Braun Stacey Associates Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Braun Stacey Associates Inc. reported 112 stock positions worth $2.8 billion. Its top holding was Nvidia (NVDA) at 6.6% of the portfolio, followed by Microsoft (MSFT, 6.0%) and Apple (AAPL, 4.5%). Compared with Q1 2025, it opened 10 new positions, sold out of 14, added to 35 and reduced 63. The biggest buy was a new position in Credo Technology Group Holdi (CRDO) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0000872080
Portfolio Value
$2.8B (Q2 2025)
SEC Filing
0001213900-25-074748 ↗ filed Aug 12, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.5B Q1 2024 Q2 2024: $2.6B Q2 2024 Q3 2024: $2.6B Q3 2024 Q4 2024: $2.7B Q4 2024 Q1 2025: $2.4B Q1 2025 Q2 2025: $2.8B $2.8B Q2 2025 Q3 2025: $3.1B Q3 2025 Q4 2025: $3.1B Q4 2025 Q1 2026: $3.0B Q1 2026 Q2 2026: $3.5B Q2 2026

Holdings 112 stocks · $2.8B
NVDA Nvidia Corp. 6.57% 1,149,957 $181.7M Reduce -2.3%
MSFT Microsoft Corp. 5.98% 332,197 $165.2M Add +2.3%
AAPL Apple Inc. 4.49% 605,338 $124.2M Reduce -2.7%
AMZN Amazon.com Inc. 3.56% 448,732 $98.4M Reduce -4.1%
META Meta Platforms Inc. Class A 3.02% 113,217 $83.6M Reduce -11.5%
AVGO Broadcom Inc. 2.42% 242,446 $66.8M Reduce -2.3%
JPM JPMorgan Chase & Co. 1.98% 188,409 $54.6M Reduce -0.7%
GOOGL Alphabet Inc. Class A 1.95% 306,384 $54.0M Reduce -7.2%
VRT Vertiv Holdings Co. Class A 1.89% 407,002 $52.3M Add +2.1%
HWM Howmet Aerospace Inc. 1.77% 263,188 $49.0M Reduce -24.8%
APP AppLovin Corp. Class A 1.71% 134,846 $47.2M Reduce -2.1%
XOM Exxon Mobil Corp. 1.50% 385,724 $41.6M Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 1.39% 78,937 $38.3M Add +0.9%
LLY Eli Lilly & Co. 1.34% 47,653 $37.1M Reduce -5.3%
WELL Welltower Inc. 1.27% 227,852 $35.0M Reduce -2.8%
MA Mastercard Inc. Class A 1.25% 61,721 $34.7M Reduce -4.1%
NDAQ Nasdaq Inc. 1.24% 382,314 $34.2M Reduce -1.3%
PWR Quanta Services Inc. 1.21% 88,467 $33.4M Reduce -13.6%
TRV The Travelers Cos Inc. 1.15% 118,663 $31.7M Reduce -0.8%
NOW ServiceNow Inc. 1.12% 30,150 $31.0M Reduce -8.9%
WFC Wells Fargo & Co. 1.12% 385,174 $30.9M Reduce -7.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.05% 235,133 $29.0M Add +2.4%
CRDO Credo Technology Group Holdi 1.05% 313,280 $29.0M New
AZO AutoZone Inc. 1.05% 7,812 $29.0M Add +3.6%
TMUS T-Mobile US Inc. 1.04% 121,004 $28.8M Reduce -8.5%
ITRI Itron Inc. 1.03% 217,104 $28.6M Reduce -0.2%
NFLX Netflix Inc. 1.02% 21,143 $28.3M New
EVR Evercore Inc. Class A 1.02% 104,423 $28.2M Reduce -18.5%
OLLI Ollie's Bargain Outlet Holdi 1.02% 213,402 $28.1M Add +97.9%
GOOG Alphabet Inc. Class C 1.01% 157,278 $27.9M Reduce -20.6%
BSX Boston Scientific Corp. 0.99% 255,550 $27.4M Reduce -3.5%
FWONK Liberty Media Corp. Class C 0.99% 262,554 $27.4M Reduce -14.2%
PANW Palo Alto Networks Inc. 0.99% 133,168 $27.3M Reduce -7.9%
RTX RTX Corp. 0.98% 185,676 $27.1M Add +5.3%
QXO Qxo Inc. 0.97% 1,241,230 $26.7M New
ETR Entergy Corp. 0.96% 318,754 $26.5M Reduce -0.5%
MCK McKesson Corp. 0.95% 35,708 $26.2M Reduce -0.7%
MU Micron Technology Inc. 0.93% 209,345 $25.8M Reduce -9.9%
TXRH Texas Roadhouse Inc. 0.93% 137,396 $25.7M Reduce -8.5%
