Filed: 4/29/2025ACC: 0001213900-25-036427
📋 What this filing means
BRAUN STACEY ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $2.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$2.45B
Total AUM (reported)
18.90M
Total Shares
Allocation by class
COM$2.42B98.9%
ETF$26.27M1.1%
Portfolio Concentration
Top 3$387.76M15.9%
4–10$393.04M16.1%
11–25$503.43M20.6%
Rest$1.16B47.5%
Top 3 weight
15.9%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 18.90M
Sole
Full voting authority
17.42M
shares
% of voting shares92.2%
Shared
Joint voting authority
1.48M
shares
% of voting shares7.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeSole · 92.2% of voting shares
Institutional Holdings116
Rows:
APPLE INC
SOLEShares622.40K
TypeSH
Market value$138.25M
5.65%
Sole
571.88K
Shared
50.52K
None
0.00
NVIDIA CORPORATION
SOLEShares1.18M
TypeSH
Market value$127.56M
5.22%
Sole
1.08M
Shared
96.46K
None
0.00
MICROSOFT CORP
SOLEShares324.85K
TypeSH
Market value$121.95M
4.99%
Sole
298.56K
Shared
26.30K
None
0.00
AMAZON.COM INC
SOLEShares467.77K
TypeSH
Market value$89.00M
3.64%
Sole
429.67K
Shared
38.10K
None
0.00
META PLATFORMS INC CL A
SOLEShares127.94K
TypeSH
Market value$73.74M
3.02%
Sole
117.36K
Shared
10.59K
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares330.23K
TypeSH
Market value$51.07M
2.09%
Sole
307.64K
Shared
22.59K
None
0.00
JPMORGAN CHASE & CO
SOLEShares189.65K
TypeSH
Market value$46.52M
1.90%
Sole
175.71K
Shared
13.94K
None
0.00
HOWMET AEROSPACE INC
SOLEShares350.16K
TypeSH
Market value$45.43M
1.86%
Sole
325.94K
Shared
24.22K
None
0.00
EXXON MOBILE CORP
SOLEShares381.81K
TypeSH
Market value$45.41M
1.86%
Sole
352.11K
Shared
29.70K
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares366.62K
TypeSH
Market value$41.88M
1.71%
Sole
335.55K
Shared
31.07K
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares78.22K
TypeSH
Market value$41.66M
1.70%
Sole
71.72K
Shared
6.50K
None
0.00
ELI LILLY & CO
SOLEShares50.32K
TypeSH
Market value$41.56M
1.70%
Sole
46.56K
Shared
3.76K
None
0.00
BROADCOM INC
SOLEShares248.05K
TypeSH
Market value$41.53M
1.70%
Sole
228.37K
Shared
19.68K
None
0.00
APPLOVIN CORP CL A
SOLEShares137.74K
TypeSH
Market value$36.50M
1.49%
Sole
127.28K
Shared
10.46K
None
0.00
WELLTOWER INC
SOLEShares234.40K
TypeSH
Market value$35.91M
1.47%
Sole
215.11K
Shared
19.29K
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares64.34K
TypeSH
Market value$35.27M
1.44%
Sole
59.35K
Shared
4.99K
None
0.00
T-MOBILE US INC
SOLEShares132.21K
TypeSH
Market value$35.26M
1.44%
Sole
122.54K
Shared
9.67K
None
0.00
TRAVELERS COMPANIES INC
SOLEShares119.65K
TypeSH
Market value$31.64M
1.29%
Sole
110.85K
Shared
8.80K
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares198.16K
TypeSH
Market value$30.96M
1.27%
Sole
180.59K
Shared
17.57K
None
0.00
WELLS FARGO CO
SOLEShares417.28K
TypeSH
Market value$29.96M
1.23%
Sole
384.02K
Shared
33.26K
None
0.00
NASDAQ INC
SOLEShares387.41K
TypeSH
Market value$29.39M
1.20%
Sole
357.42K
Shared
29.99K
None
0.00
VERTIV HOLDINGS CO CL A
SOLEShares398.54K
TypeSH
Market value$28.77M
1.18%
Sole
366.38K
Shared
32.16K
None
0.00
AUTOZONE INC
SOLEShares7.54K
TypeSH
Market value$28.74M
1.18%
Sole
6.91K
Shared
623.00
None
0.00
BANK OF AMERICA CORP
SOLEShares678.56K
TypeSH
Market value$28.32M
1.16%
Sole
624.80K
Shared
53.76K
None
0.00
TJX COS INC
SOLEShares229.56K
TypeSH
Market value$27.96M
1.14%
Sole
211.39K
Shared
18.16K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 622.40K | SH | $138.25M 5.65% | 571.88K | 50.52K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.18M | SH | $127.56M 5.22% | 1.08M | 96.46K | 0.00 |
MICROSOFT CORPSOLE | COM | 324.85K | SH | $121.95M 4.99% | 298.56K | 26.30K | 0.00 |
AMAZON.COM INCSOLE | COM | 467.77K | SH | $89.00M 3.64% | 429.67K | 38.10K | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 127.94K | SH | $73.74M 3.02% | 117.36K | 10.59K | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 330.23K | SH | $51.07M 2.09% | 307.64K | 22.59K | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 189.65K | SH | $46.52M 1.90% | 175.71K | 13.94K | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 350.16K | SH | $45.43M 1.86% | 325.94K | 24.22K | 0.00 |
EXXON MOBILE CORPSOLE | COM | 381.81K | SH | $45.41M 1.86% | 352.11K | 29.70K | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 366.62K | SH | $41.88M 1.71% | 335.55K | 31.07K | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 78.22K | SH | $41.66M 1.70% | 71.72K | 6.50K | 0.00 |
ELI LILLY & COSOLE | COM | 50.32K | SH | $41.56M 1.70% | 46.56K | 3.76K | 0.00 |
BROADCOM INCSOLE | COM | 248.05K | SH | $41.53M 1.70% | 228.37K | 19.68K | 0.00 |
APPLOVIN CORP CL ASOLE | COM | 137.74K | SH | $36.50M 1.49% | 127.28K | 10.46K | 0.00 |
WELLTOWER INCSOLE | COM | 234.40K | SH | $35.91M 1.47% | 215.11K | 19.29K | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 64.34K | SH | $35.27M 1.44% | 59.35K | 4.99K | 0.00 |
T-MOBILE US INCSOLE | COM | 132.21K | SH | $35.26M 1.44% | 122.54K | 9.67K | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 119.65K | SH | $31.64M 1.29% | 110.85K | 8.80K | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 198.16K | SH | $30.96M 1.27% | 180.59K | 17.57K | 0.00 |
WELLS FARGO COSOLE | COM | 417.28K | SH | $29.96M 1.23% | 384.02K | 33.26K | 0.00 |
NASDAQ INCSOLE | COM | 387.41K | SH | $29.39M 1.20% | 357.42K | 29.99K | 0.00 |
VERTIV HOLDINGS CO CL ASOLE | COM | 398.54K | SH | $28.77M 1.18% | 366.38K | 32.16K | 0.00 |
AUTOZONE INCSOLE | COM | 7.54K | SH | $28.74M 1.18% | 6.91K | 623.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 678.56K | SH | $28.32M 1.16% | 624.80K | 53.76K | 0.00 |
TJX COS INCSOLE | COM | 229.56K | SH | $27.96M 1.14% | 211.39K | 18.16K | 0.00 |
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