BRAUN STACEY ASSOCIATES INC Q1 2023 Filing

Filed May 8, 2023

Portfolio Value

$3.8B

Holdings

126

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (126 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,358,702$224.0T5865573.75%
2
MSFTMICROSOFT
725,712$209.2T5477401.50%
3
ANETEURARISTA NETWORKS INC C
365,894$61.4T1607933.67%
4
AMZNAMAZON COM INC COM
592,814$61.2T1603032.61%
5
ONON SEMICONDUCTOR CORP
740,234$60.9T1595291.36%
6
NVDANVIDIA CORP COM
214,904$59.7T1562771.44%
7
XOMEXXON MOBIL CORP
503,564$55.2T1445667.92%
8
GOOGLALPHABET CLASS A
517,692$53.7T1405858.04%
9
PANWPALO ALTO NETWORKS IN
267,916$53.5T1400971.58%
10
LLYLILLY, ELI AND COMPAN
153,994$52.9T1384506.56%
11
JPMJPMORGAN CHASE & CO
400,586$52.2T1366592.85%
12
GOOGALPHABET CLASS C
500,474$52.0T1362637.82%
13
AVGOBROADCOM INC COM
78,794$50.5T1323373.73%
14
BABOEING CO
236,680$50.3T1316264.10%
15
BRK/BBERKSHIRE HATHAWAY IN
159,668$49.3T1290680.08%
16
WWEUSDWORLD WRESTLING ENTMT
534,570$48.8T1277175.78%
17
PWRQUANTA SVCS INC COM
292,286$48.7T1275125.43%
18
MAMASTERCARD INC CL A
133,234$48.4T1267586.40%
19
MRKMERCK & COMPANY
452,666$48.2T1260794.53%
20
CVXCHEVRON CORP
282,166$46.0T1205269.04%
21
MCKMCKESSON CORP COM
123,948$44.1T1155356.86%
22
ULTAULTA SALON COSMETCS &
79,130$43.2T1130412.32%
23
UNHUNITEDHEALTH GROUP IN
90,610$42.8T1121053.37%
24
NUENUCOR CORP
273,236$42.2T1104962.87%
25
PEPPEPSICO INC
230,428$42.0T1099733.73%
26
TMUST MOBILE US INC COM
285,924$41.4T1084188.39%
27
PGPROCTER & GAMBLE COMP
266,078$39.6T1035753.38%
28
AXPAMERICAN EXPRESS CO
239,336$39.5T1033536.90%
29
TXRHTEXAS ROADHOUSE INC C
364,226$39.4T1030389.78%
30
KOCOCA COLA CO
626,492$38.9T1017379.38%
31
NEENEXTERA ENERGY INC CO
502,762$38.8T1014541.39%
32
EXTREXTREME NETWORKS INC
2,015,200$38.5T1008722.41%
33
TRVTRAVELERS COMPANIES I
223,550$38.3T1003174.45%
34
COPCONOCOPHILLIPS
384,372$38.1T998327.01%
35
QSRRESTAURANT BRANDS INT
566,992$38.1T996606.89%
36
LWLAMB WESTON HLDGS INC
364,016$38.0T996060.00%
37
TWNKEURHOSTESS BRANDS INC CL
1,515,950$37.7T987417.64%
38
MARMARRIOTT INTL INC NEW
227,114$37.7T987238.89%
39
CELHCELSIUS HLDGS INC COM
401,882$37.4T977837.89%
40
AZOAUTOZONE INC COM
15,172$37.3T976375.44%
41
BMRNBIOMARIN PHARMACEUTIC
381,330$37.1T970759.30%
42
LRCXEURLAM RESEARCH CORP COM
69,826$37.0T969074.11%
43
BACBANK AMER CORP
1,270,792$36.3T951494.93%
44
DEDEERE & CO COM
87,778$36.2T948801.03%
45
NOWSERVICENOW INC COM
77,574$36.1T943785.25%
46
HWMHOWMET AEROSPACE INC
846,218$35.9T938655.75%
47
PXDEURPIONEER NAT RES CO CO
174,818$35.7T934743.76%
48
TMOTHERMO FISHER SCIENTI
61,914$35.7T934234.41%
49
TKRTIMKEN CO COM
