Bragg Financial Advisors, Inc

Est. AUM

$3.16B

13F long equity, this entity only

Positions

362

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$76.5M	301441	2.42%	SOLE
2	VANGUARD INDEX FDS	SM CP VAL ETF	$64.4M	296360	2.04%	SOLE
3	MICROSOFT CORP	COM	$63.1M	170430	2.00%	SOLE
4	TD SYNNEX CORPORATION	COM	$53.1M	314584	1.68%	SOLE
5	ALPHABET INC	CAP STK CL C	$51.9M	181000	1.64%	SOLE
6	APPLIED MATLS INC	COM	$50.9M	148966	1.61%	SOLE
7	UGI CORP NEW	COM	$48.1M	1321705	1.52%	SOLE
8	RLI CORP	COM	$46.3M	811118	1.46%	SOLE
9	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$45.8M	605802	1.45%	SOLE
10	VANGUARD INDEX FDS	SML CP GRW ETF	$41.7M	137928	1.32%	SOLE
11	NEW JERSEY RES CORP	COM	$41.4M	753433	1.31%	SOLE
12	ARROW ELECTRS INC	COM	$38.5M	268197	1.22%	SOLE
13	OSHKOSH CORP	COM	$37.9M	257398	1.20%	SOLE
14	BROADCOM INC	COM	$36.1M	116651	1.14%	SOLE
15	CORNING INC	COM	$34.2M	251260	1.08%	SOLE
16	INGLES MKTS INC	CL A	$34.1M	379815	1.08%	SOLE
17	LITTELFUSE INC	COM	$34.0M	100048	1.07%	SOLE
18	VANGUARD STAR FDS	VG TL INTL STK F	$33.8M	438324	1.07%	SOLE
19	VISHAY INTERTECHNOLOGY INC	COM	$33.4M	1854841	1.06%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$33.3M	76333	1.05%	SOLE
21	INTERDIGITAL INC	COM	$33.3M	110139	1.05%	SOLE
22	VANGUARD INDEX FDS	MCAP VL IDXVIP	$33.0M	179038	1.04%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$32.6M	652691	1.03%	SOLE
24	SERVISFIRST BANCSHARES INC	COM	$32.1M	440834	1.02%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$32.0M	163165	1.01%	SOLE
26	META PLATFORMS INC	CL A	$31.9M	55805	1.01%	SOLE
27	FABRINET	SHS	$30.4M	58332	0.96%	SOLE
28	AXOS FINANCIAL INC	COM	$30.3M	355868	0.96%	SOLE
29	CNO FINL GROUP INC	COM	$30.1M	733646	0.95%	SOLE
30	MDU RES GROUP INC	COM	$30.1M	1451854	0.95%	SOLE
31	NELNET INC	CL A	$29.2M	226782	0.93%	SOLE
32	JPMORGAN CHASE & CO	COM	$29.2M	99368	0.92%	SOLE
33	PVH CORPORATION	COM	$29.2M	418360	0.92%	SOLE
34	VANGUARD INDEX FDS	MCAP GR IDXVIP	$29.1M	113184	0.92%	SOLE
35	AMAZON COM INC	COM	$28.9M	138971	0.92%	SOLE
36	NVIDIA CORPORATION	COM	$28.7M	164349	0.91%	SOLE
37	ORACLE CORP	COM	$28.6M	194456	0.90%	SOLE
38	AGCO CORP	COM	$27.8M	239740	0.88%	SOLE
39	AMERICAN EXPRESS CO	COM	$27.3M	90329	0.86%	SOLE
40	JBT MAREL CORPORATION	COM	$27.3M	213349	0.86%	SOLE
41	WALMART INC	COM	$27.2M	218905	0.86%	SOLE
42	CISCO SYS INC	COM	$27.2M	350105	0.86%	SOLE
43	CSG SYS INTL INC	COM	$27.1M	339228	0.86%	SOLE
44	MGIC INVT CORP WIS	COM	$26.9M	1024627	0.85%	SOLE
45	FIRST AMERN FINL CORP	COM	$26.9M	445993	0.85%	SOLE
46	SCHOLASTIC CORP	COM	$26.3M	672551	0.83%	SOLE
47	MSC INDL DIRECT INC	CL A	$26.0M	282261	0.82%	SOLE
48	TEREX CORP NEW	COM	$25.4M	430540	0.80%	SOLE
49	DORMAN PRODS INC	COM	$25.3M	242296	0.80%	SOLE
50	SYNAPTICS INC	COM	$25.2M	359273	0.80%	SOLE

1–50 of 362

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