Braun Stacey Associates Inc holds a diversified book of 112 stocks worth $3.0B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened Merck & Co. Inc. and trimmed Amazon.com Inc. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2013 would be +365% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/872080/holdings"
Use Arkolith to show BRAUN STACEY ASSOCIATES INC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 23.6 points over this window.
Growth of $10,000 cloning Braun Stacey Associates Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Braun Stacey Associates Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.5T |
| FMR LLC | 80 / 80 | $891.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $567.7B |
| MORGAN STANLEY | 80 / 80 | $561.1B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $351.8B |
| NORTHERN TRUST CORP | 80 / 80 | $324.2B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $251.0B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $233.4B |
Ranked by how many of Braun Stacey Associates Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $194.9M | 1.12M | 6.5% | ▲+0.1% Added · +2K sh | |
| 2 | Apple Inc COM | $165.6M | 652.5K | 5.5% | ▲~0% Added · +205 sh | |
| 3 | Microsoft Corp COM | $126.3M | 341.3K | 4.2% | ▲+0.5% Added · +2K sh | |
| 4 | Amazon.com Inc COM | $93.3M | 448.1K | 3.1% | ▼−0.3% Reduced · −2K sh | |
| 5 | Alphabet Inc Cap Stock CL A COM | $91.2M | 317.1K | 3.0% | ▲+1.5% Added · +5K sh | |
| 6 | Broadcom Inc COM | $70.8M | 228.8K | 2.4% | ▼−3.4% Reduced · −8K sh | |
| 7 | Lumentum Holdings Inc COM | $64.5M | 91.8K | 2.1% | ▼−16% Reduced · −17K sh | |
| 8 | Exxon Mobile Corp COM | $64.4M | 379.6K | 2.1% | ▼−0.7% Reduced · −3K sh | |
| 9 | Meta Platforms Inc CL A COM | $60.8M | 106.3K | 2.0% | ▼−3.2% Reduced · −4K sh | |
| 10 | Vertiv Holdings Co CL A COM | $60.4M | 241.1K | 2.0% | ▼−6.4% Reduced · −16K sh | |
| 11 | Western Digital Corp COM | $56.1M | 207.5K | 1.9% | ▼−15% Reduced · −36K sh | |
| 12 | JPMorgan Chase & Co COM | $52.4M | 178.2K | 1.7% | ▼−2.2% Reduced · −4K sh | |
| 13 | Micron Technology Inc COM | $48.3M | 143.1K | 1.6% | ▼−17% Reduced · −30K sh | |
| 14 | Howmet Aerospace Inc COM | $47.5M | 206.3K | 1.6% | ▼−4.7% Reduced · −10K sh | |
| 15 | Alphabet Inc Cap Stock CL C COM | $46.6M | 162.4K | 1.5% | ▲+0.1% Added · +247 sh | |
| 16 | Welltower Inc COM | $43.9M | 222.1K | 1.5% | ▼−0.9% Reduced · −2K sh | |
| 17 | Quanta Services Inc COM | $40.6M | 74.0K | 1.3% | ▼−3.9% Reduced · −3K sh | |
| 18 | TJX Cos Inc COM | $38.5M | 241.2K | 1.3% | ▼−0.3% Reduced · −869 sh | |
| 19 | Eli Lilly & Co COM | $38.2M | 41.6K | 1.3% | ▼−0.5% Reduced · −214 sh | |
| 20 | Johnson & Johnson COM | $37.4M | 153.1K | 1.2% | ▲+2.9% Added · +4K sh | |
| 21 | RTX Corporation COM | $36.8M | 191.0K | 1.2% | ▲~0% Added · +13 sh | |
| 22 | Entergy Corp COM | $35.3M | 313.8K | 1.2% | ▼−0.9% Reduced · −3K sh | |
| 23 | Lam Research Corp New COM | $34.4M | 160.8K | 1.1% | ▼−1.6% Reduced · −3K sh | |
| 24 | Berkshire Hathaway Inc CL B Ne COM | $34.3M | 71.6K | 1.1% | ▼−1.6% Reduced · −1K sh | |
| 25 | Travelers Companies Inc COM | $34.0M | 116.4K | 1.1% | ▼−0.7% Reduced · −762 sh | |
| 26 | Cme Group Inc COM | $33.0M | 111.8K | 1.1% | ▲+7.3% Added · +8K sh | |
| 27 | Ge Vernova Inc COM | $32.9M | 37.7K | 1.1% | ▼−2.9% Reduced · −1K sh | |
| 28 | Evercore Inc Class A COM | $32.2M | 108.0K | 1.1% | ▼−2.2% Reduced · −2K sh | |
