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Portfolio (Quarterly) Guide ↗

BRAUN STACEY ASSOCIATES INC

· CIK 0000872080
13F Portfolio $3.0B AUM 112 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 31 Added 47 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRK MERCK & CO INC Healthcare 246,022.0 $29.6M 0.98% NEW $120.29 -5.7%
2 TDY TELEDYNE TECHNOLOGIES INC Technology 27,433.0 $16.6M 0.55% NEW $605.01 +5.5%
3 R RYDER SYSTEMS INC Industrials 59,542.0 $12.2M 0.41% NEW $204.71 +12.9%
4 IQVIA HOLDINGS INC 69,628.0 $11.9M 0.40% NEW $170.54
5 CRNX CRINETICS PHARMACEUTICALS INC Healthcare 324,808.0 $11.8M 0.39% NEW $36.32 +5.5%
6 SCHD SCHWAB US DIVIDEND EQUITY ETF 6,606.0 $203K 0.01% NEW $30.68 +3.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 12.8%
Industrials 10.1%
Communication Services 9.7%
Consumer Cyclical 9.5%
Healthcare 8.4%
Consumer Defensive 5.7%
Energy 4.1%
Utilities 2.9%
Basic Materials 2.2%