BRAUN STACEY ASSOCIATES INC

NEW YORK, NY · CIK 872080 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew York, NY

$3.5bn reported value +17.3% vs Q1 2026

113positions

33.8%in top 10

13 new 40 added 51 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,115,174	$223.1m6.33%	6.33%	Reduced -2.2k	-2,245 -0.2%
2	APPLE INC COM AAPL	AAPL	664,904	$192.4m5.45%	5.45%	Added +12.4k	+12,398 1.9%
3	MICROSOFT CORP COM MSFT	MSFT	340,491	$127.0m3.60%	3.60%	Reduced -834	-834 -0.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	327,643	$117.1m3.32%	3.32%	Added +10.5k	+10,520 3.3%
5	MICRON TECHNOLOGY INC COM MU	MU	95,775	$110.6m3.13%	3.13%	Reduced -47.3k	-47,317 -33.1%
6	AMAZON COM INC COM AMZN	AMZN	461,472	$110.0m3.12%	3.12%	Added +13.4k	+13,420 3.0%
7	WESTERN DIGITAL CORP COM WDC	WDC	154,944	$99.0m2.81%	2.81%	Reduced -52.5k	-52,550 -25.3%
8	BROADCOM INC COM AVGO	AVGO	200,903	$75.9m2.15%	2.15%	Reduced -27.9k	-27,916 -12.2%
9	VERTIV HOLDINGS CO COM CL A VRT	VRT	203,508	$68.1m1.93%	1.93%	Reduced -37.6k	-37,639 -15.6%
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	155,268	$67.3m1.91%	1.91%	Reduced -5.5k	-5,512 -3.4%
11	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	237,320	$64.5m1.83%	1.83%	Reduced -5.1k	-5,102 -2.1%
12	LUMENTUM HLDGS INC COM LITE	LITE	73,780	$63.3m1.79%	1.79%	Reduced -18.1k	-18,064 -19.7%
13	META PLATFORMS INC CL A META	META	102,559	$57.8m1.64%	1.64%	Reduced -3.7k	-3,705 -3.5%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	162,551	$57.4m1.63%	1.63%	Added +162	+162 0.1%
15	JPMORGAN CHASE & CO COM JPM	JPM	173,933	$56.9m1.61%	1.61%	Reduced -4.2k	-4,219 -2.4%
16	HOWMET AEROSPACE INC COM HWM	HWM	200,339	$53.9m1.53%	1.53%	Reduced -5.9k	-5,932 -2.9%
17	EXXON MOBIL CORP COM XOM	XOM	373,813	$51.1m1.45%	1.45%	Reduced -5.8k	-5,759 -1.5%
18	WELLTOWER INC COM WELL	WELL	216,915	$49.2m1.40%	1.40%	Reduced -5.2k	-5,158 -2.3%
19	QUANTA SVCS INC COM PWR	PWR	68,056	$49.0m1.39%	1.39%	Reduced -5.9k	-5,896 -8.0%
20	ELI LILLY & CO COM LLY	LLY	40,794	$48.9m1.39%	1.39%	Reduced -776	-776 -1.9%
21	GE VERNOVA INC COM GEV	GEV	36,819	$43.3m1.23%	1.23%	Reduced -842	-842 -2.2%
22	PALO ALTO NETWORKS INC COM PANW	PANW	125,615	$42.8m1.21%	1.21%	Added +8.5k	+8,527 7.3%
23	CATERPILLAR INC COM CAT	CAT	40,049	$42.6m1.21%	1.21%	Added +1.2k	+1,220 3.1%
24	JOHNSON & JOHNSON COM JNJ	JNJ	156,008	$39.6m1.12%	1.12%	Added +2.9k	+2,860 1.9%
25	APPLOVIN CORP COM CL A APP	APP	75,836	$39.1m1.11%	1.11%	Added +403	+403 0.5%
26	CISCO SYS INC COM CSCO	CSCO	332,315	$39.0m1.11%	1.11%	Reduced -4.4k	-4,390 -1.3%
27	GOLDMAN SACHS GROUP INC COM GS	GS	37,956	$38.4m1.09%	1.09%	Added +2.7k	+2,727 7.7%
28	TRAVELERS COMPANIES INC COM TRV	TRV	115,297	$38.1m1.08%	1.08%	Reduced -1.1k	-1,105 -0.9%
29	RTX CORPORATION COM RTX	RTX	199,579	$37.9m1.07%	1.07%	Added +8.6k	+8,572 4.5%
30	EVERCORE INC CLASS A EVR	EVR	107,878	$36.8m1.04%	1.04%	Reduced -90	-90 -0.1%
31	TJX COS INC NEW COM TJX	TJX	237,128	$35.9m1.02%	1.02%	Reduced -4.1k	-4,099 -1.7%
32	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	132,682	$35.4m1.00%	1.00%	New
33	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	70,264	$35.2m1.00%	1.00%	Reduced -1.4k	-1,358 -1.9%
