BRAUN STACEY ASSOCIATES INC Diversified Active

Location: New York, NY

CIK: 0000872080 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 20, 2026

Total Value: $3.086B (100.0% shares, 0.0% debt)

Holdings (113)

NVDA NVIDIA CORPORATION 6.7%
Value $208M Shares 1,115,635 Est. Cost $92.73 Unrealized +100.7%
AAPL APPLE INC 5.7%
Value $177M Shares 652,301 Est. Cost $127.53 Unrealized +110.4%
MSFT MICROSOFT CORP 5.3%
Value $164M Shares 339,716 Est. Cost $162.71 Unrealized +207.7%
AMZN AMAZON.COM INC 3.4%
Value $104M Shares 449,558 Est. Cost $115.08 Unrealized +98.8%
GOOGL ALPHABET INC CAP STOCK CL A 3.2%
Value $97.76M Shares 312,330 Est. Cost $112.27 Unrealized +154.4%
AVGO BROADCOM INC 2.7%
Value $81.96M Shares 236,820 Est. Cost $129.79 Unrealized +175.1%
META META PLATFORMS INC CL A 2.3%
Value $72.46M Shares 109,769 Est. Cost $201.97 Unrealized +230.4%
JPM JPMORGAN CHASE & CO 1.9%
Value $58.72M Shares 182,239 Est. Cost $94.18 Unrealized +228.7%
APP APPLOVIN CORP CL A 1.9%
Value $58.47M Shares 86,770 Est. Cost $54.48 Unrealized +1056.5%
GOOG ALPHABET INC CAP STOCK CL C 1.6%
Value $50.88M Shares 162,142 Est. Cost $109.32 Unrealized +161.9%
MU MICRON TECHNOLOGY INC 1.6%
Value $49.37M Shares 172,987 Est. Cost $71.68 Unrealized +220.0%
XOM EXXON MOBILE CORP 1.5%
Value $45.98M Shares 382,076 Est. Cost $90.51 Unrealized +27.6%
LLY ELI LILLY & CO 1.5%
Value $44.9M Shares 41,784 Est. Cost $261.50 Unrealized +265.4%
HWM HOWMET AEROSPACE INC 1.4%
Value $44.36M Shares 216,363 Est. Cost $37.94 Unrealized +424.5%
WDC WESTERN DIGITAL CORP 1.4%
Value $41.92M Shares 243,366 Est. Cost $81.60 Unrealized +85.7%
VRT VERTIV HOLDINGS CO CL A 1.4%
Value $41.73M Shares 257,546 Est. Cost $22.62 Unrealized +667.2%
WELL WELLTOWER INC 1.3%
Value $41.61M Shares 224,153 Est. Cost $95.93 Unrealized +94.4%
LITE LUMENTUM HOLDINGS INC 1.3%
Value $40.09M Shares 108,756 Est. Cost $143.89 Unrealized +78.5%
EVR EVERCORE INC CLASS A 1.2%
Value $37.56M Shares 110,391 Est. Cost $189.19 Unrealized +69.6%
TJX TJX COS INC 1.2%
Value $37.19M Shares 242,096 Est. Cost $92.19 Unrealized +60.2%
WFC WELLS FARGO CO 1.2%
Value $36.74M Shares 394,162 Est. Cost $46.66 Unrealized +85.6%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 1.2%
Value $36.59M Shares 72,789 Est. Cost $243.98 Unrealized +103.9%
NDAQ NASDAQ INC 1.2%
Value $36.49M Shares 375,659 Est. Cost $53.59 Unrealized +67.4%
CRDO CREDO TECHNOLOGY GROUP HOLDING 1.1%
Value $35.09M Shares 243,875 Est. Cost $58.32 Unrealized +163.7%
MA MASTERCARD INCORPORATED CL A 1.1%
Value $35.07M Shares 61,437 Est. Cost $201.25 Unrealized +177.7%
RTX RTX CORPORATION 1.1%
Value $35.03M Shares 190,994 Est. Cost $127.01 Unrealized +36.5%
TRV TRAVELERS COMPANIES INC 1.1%
