BRAUN STACEY ASSOCIATES INC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$2.8T
Holdings
112
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,149,957 | $181.7B | 6.57% | |
| 2 | MSFTMICROSOFT CORP | 332,197 | $165.2B | 5.98% | |
| 3 | AAPLAPPLE INC | 605,338 | $124.2B | 4.49% | |
| 4 | AMZNAMAZON.COM INC | 448,732 | $98.4B | 3.56% | |
| 5 | METAMETA PLATFORMS INC CL A | 113,217 | $83.6B | 3.02% | |
| 6 | AVGOBROADCOM INC | 242,446 | $66.8B | 2.42% | |
| 7 | JPMJPMORGAN CHASE & CO | 188,409 | $54.6B | 1.98% | |
| 8 | GOOGLALPHABET INC CAP STOCK CL A | 306,384 | $54.0B | 1.95% | |
| 9 | VRTVERTIV HOLDINGS CO CL A | 407,002 | $52.3B | 1.89% | |
| 10 | HWMHOWMET AEROSPACE INC | 263,188 | $49.0B | 1.77% | |
| 11 | APPAPPLOVIN CORP CL A | 134,846 | $47.2B | 1.71% | |
| 12 | XOMEXXON MOBILE CORP | 385,724 | $41.6B | 1.50% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC CL B NE | 78,937 | $38.3B | 1.39% | |
| 14 | LLYELI LILLY & CO | 47,653 | $37.1B | 1.34% | |
| 15 | WELLWELLTOWER INC | 227,852 | $35.0B | 1.27% | |
| 16 | MAMASTERCARD INCORPORATED CL A | 61,721 | $34.7B | 1.26% | |
| 17 | NDAQNASDAQ INC | 382,314 | $34.2B | 1.24% | |
| 18 | PWRQUANTA SERVICES INC | 88,467 | $33.4B | 1.21% | |
| 19 | TRVTRAVELERS COMPANIES INC | 118,663 | $31.7B | 1.15% | |
| 20 | NOWSERVICENOW INC | 30,150 | $31.0B | 1.12% | |
| 21 | WFCWELLS FARGO CO | 385,174 | $30.9B | 1.12% | |
| 22 | TJXTJX COS INC | 235,133 | $29.0B | 1.05% | |
| 23 | CRDOCREDO TECHNOLOGY GROUP HOLDING | 313,280 | $29.0B | 1.05% | |
| 24 | AZOAUTOZONE INC | 7,812 | $29.0B | 1.05% | |
| 25 | TMUST-MOBILE US INC | 121,004 | $28.8B | 1.04% | |
| 26 | ITRIITRON INC | 217,104 | $28.6B | 1.03% | |
| 27 | NFLXNETFLIX INC | 21,143 | $28.3B | 1.02% | |
| 28 | EVREVERCORE INC CLASS A | 104,423 | $28.2B | 1.02% | |
| 29 | OLLIOLLIES BARGAIN OUTLET HOLDINGS | 213,402 | $28.1B | 1.02% | |
| 30 | GOOGALPHABET INC CAP STOCK CL C | 157,278 | $27.9B | 1.01% | |
| 31 | BSXBOSTON SCIENTIFIC CORP | 255,550 | $27.4B | 0.99% | |
| 32 | FWONALIBERTY MEDIA CORP LBTY ONE S | 262,554 | $27.4B | 0.99% | |
| 33 | PANWPALO ALTO NETWORKS INC | 133,168 | $27.3B | 0.99% | |
| 34 | RTXRTX CORPORATION | 185,676 | $27.1B | 0.98% | |
| 35 | QXOQXO INC NEW | 1,241,230 | $26.7B | 0.97% | |
| 36 | ETRENTERGY CORP | 318,754 | $26.5B | 0.96% | |
| 37 | MCKMCKESSON CORP | 35,708 | $26.2B | 0.95% | |
| 38 | MUMICRON TECHNOLOGY INC | 209,345 | $25.8B | 0.93% | |
| 39 | TXRHTEXAS ROADHOUSE INC | 137,396 | $25.7B | 0.93% | |
| 40 | EHCENCOMPASS HEALTH CORP | 204,706 | $25.1B | 0.91% | |
| 41 | BLKBLACKROCK INC | 23,868 | $25.0B | 0.91% | |
| 42 | LRCXLAM RESEARCH CORP NEW | 254,993 | $24.8B | 0.90% | |
| 43 | CMECME GROUP INC | 89,918 | $24.8B | 0.90% | |
| 44 | MMM3M CO | 162,352 | $24.7B | 0.89% | |
| 45 | DGXQUEST DIAGNOSTICS INC | 135,952 | $24.4B | 0.88% | |
| 46 | GEVGE VERNOVA INC | 45,807 | $24.2B | 0.88% | |
| 47 | CELHCELSIUS HOLDINGS INC NEW | 517,874 | $24.0B | 0.87% | |
| 48 | LTHLIFE TIME GROUP HOLDINGS INC C | 775,397 | $23.5B | 0.85% | |
| 49 | WECWEC ENERGY GROUP INC | 223,285 | $23.3B | 0.84% | |
| 50 | BACBANK OF AMERICA CORP | 478,028 | $22.6B | 0.82% | |