EHC Encompass Health Corp. 0.91% 204,706 $25.1M Add +66.2%
BLK BlackRock Inc. 0.91% 23,868 $25.0M Reduce -1.6%
LRCX Lam Research Corp. 0.90% 254,993 $24.8M Reduce -14.9%
CME Cme Group Inc. 0.90% 89,918 $24.8M New
MMM 3M Co. 0.89% 162,352 $24.7M Add +1.9%
DGX Quest Diagnostics Inc. 0.88% 135,952 $24.4M New
GEV GE Vernova Inc. 0.88% 45,807 $24.2M Add +26.8%
CELH Celsius Holdings Inc. 0.87% 517,874 $24.0M Add +212.4%
LTH Life Time Group Holdings Inc. 0.85% 775,397 $23.5M Add +1.9%
WEC WEC Energy Group Inc. 0.84% 223,285 $23.3M Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.82% 478,028 $22.6M Reduce -29.6%
AXP American Express Co. 0.82% 70,857 $22.6M Reduce -31.3%
TRGP Targa Resources Corp. 0.81% 128,487 $22.4M Add +2.2%
KO The Coca-Cola Co. 0.80% 313,564 $22.2M Reduce -0.3%
CSCO Cisco Systems Inc. 0.80% 317,408 $22.0M Add +122.5%
KD Kyndryl Holdings Inc. 0.79% 517,259 $21.7M Add +127.3%
CL Colgate-Palmolive Co. 0.78% 238,048 $21.6M Reduce -4.1%
COST Costco Wholesale Corp. 0.78% 21,829 $21.6M Reduce -6.5%
NBIX Neurocrine Biosciences Inc. 0.77% 170,370 $21.4M New
ACGL Arch Capital Group Ltd. 0.77% 234,330 $21.3M Reduce -3.4%
CORT Corcept Therapeutics Inc. 0.76% 287,254 $21.1M Reduce -21.6%
PG The Procter & Gamble Co. 0.74% 128,724 $20.5M Add +0.2%
HD Home Depot Inc. 0.72% 53,947 $19.8M Add +0.5%
POST Post Holdings Inc. filed as POST HLDGS INC 0.71% 179,548 $19.6M Reduce -14.3%
TKO Tko Group Holdings Inc. 0.69% 105,567 $19.2M Add +149.8%
APH Amphenol Corp. Class A 0.69% 194,426 $19.2M New
SN Sharkninja Inc. 0.69% 192,704 $19.1M Add +18.0%
VOO Vanguard S&P 500 ETF 0.69% 33,455 $19.0M Add +0.8%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.68% 579,937 $18.9M Reduce -2.7%
BRBR Bellring Brands Inc. 0.68% 323,342 $18.7M Reduce -5.9%
TGTX TG Therapeutics Inc. 0.67% 518,015 $18.6M Add +3.1%
LDOS Leidos Holdings Inc. 0.66% 115,626 $18.2M Reduce -19.8%
AEE Ameren Corporation 0.65% 187,838 $18.0M Add +0.4%
NUE Nucor Corp. 0.63% 134,194 $17.4M Add +2.0%
TECK Teck Resources Ltd.-CLS B 0.61% 420,485 $17.0M Reduce -0.1%
TEAM Atlassian Corp. Class A 0.57% 77,741 $15.8M Add +50.6%
COP Conocophillips 0.56% 170,925 $15.3M Reduce -3.6%
BMY Bristol-Myers Squibb Co. 0.54% 323,077 $15.0M Reduce -7.0%
ABBV Abbvie Inc. 0.54% 80,311 $14.9M Add +2.1%
GS Goldman Sachs Group Inc. 0.50% 19,508 $13.8M Add +155.1%
LIN Linde PLC 0.48% 28,317 $13.3M Add +2.6%
ANET Arista Networks Inc. 0.45% 122,883 $12.6M Reduce -29.6%
VRSN Verisign Inc. 0.44% 41,911 $12.1M New
GEHC GE Healthcare Technology 0.42% 155,425 $11.5M Reduce -26.0%
GTLS Chart Industries Inc. 0.40% 67,700 $11.1M Reduce -25.0%
AMGN Amgen Inc. 0.40% 39,449 $11.0M Reduce -5.5%
MET Metlife Inc. 0.34% 117,694 $9.5M Reduce -12.2%
CAT Caterpillar Inc. 0.30% 21,388 $8.3M Reduce -39.3%
DE Deere & Co. 0.15% 8,102 $4.1M Reduce -21.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 6,402 $4.0M Reduce -3.0%
MCD McDonald's Corp. 0.11% 10,425 $3.0M Add +1.5%
SHW The Sherwin-Williams Co. 0.09% 7,310 $2.5M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 6,627 $2.0M Add +60.6%
V Visa Inc. Class A 0.06% 4,550 $1.6M No change
EXE Expand Energy Corp. 0.06% 13,575 $1.6M Add +3.8%
