Bragg Financial Advisors, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Bragg Financial Advisors, Inc reported 325 stock positions worth $2.5 billion. Its top holding was Apple (AAPL) at 3.1% of the portfolio, followed by Microsoft (MSFT, 2.9%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 2.2%). Compared with Q3 2024, it opened 14 new positions, sold out of 10, added to 126 and reduced 156. The biggest buy was Agco (AGCO, shares +1003%) and the biggest sale CSW Industrials (CSW, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0001327055
- Portfolio Value
- $2.5B (Q4 2024)
- SEC Filing
- 0001062993-25-002281 ↗ filed Feb 13, 2025
Holdings Value
Holdings 325 stocks · $2.5B
| AAPL Apple Inc. | 3.08% | 303,700 | $76.1M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.86% | 167,422 | $70.6M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.23% | 277,583 | $55.0M | Add +0.3% |
| IDCC Interdigital Inc. | 1.72% | 219,685 | $42.6M | Reduce -25.7% |
| GOOG Alphabet Inc. Class C | 1.48% | 191,268 | $36.4M | Reduce -2.7% |
| SNX TD Synnex Corp. | 1.45% | 306,323 | $35.9M | Add +0.4% |
| SFM Sprouts Farmers Market Inc. | 1.43% | 278,224 | $35.4M | Reduce -15.4% |
| ORCL Oracle Corp. | 1.42% | 210,041 | $35.0M | Reduce -2.6% |
| SFBS Servisfirst Bancshares Inc. | 1.41% | 411,969 | $34.9M | Add +0.6% |
| AVGO Broadcom Inc. | 1.38% | 146,821 | $34.0M | Reduce -5.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.37% | 120,585 | $33.8M | Reduce -1.6% |
| FN Fabrinet | 1.33% | 149,438 | $32.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.23% | 138,797 | $30.5M | Reduce -1.9% |
| RLI Rli Corp. | 1.17% | 175,768 | $29.0M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.16% | 48,877 | $28.6M | Reduce -2.5% |
| AX Axos Financial Inc. | 1.13% | 398,364 | $27.8M | Add +0.5% |
| AXP American Express Co. | 1.11% | 92,458 | $27.4M | Reduce -3.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.10% | 540,612 | $27.1M | Add +5.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.08% | 165,573 | $26.8M | Reduce -2.5% |
| PVH PVH Corp. | 1.06% | 248,138 | $26.2M | Add +0.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.04% | 101,290 | $25.7M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 1.02% | 154,618 | $25.1M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.00% | 60,131 | $24.7M | Reduce -0.6% |
| UGI Ugi Corp. | 1.00% | 874,069 | $24.7M | Add +20.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.99% | 145,058 | $24.6M | Add +2.6% |
| VXUS Vanguard Total Intl Stock | 0.99% | 415,224 | $24.5M | Add +4.8% |
| ETN Eaton Corp. PLC | 0.96% | 71,754 | $23.8M | Reduce -3.1% |
| SAIC Science Applications Inte | 0.95% | 209,541 | $23.4M | Add +97.0% |
| WMT Walmart Inc. | 0.93% | 252,913 | $22.9M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 0.92% | 95,197 | $22.8M | Reduce -3.2% |
| OSK Oshkosh Corp. | 0.89% | 230,136 | $21.9M | Add +9.9% |
| MTG Mgic Investment Corp. | 0.87% | 907,220 | $21.5M | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.86% | 359,208 | $21.3M | Add +2.2% |
| ESGR Enstar Group Ltd. | 0.86% | 66,005 | $21.3M | Add +0.8% |
| JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP | 0.85% | 164,265 | $20.9M | Add +1.9% |
| CNO Cno Financial Group Inc. | 0.84% | 554,634 | $20.6M | Add +0.7% |
| AAP Advance Auto Parts Inc. | 0.83% | 435,179 | $20.6M | Add +121.9% |
| MSM MSC Industrial Direct Co. Class A | 0.83% | 273,794 | $20.4M | Reduce -0.1% |
| HD Home Depot Inc. | 0.82% | 51,975 | $20.2M | Reduce -2.0% |
| CSGS CSG Systems Intl Inc. | 0.80% | 384,850 | $19.7M | Add +18.9% |
| MCD McDonald's Corp. | 0.78% | 66,816 | $19.4M | Reduce -0.7% |
| VSH Vishay Intertechnology Inc. | 0.76% | 1,108,069 | $18.8M | Add +42.0% |
| ARW Arrow Electronics Inc. | 0.75% | 164,017 | $18.6M | Add +10.6% |
| ACN Accenture PLC Class A | 0.74% | 52,192 | $18.4M | Add +2.3% |
| AMP Ameriprise Financial Inc. | 0.74% | 34,430 | $18.3M | Reduce -6.0% |
| COST Costco Wholesale Corp. | 0.74% | 19,849 | $18.2M | Reduce -3.4% |
| TXN Texas Instruments Inc. | 0.73% | 96,384 | $18.1M | Add +1.6% |
| PPLI People Inc. filed as IAC INC | 0.71% | 407,022 | $17.6M | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.69% | 3,425 | $17.0M | Reduce -5.1% |
| GIII G-III Apparel Group Ltd. | 0.68% | 515,008 | $16.8M | Add +0.4% |
| GLW Corning Inc. | 0.68% | 353,000 | $16.8M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 0.67% | 204,866 | $16.4M | Add +3.3% |
| AGCO Agco Corp. | 0.66% | 174,728 | $16.3M | Add +1003.3% |
| NJR New Jersey Resources Corp. | 0.66% | 348,607 | $16.3M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.65% | 95,806 | $16.1M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.64% | 31,032 | $15.7M | Reduce -3.9% |
| MA Mastercard Inc. Class A | 0.63% | 29,695 | $15.6M | Reduce -3.6% |
| HMN Horace Mann Educators | 0.63% | 396,501 | $15.6M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.62% | 126,136 | $15.2M | Reduce -2.3% |
| DHR Danaher Corp. | 0.62% | 66,219 | $15.2M | Reduce -1.7% |
| NVDA Nvidia Corp. | 0.61% | 112,688 | $15.1M | Add +25.4% |
| LEVI Levi Strauss & Co. Class A | 0.61% | 865,790 | $15.0M | Add +36.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.60% | 67,742 | $14.9M | Add +1.3% |
| HON Honeywell International Inc. | 0.60% | 65,455 | $14.8M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 132,415 | $14.7M | Add +0.5% |
| RTX RTX Corp. | 0.59% | 125,441 | $14.5M | Reduce -1.3% |
| FISV Fiserv Inc. | 0.58% | 69,179 | $14.2M | Reduce -4.7% |
| MRK Merck & Co. Inc. | 0.57% | 140,484 | $14.0M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.56% | 52,710 | $13.7M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.55% | 75,830 | $13.5M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.54% | 58,838 | $13.4M | Add +0.5% |
| CRM Salesforce Inc. | 0.53% | 38,807 | $13.0M | Add +11.0% |
| RJF Raymond James Financial Inc. | 0.52% | 83,448 | $13.0M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.52% | 118,974 | $12.8M | Reduce -1.3% |
| ABT Abbott Laboratories | 0.52% | 113,074 | $12.8M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.52% | 88,022 | $12.7M | Reduce -2.5% |
| QCOM Qualcomm Inc. | 0.52% | 82,851 | $12.7M | Add +4.2% |
| SO The Southern Co. | 0.50% | 149,724 | $12.3M | Reduce -0.1% |
| VTWV Vanguard Russell 2000 Value | 0.50% | 84,801 | $12.3M | Reduce -2.6% |
| TSLA Tesla Inc. | 0.48% | 29,409 | $11.9M | Add +1.9% |
| UPBD Upbound Group Inc. | 0.48% | 406,171 | $11.8M | Add +14.1% |
| PGR Progressive Corp. | 0.47% | 48,689 | $11.7M | Reduce -7.3% |
| RY Royal Bank of Canada | 0.47% | 96,169 | $11.6M | Reduce -0.6% |
| CSW CSW Industrials Inc. | 0.47% | 32,742 | $11.6M | Reduce -43.3% |
| AMD Advanced Micro Devices | 0.45% | 91,725 | $11.1M | Add +2.9% |
| SYNA Synaptics Inc. | 0.45% | 144,686 | $11.0M | Reduce -0.5% |
| BAM Brookfield Asset Mgmt-A | 0.44% | 201,323 | $10.9M | Add +0.3% |
| PRU Prudential Financial Inc. | 0.44% | 91,250 | $10.8M | Add +0.6% |
| DAR Darling Ingredients Inc. | 0.44% | 320,065 | $10.8M | Add +18.4% |
| MDU Mdu Resources Group Inc. | 0.43% | 588,715 | $10.6M | Add +6.1% |
| CMCSA Comcast Corp. Class A | 0.43% | 281,966 | $10.6M | Add +0.1% |
| BLK BlackRock Inc. | 0.43% | 10,264 | $10.5M | Reduce -1.5% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 62,000 | $10.3M | Reduce -1.0% |
| BX Blackstone Inc. | 0.41% | 59,390 | $10.2M | Reduce -4.8% |
| ADBE Adobe Inc. | 0.41% | 22,927 | $10.2M | Add +6.4% |
| GOOGL Alphabet Inc. Class A | 0.40% | 52,437 | $9.9M | Reduce -1.4% |
| QRVO Qorvo Inc. | 0.39% | 137,833 | $9.6M | Add +256.5% |
| ECG Everus Construction Group | 0.39% | 146,571 | $9.6M | Add +5.6% |
| CNXC Concentrix Corp. | 0.39% | 220,926 | $9.6M | Add +8.6% |
| COP Conocophillips | 0.38% | 95,318 | $9.5M | Reduce -0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| CSW CSW Industrials Inc. | Reduce -43.3% | 0.47% | −0.40 |
| SCHL Scholastic Corp. | Reduce -14.0% | 0.28% | −0.21 |
| AMGN Amgen Inc. | Reduce -2.9% | 0.56% | −0.16 |
| INTC Intel Corp. | Reduce -70.7% | 0.05% | −0.16 |
| DHR Danaher Corp. | Reduce -1.7% | 0.62% | −0.15 |
| MSM MSC Industrial Direct Co. Class A | Reduce -0.1% | 0.83% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -3.9% | 0.64% | −0.14 |
| BDX Becton Dickinson and Co. | Reduce -21.5% | 0.36% | −0.14 |
| FN Fabrinet | Reduce -0.3% | 1.33% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.57% | −0.10 |
| ORCL Oracle Corp. | Reduce -2.6% | 1.42% | −0.09 |
| MATV Mativ Holdings Inc. | Reduce -48.0% | 0.04% | −0.09 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.5% | 1.08% | −0.09 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.52% | −0.09 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.55% | −0.08 |
| PGR Progressive Corp. | Reduce -7.3% | 0.47% | −0.08 |
| PLD Prologis Inc. | Reduce -0.7% | 0.31% | −0.07 |
| GE General Electric | Reduce -1.0% | 0.42% | −0.07 |
| HD Home Depot Inc. | Reduce -2.0% | 0.82% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.52% | −0.06 |
| SFM Sprouts Farmers Market Inc. | Reduce -15.4% | 1.43% | −0.06 |
| AMT American Tower Corp. | Reduce -2.7% | 0.19% | −0.06 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.78% | −0.06 |
| THS Treehouse Foods Inc. | Reduce -0.6% | 0.26% | −0.06 |
| FLO Flowers Foods Inc. | Reduce -11.4% | 0.21% | −0.06 |
| SO The Southern Co. | Reduce -0.1% | 0.50% | −0.06 |
| NKE Nike Inc. Class B | Reduce -9.9% | 0.18% | −0.06 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.5% | 0.24% | −0.06 |
| PFE Pfizer Inc. | Reduce -6.3% | 0.27% | −0.05 |
| RTX RTX Corp. | Reduce -1.3% | 0.59% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -3.1% | 0.96% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.65% | −0.03 |
| TT Trane Technologies PLC | Reduce -1.9% | 0.35% | −0.03 |
| VTWV Vanguard Russell 2000 Value | Reduce -2.6% | 0.50% | −0.03 |
| COP Conocophillips | Reduce -0.1% | 0.38% | −0.03 |
| UPS United Parcel Service Class B | Reduce -5.5% | 0.17% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -2.9% | 0.38% | −0.03 |
| RY Royal Bank of Canada | Reduce -0.6% | 0.47% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.0% | 0.28% | −0.02 |
| EXC Exelon Corp. | Reduce -12.6% | 0.09% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 1.16% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.6% | 0.52% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -3.8% | 0.08% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.09% | −0.02 |
| SYNA Synaptics Inc. | Reduce -0.5% | 0.45% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.7% | 0.23% | −0.02 |
| DUK Duke Energy Corp. | Reduce -1.0% | 0.16% | −0.02 |
| CEG Constellation Energy | Reduce -1.7% | 0.07% | −0.01 |
