Filed: 1/20/2026ACC: 0001213900-26-005653
📋 What this filing means
BRAUN STACEY ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $3.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$3.09B
Total AUM (reported)
19.26M
Total Shares
Allocation by class
COM$3.05B99.0%
ETF$32.26M1.0%
Portfolio Concentration
Top 3$549.69M17.8%
4–10$524.02M17.0%
11–25$604.68M19.6%
Rest$1.41B45.6%
Top 3 weight
17.8%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 19.26M
Sole
Full voting authority
18.06M
shares
% of voting shares93.8%
Shared
Joint voting authority
1.20M
shares
% of voting shares6.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeSole · 93.8% of voting shares
Institutional Holdings113
Rows:
NVIDIA CORPORATION
SOLEShares1.12M
TypeSH
Market value$208.07M
6.74%
Sole
1.05M
Shared
70.52K
None
0.00
APPLE INC
SOLEShares652.30K
TypeSH
Market value$177.33M
5.75%
Sole
610.03K
Shared
42.27K
None
0.00
MICROSOFT CORP
SOLEShares339.72K
TypeSH
Market value$164.29M
5.32%
Sole
317.76K
Shared
21.95K
None
0.00
AMAZON.COM INC
SOLEShares449.56K
TypeSH
Market value$103.77M
3.36%
Sole
420.55K
Shared
29K
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares312.33K
TypeSH
Market value$97.76M
3.17%
Sole
294.15K
Shared
18.18K
None
0.00
BROADCOM INC
SOLEShares236.82K
TypeSH
Market value$81.96M
2.66%
Sole
221.93K
Shared
14.89K
None
0.00
META PLATFORMS INC CL A
SOLEShares109.77K
TypeSH
Market value$72.46M
2.35%
Sole
102.48K
Shared
7.29K
None
0.00
JPMORGAN CHASE & CO
SOLEShares182.24K
TypeSH
Market value$58.72M
1.90%
Sole
171.86K
Shared
10.38K
None
0.00
APPLOVIN CORP CL A
SOLEShares86.77K
TypeSH
Market value$58.47M
1.89%
Sole
81.10K
Shared
5.67K
None
0.00
ALPHABET INC CAP STOCK CL C
SOLEShares162.14K
TypeSH
Market value$50.88M
1.65%
Sole
149.91K
Shared
12.23K
None
0.00
MICRON TECHNOLOGY INC
SOLEShares172.99K
TypeSH
Market value$49.37M
1.60%
Sole
162.84K
Shared
10.14K
None
0.00
EXXON MOBILE CORP
SOLEShares382.08K
TypeSH
Market value$45.98M
1.49%
Sole
357.13K
Shared
24.95K
None
0.00
ELI LILLY & CO
SOLEShares41.78K
TypeSH
Market value$44.90M
1.46%
Sole
39.38K
Shared
2.40K
None
0.00
HOWMET AEROSPACE INC
SOLEShares216.36K
TypeSH
Market value$44.36M
1.44%
Sole
203.75K
Shared
12.62K
None
0.00
WESTERN DIGITAL CORP
SOLEShares243.37K
TypeSH
Market value$41.92M
1.36%
Sole
228.95K
Shared
14.42K
None
0.00
VERTIV HOLDINGS CO CL A
SOLEShares257.55K
TypeSH
Market value$41.73M
1.35%
Sole
241.46K
Shared
16.09K
None
0.00
WELLTOWER INC
SOLEShares224.15K
TypeSH
Market value$41.61M
1.35%
Sole
208.79K
Shared
15.36K
None
0.00
LUMENTUM HOLDINGS INC
SOLEShares108.76K
TypeSH
Market value$40.09M
1.30%
Sole
102.37K
Shared
6.39K
None
0.00
EVERCORE INC CLASS A
SOLEShares110.39K
TypeSH
Market value$37.56M
1.22%
Sole
104.23K
Shared
6.16K
None
0.00
TJX COS INC
SOLEShares242.10K
TypeSH
Market value$37.19M
1.21%
Sole
227.38K
Shared
14.72K
None
0.00
WELLS FARGO CO
