§ 13F · FUND PROFILE
Bragg Financial Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3023.0T (13F)Positions · 344Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 301K | $81.8T | 2.7% | −1% |
| 2 | MSFT | MICROSOFT CORP | 166K | $80.2T | 2.6% | ±0% |
| 3 | VBR | VANGUARD INDEX FDS | 295K | $62.5T | 2.0% | ±0% |
| 4 | GOOG | ALPHABET INC | 184K | $57.6T | 1.9% | −3% |
| 5 | RLI | RLI CORP | 781K | $49.9T | 1.6% | +5% |
| 6 | UGI | UGI CORP NEW | 1.32M | $49.3T | 1.6% | +19% |
| 7 | SNX | TD SYNNEX CORPORATION | 314K | $47.2T | 1.5% | ±0% |
| 8 | VBIL | VANGUARD INSTL INDEX FD | 610K | $46.0T | 1.5% | +1% |
| 9 | IDCC | INTERDIGITAL INC | 137K | $43.5T | 1.4% | −20% |
| 10 | AVGO | BROADCOM INC | 118K | $41.0T | 1.3% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAGG SIGNAL
AC read
Bragg Financial Advisors, Inc is a Other fund managing $3023035.1 trillion in assets. The fund runs a broad portfolio of 344 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed