§ 13F · FUND PROFILE
BRAUN STACEY ASSOCIATES INC.
AUM · $3.5B (13F)Positions · 117Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$234M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.12M | $223M | 6.3% | ±0% |
| 2 | AAPL | APPLE INC | 665K | $192M | 5.5% | +2% |
| 3 | MSFT | MICROSOFT CORP | 340K | $127M | 3.6% | ±0% |
| 4 | GOOGL | ALPHABET INC CAP STOCK CL A | 328K | $117M | 3.3% | +3% |
| 5 | MU | MICRON TECHNOLOGY INC | 96K | $111M | 3.1% | −33% |
| 6 | AMZN | AMAZON.COM INC | 461K | $110M | 3.1% | +3% |
| 7 | WDC | WESTERN DIGITAL CORP | 155K | $99M | 2.8% | −25% |
| 8 | AVGO | BROADCOM INC | 201K | $76M | 2.2% | −12% |
| 9 | VRT | VERTIV HOLDINGS CO CL A | 204K | $68M | 1.9% | −16% |
| 10 | LRCX | LAM RESEARCH CORP NEW | 155K | $67M | 1.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAUN SIGNAL
AC read
BRAUN STACEY ASSOCIATES INC is a Other fund managing $3.5 billion in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →