Bragg Financial Advisors, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1327055
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.2B
Holdings
362
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bragg Financial Advisors, Inc disclosed 362 positions worth $3.2B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 2.4% of the equity portfolio. During the quarter the fund opened 10 new positions and exited 3 — including a new stake in $FAF. The portfolio is most concentrated in Technology (27.6% of disclosed assets). All figures are sourced directly from Bragg Financial Advisors, Inc’s Form 13F-HR filing with the SEC under CIK 1327055.
AI Fund Analysis
Diversifying
$AAPL2.4% weight
Held 9 quarters
VANGUARD INDEX FDS
2.0% weight
Held 9 quarters
$MSFT2.0% weight
Held 9 quarters
$SNX1.7% weight
Held 9 quarters
$GOOG1.6% weight
Held 9 quarters
$HSY8 quarters accumulating
$SNX7 quarters accumulating
$UGI7 quarters accumulating
$RLI7 quarters accumulating
$NJR7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$76.5M301,441 sh VANGUARD INDEX FDS
—Quality
$64.4M296,360 sh- 83.7#15
Quality
$63.1M170,430 sh - 55.2
Quality
$53.1M314,584 sh - 80.2
Quality
$51.9M181,000 sh - 74.8
Quality
$50.9M148,966 sh - 70.3
Quality
$48.1M1,321,705 sh - 73.8
Quality
$46.3M811,118 sh VANGUARD INSTL INDEX FD
—Quality
$45.8M605,802 shVANGUARD INDEX FDS
—Quality
$41.7M137,928 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $76.5M | 301,441 |
| VANGUARD INDEX FDS | — | $64.4M | 296,360 |
| MICROSOFT CORP$MSFT | 83.7#15 | $63.1M | 170,430 |
| TD SYNNEX CORP$SNX | 55.2 | $53.1M | 314,584 |
 Alphabet Inc.$GOOGL | 80.2 | $51.9M | 181,000 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $50.9M | 148,966 |
| UGI CORP /PA/$UGI | 70.3 | $48.1M | 1,321,705 |
| RLI CORP$RLI | 73.8 | $46.3M | 811,118 |
| VANGUARD INSTL INDEX FD | — | $45.8M | 605,802 |
| VANGUARD INDEX FDS | — | $41.7M | 137,928 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bragg Financial Advisors, Inc's 362 positions.
Showing top 10 of 362 holdings.
Sector Allocation
Technology
$872.0M
Other
$539.6M
Financials
$455.9M
Industrials
$358.8M
Consumer Discretionary
$300.8M
Healthcare
$130.6M
Consumer Staples
$122.2M
Energy
$103.4M
Full Holdings — Bragg Financial Advisors, Inc (Q1 2026)
All 362 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $76.5M | 2.4% | +0% | 76.1 |
| 2 | — | VANGUARD INDEX FDS | $64.4M | 2.0% | +0% | — |
| 3 | $MSFT | MICROSOFT CORP | $63.1M | 2.0% | +3% | 83.7 |
| 4 | $SNX | TD SYNNEX CORP | $53.1M | 1.7% | +0% | 55.2 |
