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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
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TMUS T-MOBILE US INC Communication Services 125,891.0 $26.4M 0.88% +4K +3.1% $210.03 -10.4%
42 MMM 3M CO Industrials 181,596.0 $26.4M 0.88% $145.23 -0.1%
43 EQT EQT CORP Energy 414,257.0 $26.4M 0.88% +4K +0.9% $63.64 -11.1%
44 WEC WEC ENERGY GROUP INC Utilities 227,286.0 $26.3M 0.88% $115.77 -3.6%
45 CSCO CISCO SYSTEMS INC Technology 336,705.0 $26.1M 0.87% $77.59 +48.9%
46 QXO QXO INC NEW Industrials 1,336,330.0 $26.0M 0.86% +37K +2.9% $19.42 -10.2%
47 TKO TKO GROUP HOLDINGS INC CL A Communication Services 128,585.0 $25.9M 0.86% +2K +1.2% $201.65 -4.5%
48 COP CONOCOPHILLIPS Energy 190,268.0 $25.1M 0.83% +18K +10.6% $132.00 -9.9%
49 BAC BANK OF AMERICA CORP Financial Services 512,456.0 $25.0M 0.83% $48.75 +2.1%
50 SN SHARKNINJA INC Consumer Cyclical 229,560.0 $24.3M 0.81% +18K +8.6% $105.90 +0.8%
51 APH AMPHENOL CORP CL A Technology 189,972.0 $24.0M 0.80% -19K -9.0% $126.35 -1.1%
52 NUE NUCOR CORP Basic Materials 139,948.0 $23.7M 0.79% -1K -0.9% $169.10 +37.7%
53 LIBERTY MEDIA CORP LBTY ONE S 276,480.0 $23.5M 0.78% +14K +5.3% $85.02
54 NFLX NETFLIX INC Communication Services 240,101.0 $23.1M 0.77% +12K +5.2% $96.15 -9.6%
55 EHC ENCOMPASS HEALTH CORP Healthcare 236,042.0 $22.8M 0.76% +14K +6.1% $96.73 +10.9%
56 CELH CELSIUS HOLDINGS INC NEW Consumer Defensive 643,465.0 $22.8M 0.76% +49K +8.2% $35.48 -15.0%
57 CRDO CREDO TECHNOLOGY GROUP HOLDING Technology 242,422.0 $22.8M 0.76% -1K -0.6% $93.87 +96.4%
58 COST COSTCO WHOLESALE CORP Consumer Defensive 22,643.0 $22.6M 0.75% +143.0 +0.6% $996.43 +4.5%
59 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 133,889.0 $22.1M 0.73% +4K +3.1% $165.14 +7.2%
60 AXP AMERICAN EXPRESS CO Financial Services 72,134.0 $21.8M 0.72% $302.48 +3.6%
Page 3 of 6  ·  112 positions

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%