Filed: 10/21/2025ACC: 0001213900-25-100586
📋 What this filing means
BRAUN STACEY ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $3.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$3.05B
Total AUM (reported)
19.18M
Total Shares
Allocation by class
COM$3.02B99.0%
ETF$31.03M1.0%
Portfolio Concentration
Top 3$543.33M17.8%
4–10$532.73M17.5%
11–25$559.87M18.3%
Rest$1.42B46.4%
Top 3 weight
17.8%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 19.18M
Sole
Full voting authority
17.96M
shares
% of voting shares93.6%
Shared
Joint voting authority
1.22M
shares
% of voting shares6.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeSole · 93.6% of voting shares
Institutional Holdings114
Rows:
NVIDIA CORPORATION
SOLEShares1.13M
TypeSH
Market value$210.53M
6.90%
Sole
1.06M
Shared
73.13K
None
0.00
MICROSOFT CORP
SOLEShares341.34K
TypeSH
Market value$176.80M
5.79%
Sole
318.60K
Shared
22.74K
None
0.00
APPLE INC
SOLEShares612.63K
TypeSH
Market value$155.99M
5.11%
Sole
571.44K
Shared
41.19K
None
0.00
AMAZON.COM INC
SOLEShares449.13K
TypeSH
Market value$98.62M
3.23%
Sole
419.67K
Shared
29.46K
None
0.00
APPLOVIN CORP CL A
SOLEShares126.83K
TypeSH
Market value$91.14M
2.99%
Sole
118.59K
Shared
8.25K
None
0.00
META PLATFORMS INC CL A
SOLEShares113.56K
TypeSH
Market value$83.39M
2.73%
Sole
106K
Shared
7.56K
None
0.00
BROADCOM INC
SOLEShares240.55K
TypeSH
Market value$79.36M
2.60%
Sole
225.16K
Shared
15.38K
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares308.93K
TypeSH
Market value$75.10M
2.46%
Sole
290.69K
Shared
18.25K
None
0.00
JPMORGAN CHASE & CO
SOLEShares187.57K
TypeSH
Market value$59.17M
1.94%
Sole
176.03K
Shared
11.54K
None
0.00
HOWMET AEROSPACE INC
SOLEShares234.20K
TypeSH
Market value$45.96M
1.51%
Sole
220.83K
Shared
13.36K
None
0.00
VERTIV HOLDINGS CO CL A
SOLEShares295.04K
TypeSH
Market value$44.51M
1.46%
Sole
276.19K
Shared
18.85K
None
0.00
EXXON MOBILE CORP
SOLEShares385.09K
TypeSH
Market value$43.42M
1.42%
Sole
359.33K
Shared
25.77K
None
0.00
WELLTOWER INC
SOLEShares227.01K
TypeSH
Market value$40.44M
1.32%
Sole
211.26K
Shared
15.75K
None
0.00
CREDO TECHNOLOGY GROUP HOLDING
SOLEShares271.67K
TypeSH
Market value$39.56M
1.30%
Sole
254.80K
Shared
16.87K
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares161.96K
TypeSH
Market value$39.45M
1.29%
Sole
149.76K
Shared
12.21K
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares77.61K
TypeSH
Market value$39.02M
1.28%
Sole
72.43K
Shared
5.18K
None
0.00
EVERCORE INC CLASS A
SOLEShares108.98K
TypeSH
Market value$36.76M
1.20%
Sole
102.70K
Shared
6.28K
None
0.00
AUTOZONE INC
SOLEShares8.43K
TypeSH
Market value$36.15M
1.18%
Sole
7.83K
Shared
591.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares213.53K
TypeSH
Market value$35.73M
1.17%
Sole
200.09K
Shared
13.44K
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares61.69K
TypeSH
Market value$35.09M
1.15%
