BRAUN STACEY ASSOCIATES INC Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$3.1B

Holdings

113

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
NVDANVIDIA CORPORATION
$208.1M
AAPLAPPLE INC
$177.3M
MSFTMICROSOFT CORP
$164.3M
AMZNAMAZON.COM INC
$103.8M
GOOGLALPHABET INC CAP STOCK CL A
$97.8M
AVGOBROADCOM INC
$82.0M
METAMETA PLATFORMS INC CL A
$72.5M
JPMJPMORGAN CHASE & CO
$58.7M
APPAPPLOVIN CORP CL A
$58.5M
GOOGALPHABET INC CAP STOCK CL C
$50.9M
MUMICRON TECHNOLOGY INC
$49.4M
XOMEXXON MOBILE CORP
$46.0M
LLYELI LILLY & CO
$44.9M
HWMHOWMET AEROSPACE INC
$44.4M
WDCWESTERN DIGITAL CORP
$41.9M
VRTVERTIV HOLDINGS CO CL A
$41.7M
WELLWELLTOWER INC
$41.6M
LITELUMENTUM HOLDINGS INC
$40.1M
EVREVERCORE INC CLASS A
$37.6M
TJXTJX COS INC
$37.2M
WFCWELLS FARGO CO
$36.7M
BRK/BBERKSHIRE HATHAWAY INC CL B NE
$36.6M
NDAQNASDAQ INC
$36.5M
CRDOCREDO TECHNOLOGY GROUP HOLDING
$35.1M
MAMASTERCARD INCORPORATED CL A
$35.1M
RTXRTX CORPORATION
$35.0M
TRVTRAVELERS COMPANIES INC
$34.0M
PWRQUANTA SERVICES INC
$32.5M
JNJJOHNSON & JOHNSON
$30.8M
GSGOLDMAN SACHS GROUP INC
$30.1M
MCKMCKESSON CORP
$29.5M
ETRENTERGY CORP
$29.3M
MMM3M CO
$29.2M
CMECME GROUP INC
$28.5M
APHAMPHENOL CORP CL A
$28.2M
BACBANK OF AMERICA CORP
$28.1M
LRCXLAM RESEARCH CORP NEW
$28.0M
AZOAUTOZONE INC
$27.6M
CELHCELSIUS HOLDINGS INC NEW
$27.2M
AXPAMERICAN EXPRESS CO
$26.7M
DGXQUEST DIAGNOSTICS INC
$26.7M
TKOTKO GROUP HOLDINGS INC CL A
$26.5M
FWONALIBERTY MEDIA CORP LBTY ONE S
$25.9M
NBIXNEUROCRINE BIOSCIENCES INC
$25.9M
CSCOCISCO SYSTEMS INC
$25.8M
OLLIOLLIES BARGAIN OUTLET HOLDINGS
$25.6M
ASNDASCENDIS PHARMA AS SP ADR
$25.4M
GEVGE VERNOVA INC
$25.4M
QXOQXO INC NEW
$25.1M
TMUST-MOBILE US INC
$24.8M
BSXBOSTON SCIENTIFIC CORP
$24.5M
BLKBLACKROCK INC
$23.9M
WECWEC ENERGY GROUP INC
$23.9M
KOCOCA-COLA CO
$23.8M
SNSHARKNINJA INC
$23.7M
EHCENCOMPASS HEALTH CORP
$23.6M
NUENUCOR CORP
$23.0M
NOWSERVICENOW INC
$22.6M
PANWPALO ALTO NETWORKS INC
$22.5M
LDOSLEIDOS HOLDINGS INC
$22.2M
EQTEQT CORP
$22.0M
ACGLARCH CAPITAL GROUP LTD
$21.8M
TXRHTEXAS ROADHOUSE INC
$21.6M
LTHLIFE TIME GROUP HOLDINGS INC C
$21.5M
NFLXNETFLIX INC
$21.4M
VOOVANGUARD S&P 500 ETF
$21.2M
CATCATERPILLAR INC
$21.1M
HDHOME DEPOT INC
$20.3M
COSTCOSTCO WHOLESALE CORP
$19.4M
URBNURBAN OUTFITTERS INC
$19.4M
PGPROCTER AND GAMBLE CO
$19.2M
ABBVABBVIE INC
$18.9M
AEEAMEREN CORP
$18.8M
POSTPOST HOLDINGS INC
$18.8M
CLCOLGATE PALMOLIVE CO
$17.7M
TECK/BTECK RESOURCES LTD CL B
$17.1M
VICIVICI PROPERTIES INC
$16.3M
COPCONOCOPHILLIPS
$16.1M
PODDINSULET CORP
$15.9M
LINLINDE PLC
$13.1M
VRSNVERISIGN INC
$12.2M
GTLSCHART INDUSTRIES INC
$12.1M
PFGCPERFORMANCE FOOD GROUP CO
$11.6M
ANETARISTA NETWORKS INC
$11.4M
HTDCORCEPT THERAPEUTICS INC
$9.2M
ITRIITRON INC
$6.3M
SPYSPDR S&P 500 ETF TRUST
$4.0M
MCDMCDONALDS CORP
$3.5M
SHWSHERWIN WILLIAMS CO
$2.9M
VFIAXVANGUARD INDEX FUNDS 500 INDEX
$1.7M
IBMINTL BUSINESS MACHINES
$1.7M
VVISA INC CL A
$1.6M
AMGNAMGEN INC
$1.6M
EXEEXPAND ENERGY CORPORATION
$1.5M
QSRRESTAURANT BRANDS INTL INC
$1.1M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$934K
CITCINTAS CORP
$908K
ATOATMOS ENERGY CORP
$847K
RSPINVESCO S&P 500 EQUAL WEIGHT E
$634K
XLFFINANCIAL SELECT SECTOR SPDR F
$570K
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