| 51 | AXPAMERICAN EXPRESS CO | 70,857 | $22.6B | 0.82% | |
| 52 | TRGPTARGA RESOURCES CORP | 128,487 | $22.4B | 0.81% | |
| 53 | KOCOCA-COLA CO | 313,564 | $22.2B | 0.80% | |
| 54 | CSCOCISCO SYSTEMS INC | 317,408 | $22.0B | 0.80% | |
| 55 | KDKYNDRYL HOLDINGS INC COMMON ST | 517,259 | $21.7B | 0.79% | |
| 56 | CLCOLGATE PALMOLIVE CO | 238,048 | $21.6B | 0.78% | |
| 57 | COSTCOSTCO WHOLESALE CORP | 21,829 | $21.6B | 0.78% | |
| 58 | NBIXNEUROCRINE BIOSCIENCES INC | 170,370 | $21.4B | 0.77% | |
| 59 | ACGLARCH CAPITAL GROUP LTD | 234,330 | $21.3B | 0.77% | |
| 60 | HTDCORCEPT THERAPEUTICS INC | 287,254 | $21.1B | 0.76% | |
| 61 | PGPROCTER AND GAMBLE CO | 128,724 | $20.5B | 0.74% | |
| 62 | HDHOME DEPOT INC | 53,947 | $19.8B | 0.72% | |
| 63 | POSTPOST HOLDINGS INC | 179,548 | $19.6B | 0.71% | |
| 64 | TKOTKO GROUP HOLDINGS INC CL A | 105,567 | $19.2B | 0.70% | |
| 65 | APHAMPHENOL CORP CL A | 194,426 | $19.2B | 0.69% | |
| 66 | SNSHARKNINJA INC | 192,704 | $19.1B | 0.69% | |
| 67 | VOOVANGUARD S&P 500 ETF | 33,455 | $19.0B | 0.69% | |
| 68 | VICIVICI PROPERTIES INC | 579,937 | $18.9B | 0.68% | |
| 69 | BRBRBELLRING BRANDS INC COMMON STO | 323,342 | $18.7B | 0.68% | |
| 70 | TGTXTG THERAPEUTICS INC | 518,015 | $18.6B | 0.67% | |
| 71 | LDOSLEIDOS HOLDINGS INC | 115,626 | $18.2B | 0.66% | |
| 72 | AEEAMEREN CORP | 187,838 | $18.0B | 0.65% | |
| 73 | NUENUCOR CORP | 134,194 | $17.4B | 0.63% | |
| 74 | TECK/BTECK RESOURCES LTD CL B | 420,485 | $17.0B | 0.61% | |
| 75 | TEAMATLASSIAN CORPORATION CL A | 77,741 | $15.8B | 0.57% | |
| 76 | COPCONOCOPHILLIPS | 170,925 | $15.3B | 0.56% | |
| 77 | BMYBRISTOL-MYERS SQUIBB CO | 323,077 | $15.0B | 0.54% | |
| 78 | ABBVABBVIE INC | 80,311 | $14.9B | 0.54% | |
| 79 | GSGOLDMAN SACHS GROUP INC | 19,508 | $13.8B | 0.50% | |
| 80 | LINLINDE PLC | 28,317 | $13.3B | 0.48% | |
| 81 | ANETARISTA NETWORKS INC | 122,883 | $12.6B | 0.45% | |
| 82 | VRSNVERISIGN INC | 41,911 | $12.1B | 0.44% | |
| 83 | GEHCGE HEALTHCARE TECHNOLOGIES INC | 155,425 | $11.5B | 0.42% | |
| 84 | GTLSCHART INDUSTRIES INC | 67,700 | $11.1B | 0.40% | |
| 85 | AMGNAMGEN INC | 39,449 | $11.0B | 0.40% | |
| 86 | METMETLIFE INC | 117,694 | $9.5B | 0.34% | |
| 87 | CATCATERPILLAR INC | 21,388 | $8.3B | 0.30% | |
| 88 | DEDEERE & CO | 8,102 | $4.1B | 0.15% | |
| 89 | SPYSPDR S&P 500 ETF TRUST | 6,402 | $4.0B | 0.14% | |
| 90 | MCDMCDONALDS CORP | 10,425 | $3.0B | 0.11% | |
| 91 | SHWSHERWIN WILLIAMS CO | 7,310 | $2.5B | 0.09% | |
| 92 | IBMINTL BUSINESS MACHINES | 6,627 | $2.0B | 0.07% | |
| 93 | VVISA INC CL A | 4,550 | $1.6B | 0.06% | |
| 94 | EXEEXPAND ENERGY CORPORATION | 13,575 | $1.6B | 0.06% | |
| 95 | VFIAXVANGUARD INDEX FUNDS 500 INDEX | 2,301 | $1.3B | 0.05% | |
| 96 | QSRRESTAURANT BRANDS INTL INC | 16,269 | $1.1B | 0.04% | |
| 97 | CITCINTAS CORP | 4,828 | $1.1B | 0.04% | |
| 98 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,719 | $973.8M | 0.04% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 2,830 | $882.9M | 0.03% | |
| 100 | ATOATMOS ENERGY CORP | 5,057 | $779.3M | 0.03% |
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