1y return+26.9%S&P 500 +20.9%
3y return+63.9%S&P 500 +68.5%
5y return+64.1%S&P 500 +74.5%
10y return+206.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $306 against $357 in the S&P 500.2
Bragg Financial Advisors, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMATApplied Matls Inc | $104.0M | 2.8% | −3.5% |
| AAPLApple Inc | $87.0M | 2.3% | |
| SNXTd Synnex Corporation | $73.5M | 2.0% | −12.6% |
| VBRVanguard Index Fds | $70.6M | 1.9% | −1.9% |
| MSFTMicrosoft Corp | $64.8M | 1.7% | +2.0% |
| GOOGAlphabet Inc | $63.1M | 1.7% | −1.3% |
| GLWCorning Inc | $60.6M | 1.6% | −5.7% |
| UGIUgi Corp New | $59.8M | 1.6% | +31.1% |
| ARWArrow Electrs Inc | $57.3M | 1.5% | |
| AMDAdvanced Micro Devices Inc | $53.7M | 1.4% | −5.9% |
| VBKVanguard Index Fds | $51.2M | 1.4% | +1.5% |
| VSHVishay Intertechnology Inc | $50.4M | 1.3% | −49.5% |
| RLIRli Corp | $50.1M | 1.3% | +4.6% |
| VBILVanguard Instl Index Fd | $45.9M | 1.2% | |
| SFBSServisfirst Bancshares Inc | $45.1M | 1.2% | +17.9% |
| NJRNew Jersey Res Corp | $45.0M | 1.2% | +6.6% |
| JBTMJbt Marel Corporation | $45.0M | 1.2% | +45.5% |
| AVGOBroadcom Inc | $44.7M | 1.2% | +1.5% |
| CSCOCisco Sys Inc | $39.9M | 1.1% | −3.0% |
| VUGVanguard Index Fds | $39.6M | 1.1% | |
| OSKOshkosh Corp | $39.5M | 1.1% | |
| CNOCno Finl Group Inc | $39.5M | 1.1% | +5.5% |
| VXUSVanguard Star Fds | $38.2M | 1.0% | +1.9% |
| LFUSLittelfuse Inc | $37.4M | 1.0% | −17.8% |
| NVDANvidia Corporation | $36.9M | 1.0% | +12.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $36.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $44.7M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $104.0M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $60.6M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $53.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $63.1M |
| AXAxos Financial Inc | June 30, 2020 | +341.1% | $36.7M |
| VSHVishay Intertechnology Inc | June 30, 2020 | +252.2% | $50.4M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $33.2M |
| CNOCno Finl Group Inc | June 30, 2020 | +227.4% | $39.5M |
Sold off last quarter
- Csg Sys Intl IncCUSIP 126349109 was $27.1M
- Honeywell Intl IncCUSIP 438516106 was $15.4M
- Dupont De Nemours IncCUSIP 26614N102 was $995K
- Qorvo IncCUSIP 74736K101 was $515K
- BEBloom Energy Corp was $474K
- SPGIS&p Global Inc was $263K
- INTUIntuit was $243K
- IGMIshares Tr was $242K
- SPYGSpdr Series Trust was $232K
- YUMCYum China Hldgs Inc was $229K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.0% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +2.8% | +7.0% |
| December 31, 2022 | +11.0% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bragg Financial Advisors, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1327055&type=13F-HR&dateb=&owner=include&count=40CIK 1327055
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1327055/000106299326004202/Filed August 12, 2026 · accession 0001062993-26-004202