BRAUN STACEY ASSOCIATES INC Q4 2021 Filing

Filed January 25, 2022

Portfolio Value

$2.7T

Holdings

129

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
843,465$149.8B5.46%
2
MSFTMICROSOFT
427,331$143.7B5.24%
3
AMZNAMAZON COM INC COM
24,716$82.4B3.01%
4
GOOGLALPHABET CLASS A
19,877$57.6B2.10%
5
TTDTHE TRADE DESK INC COM CL A
623,650$57.2B2.09%
6
NVDANVIDIA CORP COM
183,914$54.1B1.97%
7
GOOGALPHABET CLASS C
17,890$51.8B1.89%
8
JPMJPMORGAN CHASE & CO
266,645$42.2B1.54%
9
BXBLACKSTONE GROUP INC COM CL A
312,496$40.4B1.48%
10
LRCXEURLAM RESEARCH CORP COM
53,026$38.1B1.39%
11
INMDINMODE LTD SHS
533,255$37.6B1.37%
12
SYNASYNAPTICS INC
121,942$35.3B1.29%
13
UNHUNITEDHEALTH GROUP INC
70,186$35.2B1.29%
14
ACNACCENTURE PLC
83,392$34.6B1.26%
15
NOWSERVICENOW INC COM
52,921$34.4B1.25%
16
ONON SEMICONDUCTOR CORP COM
489,355$33.2B1.21%
17
BACBANK AMER CORP
742,551$33.0B1.21%
18
APPSDIGITAL TURBINE INC COM NEW
534,358$32.6B1.19%
19
DWDMORGAN STANLEY
327,511$32.1B1.17%
20
HDHOME DEPOT INC
74,016$30.7B1.12%
21
NUENUCOR CORP
268,032$30.6B1.12%
22
DISWALT DISNEY CO
194,885$30.2B1.10%
23
ZTSZOETIS INC CL A
120,588$29.4B1.07%
24
GSGOLDMAN SACHS GROUP INC COM
76,832$29.4B1.07%
25
MRVLMARVELL TECHNOLOGY GROUP LTD C
334,218$29.2B1.07%
26
KEYSKEYSIGHT TECHNOLOGIES INC COM
140,966$29.1B1.06%
27
MAMASTERCARD INC CL A
80,398$28.9B1.05%
28
ELLAUDER ESTEE COS INC CL A
77,523$28.7B1.05%
29
MUMICRON TECHNOLOGY INC COM
303,483$28.3B1.03%
30
ETNEATON CORP PLC SHS
159,304$27.5B1.00%
31
PGPROCTER & GAMBLE COMPANY
167,948$27.5B1.00%
32
METAFACEBOOK INC CL A
81,474$27.4B1.00%
33
NEENEXTERA ENERGY INC COM
292,350$27.3B1.00%
34
HZNPHORIZON THERAPEUTICS PUB L SHS
250,742$27.0B0.99%
35
IQVIQVIA HOLDINGS INC
95,225$26.9B0.98%
36
DHRDANAHER CORP SHS BEN INT
80,417$26.5B0.97%
37
DEDEERE & CO COM
76,784$26.3B0.96%
38
KLICKULICKE & SOFFA INDS INC COM
434,199$26.3B0.96%
39
BRK/BBERKSHIRE HATHAWAY INC DEL CL
86,625$25.9B0.94%
40
CVSCVS CORP
250,559$25.8B0.94%
41
TMOTHERMO FISHER SCIENTIFIC INC
37,031$24.7B0.90%
42
COSTCOSTCO WHSL CORP NEW
42,929$24.4B0.89%
43
BLKCHFBLACKROCK INC COM
26,533$24.3B0.89%
44
TNLTRAVEL PLUS LEISURE CO COM
437,126$24.2B0.88%
45
ANETEURARISTA NETWORKS INC COM
167,280$24.0B0.88%
46
CITCINTAS CORP COM
54,243$24.0B0.88%
47
CZRCAESARS ENTERTAINMENT INC NECO
250,756$23.5B0.86%
48
CBRECBRE GROUP INC CL A
209,459$22.7B0.83%
49
JNJJOHNSON & JOHNSON
132,854$22.7B0.83%
50
DHID R HORTON INC COM