Value $33.98M Shares 117,164 Est. Cost $175.24 Unrealized +60.1%
PWR QUANTA SERVICES INC 1.1%
Value $32.47M Shares 76,939 Est. Cost $148.99 Unrealized +194.8%
JNJ JOHNSON & JOHNSON 1.0%
Value $30.81M Shares 148,856 Est. Cost $171.98 Unrealized +14.6%
GS GOLDMAN SACHS GROUP INC 1.0%
Value $30.07M Shares 34,208 Est. Cost $620.51 Unrealized +31.1%
MCK MCKESSON CORP 1.0%
Value $29.48M Shares 35,933 Est. Cost $294.36 Unrealized +177.1%
ETR ENTERGY CORP 0.9%
Value $29.26M Shares 316,613 Est. Cost $60.36 Unrealized +56.6%
MMM 3M CO 0.9%
Value $29.17M Shares 182,210 Est. Cost $128.13 Unrealized +27.4%
CME CME GROUP INC 0.9%
Value $28.46M Shares 104,205 Est. Cost $268.72 Unrealized +0.8%
APH AMPHENOL CORP CL A 0.9%
Value $28.2M Shares 208,676 Est. Cost $83.78 Unrealized +59.4%
BAC BANK OF AMERICA CORP 0.9%
Value $28.13M Shares 511,472 Est. Cost $26.54 Unrealized +98.4%
LRCX LAM RESEARCH CORP NEW 0.9%
Value $27.96M Shares 163,347 Est. Cost $74.98 Unrealized +107.2%
AZO AUTOZONE INC 0.9%
Value $27.57M Shares 8,130 Est. Cost $2503.91 Unrealized +50.9%
CELH CELSIUS HOLDINGS INC NEW 0.9%
Value $27.21M Shares 594,854 Est. Cost $43.02 Unrealized +17.1%
AXP AMERICAN EXPRESS CO 0.9%
Value $26.74M Shares 72,269 Est. Cost $163.28 Unrealized +118.6%
DGX QUEST DIAGNOSTICS INC 0.9%
Value $26.7M Shares 153,854 Est. Cost $172.63 Unrealized +5.5%
TKO TKO GROUP HOLDINGS INC CL A 0.9%
Value $26.54M Shares 126,992 Est. Cost $144.01 Unrealized +34.5%
FWONK LIBERTY MEDIA CORP LBTY ONE S 0.8%
Value $25.85M Shares 262,441 Est. Cost $65.25 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.8%
Value $25.85M Shares 182,262 Est. Cost $116.12 Unrealized +24.8%
CSCO CISCO SYSTEMS INC 0.8%
Value $25.82M Shares 335,228 Est. Cost $60.75 Unrealized +21.5%
OLLI OLLIES BARGAIN OUTLET HOLDINGS 0.8%
Value $25.61M Shares 233,613 Est. Cost $111.38 Unrealized +8.3%
ASND ASCENDIS PHARMA AS SP ADR 0.8%
Value $25.4M Shares 119,095 Est. Cost $201.86 Unrealized
GEV GE VERNOVA INC 0.8%
Value $25.36M Shares 38,799 Est. Cost $212.63 Unrealized +186.4%
QXO QXO INC NEW 0.8%
Value $25.05M Shares 1,298,850 Est. Cost $16.57 Unrealized +15.6%
TMUS T-MOBILE US INC 0.8%
Value $24.78M Shares 122,052 Est. Cost $130.62 Unrealized +61.8%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value $24.51M Shares 257,093 Est. Cost $73.50 Unrealized +33.4%
BLK BLACKROCK INC 0.8%
Value $23.92M Shares 22,348 Est. Cost $991.05 Unrealized +9.9%
WEC WEC ENERGY GROUP INC 0.8%
Value $23.9M Shares 226,593 Est. Cost $84.47 Unrealized +30.5%
KO COCA-COLA CO 0.8%
Value $23.84M Shares 341,013 Est. Cost $63.33 Unrealized +9.6%
SN SHARKNINJA INC 0.8%
Value $23.66M Shares 211,470 Est. Cost $94.93 Unrealized +3.8%
EHC ENCOMPASS HEALTH CORP 0.8%
