Fund Holdings — BRAUN STACEY ASSOCIATES INC

Total Portfolio Value
$3.05B
Total Bought
$347.64M
Total Sold
$305.26M
Net Transaction
+$42.38M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLOVIN CORP CL A(APP)134,846126,835-8,01147,20791,1362.99%+43,929
APPLE INC(AAPL)605,338612,628+7,290124,197155,9935.11%+31,796
WESTERN DIGITAL CORP(WDC)0262,117+262,117031,4701.03%+31,470
NVIDIA CORPORATION(NVDA)1,149,9571,128,379-21,578181,682210,5336.90%+28,851
JOHNSON & JOHNSON(JNJ)0135,445+135,445025,1140.82%+25,114
EQT CORP(EQT)0413,949+413,949022,5310.74%+22,531
ALPHABET INC CAP STOCK CL A(GOOG)306,384308,934+2,55053,99475,1022.46%+21,108
ASCENDIS PHARMA AS SP ADR(ASND)093,947+93,947018,6780.61%+18,678
INSULET CORP(PODD)053,952+53,952016,6570.55%+16,657
LUMENTUM HOLDINGS INC(LITE)092,957+92,957015,1250.50%+15,125
PERFORMANCE FOOD GROUP CO(PFGC)0125,479+125,479013,0550.43%+13,055
BROADCOM INC(AVGO)242,446240,546-1,90066,83079,3592.60%+12,528
MICROSOFT CORP(MSFT)332,197341,344+9,147165,238176,7995.79%+11,561
ALPHABET INC CAP STOCK CL C(GOOG)157,278161,963+4,68527,90039,4461.29%+11,547
GOLDMAN SACHS GROUP INC(GS)19,50831,162+11,65413,80724,8160.81%+11,009
CREDO TECHNOLOGY GROUP HOLDING
ORDINARY SHARES
313,280271,670-41,61029,00739,5581.30%+10,551
CELSIUS HOLDINGS INC NEW(CELH)517,874595,901+78,02724,02434,2581.12%+10,234
MICRON TECHNOLOGY INC(MU)209,345213,535+4,19025,80235,7291.17%+9,927
EVERCORE INC CLASS A(EVR)104,423108,983+4,56028,19636,7621.20%+8,566
AUTOZONE INC(AZO)7,8128,425+61329,00036,1451.18%+7,145
AMPHENOL CORP CL A194,426212,571+18,14519,20026,3060.86%+7,106
TJX COS INC(TJX)235,133242,071+6,93829,03734,9891.15%+5,952
TKO GROUP HOLDINGS INC CL A(TKO)105,567122,211+16,64419,20824,6820.81%+5,474
WELLTOWER INC(WELL)227,852227,012-84035,02840,4401.32%+5,412
QUEST DIAGNOSTICS INC(DGX)135,952154,369+18,41724,42129,4200.96%+4,999
JPMORGAN CHASE & CO(JPM)188,409187,573-83654,62259,1661.94%+4,544
ARISTA NETWORKS INC(ANET)122,883117,136-5,74712,57217,0680.56%+4,496
NEUROCRINE BIOSCIENCES INC(NBIX)170,370183,027+12,65721,41425,6930.84%+4,280
ABBVIE INC(ABBV)80,31181,445+1,13414,90718,8580.62%+3,950
BANK OF AMERICA CORP478,028509,036+31,00822,62026,2610.86%+3,641
CHART INDUSTRIES INC67,70073,688+5,98811,14714,7490.48%+3,602
RTX CORPORATION(RTX)185,676183,501-2,17527,11230,7051.01%+3,593
CATERPILLAR INC(CAT)21,38824,611+3,2238,30311,7430.38%+3,440
HOME DEPOT INC(HD)53,94756,986+3,03919,77923,0900.76%+3,311
ENCOMPASS HEALTH CORP(EHC)204,706223,673+18,96725,10328,4110.93%+3,308
ENTERGY CORP(ETR)318,754318,469-28526,49529,6780.97%+3,183
LEIDOS HOLDINGS INC(LDOS)115,626112,398-3,22818,24121,2390.70%+2,998
BLACKROCK INC(BLK)23,86823,783-8525,04327,7280.91%+2,684
WEC ENERGY GROUP INC(WEC)223,285224,790+1,50523,26625,7590.84%+2,492
SHARKNINJA INC(SN)192,704208,495+15,79119,07621,5060.70%+2,430
CORCEPT THERAPEUTICS INC(CORT)287,254280,664-6,59021,08423,3260.76%+2,242
EXXON MOBILE CORP385,724385,093-63141,58143,4191.42%+1,838
VERISIGN INC41,91149,771+7,86012,10413,9140.46%+1,811
AMEREN CORP(AEE)187,838189,143+1,30518,04019,7430.65%+1,703
VANGUARD S&P 500 ETF33,45533,605+15019,00320,5790.67%+1,576
LAM RESEARCH CORP NEW(LRCX)254,993196,658-58,33524,82126,3330.86%+1,511
CME GROUP INC(CME)89,91897,254+7,33624,78326,2770.86%+1,494