34	ENTERGY CORP NEW COM ETR	ETR	305,669	$35.1m1.00%	1.00%	Reduced -8.2k	-8,176 -2.6%
35	MERCK & CO INC COM MRK	MRK	272,942	$35.1m0.99%	0.99%	Added +26.9k	+26,920 10.9%
36	SHARKNINJA INC COM SHS SN	SN	225,137	$34.3m0.97%	0.97%	Reduced -4.4k	-4,423 -1.9%
37	AMPHENOL CORP CL A APH	APH	188,542	$33.2m0.94%	0.94%	Reduced -1.4k	-1,430 -0.8%
38	CITIGROUP INC COM NEW C	C	237,039	$33.2m0.94%	0.94%	New
39	QUEST DIAGNOSTICS INC COM DGX	DGX	154,396	$32.7m0.93%	0.93%	Reduced -2.4k	-2,436 -1.6%
40	LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH	LTH	780,570	$31.9m0.90%	0.90%	Reduced -25.9k	-25,885 -3.2%
41	MASTERCARD INCORPORATED CL A MA	MA	60,778	$31.2m0.89%	0.89%	Reduced -381	-381 -0.6%
42	BANK AMERICA CORP COM BAC	BAC	535,881	$30.5m0.87%	0.87%	Added +23.4k	+23,425 4.6%
43	COCA COLA CO COM KO	KO	371,977	$30.2m0.86%	0.86%	Added +22.6k	+22,588 6.5%
44	3M CO COM MMM	MMM	186,491	$30.2m0.86%	0.86%	Added +4.9k	+4,895 2.7%
45	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	313,855	$29.9m0.85%	0.85%	Added +37.4k	+37,375 13.5%
46	RYDER SYS INC COM R	R	112,290	$29.6m0.84%	0.84%	Added +52.7k	+52,748 88.6%
47	NASDAQ INC COM NDAQ	NDAQ	362,842	$28.6m0.81%	0.81%	Added +1.8k	+1,815 0.5%
48	NUCOR CORP COM NUE	NUE	127,156	$28.3m0.80%	0.80%	Reduced -12.8k	-12,792 -9.1%
49	TKO GROUP HOLDINGS INC CL A TKO	TKO	138,509	$27.9m0.79%	0.79%	Added +9.9k	+9,924 7.7%
50	RALPH LAUREN CORP CL A RL	RL	66,556	$26.7m0.76%	0.76%	New
51	MCKESSON CORP COM MCK	MCK	35,161	$26.6m0.75%	0.75%	Reduced -637	-637 -1.8%
52	TEXAS ROADHOUSE INC COM TXRH	TXRH	136,144	$26.3m0.75%	0.75%	Added +2.3k	+2,255 1.7%
53	WEC ENERGY GROUP INC COM WEC	WEC	223,745	$26.1m0.74%	0.74%	Reduced -3.5k	-3,541 -1.6%
54	CME GROUP INC COM CME	CME	117,163	$25.9m0.73%	0.73%	Added +5.4k	+5,398 4.8%
55	ALLEGRO MICROSYSTEMS INC COM ALGM	ALGM	366,493	$25.5m0.72%	0.72%	New
56	QXO INC COM NEW QXO	QXO	1,466,333	$25.3m0.72%	0.72%	Added +130.0k	+130,003 9.7%
57	AUTOZONE INC COM AZO	AZO	7,673	$24.5m0.70%	0.70%	Reduced -374	-374 -4.7%
58	TARGA RES CORP COM TRGP	TRGP	90,160	$24.2m0.69%	0.69%	Added +89.2k	+89,160 8916.0%
59	AMERICAN EXPRESS CO COM AXP	AXP	70,993	$24.0m0.68%	0.68%	Reduced -1.1k	-1,141 -1.6%
60	ENCOMPASS HEALTH CORP COM EHC	EHC	234,879	$23.7m0.67%	0.67%	Reduced -1.2k	-1,163 -0.5%
61	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	35,581	$23.7m0.67%	0.67%	Added +8.1k	+8,148 29.7%
62	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	33,455	$23.0m0.65%	0.65%	Added +314	+314 0.9%
63	PROCTER AND GAMBLE CO COM PG	PG	155,687	$22.8m0.65%	0.65%	Added +14.9k	+14,950 10.6%
64	HOME DEPOT INC COM HD	HD	64,214	$22.6m0.64%	0.64%	Added +2.6k	+2,637 4.3%
65	ARCH CAP GROUP LTD ORD ACGL	ACGL	230,526	$22.4m0.63%	0.63%	Added +3.9k	+3,920 1.7%
66	ABBVIE INC COM ABBV	ABBV	87,528	$22.0m0.62%	0.62%	Added +3.3k	+3,269 3.9%
67	CONOCOPHILLIPS COM COP	COP	206,194	$21.4m0.61%	0.61%	Added +15.9k	+15,926 8.4%
68	AMEREN CORP COM AEE	AEE	189,398	$21.4m0.61%	0.61%	Added +169	+169 0.1%
69	COSTCO WHSL CORP NEW COM COST	COST	22,844	$21.4m0.61%	0.61%	Added +201	+201 0.9%
70	DARLING INGREDIENTS INC COM DAR	DAR	361,748	$19.8m0.56%	0.56%	New
