BRAUN STACEY ASSOCIATES INC

Est. AUM

$3.01B

13F long equity, this entity only

Positions

112

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$194.9M	1117419	6.48%	SOLE
2	APPLE INC	COM	$165.6M	652506	5.51%	SOLE
3	MICROSOFT CORP	COM	$126.3M	341325	4.20%	SOLE
4	AMAZON.COM INC	COM	$93.3M	448052	3.10%	SOLE
5	ALPHABET INC CAP STOCK CL A	COM	$91.2M	317123	3.03%	SOLE
6	BROADCOM INC	COM	$70.8M	228819	2.35%	SOLE
7	LUMENTUM HOLDINGS INC	COM	$64.5M	91844	2.15%	SOLE
8	EXXON MOBILE CORP	COM	$64.4M	379572	2.14%	SOLE
9	META PLATFORMS INC CL A	COM	$60.8M	106264	2.02%	SOLE
10	VERTIV HOLDINGS CO CL A	COM	$60.4M	241147	2.01%	SOLE
11	WESTERN DIGITAL CORP	COM	$56.1M	207494	1.87%	SOLE
12	JPMORGAN CHASE & CO	COM	$52.4M	178152	1.74%	SOLE
13	MICRON TECHNOLOGY INC	COM	$48.3M	143092	1.61%	SOLE
14	HOWMET AEROSPACE INC	COM	$47.5M	206271	1.58%	SOLE
15	ALPHABET INC CAP STOCK CL C	COM	$46.6M	162389	1.55%	SOLE
16	WELLTOWER INC	COM	$43.9M	222073	1.46%	SOLE
17	QUANTA SERVICES INC	COM	$40.6M	73952	1.35%	SOLE
18	TJX COS INC	COM	$38.5M	241227	1.28%	SOLE
19	ELI LILLY & CO	COM	$38.2M	41570	1.27%	SOLE
20	JOHNSON & JOHNSON	COM	$37.4M	153148	1.24%	SOLE
21	RTX CORPORATION	COM	$36.8M	191007	1.22%	SOLE
22	ENTERGY CORP	COM	$35.3M	313845	1.17%	SOLE
23	LAM RESEARCH CORP NEW	COM	$34.4M	160780	1.14%	SOLE
24	BERKSHIRE HATHAWAY INC CL B NE	COM	$34.3M	71622	1.14%	SOLE
25	TRAVELERS COMPANIES INC	COM	$34.0M	116402	1.13%	SOLE
26	CME GROUP INC	COM	$33.0M	111765	1.10%	SOLE
27	GE VERNOVA INC	COM	$32.9M	37661	1.09%	SOLE
28	EVERCORE INC CLASS A	COM	$32.2M	107968	1.07%	SOLE
29	MCKESSON CORP	COM	$31.0M	35798	1.03%	SOLE
30	QUEST DIAGNOSTICS INC	COM	$30.7M	156832	1.02%	SOLE
31	WELLS FARGO CO	COM	$30.7M	386044	1.02%	SOLE
32	NASDAQ INC	COM	$30.6M	361027	1.02%	SOLE
33	MASTERCARD INCORPORATED CL A	COM	$30.6M	61159	1.02%	SOLE
34	APPLOVIN CORP CL A	COM	$30.0M	75433	1.00%	SOLE
35	ASCENDIS PHARMA AS SP ADR	COM	$30.0M	130992	1.00%	SOLE
36	GOLDMAN SACHS GROUP INC	COM	$29.8M	35229	0.99%	SOLE
37	MERCK & CO INC	COM	$29.6M	246022	0.98%	SOLE
38	CATERPILLAR INC	COM	$27.5M	38829	0.91%	SOLE
39	AUTOZONE INC	COM	$27.2M	8047	0.90%	SOLE
40	COCA-COLA CO	COM	$26.6M	349389	0.88%	SOLE
41	T-MOBILE US INC	COM	$26.4M	125891	0.88%	SOLE
42	3M CO	COM	$26.4M	181596	0.88%	SOLE
43	EQT CORP	COM	$26.4M	414257	0.88%	SOLE
44	WEC ENERGY GROUP INC	COM	$26.3M	227286	0.87%	SOLE
45	CISCO SYSTEMS INC	COM	$26.1M	336705	0.87%	SOLE
46	QXO INC NEW	COM	$26.0M	1336330	0.86%	SOLE
47	TKO GROUP HOLDINGS INC CL A	COM	$25.9M	128585	0.86%	SOLE
48	CONOCOPHILLIPS	COM	$25.1M	190268	0.83%	SOLE
49	BANK OF AMERICA CORP	COM	$25.0M	512456	0.83%	SOLE
50	SHARKNINJA INC	COM	$24.3M	229560	0.81%	SOLE

1–50 of 112

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.