NUCOR CORP(NUE)134,194139,082+4,88817,38318,8360.62%+1,452
TECK RESOURCES LTD CL B(TECK)420,485419,645-84016,97918,4180.60%+1,439
CISCO SYSTEMS INC(CSCO)317,408341,208+23,80022,02223,3450.76%+1,324
TRAVELERS COMPANIES INC(TRV)118,663118,404-25931,74733,0611.08%+1,314
MCKESSON CORP(MCK)35,70835,396-31226,16627,3450.90%+1,179
WELLS FARGO CO(WFC)385,174382,147-3,02730,86032,0321.05%+1,171
POST HOLDINGS INC(POST)179,548191,562+12,01419,57620,5890.67%+1,013
LINDE PLC(LIN)28,31729,970+1,65313,28614,2360.47%+950
CONOCOPHILLIPS(COP)170,925171,296+37115,33916,2030.53%+864
AMERICAN EXPRESS CO(AXP)70,85770,310-54722,60223,3540.76%+752
TEXAS INSTRUMENTS INC(TXN)03,950+3,95007260.02%+726
QUANTA SERVICES INC88,46782,342-6,12533,44834,1241.12%+677
BERKSHIRE HATHAWAY INC CL B NE78,93777,610-1,32738,34539,0181.28%+672
T-MOBILE US INC(TMUS)121,004122,435+1,43128,83029,3080.96%+478
MCDONALDS CORP(MCD)10,42511,505+1,0803,0463,4960.11%+450
MASTERCARD INCORPORATED CL A(MA)61,72161,687-3434,68335,0881.15%+405
GE VERNOVA INC(GEV)45,80740,011-5,79624,23924,6030.81%+364
OLLIES BARGAIN OUTLET HOLDINGS(OLLI)213,402221,236+7,83428,12228,4070.93%+285
3M CO(MMM)162,352160,722-1,63024,71624,9410.82%+224
TESLA INC(TSLA)0460+46002050.01%+205
AMAZON.COM INC(AMZN)448,732449,133+40198,44798,6163.23%+169
VANGUARD INDEX FUNDS 500 INDEX2,3012,395+941,3171,4780.05%+161
VANGUARD INDEX FUNDS GROWTH IN1,1511,504+3532603710.01%+112
ATMOS ENERGY CORP(ATO)5,0575,05707798630.03%+84
VICI PROPERTIES INC(VICI)579,937582,260+2,32318,90618,9870.62%+82
SPDR S&P 500 ETF TRUST(SPY)6,4026,047-3553,9554,0280.13%+73
VANGUARD MID-CAP ETF1,0921,227+1353063600.01%+55
ISHARES RUSSELL 1000 GROWTH ET899898-13824210.01%+39
LIBERTY MEDIA CORP LBTY ONE S(FWONA)262,554263,011+45727,43727,4710.90%+35
INVESCO S&P 500 EQUAL WEIGHT E
S&P500 EQL WGT
3,3053,310+56016280.02%+27
CONSUMER DISCRETIONARY SELECT
ST STR DISCR ETF
98298202132350.01%+22
SHERWIN WILLIAMS CO(SHW)7,3107,31002,5102,5310.08%+21
UTILITIES SELECT SECTOR SPDR F
ST STR UTIL ETF
3,1263,12602552730.01%+17
VANGUARD RUSSELL 1000 VALUE ET
VNG RUS1000VAL
3,8833,88303313470.01%+16
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
1,1751,100-752983100.01%+13
ISHARES RUSSELL 1000 VALUE ETF1,1491,134-152232310.01%+8
SPDR S&P MIDCAP 400 ETF TRUST(MDY)1,7191,617-1029749640.03%-10
UBER TECHNOLOGIES INC(UBER)7,1566,689-4676686550.02%-12
FINANCIAL SELECT SECTOR SPDR F
ST STR FINL ETF
11,32210,439-8835935620.02%-31
RESTAURANT BRANDS INTL INC(QSR)16,26916,26901,0781,0430.03%-35
VANGUARD TOTAL STOCK MARKET ET957727-2302912390.01%-52
VISA INC CL A(V)4,5504,500-501,6151,5360.05%-79
CINTAS CORP(CTAS)4,8284,82801,0769910.03%-85
EXPAND ENERGY CORPORATION(EXE)13,57513,57501,5871,4420.05%-145
INTL BUSINESS MACHINES(IBM)6,6276,400-2271,9541,8060.06%-148
META PLATFORMS INC CL A(META)113,217113,558+34183,56483,3952.73%-170
PROCTER AND GAMBLE CO(PG)128,724131,120+2,39620,50820,1470.66%-362
COCA-COLA CO(KO)313,564326,543+12,97922,18521,6560.71%-528
ARCH CAPITAL GROUP LTD
ORD
234,330227,041-7,28921,33620,5990.67%-736
DEERE & CO(DE)8,1027,362-7404,1203,3660.11%-753
NASDAQ INC(NDAQ)382,314376,754-5,56034,18733,3241.09%-863
UNITEDHEALTH GROUP INC(UNH)2,8300-2,8308830—-883
COSTCO WHOLESALE CORP(COST)21,82922,243+41421,60920,5890.67%-1,021
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