VFIAX Vanguard 500 Index-Adm 0.05% 2,301 $1.3M Add +3.4%
QSR Restaurant Brands Intern 0.04% 16,269 $1.1M Add +0.1%
CTAS Cintas Corp. 0.04% 4,828 $1.1M No change
MDY State Street SPDR S&P Midcap 0.04% 1,719 $974K Reduce -19.0%
UNH Unitedhealth Group Inc. 0.03% 2,830 $883K Reduce -93.0%
ATO Atmos Energy Corp. 0.03% 5,057 $779K No change
UBER Uber Technologies Inc. 0.02% 7,156 $668K Reduce -31.7%
RSP Invesco S&P 500 Equal Weight 0.02% 3,305 $601K Reduce -0.0%
XLF SS Financial Select Sector 0.02% 11,322 $593K Reduce -5.0%
IWF iShares Russell 1000 Growth 0.01% 899 $382K Reduce -25.5%
VONV Vanguard Russell 1000 Value 0.01% 3,883 $331K Add +26.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.01% 1,092 $306K Reduce -8.4%
XLK SS Technology Select Sector 0.01% 1,175 $298K Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 0.01% 957 $291K New
VIGAX VNGD Mrngst Grwth Idx FD-Adm 0.01% 1,151 $260K Reduce -37.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.01% 3,126 $255K Reduce -1.9%
IWD iShares Russell 1000 Value E 0.01% 1,149 $223K Reduce -0.5%
XLY SS Consumer Disc Select Sect 0.01% 982 $213K New

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -2.7% 4.49% −1.16
CORT Corcept Therapeutics Inc. Reduce -21.6% 0.76% −0.95
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.89
UNH Unitedhealth Group Inc. Reduce -93.0% 0.03% −0.83
MRVL Marvell Technology Inc. Sold out 0.00% −0.64
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.57
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.53
TMUS T-Mobile US Inc. Reduce -8.5% 1.04% −0.40
ALKT Alkami Technology Inc. Sold out 0.00% −0.38
BRBR Bellring Brands Inc. Reduce -5.9% 0.68% −0.37
LLY Eli Lilly & Co. Reduce -5.3% 1.34% −0.36
BAC Bank of America Corp. Reduce -29.6% 0.82% −0.34
BMY Bristol-Myers Squibb Co. Reduce -7.0% 0.54% −0.33
AXP American Express Co. Reduce -31.3% 0.82% −0.32
POST Post Holdings Inc. Reduce -14.3% 0.71% −0.29
GEHC GE Healthcare Technology Reduce -26.0% 0.42% −0.28
GOOG Alphabet Inc. Class C Reduce -20.6% 1.01% −0.26
COP Conocophillips Reduce -3.6% 0.56% −0.21
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.20
WELL Welltower Inc. Reduce -2.8% 1.27% −0.20
MA Mastercard Inc. Class A Reduce -4.1% 1.25% −0.19
ACGL Arch Capital Group Ltd. Reduce -3.4% 0.77% −0.18
CAT Caterpillar Inc. Reduce -39.3% 0.30% −0.17
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.17
CL Colgate-Palmolive Co. Reduce -4.1% 0.78% −0.17
ETR Entergy Corp. Reduce -0.5% 0.96% −0.16
PEP Pepsico Inc. Sold out 0.00% −0.16
TRV The Travelers Cos Inc. Reduce -0.8% 1.15% −0.15
LDOS Leidos Holdings Inc. Reduce -19.8% 0.66% −0.14
GOOGL Alphabet Inc. Class A Reduce -7.2% 1.95% −0.13
AMGN Amgen Inc. Reduce -5.5% 0.40% −0.13
FWONK Liberty Media Corp. Class C Reduce -14.2% 0.99% −0.13
GTLS Chart Industries Inc. Reduce -25.0% 0.40% −0.13
NYT New York Times Co. Class A Sold out 0.00% −0.12
COST Costco Wholesale Corp. Reduce -6.5% 0.78% −0.12
KO The Coca-Cola Co. Reduce -0.3% 0.80% −0.12
VICI Vici Properties Inc. Reduce -2.7% 0.68% −0.11
WFC Wells Fargo & Co. Reduce -7.7% 1.12% −0.11
DKNG Draftkings Inc. Class A Sold out 0.00% −0.10