428,508$35.0T916754.23%
50
JAZZJAZZ PHARMACEUTICALS
239,290$35.0T916692.24%
51
ACGLARCH CAP GROUP LTD OR
507,018$34.4T900879.82%
52
VICIVICI PPTYS INC COM
1,051,868$34.3T898278.13%
53
BLKCHFBLACKROCK INC COM
50,976$34.1T892966.99%
54
ASOACADEMY SPORTS & OUTD
518,690$33.8T886041.40%
55
GEHCGE HEALTHCARE TECHNOL
411,364$33.7T883414.68%
56
MANHMANHATTAN ASSOCS INC
214,904$33.3T871206.95%
57
DHRDANAHER CORP SHS BEN
131,650$33.2T868672.28%
58
CRMSALESFORCE COM INC CO
163,374$32.6T854477.41%
59
REGNREGENERON PHARMACEUTI
39,212$32.2T843494.11%
60
DOXAMDOCS LTD ORD
330,070$31.7T829809.90%
61
VRTXVERTEX PHARMACEUTICAL
96,670$30.5T797378.25%
62
AEEAMEREN CORP COM
328,154$28.3T742175.83%
63
RETAEURREATA PHARMACEUTICALS
311,010$28.3T740285.80%
64
DISWALT DISNEY CO
282,174$28.3T739685.03%
65
CTVACORTEVA INC COM
463,384$27.9T731637.58%
66
ADIANALOG DEVICES INC CO
141,560$27.9T730898.63%
67
COSTCOSTCO WHSL CORP NEW
56,182$27.9T730811.87%
68
WFCWELLS FARGO & CO
726,384$27.2T710838.92%
69
IRDMIRIDIUM COMMUNICATION
438,214$27.1T710481.83%
70
CICIGNA CORP NEW
105,792$27.0T707718.19%
71
TDYTELEDYNE TECHNOLOGIES
60,274$27.0T705915.60%
72
DWDMORGAN STANLEY
302,772$26.6T695946.51%
73
AWCAMERICAN WTR WKS CO I
180,560$26.5T692460.73%
74
EXPEEXPEDIA INC DEL COM N
267,468$26.0T679428.08%
75
VRTVERTIV HOLDINGS CO CO
1,793,830$25.7T672026.75%
76
GPNGLOBAL PMTS INC COM
234,542$24.7T646200.20%
77
METMETLIFE INC
423,846$24.6T642913.02%
78
METAFACEBOOK INC CL A
114,094$24.2T633054.88%
79
CMICUMMINS INC
98,668$23.6T617051.98%
80
HDHOME DEPOT INC
79,544$23.5T614570.50%
81
WCCWESCO INTL INC COM
151,224$23.4T611825.03%
82
LAMRLAMAR ADVERTISING CO
232,144$23.2T607078.85%
83
AREALEXANDRIA REAL ESTAT
181,738$22.8T597539.26%
84
AZNASTRAZENECA PLC SPONS
326,278$22.6T592891.83%
85
VOOVANGUARD INDEX FDS S&
59,684$22.4T587614.15%
86
CSLCARLISLE COS INC COM
97,394$22.0T576422.30%
87
AMEAMETEK INC NEW COM
150,142$21.8T571245.88%
88
TECK/BTECK COMINCO LTD CL B
535,808$19.6T511997.32%
89
PENPENUMBRA INC COM
70,030$19.5T510941.44%
90
SHLSSHOALS TECHNOLOGIES G
818,790$18.7T488520.15%
91
UBERUBER TECHNOLOGIES INC
571,458$18.1T474252.02%
92
BCBRUNSWICK CORP
212,582$17.4T456358.32%
93
PLAYDAVE & BUSTERS ENTMT
473,640$17.4T456187.94%
94
OMCOMNICOM GROUP
161,604$15.2T399129.31%
95
CFGCITIZENS FINL GROUP I
458,190$13.9T364297.35%
96
ETNEATON CORP PLC SHS
78,310$13.4T351270.46%
97
XELXCEL ENERGY INC COM
175,970$11.9T310686.08%
98
DYHTARGET CORP
68,858$11.4T298578.83%
99
INCYINCYTE CORP COM
143,140$10.3T270822.48%
100
NXSTNEXSTAR MEDIA GROUP I
50,084$8.6T226389.56%
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