Braun Stacey Associates Inc. has filed its Form 13F-HR, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists 114 distinct securities held by the firm, with a total value of $34,788,134,331.
The portfolio is diversified across major sectors, with significant positions in large-cap technology and financial institutions. The largest individual holding is NVIDIA Corporation, for which the firm holds 1,166,726 shares valued at $26,645,688,424. Other top positions include Microsoft Corporation (382,931 shares), Apple Inc. (677,007 shares), and Berkshire Hathaway Inc. Class B (70,378 shares).
Financial sector exposure is also notable, with holdings in JPMorgan Chase & Co. (174,248 shares), Bank of America Corp. (527,161 shares), and Citigroup Inc. (242,023 shares). Additionally, the filing includes positions in Meta Platforms Inc. (96,558 shares) and Amazon.com Inc. (453,178 shares).
The filing also lists several exchange-traded funds (ETFs) within the portfolio, including the Vanguard S&P 500 ETF (32,676 shares) and the SPDR S&P 500 ETF Trust (4,724 shares).
