Fund HoldingsBRAUN STACEY ASSOCIATES INC

Total Portfolio Value
$2.24B
Total Bought
$663.19M
Total Sold
$1.57B
Net Transaction
-$905.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT(MSFT)0352,135+352,1350132,4185.92%+132,418
APPLE INC(AAPL)0657,032+657,0320126,4995.66%+126,499
AMAZON COM INC COM(AMZN)0517,535+517,535078,6353.52%+78,635
NVIDIA CORP COM(NVDA)0134,064+134,064066,3922.97%+66,392
META PLATFORMS(META)0143,758+143,758050,8852.27%+50,885
ALPHABET CLASS A(GOOG)0326,861+326,861045,6602.04%+45,660
LILLY, ELI AND COMPANY(LLY)066,604+66,604038,8251.74%+38,825
VERTIV HOLDINGS CO COM CL A(VRT)832,871789,741-43,1303137,9311.70%+37,900
CELSIUS HLDGS INC COM NEW(CELH)0671,588+671,588036,6151.64%+36,615
BROADCOM INC COM(AVGO)032,024+32,024035,7471.60%+35,747
ALPHABET CLASS C(GOOG)0249,845+249,845035,2111.57%+35,211
BOEING CO(BA)0128,810+128,810033,5761.50%+33,576
JPMORGAN CHASE & CO(JPM)0197,020+197,020033,5131.50%+33,513
PALO ALTO NETWORKS INC COM(PANW)0113,068+113,068033,3421.49%+33,342
UBER TECHNOLOGIES INC COM(UBER)0502,459+502,459030,9371.38%+30,937
QUANTA SVCS INC COM0143,352+143,352030,9361.38%+30,936
LAM RESEARCH CORP COM(LRCX)038,104+38,104029,8461.33%+29,846
ARISTA NETWORKS INC COM0123,508+123,508029,0881.30%+29,088
MASTERCARD INC CL A(MA)067,681+67,681028,8671.29%+28,867
SERVICENOW INC COM(NOW)039,538+39,538027,9331.25%+27,933
MCKESSON CORP COM(MCK)059,053+59,053027,3411.22%+27,341
BERKSHIRE HATHAWAY INC DEL CL074,996+74,996026,7481.20%+26,748
LULULEMON ATHLETICA INC COM(LULU)53,08451,138-1,9462026,1461.17%+26,126
EQUINIX INC COM(EQIX)28,61432,205+3,5912125,9381.16%+25,917
HOWMET AEROSPACE INC COM(HWM)0470,240+470,240025,4501.14%+25,450
MARRIOTT INTL INC NEW CL A(MAR)119,154111,734-7,4202325,1971.13%+25,174
E L F BEAUTY INC COM(ELF)0171,877+171,877024,8091.11%+24,809
VERTEX PHARMACEUTICALS INC(VRTX)60,88260,325-5572124,5461.10%+24,525
RESTAURANT BRANDS INTL INC COM(QSR)0310,866+310,866024,2881.09%+24,288
SALESFORCE COM INC COM(CRM)94,49091,679-2,8111924,1251.08%+24,105
MANHATTAN ASSOCS INC COM(MANH)0111,129+111,129023,9281.07%+23,928
MERCK & COMPANY(MRK)0215,122+215,122023,4531.05%+23,453
NUCOR CORP(NUE)0134,242+134,242023,3641.04%+23,364
EXXON MOBIL CORP0232,100+232,100023,2051.04%+23,205
MORGAN STANLEY(MS)221,254248,366+27,1121823,1601.04%+23,142
BLACKROCK INC COM(BLK)26,98927,873+8841722,6271.01%+22,610
GE HEALTHCARE TECHNOLOGIES ICO(GEHC)0290,592+290,592022,4691.00%+22,469
TRAVELERS COMPANIES INC(TRV)114,822117,195+2,3731922,3251.00%+22,306
UNITEDHEALTH GROUP INC(UNH)42,86642,249-6172222,2430.99%+22,221
BANK AMER CORP461,382657,167+195,7851322,1270.99%+22,114
CONOCOPHILLIPS(COP)201,573187,823-13,7502421,8010.97%+21,777
AMERICAN EXPRESS CO(AXP)122,343114,827-7,5161821,5120.96%+21,494
TEXAS ROADHOUSE INC CL A(TXRH)175,721175,046-6751721,3960.96%+21,379
NASDAQ OMX GROUP INC COM(NDAQ)282,267365,494+83,2271421,2500.95%+21,236
MICRON TECHNOLOGY INC COM(MU)166,901243,244+76,3431120,7590.93%+20,747
VICI PPTYS INC COM(VICI)631,474646,434+14,9601820,6080.92%+20,590
WELLS FARGO & CO(WFC)370,328418,588+48,2601520,6030.92%+20,588
THE TRADE DESK INC COM CL A(TTD)297,654282,944-14,7102320,3610.91%+20,337
EXPEDIA INC DEL COM NEW(EXPE)100,145132,028+31,8831020,0410.90%+20,030
