§ 13F · FUND PROFILE
Bragg Financial Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.0B (13F)Positions · 344Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$91M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 301K | $77M | 2.4% | ±0% |
| 2 | VBR | VANGUARD INDEX FDS | 296K | $64M | 2.0% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 170K | $63M | 2.0% | +3% |
| 4 | SNX | TD SYNNEX CORPORATION | 315K | $53M | 1.7% | ±0% |
| 5 | GOOG | ALPHABET INC | 181K | $52M | 1.6% | −1% |
| 6 | AMAT | APPLIED MATLS INC | 149K | $51M | 1.6% | −4% |
| 7 | UGI | UGI CORP NEW | 1.32M | $48M | 1.5% | ±0% |
| 8 | RLI | RLI CORP | 811K | $46M | 1.5% | +4% |
| 9 | VBIL | VANGUARD INSTL INDEX FD | 606K | $46M | 1.4% | −1% |
| 10 | VBK | VANGUARD INDEX FDS | 138K | $42M | 1.3% | +2% |
§ 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 $3.0 billion in assets. The fund runs a broad portfolio of 344 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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