| 29 | McKesson Corp COM | $31.0M | 35.8K | 1.0% | ▼−0.4% Reduced · −135 sh | |
| 30 | Quest Diagnostics Inc COM | $30.7M | 156.8K | 1.0% | ▲+1.9% Added · +3K sh | |
| 31 | Wells Fargo Co COM | $30.7M | 386.0K | 1.0% | ▼−2.0% Reduced · −8K sh | |
| 32 | Nasdaq Inc COM | $30.6M | 361.0K | 1.0% | ▼−3.9% Reduced · −15K sh | |
| 33 | Mastercard Incorporated CL A COM | $30.6M | 61.2K | 1.0% | ▼−0.5% Reduced · −278 sh | |
| 34 | Applovin Corp CL A COM | $30.0M | 75.4K | 1.0% | ▼−13% Reduced · −11K sh | |
| 35 | Ascendis Pharma As SP ADR COM | $30.0M | 131.0K | 1.0% | ▲+10.0% Added · +12K sh | |
| 36 | Goldman Sachs Group Inc COM | $29.8M | 35.2K | 1.0% | ▲+3.0% Added · +1K sh | |
| 37 | Merck & Co Inc COM | $29.6M | 246.0K | 1.0% | ▲New New position | |
| 38 | Caterpillar Inc COM | $27.5M | 38.8K | 0.9% | ▲+5.2% Added · +2K sh | |
| 39 | Autozone Inc COM | $27.2M | 8.0K | 0.9% | ▼−1.0% Reduced · −83 sh | |
| 40 | Coca-Cola Co COM | $26.6M | 349.4K | 0.9% | ▲+2.5% Added · +8K sh | |
| 41 | T-Mobile US Inc COM | $26.4M | 125.9K | 0.9% | ▲+3.1% Added · +4K sh | |
| 42 | 3M Co COM | $26.4M | 181.6K | 0.9% | ▼−0.3% Reduced · −614 sh | |
| 43 | Eqt Corp COM | $26.4M | 414.3K | 0.9% | ▲+0.9% Added · +4K sh | |
| 44 | Wec Energy Group Inc COM | $26.3M | 227.3K | 0.9% | ▲+0.3% Added · +693 sh | |
| 45 | Cisco Systems Inc COM | $26.1M | 336.7K | 0.9% | ▲+0.4% Added · +1K sh | |
| 46 | Qxo Inc New COM | $26.0M | 1.34M | 0.9% | ▲+2.9% Added · +37K sh | |
| 47 | Tko Group Holdings Inc CL A COM | $25.9M | 128.6K | 0.9% | ▲+1.3% Added · +2K sh | |
| 48 | ConocoPhillips COM | $25.1M | 190.3K | 0.8% | ▲+11% Added · +18K sh | |
| 49 | Bank Of America Corp COM | $25.0M | 512.5K | 0.8% | ▲+0.2% Added · +984 sh | |
| 50 | Sharkninja Inc COM | $24.3M | 229.6K | 0.8% | ▲+8.6% Added · +18K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 112 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 113 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 114 | $3.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 112 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 116 | $2.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 116 | $2.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 205 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 205 | $2.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 203 | $2.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 207 | $2.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 21, 2023 | 208 | $2.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 28, 2023 | 222 | $2.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 252 | $3.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 116 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 218 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 27, 2022 | 233 | $1.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 28, 2022 | 239 | $2.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 25, 2022 | 235 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Dec 1, 2021 | 238 | $2.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 23, 2021 | 242 | $2.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 237 | $2.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 3, 2021 | 235 | $2.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 27, 2020 | 232 | $1.9B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 6, 2020 | 222 | $1.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.