Value $23.62M Shares 222,493 Est. Cost $105.09 Unrealized +10.1%
NUE NUCOR CORP 0.7%
Value $23.04M Shares 141,262 Est. Cost $104.96 Unrealized +42.7%
NOW SERVICENOW INC 0.7%
Value $22.55M Shares 147,225 Est. Cost $154.09 Unrealized +11.3%
PANW PALO ALTO NETWORKS INC 0.7%
Value $22.45M Shares 121,886 Est. Cost $136.45 Unrealized +47.9%
LDOS LEIDOS HOLDINGS INC 0.7%
Value $22.18M Shares 122,970 Est. Cost $114.09 Unrealized +65.7%
EQT EQT CORP 0.7%
Value $22.01M Shares 410,639 Est. Cost $52.61 Unrealized +6.7%
ACGL ARCH CAPITAL GROUP LTD 0.7%
Value $21.78M Shares 227,034 Est. Cost $60.46 Unrealized +51.3%
TXRH TEXAS ROADHOUSE INC 0.7%
Value $21.55M Shares 129,839 Est. Cost $90.57 Unrealized +86.3%
LTH LIFE TIME GROUP HOLDINGS INC C 0.7%
Value $21.5M Shares 808,720 Est. Cost $19.94 Unrealized +30.5%
NFLX NETFLIX INC 0.7%
Value $21.41M Shares 228,338 Est. Cost $108.35 Unrealized -0.5%
VOO VANGUARD S&P 500 ETF 0.7%
Value $21.17M Shares 33,751 Est. Cost $367.82 Unrealized
CAT CATERPILLAR INC 0.7%
Value $21.14M Shares 36,905 Est. Cost $415.65 Unrealized +33.6%
HD HOME DEPOT INC 0.7%
Value $20.3M Shares 58,990 Est. Cost $249.09 Unrealized +46.4%
COST COSTCO WHOLESALE CORP 0.6%
Value $19.4M Shares 22,500 Est. Cost $366.85 Unrealized +146.9%
URBN URBAN OUTFITTERS INC 0.6%
Value $19.37M Shares 257,326 Est. Cost $70.74 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.6%
Value $19.17M Shares 133,750 Est. Cost $108.21 Unrealized +36.0%
ABBV ABBVIE INC 0.6%
Value $18.92M Shares 82,788 Est. Cost $190.05 Unrealized +19.7%
AEE AMEREN CORP 0.6%
Value $18.85M Shares 188,756 Est. Cost $67.25 Unrealized +51.6%
POST POST HOLDINGS INC 0.6%
Value $18.8M Shares 189,847 Est. Cost $111.86 Unrealized -7.4%
CL COLGATE PALMOLIVE CO 0.6%
Value $17.68M Shares 223,790 Est. Cost $98.46 Unrealized -20.5%
TECK TECK RESOURCES LTD CL B 0.6%
Value $17.09M Shares 356,920 Est. Cost $40.37 Unrealized +7.3%
VICI VICI PROPERTIES INC 0.5%
Value $16.33M Shares 580,625 Est. Cost $27.99 Unrealized +4.7%
COP CONOCOPHILLIPS 0.5%
Value $16.11M Shares 172,065 Est. Cost $77.93 Unrealized +15.5%
PODD INSULET CORP 0.5%
Value $15.87M Shares 55,845 Est. Cost $313.29 Unrealized -0.2%
LIN LINDE PLC 0.4%
Value $13.13M Shares 30,805 Est. Cost $385.69 Unrealized +10.8%
VRSN VERISIGN INC 0.4%
Value $12.16M Shares 50,046 Est. Cost $270.39 Unrealized -7.2%
GTLS CHART INDUSTRIES INC 0.4%
Value $12.08M Shares 58,586 Est. Cost $163.78 Unrealized +23.7%
PFGC PERFORMANCE FOOD GROUP CO 0.4%
Value $11.61M Shares 129,089 Est. Cost $100.01 Unrealized -3.4%
ANET ARISTA NETWORKS INC 0.4%
Value $11.35M Shares 86,639 Est. Cost $102.84 Unrealized +33.9%
CORT CORCEPT THERAPEUTICS INC 0.3%
Value $9.198M Shares 264,297 Est. Cost $54.02 Unrealized +45.4%
