56 | EHCENCOMPASS HEALTH CORP | 222,493 | $23.6B | 0.77% | |
| 57 | NUENUCOR CORP | 141,262 | $23.0B | 0.75% | |
| 58 | NOWSERVICENOW INC | 147,225 | $22.6B | 0.73% | |
| 59 | PANWPALO ALTO NETWORKS INC | 121,886 | $22.5B | 0.73% | |
| 60 | LDOSLEIDOS HOLDINGS INC | 122,970 | $22.2B | 0.72% | |
| 61 | EQTEQT CORP | 410,639 | $22.0B | 0.71% | |
| 62 | ACGLARCH CAPITAL GROUP LTD | 227,034 | $21.8B | 0.71% | |
| 63 | TXRHTEXAS ROADHOUSE INC | 129,839 | $21.6B | 0.70% | |
| 64 | LTHLIFE TIME GROUP HOLDINGS INC C | 808,720 | $21.5B | 0.70% | |
| 65 | NFLXNETFLIX INC | 228,338 | $21.4B | 0.69% | |
| 66 | VOOVANGUARD S&P 500 ETF | 33,751 | $21.2B | 0.69% | |
| 67 | CATCATERPILLAR INC | 36,905 | $21.1B | 0.69% | |
| 68 | HDHOME DEPOT INC | 58,990 | $20.3B | 0.66% | |
| 69 | COSTCOSTCO WHOLESALE CORP | 22,500 | $19.4B | 0.63% | |
| 70 | URBNURBAN OUTFITTERS INC | 257,326 | $19.4B | 0.63% | |
| 71 | PGPROCTER AND GAMBLE CO | 133,750 | $19.2B | 0.62% | |
| 72 | ABBVABBVIE INC | 82,788 | $18.9B | 0.61% | |
| 73 | AEEAMEREN CORP | 188,756 | $18.8B | 0.61% | |
| 74 | POSTPOST HOLDINGS INC | 189,847 | $18.8B | 0.61% | |
| 75 | CLCOLGATE PALMOLIVE CO | 223,790 | $17.7B | 0.57% | |
| 76 | TECK/BTECK RESOURCES LTD CL B | 356,920 | $17.1B | 0.55% | |
| 77 | VICIVICI PROPERTIES INC | 580,625 | $16.3B | 0.53% | |
| 78 | COPCONOCOPHILLIPS | 172,065 | $16.1B | 0.52% | |
| 79 | PODDINSULET CORP | 55,845 | $15.9B | 0.51% | |
| 80 | LINLINDE PLC | 30,805 | $13.1B | 0.43% | |
| 81 | VRSNVERISIGN INC | 50,046 | $12.2B | 0.39% | |
| 82 | GTLSCHART INDUSTRIES INC | 58,586 | $12.1B | 0.39% | |
| 83 | PFGCPERFORMANCE FOOD GROUP CO | 129,089 | $11.6B | 0.38% | |
| 84 | ANETARISTA NETWORKS INC | 86,639 | $11.4B | 0.37% | |
| 85 | HTDCORCEPT THERAPEUTICS INC | 264,297 | $9.2B | 0.30% | |
| 86 | ITRIITRON INC | 67,429 | $6.3B | 0.20% | |
| 87 | SPYSPDR S&P 500 ETF TRUST | 5,924 | $4.0B | 0.13% | |
| 88 | MCDMCDONALDS CORP | 11,505 | $3.5B | 0.11% | |
| 89 | SHWSHERWIN WILLIAMS CO | 8,935 | $2.9B | 0.09% | |
| 90 | VFIAXVANGUARD INDEX FUNDS 500 INDEX | 2,752 | $1.7B | 0.06% | |
| 91 | IBMINTL BUSINESS MACHINES | 5,630 | $1.7B | 0.05% | |
| 92 | VVISA INC CL A | 4,500 | $1.6B | 0.05% | |
| 93 | AMGNAMGEN INC | 4,800 | $1.6B | 0.05% | |
| 94 | EXEEXPAND ENERGY CORPORATION | 13,575 | $1.5B | 0.05% | |
| 95 | QSRRESTAURANT BRANDS INTL INC | 16,274 | $1.1B | 0.04% | |
| 96 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,549 | $934.0M | 0.03% | |
| 97 | CITCINTAS CORP | 4,828 | $908.0M | 0.03% | |
| 98 | ATOATMOS ENERGY CORP | 5,057 | $847.0M | 0.03% | |
| 99 | RSPINVESCO S&P 500 EQUAL WEIGHT E | 3,311 | $634.0M | 0.02% | |
| 100 | XLFFINANCIAL SELECT SECTOR SPDR F | 10,414 | $570.0M | 0.02% |
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