Fund HoldingsBRAUN STACEY ASSOCIATES INC

Total Portfolio Value
$2.05M
Total Bought
$761.83M
Total Sold
$1.38B
Net Transaction
-$620.18M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CONSTELLATION BRANDS INC(STZ)061,924+61,9240160.76%+16
TJX COS INC NEW COM(TJX)0162,893+162,8930140.70%+14
TKO GROUP HOLDINGS INC CL A(TKO)0148,227+148,2270120.61%+12
BAXTER INTL INC0319,919+319,9190120.59%+12
MICRON TECHNOLOGY INC COM(MU)0166,901+166,9010110.55%+11
LIBERTY MEDIA CORP DEL COM LBT(FWONA)0136,467+136,467090.41%+9
LINDE PLC SHS(LIN)018,467+18,467070.33%+7
COMCAST CORP NEW COM CL A(CCZ)0142,290+142,290060.31%+6
ITRON INC COM(ITRI)089,860+89,860050.27%+5
VERRA MOBILITY CORP CL A COM S0167,645+167,645030.15%+3
SECTOR SPDR TR SBI UTILITIES
ST STR UTIL ETF
000000
NEXSTAR MEDIA GROUP INC CL A(NXST)000000
ISHARES TR RUSSELL1000VAL01,542+1,542000.01%0
SECTOR SPDR TR SBI TECHNOLGY
ST STR TECHN ETF
01,550+1,550000.01%0
SECTOR SPDR TR SBI FINL
ST STR FINL ETF
09,965+9,965000.02%0
GOLDMAN SACHS GROUP INC COM(GS)01,094+1,094000.02%0
CUMMINS INC(CMI)000000
DICKS SPORTING GOODS INC COM(DKS)000000
ISHARES TR RUSSELL1000GRW01,734+1,734000.02%0
JOHNSON & JOHNSON(JNJ)02,725+2,725000.02%0
VANGUARD INDEX FDS GRW INDEX A03,505+3,505000.02%0
POWERSHARES EXCHANGE TRADED FD
S&P500 EQL WGT
03,436+3,436000.02%0
CATERPILLAR INC(CAT)02,325+2,325010.03%+1
VANGUARD SCOTTSDALE FDS VNG RU
VNG RUS1000VAL
05,695+5,695000.02%0
CROWN CASTLE INTL CORP NEW COM(CCI)000000
DOLLAR GEN CORP NEW COM(DG)000000
VANGUARD INDEX FDS 500INDEX AD02,367+2,367010.05%+1
SPDR S&P MIDCAP 400 ETF TR UTS(MDY)02,202+2,202010.05%+1
ANALOG DEVICES INC COM(ADI)000000
VISA INC COM CL A(V)05,650+5,650010.06%+1
HONEYWELL INTL INC COM(HON)06,975+6,975010.06%+1
EXTRA SPACE STORAGE INC COM(EXR)000000
CHESAPEAKE ENERGY CORP COM(EXE)019,875+19,875020.08%+2
MCDONALDS CORP(MCD)5,9006,100+2001,76120.08%-1,759
EQUINIX INC COM(EQIX)2,67928,614+25,9352,100211.01%-2,079
TARGET CORP(TGT)17,3150-17,3152,2840-2,284
ULTA SALON COSMETCS & FRAG ICO(ULTA)6,5440-6,5443,0800-3,080
SPDR TR UNIT SER 1(SPY)8,2108,21003,63940.17%-3,636
WESCO INTL INC COM(WCC)25,6050-25,6054,5850-4,585
XCEL ENERGY INC COM(XEL)91,62592,648+1,0235,69650.26%-5,691
OMNICOM GROUP(OMC)82,0750-82,0757,8090-7,809
EATON CORP PLC SHS(ETN)40,42340,506+838,12990.42%-8,120
BRUNSWICK CORP(BC)94,2010-94,2018,1620-8,162
ALEXANDRIA REAL ESTATE EQ INCO73,9780-73,9788,3960-8,396
ACADEMY SPORTS & OUTDOORS INCO(ASO)164,5360-164,5368,8930-8,893
ZOETIS INC CL A(ZTS)58,65885,911+27,25310,101150.73%-10,087
METLIFE INC(MET)182,198162,268-19,93010,300100.50%-10,289
TELEDYNE TECHNOLOGIES INC COM(TDY)26,7590-26,75911,0010-11,001
GLOBAL PMTS INC COM(GPN)113,681116,481+2,80011,200130.65%-11,186
LAMAR ADVERTISING CO NEW CL A(LAMR)115,9613,025-112,93611,50900.01%-11,509
HOME DEPOT INC(HD)38,31538,796+48111,902120.57%-11,890
ASTRAZENECA PLC SPONSORED ADR(AZN)175,399140,094-35,30512,55390.46%-12,544
DAVE & BUSTERS ENTMT INC COM283,464101,826-181,63812,63140.18%-12,627
AMERICAN WTR WKS CO INC NEW CO90,07089,705-36512,857110.54%-12,846