SOLEShares394.16K
TypeSH
Market value$36.74M
1.19%
Sole
370.03K
Shared
24.13K
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares72.79K
TypeSH
Market value$36.59M
1.19%
Sole
68.35K
Shared
4.44K
None
0.00
NASDAQ INC
SOLEShares375.66K
TypeSH
Market value$36.49M
1.18%
Sole
352.84K
Shared
22.82K
None
0.00
CREDO TECHNOLOGY GROUP HOLDING
SOLEShares243.88K
TypeSH
Market value$35.09M
1.14%
Sole
228.57K
Shared
15.31K
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares61.44K
TypeSH
Market value$35.07M
1.14%
Sole
57.73K
Shared
3.70K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.12M | SH | $208.07M 6.74% | 1.05M | 70.52K | 0.00 |
APPLE INCSOLE | COM | 652.30K | SH | $177.33M 5.75% | 610.03K | 42.27K | 0.00 |
MICROSOFT CORPSOLE | COM | 339.72K | SH | $164.29M 5.32% | 317.76K | 21.95K | 0.00 |
AMAZON.COM INCSOLE | COM | 449.56K | SH | $103.77M 3.36% | 420.55K | 29K | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 312.33K | SH | $97.76M 3.17% | 294.15K | 18.18K | 0.00 |
BROADCOM INCSOLE | COM | 236.82K | SH | $81.96M 2.66% | 221.93K | 14.89K | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 109.77K | SH | $72.46M 2.35% | 102.48K | 7.29K | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 182.24K | SH | $58.72M 1.90% | 171.86K | 10.38K | 0.00 |
APPLOVIN CORP CL ASOLE | COM | 86.77K | SH | $58.47M 1.89% | 81.10K | 5.67K | 0.00 |
ALPHABET INC CAP STOCK CL CSOLE | COM | 162.14K | SH | $50.88M 1.65% | 149.91K | 12.23K | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 172.99K | SH | $49.37M 1.60% | 162.84K | 10.14K | 0.00 |
EXXON MOBILE CORPSOLE | COM | 382.08K | SH | $45.98M 1.49% | 357.13K | 24.95K | 0.00 |
ELI LILLY & COSOLE | COM | 41.78K | SH | $44.90M 1.46% | 39.38K | 2.40K | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 216.36K | SH | $44.36M 1.44% | 203.75K | 12.62K | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 243.37K | SH | $41.92M 1.36% | 228.95K | 14.42K | 0.00 |
VERTIV HOLDINGS CO CL ASOLE | COM | 257.55K | SH | $41.73M 1.35% | 241.46K | 16.09K | 0.00 |
WELLTOWER INCSOLE | COM | 224.15K | SH | $41.61M 1.35% | 208.79K | 15.36K | 0.00 |
LUMENTUM HOLDINGS INCSOLE | COM | 108.76K | SH | $40.09M 1.30% | 102.37K | 6.39K | 0.00 |
EVERCORE INC CLASS ASOLE | COM | 110.39K | SH | $37.56M 1.22% | 104.23K | 6.16K | 0.00 |
TJX COS INCSOLE | COM | 242.10K | SH | $37.19M 1.21% | 227.38K | 14.72K | 0.00 |
WELLS FARGO COSOLE | COM | 394.16K | SH | $36.74M 1.19% | 370.03K | 24.13K | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 72.79K | SH | $36.59M 1.19% | 68.35K | 4.44K | 0.00 |
NASDAQ INCSOLE | COM | 375.66K | SH | $36.49M 1.18% | 352.84K | 22.82K | 0.00 |
CREDO TECHNOLOGY GROUP HOLDINGSOLE | COM | 243.88K | SH | $35.09M 1.14% | 228.57K | 15.31K | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 61.44K | SH | $35.07M 1.14% | 57.73K | 3.70K | 0.00 |
Page 1 of 5
…