Fund HoldingsBRAUN STACEY ASSOCIATES INC

Total Portfolio Value
$2.76B
Total Bought
$401.45M
Total Sold
$389.59M
Net Transaction
+$11.86M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)01,149,957+1,149,9570181,6826.57%+181,682
MICROSOFT CORP(MSFT)0332,197+332,1970165,2385.98%+165,238
CREDO TECHNOLOGY GROUP HOLDING
ORDINARY SHARES
0313,280+313,280029,0071.05%+29,007
NETFLIX INC(NFLX)021,143+21,143028,3131.02%+28,313
QXO INC NEW(QXO)01,241,230+1,241,230026,7360.97%+26,736
BROADCOM INC(AVGO)0242,446+242,446066,8302.42%+66,830
CME GROUP INC(CME)089,918+89,918024,7830.90%+24,783
QUEST DIAGNOSTICS INC(DGX)0135,952+135,952024,4210.88%+24,421
VERTIV HOLDINGS CO CL A(VRT)0407,002+407,002052,2631.89%+52,263
NEUROCRINE BIOSCIENCES INC(NBIX)0170,370+170,370021,4140.77%+21,414
AMPHENOL CORP CL A0194,426+194,426019,2000.69%+19,200
CELSIUS HOLDINGS INC NEW(CELH)165,745517,874+352,1295,90424,0240.87%+18,120
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)107,830213,402+105,57212,54728,1221.02%+15,575
KYNDRYL HOLDINGS INC COMMON ST(KD)227,535517,259+289,7247,14521,7040.79%+14,560
CISCO SYSTEMS INC(CSCO)142,678317,408+174,7308,80522,0220.80%+13,217
GE VERNOVA INC(GEV)36,12145,807+9,68611,02724,2390.88%+13,212
TKO GROUP HOLDINGS INC CL A(TKO)42,255105,567+63,3126,45719,2080.70%+12,751
ENCOMPASS HEALTH CORP(EHC)123,205204,706+81,50112,47825,1030.91%+12,625
VERISIGN INC041,911+41,911012,1040.44%+12,104
APPLOVIN CORP CL A(APP)0134,846+134,846047,2071.71%+47,207
META PLATFORMS INC CL A(META)127,942113,217-14,72573,74183,5643.02%+9,824
GOLDMAN SACHS GROUP INC(GS)7,64619,508+11,8624,17713,8070.50%+9,630
AMAZON.COM INC(AMZN)0448,732+448,732098,4473.56%+98,447
JPMORGAN CHASE & CO(JPM)189,649188,409-1,24046,52154,6221.98%+8,101
QUANTA SERVICES INC088,467+88,467033,4481.21%+33,448
ITRON INC(ITRI)217,562217,104-45822,79228,5771.03%+5,786
MICRON TECHNOLOGY INC(MU)232,403209,345-23,05820,19325,8020.93%+5,608
SHARKNINJA INC(SN)163,308192,704+29,39613,62219,0760.69%+5,454
ATLASSIAN CORPORATION CL A51,61277,741+26,12910,95315,7880.57%+4,836
NASDAQ INC(NDAQ)387,410382,314-5,09629,38934,1871.24%+4,798
SERVICENOW INC(NOW)030,150+30,150030,9971.12%+30,997
RTX CORPORATION(RTX)176,278185,676+9,39823,35027,1120.98%+3,763
HOWMET AEROSPACE INC(HWM)350,162263,188-86,97445,42748,9871.77%+3,561
LAM RESEARCH CORP NEW(LRCX)299,548254,993-44,55521,77724,8210.90%+3,044
ALPHABET INC CAP STOCK CL A(GOOG)0306,384+306,384053,9941.95%+53,994
EVERCORE INC CLASS A(EVR)0104,423+104,423028,1961.02%+28,196
PALO ALTO NETWORKS INC(PANW)144,562133,168-11,39424,66827,2520.99%+2,583
BLACKROCK INC(BLK)24,24423,868-37622,94625,0430.91%+2,097
MCKESSON CORP(MCK)35,96235,708-25424,20226,1660.95%+1,964
VANGUARD S&P 500 ETF33,20533,455+25017,06419,0030.69%+1,939
TECK RESOURCES LTD CL B(TECK)420,819420,485-33415,33016,9790.61%+1,649
NUCOR CORP(NUE)131,614134,194+2,58015,83817,3830.63%+1,545
3M CO(MMM)159,356162,352+2,99623,40324,7160.89%+1,313
TJX COS INC(TJX)229,556235,133+5,57727,96029,0371.05%+1,077
INTL BUSINESS MACHINES(IBM)4,1276,627+2,5001,0261,9540.07%+927
WELLS FARGO CO(WFC)417,280385,174-32,10629,95730,8601.12%+904
BOSTON SCIENTIFIC CORP(BSX)264,788255,550-9,23826,71227,4490.99%+737