207,290$22.5B0.82%
51
STZCONSTELLATION BRANDS INC
89,321$22.4B0.82%
52
PEPPEPSICO INC
126,730$22.0B0.80%
53
TRVCCITIGROUP INC
364,048$22.0B0.80%
54
APTVAPTIV PLC SHS
133,095$22.0B0.80%
55
CVXCHEVRON CORP
186,638$21.9B0.80%
56
TWNKEURHOSTESS BRANDS INC CL A
1,055,840$21.6B0.79%
57
LLYLILLY, ELI AND COMPANY
77,075$21.3B0.78%
58
COPCONOCOPHILLIPS
293,425$21.2B0.77%
59
DECKDECKERS OUTDOOR CORP COM
57,106$20.9B0.76%
60
AREALEXANDRIA REAL ESTATE EQ INCO
93,127$20.8B0.76%
61
JECUSDJACOBS ENGR GROUP INC DEL COM
147,134$20.5B0.75%
62
LAMRLAMAR ADVERTISING CO NEW CL A
166,701$20.2B0.74%
63
HSTHOST MARRIOTT CORP NEW COM
1,159,948$20.2B0.74%
64
UBERUBER TECHNOLOGIES INC COM
476,406$20.0B0.73%
65
DYHTARGET CORP
85,251$19.7B0.72%
66
BURLBURLINGTON STORES INC COM
67,325$19.6B0.72%
67
AWCAMERICAN WTR WKS CO INC NEW CO
102,519$19.4B0.71%
68
NFLXNETFLIX INC COM
32,136$19.4B0.71%
69
DOWDOW INC COM
334,030$18.9B0.69%
70
TEXTEREX CORP NEW COM
421,077$18.5B0.68%
71
ABBVABBVIE INC COM
136,319$18.5B0.67%
72
XOMEXXON MOBIL CORP
301,279$18.4B0.67%
73
ULTAULTA SALON COSMETCS & FRAG ICO
44,623$18.4B0.67%
74
AMEAMETEK INC NEW COM
122,312$18.0B0.66%
75
ALSALLSTATE CORP
147,452$17.3B0.63%
76
SIGSIGNET JEWELERS LIMITED SHS
198,056$17.2B0.63%
77
MCKMCKESSON CORP COM
68,115$16.9B0.62%
78
UNPUNION PAC CORP
67,020$16.9B0.62%
79
GXOGXO LOGISTICS INCORPORATED COM
178,556$16.2B0.59%
80
DARDARLING INTL INC COM
230,605$16.0B0.58%
81
PXDEURPIONEER NAT RES CO COM
86,882$15.8B0.58%
82
VOOVANGUARD INDEX FDS S&P 500 ETF
36,160$15.8B0.58%
83
GTLSCHART INDS INC COM
95,624$15.3B0.56%
84
CRMSALESFORCE COM INC COM
59,549$15.1B0.55%
85
BACVERIZON COMMUNICATIONS
291,087$15.1B0.55%
86
MARMARRIOTT INTL INC NEW CL A
91,378$15.1B0.55%
87
KOCOCA COLA CO
247,681$14.7B0.54%
88
0J7QIAC INTERACTIVECORP NEW COM NE
110,600$14.5B0.53%
89
WWEUSDWORLD WRESTLING ENTMT INC CL A
288,112$14.2B0.52%
90
REGNREGENERON PHARMACEUTICALS COM
22,018$13.9B0.51%
91
AEEAMEREN CORP COM
152,783$13.6B0.50%
92
MRKMERCK & COMPANY
171,135$13.1B0.48%
93
MTCHMATCH GROUP INC NEW COM
95,706$12.7B0.46%
94
DALDELTA AIR LINES INC DEL COM N
281,241$11.0B0.40%
95
XPOXPO LOGISTICS INC COM
135,676$10.5B0.38%
96
ALAIR LEASE CORP CL A
210,957$9.3B0.34%
97
ALVAUTOLIV INC
84,051$8.7B0.32%
98
MDTMEDTRONIC PLC
77,511$8.0B0.29%
99
MDLZMONDELEZ INTL INC COM
109,467$7.3B0.26%
100
SPYSPDR TR UNIT SER 1
13,500$6.4B0.23%
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