71	NETFLIX INC COM NFLX	NFLX	262,861	$18.8m0.53%	0.53%	Added +22.8k	+22,760 9.5%
72	OUTFRONT MEDIA INC COM NEW OUT	OUT	570,867	$18.7m0.53%	0.53%	New
73	POST HLDGS INC COM POST	POST	208,685	$18.4m0.52%	0.52%	Added +8.3k	+8,287 4.1%
74	URBAN OUTFITTERS INC COM URBN	URBN	250,407	$17.7m0.50%	0.50%	Reduced -15.0k	-15,035 -5.7%
75	CELSIUS HLDGS INC COM NEW CELH	CELH	596,726	$17.5m0.50%	0.50%	Reduced -46.7k	-46,739 -7.3%
76	LINDE PLC SHS LIN	LIN	33,057	$17.2m0.49%	0.49%	Added +50	+50 0.1%
77	IRIDIUM COMMUNICATIONS INC COM IRDM	IRDM	295,922	$16.2m0.46%	0.46%	New
78	GUARDIAN PHARMACY SVCS INC CL A GRDN	GRDN	339,947	$14.2m0.40%	0.40%	New
79	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	126,004	$14.1m0.40%	0.40%	Added +23.6k	+23,575 23.0%
80	CRINETICS PHARMACEUTICALS IN COM CRNX	CRNX	348,143	$13.0m0.37%	0.37%	Added +23.3k	+23,335 7.2%
81	GILEAD SCIENCES INC COM GILD	GILD	102,562	$13.0m0.37%	0.37%	New
82	SMURFIT WESTROCK PLC SHS SW	SW	278,030	$12.9m0.36%	0.36%	New
83	ARISTA NETWORKS INC COM SHS ANET	ANET	74,328	$12.6m0.36%	0.36%	Reduced -2.7k	-2,706 -3.5%
84	GLOBE LIFE INC COM GL	GL	56,462	$10.1m0.29%	0.29%	New
85	T-MOBILE US INC COM TMUS	TMUS	50,713	$8.5m0.24%	0.24%	Reduced -75.2k	-75,178 -59.7%
86	TECK RESOURCES LTD CL B TECK	TECK	137,112	$8.2m0.23%	0.23%	Reduced -218.2k	-218,205 -61.4%
87	GLAUKOS CORP COM GKOS	GKOS	55,010	$7.7m0.22%	0.22%	New
88	COLGATE PALMOLIVE CO COM CL	CL	65,525	$6.0m0.17%	0.17%	Reduced -170.3k	-170,340 -72.2%
89	BLACKROCK INC COM BLK	BLK	4,172	$4.0m0.11%	0.11%	Reduced -10.8k	-10,753 -72.0%
90	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,904	$3.7m0.10%	0.10%	Reduced -853	-853 -14.8%
91	VERISIGN INC COM VRSN	VRSN	13,215	$3.3m0.09%	0.09%	Reduced -20.0k	-20,040 -60.3%
92	MCDONALDS CORP COM MCD	MCD	11,505	$3.1m0.09%	0.09%	Unchanged
93	SHERWIN WILLIAMS CO COM SHW	SHW	8,935	$3.1m0.09%	0.09%	Unchanged
94	VANGUARD 500 INDEX ADMIRAL COM VFIAX	VFIAX	4,080	$2.8m0.08%	0.08%	Added +662	+662 19.4%
95	AMGEN INC COM AMGN	AMGN	4,500	$1.6m0.05%	0.05%	Unchanged
96	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,630	$1.6m0.04%	0.04%	Unchanged
97	VISA INC COM CL A V	V	4,500	$1.5m0.04%	0.04%	Unchanged
98	TEXAS INSTRS INC COM TXN	TXN	4,225	$1.3m0.04%	0.04%	Added +1.5k	+1,525 56.5%
99	EXPAND ENERGY CORPORATION COM EXE	EXE	13,575	$1.2m0.04%	0.04%	Unchanged
100	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,676	$1.2m0.03%	0.03%	Reduced -195	-195 -10.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WELLS FARGO CO NEW WFC	WFC	386,044	$30.7m386.0k shares
ASCENDIS PHARMA A/S		130,992	$30.0m131.0k shares
EQT CORP EQT	EQT	414,257	$26.4m414.3k shares
OLLIES BARGAIN OUTLET HLDGS OLLI	OLLI	229,108	$21.1m229.1k shares
VICI PPTYS INC VICI	VICI	577,037	$15.8m577.0k shares
LEIDOS HOLDINGS INC LDOS	LDOS	99,461	$15.5m99.5k shares
IQVIA HLDGS INC IQV	IQV	69,628	$11.9m69.6k shares
INSULET CORP PODD	PODD	51,858	$10.9m51.9k shares
CHART INDS INC GTLS	GTLS	34,450	$7.1m34.5k shares
BOSTON SCIENTIFIC CORP BSX	BSX	105,341	$6.6m105.3k shares
ITRON INC ITRI	ITRI	28,750	$2.6m28.8k shares
SCHWAB STRATEGIC TR SCHD	SCHD	6,606	$202.7k6.6k shares