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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 6 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TXN TEXAS INSTRUMENTS INC Technology 2,700.0 $524K 0.02% $194.14 +57.8%
102 XLF FINANCIAL SELECT SECTOR SPDR F 10,201.0 $504K 0.02% -213.0 -2.0% $49.37 +3.6%
103 IWD ISHARES RUSSELL 1000 VALUE ETF 1,965.0 $420K 0.01% +867.0 +79.0% $213.67 +8.7%
104 IWF ISHARES RUSSELL 1000 GROWTH ET 750.0 $320K 0.01% -48.0 -6.0% $426.51 -70.8%
105 VONV VANGUARD RUSSELL 1000 VALUE ET 3,230.0 $303K 0.01% -903.0 -21.9% $93.74 +8.7%
106 XLU UTILITIES SELECT SECTOR SPDR F 6,252.0 $287K 0.01% $45.89 -4.4%
107 XLK TECHNOLOGY SELECT SECTOR SPDR 2,034.0 $270K 0.01% -2K -44.5% $132.90 +32.7%
108 VANGUARD INDEX FUNDS GROWTH IN 1,167.0 $262K 0.01% -348.0 -23.0% $224.72
109 TRGP TARGA RESOURCES CORP Energy 1,000.0 $251K 0.01% -1K -51.2% $250.73 +6.7%
110 VTI VANGUARD TOTAL STOCK MARKET ET 707.0 $227K 0.01% -20.0 -2.8% $320.81 +13.1%
111 XLY CONSUMER DISCRETIONARY SELECT 1,989.0 $217K 0.01% +20.0 +1.0% $108.98 +6.9%
112 SCHD SCHWAB US DIVIDEND EQUITY ETF 6,606.0 $203K 0.01% NEW $30.68 +3.4%
Page 6 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%