Sole
57.89K
Shared
3.80K
None
0.00
TJX COS INC
SOLEShares242.07K
TypeSH
Market value$34.99M
1.15%
Sole
226.91K
Shared
15.16K
None
0.00
CELSIUS HOLDINGS INC NEW
SOLEShares595.90K
TypeSH
Market value$34.26M
1.12%
Sole
547.89K
Shared
48.02K
None
0.00
QUANTA SERVICES INC
SOLEShares82.34K
TypeSH
Market value$34.12M
1.12%
Sole
77.69K
Shared
4.65K
None
0.00
NASDAQ INC
SOLEShares376.75K
TypeSH
Market value$33.32M
1.09%
Sole
353.41K
Shared
23.35K
None
0.00
TRAVELERS COMPANIES INC
SOLEShares118.40K
TypeSH
Market value$33.06M
1.08%
Sole
111.43K
Shared
6.97K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.13M | SH | $210.53M 6.90% | 1.06M | 73.13K | 0.00 |
MICROSOFT CORPSOLE | COM | 341.34K | SH | $176.80M 5.79% | 318.60K | 22.74K | 0.00 |
APPLE INCSOLE | COM | 612.63K | SH | $155.99M 5.11% | 571.44K | 41.19K | 0.00 |
AMAZON.COM INCSOLE | COM | 449.13K | SH | $98.62M 3.23% | 419.67K | 29.46K | 0.00 |
APPLOVIN CORP CL ASOLE | COM | 126.83K | SH | $91.14M 2.99% | 118.59K | 8.25K | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 113.56K | SH | $83.39M 2.73% | 106K | 7.56K | 0.00 |
BROADCOM INCSOLE | COM | 240.55K | SH | $79.36M 2.60% | 225.16K | 15.38K | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 308.93K | SH | $75.10M 2.46% | 290.69K | 18.25K | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 187.57K | SH | $59.17M 1.94% | 176.03K | 11.54K | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 234.20K | SH | $45.96M 1.51% | 220.83K | 13.36K | 0.00 |
VERTIV HOLDINGS CO CL ASOLE | COM | 295.04K | SH | $44.51M 1.46% | 276.19K | 18.85K | 0.00 |
EXXON MOBILE CORPSOLE | COM | 385.09K | SH | $43.42M 1.42% | 359.33K | 25.77K | 0.00 |
WELLTOWER INCSOLE | COM | 227.01K | SH | $40.44M 1.32% | 211.26K | 15.75K | 0.00 |
CREDO TECHNOLOGY GROUP HOLDINGSOLE | COM | 271.67K | SH | $39.56M 1.30% | 254.80K | 16.87K | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 161.96K | SH | $39.45M 1.29% | 149.76K | 12.21K | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 77.61K | SH | $39.02M 1.28% | 72.43K | 5.18K | 0.00 |
EVERCORE INC CLASS ASOLE | COM | 108.98K | SH | $36.76M 1.20% | 102.70K | 6.28K | 0.00 |
AUTOZONE INCSOLE | COM | 8.43K | SH | $36.15M 1.18% | 7.83K | 591.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 213.53K | SH | $35.73M 1.17% | 200.09K | 13.44K | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 61.69K | SH | $35.09M 1.15% | 57.89K | 3.80K | 0.00 |
TJX COS INCSOLE | COM | 242.07K | SH | $34.99M 1.15% | 226.91K | 15.16K | 0.00 |
CELSIUS HOLDINGS INC NEWSOLE | COM | 595.90K | SH | $34.26M 1.12% | 547.89K | 48.02K | 0.00 |
QUANTA SERVICES INCSOLE | COM | 82.34K | SH | $34.12M 1.12% | 77.69K | 4.65K | 0.00 |
NASDAQ INCSOLE | COM | 376.75K | SH | $33.32M 1.09% | 353.41K | 23.35K | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 118.40K | SH | $33.06M 1.08% | 111.43K | 6.97K | 0.00 |
Page 1 of 5
…