1y return+28.2%S&P 500 +20.9%
3y return+89.6%S&P 500 +68.5%
5y return+78.8%S&P 500 +74.5%
10y return+282.3%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: $382 against $357 in the S&P 500.2
Braun Stacey Associates 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 |
|---|---|---|---|
| NVDANvidia Corporation | $223.1M | 6.3% | |
| AAPLApple Inc | $192.4M | 5.5% | +1.9% |
| MSFTMicrosoft Corp | $127.0M | 3.6% | |
| GOOGLAlphabet Inc Cap Stock Cl A | $117.1M | 3.3% | +3.3% |
| MUMicron Technology Inc | $110.6M | 3.1% | −33.1% |
| AMZNAmazon.com Inc | $110.0M | 3.1% | +3.0% |
| WDCWestern Digital Corp | $99.0M | 2.8% | −25.3% |
| AVGOBroadcom Inc | $75.9M | 2.2% | −12.2% |
| VRTVertiv Holdings Co Cl A | $68.1M | 1.9% | −15.6% |
| LRCXLam Research Corp New | $67.3M | 1.9% | −3.4% |
| Credo Technology Group HoldingCUSIP G25457105 | $64.5M | 1.8% | −2.1% |
| LITELumentum Holdings Inc | $63.3M | 1.8% | −19.7% |
| METAMeta Platforms Inc Cl A | $57.8M | 1.6% | −3.5% |
| GOOGAlphabet Inc Cap Stock Cl C | $57.4M | 1.6% | |
| JPMJpmorgan Chase & Co | $56.9M | 1.6% | −2.4% |
| HWMHowmet Aerospace Inc | $53.9M | 1.5% | −2.9% |
| Exxon Mobile CorpCUSIP 30231G102 | $51.1M | 1.4% | −1.5% |
| WELLWelltower Inc | $49.2M | 1.4% | −2.3% |
| PWRQuanta Services Inc | $49.0M | 1.4% | −8.0% |
| LLYEli Lilly & Co | $48.9M | 1.4% | −1.9% |
| GEVGe Vernova Inc | $43.3M | 1.2% | −2.2% |
| PANWPalo Alto Networks Inc | $42.8M | 1.2% | +7.3% |
| CATCaterpillar Inc | $42.6M | 1.2% | +3.1% |
| JNJJohnson & Johnson | $39.6M | 1.1% | +1.9% |
| APPApplovin Corp Cl A | $39.1M | 1.1% |
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 |
|---|---|---|---|
| VRTVertiv Holdings Co Cl A | December 31, 2022 | +2351.1% | $68.1M |
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $223.1M |
| HWMHowmet Aerospace Inc | September 30, 2022 | +769.3% | $53.9M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $42.6M |
| AVGOBroadcom Inc | June 30, 2022 | +677.6% | $75.9M |
| APPApplovin Corp Cl A | March 31, 2024 | +644.3% | $39.1M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $43.3M |
| LLYEli Lilly & Co | March 31, 2021 | +542.0% | $48.9M |
| LRCXLam Research Corp New | December 31, 2024 | +499.9% | $67.3M |
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $99.0M |
Sold off last quarter
- WFCWells Fargo Co was $30.7M
- Ascendis Pharma As Sp AdrCUSIP 04351P101 was $30.0M
- EQTEqt Corp was $26.4M
- OLLIOllies Bargain Outlet Holdings was $21.1M
- VICIVici Properties Inc was $15.8M
- LDOSLeidos Holdings Inc was $15.5M
- IQVIqvia Holdings Inc was $11.9M
- PODDInsulet Corp was $10.9M
- Chart Industries IncCUSIP 16115Q308 was $7.1M
- BSXBoston Scientific Corp was $6.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.5% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +9.8% | +7.8% |
| June 30, 2025 | +12.0% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | +4.4% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +4.1% | +4.0% |
| March 31, 2024 | +14.3% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +9.8% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −6.9% | −5.3% |
| June 30, 2022 | −18.6% | −16.5% |
| March 31, 2022 | −7.1% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Braun Stacey Associates Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=872080&type=13F-HR&dateb=&owner=include&count=40CIK 872080
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/872080/000121390026085531/Filed August 5, 2026 · accession 0001213900-26-085531