VANGUARD INDEX FDS S&P 500 ETF32,11032,267+15713,078130.62%-13,065
WALT DISNEY CO(DIS)148,65211,578-137,07413,27210.05%-13,271
AMDOCS LTD ORD(DOX)134,48033,409-101,07113,29330.14%-13,291
AMETEK INC NEW COM82,85176,988-5,86313,412110.55%-13,401
CORTEVA INC COM(CTVA)235,15254,736-180,41613,47430.14%-13,471
EXPEDIA INC DEL COM NEW(EXPE)128,532100,145-28,38714,060100.50%-14,050
NASDAQ OMX GROUP INC COM(NDAQ)283,317282,267-1,05014,123140.67%-14,110
BANK AMER CORP505,607461,382-44,22514,506130.62%-14,493
AMEREN CORP COM(AEE)179,122178,017-1,10514,629130.65%-14,616
JAZZ PHARMACEUTICALS PLC SHS U(JAZZ)120,487109,924-10,56314,937140.69%-14,923
REGENERON PHARMACEUTICALS COM(REGN)20,98921,024+3515,081170.84%-15,064
T MOBILE US INC COM(TMUS)108,972103,580-5,39215,136150.71%-15,122
WELLS FARGO & CO(WFC)356,847370,328+13,48115,230150.74%-15,215
COSTCO WHSL CORP NEW(COST)28,36928,001-36815,273160.77%-15,257
THERMO FISHER SCIENTIFIC INC(TMO)29,72927,846-1,88315,511140.69%-15,497
DANAHER CORP SHS BEN INT(DHR)64,72961,479-3,25015,535150.74%-15,520
FEDEX CORP COM(FDX)63,28163,536+25515,687170.82%-15,671
VERTIV HOLDINGS CO COM CL A(VRT)649,526832,871+183,34516,089311.51%-16,058
BIOMARIN PHARMACEUTICAL INC CO(BMRN)187,4779,750-177,72716,25110.04%-16,250
TECK COMINCO LTD CL B(TECK)396,756437,011+40,25516,703190.92%-16,685
REATA PHARMACEUTICALS INC CL A164,7750-164,77516,8000-16,800
MORGAN STANLEY(MS)200,552221,254+20,70217,127180.88%-17,109
DEERE & CO COM(DE)42,78441,393-1,39117,336160.76%-17,320
AUTOZONE INC COM(AZO)7,2006,816-38417,952170.84%-17,935
VICI PPTYS INC COM(VICI)578,969631,474+52,50518,197180.89%-18,179
LULULEMON ATHLETICA INC COM(LULU)48,66253,084+4,42218,419201.00%-18,398
COCA COLA CO(KO)306,02662,576-243,45018,42940.17%-18,425
BLACKROCK INC COM(BLK)26,69726,989+29218,451170.85%-18,434
IRIDIUM COMMUNICATIONS INC COM(IRDM)297,179248,124-49,05518,461110.55%-18,449
PROCTER & GAMBLE COMPANY(PG)122,109116,500-5,60918,529170.83%-18,512
PIONEER NAT RES CO COM90,44990,934+48518,739211.02%-18,718
NEXTERA ENERGY INC COM(NEE)252,881250,211-2,67018,764140.70%-18,749
PENUMBRA INC COM(PEN)55,20858,840+3,63218,995140.69%-18,981
HOSTESS BRANDS INC CL A758,480748,270-10,21019,205251.21%-19,180
SALESFORCE COM INC COM(CRM)95,63494,490-1,14420,204190.93%-20,184
TEXAS ROADHOUSE INC CL A(TXRH)180,598175,721-4,87720,278170.82%-20,261
TRAVELERS COMPANIES INC(TRV)117,322114,822-2,50020,374190.91%-20,355
PEPSICO INC(PEP)111,000105,818-5,18220,559180.87%-20,541
CONOCOPHILLIPS(COP)199,088201,573+2,48520,628241.18%-20,603
ARCH CAP GROUP LTD ORD
ORD
277,693285,333+7,64020,785231.11%-20,763
THE TRADE DESK INC COM CL A(TTD)271,446297,654+26,20820,961231.13%-20,938
MARRIOTT INTL INC NEW CL A(MAR)114,328119,154+4,82621,001231.14%-20,977
UNITEDHEALTH GROUP INC(UNH)44,00442,866-1,13821,150221.05%-21,128
VERTEX PHARMACEUTICALS INC(VRTX)61,05560,882-17321,486211.03%-21,465
TIMKEN CO COM(TKR)235,123140,245-94,87821,521100.50%-21,511
AMERICAN EXPRESS CO(AXP)123,828122,343-1,48521,571180.89%-21,553
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