| FAS Dirx DLY Finacial B3X ETF-Ui | Sold out | 0.00% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -34.3% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AGCO Agco Corp. | Add +1003.3% | 0.66% | +0.60 |
| AAP Advance Auto Parts Inc. | Add +121.9% | 0.83% | +0.52 |
| SAIC Science Applications Inte | Add +97.0% | 0.95% | +0.34 |
| UGI Ugi Corp. | Add +20.9% | 1.00% | +0.25 |
| QRVO Qorvo Inc. | Add +256.5% | 0.39% | +0.23 |
| JBTM JBT Marel Corp. | Add +1.9% | 0.85% | +0.19 |
| TSLA Tesla Inc. | Add +1.9% | 0.48% | +0.17 |
| NVDA Nvidia Corp. | Add +25.4% | 0.61% | +0.16 |
| VSH Vishay Intertechnology Inc. | Add +42.0% | 0.76% | +0.15 |
| CSGS CSG Systems Intl Inc. | Add +18.9% | 0.80% | +0.15 |
| CRM Salesforce Inc. | Add +11.0% | 0.53% | +0.13 |
| ALTM Arcadium Lithium PLC | Add +4.6% | 0.28% | +0.13 |
| AX Axos Financial Inc. | Add +0.5% | 1.13% | +0.10 |
| CSCO Cisco Systems Inc. | Add +2.2% | 0.86% | +0.09 |
| SYK Stryker Corp. | Add +151.2% | 0.15% | +0.09 |
| DIS The Walt Disney Co. | Add +0.5% | 0.60% | +0.08 |
| HMN Horace Mann Educators | Add +0.2% | 0.63% | +0.06 |
| RLI Rli Corp. | Add +0.6% | 1.17% | +0.06 |
| SFBS Servisfirst Bancshares Inc. | Add +0.6% | 1.41% | +0.06 |
| BAM Brookfield Asset Mgmt-A | Add +0.3% | 0.44% | +0.05 |
| CNO Cno Financial Group Inc. | Add +0.7% | 0.84% | +0.04 |
| GLW Corning Inc. | Add +2.6% | 0.68% | +0.04 |
| LEVI Levi Strauss & Co. Class A | Add +36.5% | 0.61% | +0.04 |
| PVH PVH Corp. | Add +0.4% | 1.06% | +0.04 |
| GIII G-III Apparel Group Ltd. | Add +0.4% | 0.68% | +0.04 |
| SCHP Schwab U.S. Tips ETF | New | 0.03% | +0.03 |
| FSBC Five Star Bancorp | New | 0.03% | +0.03 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.03% | +0.03 |
| LFUS Littelfuse Inc. | Add +35.4% | 0.19% | +0.03 |
| SPMB SS SPDR P Mort Back Bond ETF | New | 0.03% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.03% | +0.03 |
| VSEC Vse Corp. | Add +0.5% | 0.23% | +0.03 |
| FSTR Foster (lb) Co. Class A | Add +0.2% | 0.12% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +7.2% | 0.20% | +0.03 |
| DAR Darling Ingredients Inc. | Add +18.4% | 0.44% | +0.02 |
| OSK Oshkosh Corp. | Add +9.9% | 0.89% | +0.02 |
| MAR Marriott International Class A | New | 0.02% | +0.02 |
| KNF Knife River Corp. | Add +0.4% | 0.19% | +0.02 |
| SCHO Schwab Short-Term US Treas | New | 0.02% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.4% | 1.10% | +0.02 |
| EQIX Equinix Inc. | Add +3.9% | 0.22% | +0.02 |
| ECG Everus Construction Group | Add +5.6% | 0.39% | +0.01 |
| SPEM State Street SP PTF Em ETF | New | 0.01% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +13.4% | 0.09% | +0.01 |
| SUB iShares Short-Term National | Add +8.2% | 0.26% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +16.3% | 0.04% | +0.01 |
| BAC Bank of America Corp. | Add +5.8% | 0.08% | +0.01 |
| UPBD Upbound Group Inc. | Add +14.1% | 0.48% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.6% | 0.27% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 363 | $3.7B | AMAT, AAPL, SNX, VBR, MSFT |
| Q1 2026 | 362 | $3.2B | AAPL, VBR, MSFT, SNX, GOOG |
| Q4 2025 | 347 | $3.1B | AAPL, MSFT, VBR, GOOG, RLI |
| Q3 2025 | 344 | $3.0B | MSFT, AAPL, VBR, IDCC, FN |
| Q2 2025 | 339 | $2.8B | MSFT, AAPL, VBR, FN, VBIL |
| Q1 2025 | 332 | $2.4B | AAPL, MSFT, VBR, IDCC, SFBS |
| Q4 2024 | 325 | $2.5B | AAPL, MSFT, VBR, IDCC, GOOG |
| Q3 2024 | 320 | $2.4B | AAPL, MSFT, VBR, IDCC, ORCL |
| Q2 2024 | 315 | $2.2B | MSFT, AAPL, VBR, FN, AMAT |
| Q1 2024Amended | 320 | $2.2B | MSFT, AAPL, VBR, SNX, PVH |