| 5 | $GOOGL | Alphabet Inc. | $51.9M | 1.6% | -1% | 80.2 |
| 6 | $AMAT | APPLIED MATERIALS INC /DE | $50.9M | 1.6% | -4% | 74.8 |
| 7 | $UGI | UGI CORP /PA/ | $48.1M | 1.5% | +0% | 70.3 |
| 8 | $RLI | RLI CORP | $46.3M | 1.5% | +4% | 73.8 |
| 9 | — | VANGUARD INSTL INDEX FD | $45.8M | 1.4% | -1% | — |
| 10 | — | VANGUARD INDEX FDS | $41.7M | 1.3% | +2% | — |
| 11 | $NJR | NEW JERSEY RESOURCES CORP | $41.4M | 1.3% | +1% | 79.3 |
| 12 |  $ARW | ARROW ELECTRONICS, INC. | $38.5M | 1.2% | +1% | 51.4 |
| 13 |  $OSK | OSHKOSH CORP | $37.9M | 1.2% | +0% | 53 |
| 14 |  $AVGO | Broadcom Inc. | $36.1M | 1.1% | -1% | 86.4 |
| 15 |  $GLW | CORNING INC /NY | $34.2M | 1.1% | -4% | 72.7 |
| 16 |  $IMKTA | INGLES MARKETS INC | $34.1M | 1.1% | +2% | 50.6 |
| 17 |  $LFUS | LITTELFUSE INC /DE | $34.0M | 1.1% | +0% | 58.7 |
| 18 | — | VANGUARD STAR FDS | $33.8M | 1.1% | +2% | — |
| 19 |  $VSH | VISHAY INTERTECHNOLOGY INC | $33.4M | 1.1% | +5% | 35.3 |
| 20 | — | VANGUARD INDEX FDS | $33.3M | 1.1% | +8% | — |
| 21 |  $IDCC | InterDigital, Inc. | $33.3M | 1.1% | -19% | 76.2 |
| 22 | — | VANGUARD INDEX FDS | $33.0M | 1.0% | +2% | — |
| 23 | — | VANGUARD MUN BD FDS | $32.6M | 1.0% | +6% | — |
| 24 |  $SFBS | ServisFirst Bancshares, Inc. | $32.1M | 1.0% | +5% | — |
| 25 | — | VANGUARD INDEX FDS | $32.0M | 1.0% | +3% | — |
| 26 |  $META | Meta Platforms, Inc. | $31.9M | 1.0% | +5% | 80.9 |
| 27 |  $FN | Fabrinet | $30.4M | 1.0% | -3% | 72.4 |
| 28 |  $AX | Axos Financial, Inc. | $30.3M | 1.0% | +0% | 34.3 |
| 29 |  $CNO | CNO Financial Group, Inc. | $30.1M | 0.9% | +6% | 49.1 |
| 30 |  $MDU | MDU RESOURCES GROUP INC | $30.1M | 0.9% | +1% | 31.6 |
| 31 |  $NNI | NELNET INC | $29.2M | 0.9% | +7% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $29.2M | 0.9% | +3% | 35.6 |
| 33 |  $PVH | PVH CORP. /DE/ | $29.2M | 0.9% | +5% | 45.3 |
| 34 | — | VANGUARD INDEX FDS | $29.1M | 0.9% | +4% | — |
| 35 |  $AMZN | AMAZON COM INC | $28.9M | 0.9% | +1% | 74.6 |
| 36 |  $NVDA | NVIDIA CORP | $28.7M | 0.9% | +11% | 90.2 |
| 37 |  $ORCL | ORACLE CORP | $28.6M | 0.9% | +2% | 67.2 |
| 38 |  $AGCO | AGCO CORP /DE | $27.8M | 0.9% | +0% | 50.7 |
| 39 |  $AXP | AMERICAN EXPRESS CO | $27.3M | 0.9% | +1% | 73.2 |
| 40 |  $JBTM | JBT MAREL Corp | $27.3M | 0.9% | +14% | 55.7 |
| 41 |  $WMT | Walmart Inc. | $27.2M | 0.9% | -2% | 63.2 |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $27.2M | 0.9% | +0% | 72.3 |
| 43 |  $CSGS | CSG SYSTEMS INTERNATIONAL INC | $27.1M | 0.9% | -17% | 51.4 |
| 44 |  $MTG | MGIC INVESTMENT CORP | $26.9M | 0.8% | +5% | 67.1 |
