Bragg Financial Advisors, Inc
•CIK: 1327055•Filing: Q4 2025
Bragg Financial Advisors, Inc., led by the seasoned investor team known for their contrarian and value-oriented approach, currently manages $3.1 billion in assets with a focus on technology and consumer staples, as evidenced by top holdings in AAPL and MSFT. Recently, the fund has made notable shifts by adding positions in PLUS and KO, while significantly cutting FISV and DD, reflecting a strategic pivot towards undervalued growth opportunities and a cautious stance on certain tech sectors.
Total AUM
$3.1B
QoQ Performance
+1.6%
Positions
260
Top 10 Concentration
18.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL2.7%
MSFT2.6%
VBR2.0%
GOOG1.9%
RLI1.6%
UGI1.6%
SUX1.5%
VBIL1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology16.9%
Consumer5.5%
Healthcare4.6%
Financial3.9%
Industrial2.5%
Communication1.3%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+141 more exited positions
Changes from Q3 2025
NEW2 new positions
↑113 increased
↓77 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023