BSX Boston Scientific Corp. Reduce -3.5% 0.99% −0.10
ANET Arista Networks Inc. Reduce -29.6% 0.45% −0.10
MET Metlife Inc. Reduce -12.2% 0.34% −0.10
TXRH Texas Roadhouse Inc. Reduce -8.5% 0.93% −0.09
HWM Howmet Aerospace Inc. Reduce -24.8% 1.77% −0.09
AMZN Amazon.com Inc. Reduce -4.1% 3.56% −0.08
VRRM Verra Mobility Corp. Sold out 0.00% −0.07
DE Deere & Co. Reduce -21.7% 0.15% −0.05
MCK McKesson Corp. Reduce -0.7% 0.95% −0.04
BLK BlackRock Inc. Reduce -1.6% 0.91% −0.03
EVR Evercore Inc. Class A Reduce -18.5% 1.02% −0.03

Portfolio Buys Q1 2025 → Q2 2025
CRDO Credo Technology Group Holdi New 1.05% +1.05
NFLX Netflix Inc. New 1.02% +1.02
MSFT Microsoft Corp. Add +2.3% 5.98% +0.99
QXO Qxo Inc. New 0.97% +0.97
CME Cme Group Inc. New 0.90% +0.90
DGX Quest Diagnostics Inc. New 0.88% +0.88
NBIX Neurocrine Biosciences Inc. New 0.77% +0.77
VRT Vertiv Holdings Co. Class A Add +2.1% 1.89% +0.71
APH Amphenol Corp. Class A New 0.69% +0.69
CELH Celsius Holdings Inc. Add +212.4% 0.87% +0.63
OLLI Ollie's Bargain Outlet Holdi Add +97.9% 1.02% +0.50
KD Kyndryl Holdings Inc. Add +127.3% 0.79% +0.49
VRSN Verisign Inc. New 0.44% +0.44
CSCO Cisco Systems Inc. Add +122.5% 0.80% +0.44
TKO Tko Group Holdings Inc. Add +149.8% 0.69% +0.43
GEV GE Vernova Inc. Add +26.8% 0.88% +0.43
EHC Encompass Health Corp. Add +66.2% 0.91% +0.40
GS Goldman Sachs Group Inc. Add +155.1% 0.50% +0.33
SN Sharkninja Inc. Add +18.0% 0.69% +0.13
TEAM Atlassian Corp. Class A Add +50.6% 0.57% +0.12
IBM Intl Business Machines Corp. Add +60.6% 0.07% +0.03
RTX RTX Corp. Add +5.3% 0.98% +0.03
VTI VG Morningstar TS MKT ETF-US New 0.01% +0.01
XLY SS Consumer Disc Select Sect New 0.01% +0.01
VONV Vanguard Russell 1000 Value Add +26.1% 0.01% +0.00
VFIAX Vanguard 500 Index-Adm Add +3.4% 0.05% +0.00
EXE Expand Energy Corp. Add +3.8% 0.06% −0.00
QSR Restaurant Brands Intern Add +0.1% 0.04% −0.01
VOO Vanguard S&P 500 ETF Add +0.8% 0.69% −0.01
NUE Nucor Corp. Add +2.0% 0.63% −0.02
MCD McDonald's Corp. Add +1.5% 0.11% −0.02
LIN Linde PLC Add +2.6% 0.48% −0.04
MMM 3M Co. Add +1.9% 0.89% −0.06
LTH Life Time Group Holdings Inc. Add +1.9% 0.85% −0.09
HD Home Depot Inc. Add +0.5% 0.72% −0.09
TJX TJX Companies Inc. Add +2.4% 1.05% −0.09
AEE Ameren Corporation Add +0.4% 0.65% −0.12
AZO AutoZone Inc. Add +3.6% 1.05% −0.13
ABBV Abbvie Inc. Add +2.1% 0.54% −0.13
TGTX TG Therapeutics Inc. Add +3.1% 0.67% −0.14
WEC WEC Energy Group Inc. Add +0.7% 0.84% −0.15
PG The Procter & Gamble Co. Add +0.2% 0.74% −0.15
TRGP Targa Resources Corp. Add +2.2% 0.81% −0.22
BRK.B Berkshire Hathaway Inc. Class B Add +0.9% 1.39% −0.32
XOM Exxon Mobil Corp. Add +1.0% 1.50% −0.35

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 113$3.5BNVDA, AAPL, MSFT, GOOGL, MU
Q1 2026 112$3.0BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 113$3.1BNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2025 114$3.1BNVDA, MSFT, AAPL, AMZN, APP
Q2 2025 112$2.8BNVDA, MSFT, AAPL, AMZN, META
Q1 2025 116$2.4BAAPL, NVDA, MSFT, AMZN, META
Q4 2024 116$2.7BNVDA, AAPL, MSFT, AMZN, META
Q3 2024 114$2.6BAAPL, NVDA, MSFT, AMZN, META
Q2 2024 117$2.6BNVDA, MSFT, AAPL, AMZN, META
Q1 2024 113$2.5BMSFT, NVDA, AAPL, AMZN, META