Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

BRAUN STACEY ASSOCIATES INC

•CIK: 872080•Filing: Q4 2025

Braun Stacey Associates Inc., led by the seasoned duo of Stacey and Braun, manages $3.1 billion with a focus on tech and growth stocks, as evidenced by top holdings like NVDA and AAPL. Recently, the fund has made notable shifts by adding URBN and IWM, cutting ITRI by 76%, and significantly increasing positions in LITE and CAT, reflecting a strategic pivot towards consumer discretionary and industrial sectors.

Total AUM

$3.1B

QoQ Performance

+1.1%

Positions

113

Top 10 Concentration

34.8%

Latest Filing

Q4 2025

Top Holdings Allocation

NVDA

AAPL

MSFT

NVDA6.7%

AAPL5.7%

MSFT5.3%

AMZN3.4%

GOOGL3.2%

AVGO2.7%

META2.3%

JPM1.9%

📈 Biggest Buys

URBAN OUTFITTERS INC

NEW

0.6% of portfolio

NETFLIX INC

+940.4%

0.7% of portfolio

SERVICENOW INC

+373.5%

0.7% of portfolio

APPLE INC

+6.5%

5.7% of portfolio

CATERPILLAR INC

+50.0%

0.7% of portfolio

📉 Biggest Sells

APPLOVIN CORP CL A

-31.6%

1.9% of portfolio

ITRON INC

-67.3%

0.2% of portfolio

MICRON TECHNOLOGY INC

-19.0%

1.6% of portfolio

VERTIV HOLDINGS CO CL A

-12.7%

1.4% of portfolio

LAM RESEARCH CORP NEW

-16.9%

0.9% of portfolio

Sector Breakdown

Other43.7%

Technology29.4%

Financial9.0%

Consumer4.8%

Healthcare3.1%

Industrial2.8%

Communication2.3%

Energy2.0%

🚪 Exited Positionssold since Q3 2025

KYNDRYL HOLDINGS INC COMMON ST

SOLD

$6.8M

DEERE & CO

SOLD

$3.4M

UBER TECHNOLOGIES INC

SOLD

$655.3K

Changes from Q3 2025

NEW2 new positions

↑51 increased

↓52 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVIDIA CORPORATION

ALPHABET INC CAP STOCK CL A

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