BRAUN STACEY ASSOCIATES INC: 13F holdings
CIK 8720802026Q2
| Positions | 113 |
|---|---|
| Reported value | $3.5bn |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 1,115,174 | $223.1m | 6.3% |
| AAPL APPLE INC | 664,904 | $192.4m | 5.5% |
| MSFT MICROSOFT CORP | 340,491 | $127.0m | 3.6% |
| GOOGL ALPHABET INC CAP STOCK CL A | 327,643 | $117.1m | 3.3% |
| MU MICRON TECHNOLOGY INC | 95,775 | $110.6m | 3.1% |
| AMZN AMAZON.COM INC | 461,472 | $110.0m | 3.1% |
| WDC WESTERN DIGITAL CORP | 154,944 | $99.0m | 2.8% |
| AVGO BROADCOM INC | 200,903 | $75.9m | 2.2% |
| VRT VERTIV HOLDINGS CO CL A | 203,508 | $68.1m | 1.9% |
| LRCX LAM RESEARCH CORP NEW | 155,268 | $67.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="872080")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.