TEXAS ROADHOUSE INC(TXRH)150,175137,396-12,77925,02425,7490.93%+726
LIFE TIME GROUP HOLDINGS INC C(LTH)760,587775,397+14,81022,97023,5180.85%+548
LINDE PLC(LIN)27,60128,317+71612,85213,2860.48%+434
VANGUARD TOTAL STOCK MARKET ET0957+95702910.01%+291
AUTOZONE INC(AZO)7,5377,812+27528,73729,0001.05%+263
SPDR S&P 500 ETF TRUST(SPY)6,6026,402-2003,6933,9550.14%+262
CONSUMER DISCRETIONARY SELECT
ST STR DISCR ETF
0982+98202130.01%+213
VANGUARD INDEX FUNDS 500 INDEX2,2262,301+751,1521,3170.05%+165
EXPAND ENERGY CORPORATION(EXE)13,07513,575+5001,4561,5870.06%+132
HOME DEPOT INC(HD)53,66453,947+28319,66719,7790.72%+112
TRAVELERS COMPANIES INC(TRV)119,652118,663-98931,64331,7471.15%+104
CINTAS CORP(CTAS)4,8284,82809921,0760.04%+84
VANGUARD RUSSELL 1000 VALUE ET
VNG RUS1000VAL
3,0783,883+8052543310.01%+77
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
1,1801,175-52442980.01%+54
INVESCO S&P 500 EQUAL WEIGHT E
S&P500 EQL WGT
3,3063,305-15736010.02%+28
VISA INC CL A(V)4,5504,55001,5951,6150.06%+21
ISHARES RUSSELL 1000 VALUE ETF1,1551,149-62172230.01%+6
UTILITIES SELECT SECTOR SPDR F
ST STR UTIL ETF
3,1863,126-602512550.01%+4
FINANCIAL SELECT SECTOR SPDR F
ST STR FINL ETF
11,91211,322-5905935930.02%-0
ATMOS ENERGY CORP(ATO)5,0575,05707827790.03%-2
VANGUARD MID-CAP ETF1,1921,092-1003083060.01%-3
RESTAURANT BRANDS INTL INC(QSR)16,25016,269+191,0831,0780.04%-4
SHERWIN WILLIAMS CO(SHW)7,3107,31002,5532,5100.09%-43
ISHARES RUSSELL 1000 GROWTH ET1,207899-3084363820.01%-54
VANGUARD INDEX FUNDS GROWTH IN1,8531,151-7023542600.01%-94
UBER TECHNOLOGIES INC(UBER)10,4777,156-3,3217636680.02%-96
LIBERTY MEDIA CORP LBTY ONE S(FWONA)305,979262,554-43,42527,54127,4370.99%-104
SPDR S&P MIDCAP 400 ETF TRUST(MDY)2,1231,719-4041,1339740.04%-159
MCDONALDS CORP(MCD)10,27510,425+1503,2103,0460.11%-164
COCA-COLA CO(KO)314,502313,564-93822,52522,1850.80%-340
JOHNSON & JOHNSON(JNJ)2,4000-2,4003980-398
DYCOM INDUSTRIES INC(DY)000000
COSTCO WHOLESALE CORP(COST)23,35221,829-1,52322,08621,6090.78%-476
GLOBAL PAYMENTS INC(GPN)5,0550-5,0554950-495
VICI PROPERTIES INC(VICI)596,171579,937-16,23419,44718,9060.68%-541
MASTERCARD INCORPORATED CL A(MA)64,34561,721-2,62435,26934,6831.26%-585
DEERE & CO(DE)10,3428,102-2,2404,8544,1200.15%-734
AMEREN CORP(AEE)187,172187,838+66618,79218,0400.65%-752
WELLTOWER INC(WELL)234,401227,852-6,54935,91335,0281.27%-885
WEC ENERGY GROUP INC(WEC)221,642223,285+1,64324,15523,2660.84%-888
ENTERGY CORP(ETR)320,356318,754-1,60227,38726,4950.96%-892
ARISTA NETWORKS INC(ANET)0122,883+122,883012,5720.45%+12,572
TG THERAPEUTICS INC(TGTX)502,650518,015+15,36519,81918,6430.67%-1,176
LEIDOS HOLDINGS INC(LDOS)144,249115,626-28,62319,46518,2410.66%-1,224
METLIFE INC(MET)134,011117,694-16,31710,7609,4650.34%-1,295
PROCTER AND GAMBLE CO(PG)128,418128,724+30621,88520,5080.74%-1,377
ABBVIE INC(ABBV)78,67080,311+1,64116,48314,9070.54%-1,576
COLGATE PALMOLIVE CO(CL)248,127238,048-10,07923,25021,6390.78%-1,611
VERRA MOBILITY CORP CL A STOC000000
CHART INDUSTRIES INC(GTLS)90,21867,700-22,51813,02411,1470.40%-1,877
ARCH CAPITAL GROUP LTD
ORD
242,546234,330-8,21623,32821,3360.77%-1,992
AMGEN INC(AMGN)41,75339,449-2,30413,00811,0150.40%-1,994
DRAFTKINGS INC CL A(DKNG)000000
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