PIONEER NAT RES CO COM90,93487,777-3,1572119,7390.88%+19,719
ARCH CAP GROUP LTD ORD
ORD
285,333264,739-20,5942319,6620.88%+19,640
CHEVRON CORP(CVX)0131,259+131,259019,5790.88%+19,579
REGENERON PHARMACEUTICALS COM(REGN)21,02421,489+4651718,8740.84%+18,856
CADENCE DESIGN SYSTEM INC COM(CDNS)069,202+69,202018,8490.84%+18,849
T MOBILE US INC COM(TMUS)103,580114,429+10,8491518,3470.82%+18,332
ZOETIS INC CL A(ZTS)85,91191,591+5,6801518,0770.81%+18,062
TECK COMINCO LTD CL B(TECK)437,011427,331-9,6801918,0630.81%+18,045
COSTCO WHSL CORP NEW(COST)28,00126,692-1,3091617,6190.79%+17,603
PROCTER & GAMBLE COMPANY(PG)116,500118,894+2,3941717,4230.78%+17,406
AUTOZONE INC COM(AZO)6,8166,620-1961717,1170.77%+17,100
PEPSICO INC(PEP)105,818100,660-5,1581817,0960.76%+17,078
NEXTERA ENERGY INC COM(NEE)250,211268,983+18,7721416,3380.73%+16,324
ITRON INC COM(ITRI)89,860216,188+126,328516,3240.73%+16,319
CONSTELLATION BRANDS INC(STZ)61,92465,334+3,4101615,7950.71%+15,779
TJX COS INC NEW COM(TJX)162,893166,427+3,5341415,6130.70%+15,598
VANGUARD INDEX FDS S&P 500 ETF32,26734,516+2,2491315,0770.67%+15,065
FEDEX CORP COM(FDX)63,53658,363-5,1731714,7640.66%+14,747
GLOBAL PMTS INC COM(GPN)116,481113,251-3,2301314,3830.64%+14,370
PENUMBRA INC COM(PEN)58,84056,624-2,2161414,2430.64%+14,229
SUPER MICRO COMPUTER INC COM(SMCI)049,380+49,380014,0370.63%+14,037
AMERICAN WTR WKS CO INC NEW CO89,705105,178+15,4731113,8830.62%+13,871
HOME DEPOT INC(HD)38,79640,022+1,2261213,8700.62%+13,858
DANAHER CORP SHS BEN INT(DHR)61,47959,754-1,7251513,8240.62%+13,808
AMGEN INC(AMGN)045,465+45,465013,0950.59%+13,095
THERMO FISHER SCIENTIFIC INC(TMO)27,84624,397-3,4491412,9500.58%+12,936
JAZZ PHARMACEUTICALS PLC SHS U(JAZZ)109,92498,023-11,9011412,0570.54%+12,043
LEIDOS HLDGS INC COM(LDOS)0108,781+108,781011,7750.53%+11,775
AMETEK INC NEW COM76,98870,615-6,3731111,6440.52%+11,632
AMEREN CORP COM(AEE)178,017160,562-17,4551311,6150.52%+11,602
LIBERTY MEDIA CORP DEL COM LBT(FWONA)136,467183,237+46,770911,5680.52%+11,559
METLIFE INC(MET)162,268165,978+3,7101010,9760.49%+10,966
EXELIXIS INC COM(EXEL)0434,099+434,099010,4140.47%+10,414
LINDE PLC SHS(LIN)18,46725,249+6,782710,3700.46%+10,363
DEERE & CO COM(DE)41,39325,088-16,3051610,0320.45%+10,016
TKO GROUP HOLDINGS INC CL A(TKO)148,227121,755-26,472129,9330.44%+9,920
LAMB WESTON HLDGS INC COM(LW)077,946+77,94608,4250.38%+8,425
EATON CORP PLC SHS(ETN)40,50634,242-6,26498,2460.37%+8,238
ASTRAZENECA PLC SPONSORED ADR(AZN)140,094111,504-28,59097,5100.34%+7,500
COMCAST CORP NEW COM CL A(CCZ)142,290154,937+12,64766,7940.30%+6,788
XCEL ENERGY INC COM(XEL)92,64898,291+5,64356,0850.27%+6,080
SPDR TR UNIT SER 1(SPY)8,2108,466+25644,0240.18%+4,021
COCA COLA CO(KO)62,57662,806+23043,7010.17%+3,698
VERRA MOBILITY CORP CL A COM S167,645130,900-36,74533,0150.13%+3,011
ON SEMICONDUCTOR CORP COM(ON)036,155+36,15503,0200.14%+3,020
MCDONALDS CORP(MCD)6,1006,250+15021,8530.08%+1,852
HONEYWELL INTL INC COM(HON)6,9757,775+80011,6300.07%+1,629
CHESAPEAKE ENERGY CORP COM(EXE)19,87519,875021,5290.07%+1,527
BAXTER INTL INC319,91937,750-282,169121,4590.07%+1,447
SPDR S&P MIDCAP 400 ETF TR UTS(MDY)2,2022,335+13311,1850.05%+1,184
IRIDIUM COMMUNICATIONS INC COM(IRDM)248,12427,050-221,074111,1130.05%+1,102
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