Bragg Financial Advisors, Inc

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.23B
13F filings
1
Latest filing
May 14, 2024

Top 10 holdings

MSFT $67.54M
3.03% of AUM
AAPL $50.55M
2.27% of AUM
VBR $49.94M
2.24% of AUM
SNX $36.74M
1.65% of AUM
PVH $34.59M
1.55% of AUM
IDCC $32.36M
1.45% of AUM
AMAT $32.26M
1.45% of AUM
VBK $30.57M
1.37% of AUM
GOOG $30.02M
1.35% of AUM
FN $28.40M
1.27% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Bragg Financial Advisors, Inc. Reported assets under management total $2.23B.

View live Bragg Financial Advisors, Inc filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Bragg Financial Advisors, Inc have under management?
Per Bragg Financial Advisors, Inc's most recent SEC Form 13F filing dated May 14, 2024, total assets under management are $2.23B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Bragg Financial Advisors, Inc submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Bragg Financial Advisors, Inc. Filings are due 45 days after quarter-end.
Where does Bragg Financial Advisors, Inc's holdings data come from?
Every position shown on this page sources back to Bragg Financial Advisors, Inc's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.