ITRI ITRON INC 0.2%
Value $6.261M Shares 67,429 Est. Cost $68.69 Unrealized +58.6%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value $4.04M Shares 5,924 Est. Cost $75880.13 Unrealized
MCD MCDONALDS CORP 0.1%
Value $3.516M Shares 11,505 Est. Cost $258.11 Unrealized +18.2%
SHW SHERWIN WILLIAMS CO 0.1%
Value $2.895M Shares 8,935 Est. Cost $357.58 Unrealized -6.6%
VFIAX VANGUARD INDEX FUNDS 500 INDEX 0.1%
Value $1.739M Shares 2,752 Est. Cost $451.61 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value $1.668M Shares 5,630 Est. Cost $244.84 Unrealized +22.0%
V VISA INC CL A 0.1%
Value $1.578M Shares 4,500 Est. Cost $214.14 Unrealized +59.0%
AMGN AMGEN INC 0.1%
Value $1.571M Shares 4,800 Est. Cost $263.69 Unrealized +19.8%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $1.498M Shares 13,575 Est. Cost $78.97 Unrealized +40.1%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value $1.11M Shares 16,274 Est. Cost $61.68 Unrealized +11.7%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $934K Shares 1,549 Est. Cost $54745.04 Unrealized
CTAS CINTAS CORP 0.0%
Value $908K Shares 4,828 Est. Cost $184.37 Unrealized +2.0%
ATO ATMOS ENERGY CORP 0.0%
Value $848K Shares 5,057 Est. Cost $112.11 Unrealized +53.7%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value $634K Shares 3,311 Est. Cost $123.23 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR F 0.0%
Value $570K Shares 10,414 Est. Cost $30.09 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value $528K Shares 3,665 Est. Cost $146.32 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value $468K Shares 2,700 Est. Cost $193.30 Unrealized -11.7%
VONV VANGUARD RUSSELL 1000 VALUE ET 0.0%
Value $381K Shares 4,133 Est. Cost $70.76 Unrealized
VIGAX VANGUARD INDEX FUNDS GROWTH IN 0.0%
Value $381K Shares 1,515 Est. Cost $170.57 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value $378K Shares 2,050 Est. Cost $153.68 Unrealized +9.4%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value $378K Shares 798 Est. Cost $248.25 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $335K Shares 1,155 Est. Cost $265.52 Unrealized
XLU UTILITIES SELECT SECTOR SPDR F 0.0%
Value $267K Shares 6,252 Est. Cost $53.01 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value $244K Shares 727 Est. Cost $303.93 Unrealized
XLY CONSUMER DISCRETIONARY SELECT 0.0%
Value $235K Shares 1,969 Est. Cost $168.25 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $231K Shares 1,098 Est. Cost $152.83 Unrealized
TSLA TESLA INC 0.0%
Value $207K Shares 460 Est. Cost $346.84 Unrealized +27.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $201K Shares 817 Est. Cost $246.16 Unrealized