BRAUN STACEY ASSOCIATES INC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$3,527,062
Net value change ($000)
+519,023 (17.3%)
New positions
13
Sold out positions
12
Turnover %
11.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 62,210 128.7%
WDC 42,841 76.3%
CRDO 41,783 183.6%
Ascendis Pharma AS 35,389 NEW
C 33,176 NEW
LRCX 32,930 95.9%
NVDA 28,257 14.5%
AAPL 26,798 16.2%
RL 26,716 NEW
GOOGL 25,898 28.4%
Top Reduces (Value $000, Stocks/ETFs)
WFC -30,733 -100.0%
ASND -29,962 -100.0%
EQT -26,363 -100.0%
OLLI -21,087 -100.0%
TMUS -17,935 -67.8%
VICI -15,765 -100.0%
LDOS -15,468 -100.0%
CL -14,096 -70.1%
XOM -13,290 -20.6%
IQV -11,874 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type