| 45 |  $FAF | First American Financial Corp | $26.9M | 0.8% | NEW | 65 |
| 46 |  $SCHL | SCHOLASTIC CORP | $26.3M | 0.8% | +1% | 45.5 |
| 47 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $26.0M | 0.8% | +0% | 50.8 |
| 48 |  $TEX | TEREX CORP | $25.4M | 0.8% | NEW | 49.9 |
| 49 |  $DORM | Dorman Products, Inc. | $25.3M | 0.8% | NEW | 63.1 |
| 50 |  $SYNA | SYNAPTICS Inc | $25.2M | 0.8% | +1% | 45.3 |
| 51 |  $ETN | Eaton Corp plc | $24.6M | 0.8% | +1% | — |
| 52 |  $PLUS | EPLUS INC | $23.2M | 0.7% | +70% | 56 |
| 53 |  $SFM | Sprouts Farmers Market, Inc. | $22.4M | 0.7% | +1% | 73.4 |
| 54 |  $DAR | DARLING INGREDIENTS INC. | $22.0M | 0.7% | +0% | 46.6 |
| 55 |  $RTX | RTX Corp | $21.9M | 0.7% | -1% | 70 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $21.7M | 0.7% | -1% | 72.8 |
| 57 |  $MCD | MCDONALDS CORP | $21.6M | 0.7% | +2% | 73.9 |
| 58 |  $XOM | EXXON MOBIL CORP | $21.6M | 0.7% | +1% | 61.8 |
| 59 |  $TJX | TJX COMPANIES INC /DE/ | $20.7M | 0.7% | +1% | 70.7 |
| 60 |  $GIII | G III APPAREL GROUP LTD /DE/ | $20.4M | 0.6% | +0% | — |
| 61 |  $UPBD | UPBOUND GROUP, INC. | $20.3M | 0.6% | +2% | 59.3 |
| 62 |  $AMD | ADVANCED MICRO DEVICES INC | $20.0M | 0.6% | +0% | 78.8 |
| 63 |  $AAP | ADVANCE AUTO PARTS INC | $19.8M | 0.6% | +1% | 42.3 |
| 64 |  $HMN | HORACE MANN EDUCATORS CORP /DE/ | $19.4M | 0.6% | +0% | 67.1 |
| 65 |  $COST | COSTCO WHOLESALE CORP /NEW | $19.2M | 0.6% | +1% | 67 |
| 66 | — | VANGUARD SCOTTSDALE FDS | $18.8M | 0.6% | +2% | — |
| 67 |  $AMGN | AMGEN INC | $18.0M | 0.6% | -0% | 79.5 |
| 68 |  $LEVI | LEVI STRAUSS & CO | $17.6M | 0.6% | +0% | 58.8 |
| 69 |  $HD | HOME DEPOT, INC. | $17.3M | 0.6% | +1% | 69.2 |
| 70 |  $ASML | ASML HOLDING NV | $17.2M | 0.5% | +0% | — |
| 71 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $16.8M | 0.5% | +4% | 66.7 |
| 72 |  $ABBV | AbbVie Inc. | $16.1M | 0.5% | +1% | 59.3 |
| 73 |  $SAIC | Science Applications International Corp | $16.0M | 0.5% | +0% | 55.3 |
| 74 |  $MRK | Merck & Co., Inc. | $16.0M | 0.5% | -9% | 70.9 |
| 75 |  $RY | ROYAL BANK OF CANADA | $15.9M | 0.5% | -1% | — |
| 76 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $15.9M | 0.5% | +2% | — |
| 77 |  $PGR | PROGRESSIVE CORP/OH/ | $15.6M | 0.5% | +14% | 83.6 |
| 78 |  $MA | Mastercard Inc | $15.6M | 0.5% | +4% | 81.7 |
| 79 |  $GE | GENERAL ELECTRIC CO | $15.4M | 0.5% | -0% | 74.8 |
| 80 |  $HON | HONEYWELL INTERNATIONAL INC | $15.4M | 0.5% | +2% | 65.7 |
| 81 |  $TT | Trane Technologies plc | $14.9M | 0.5% | +5% | — |
| 82 | — | IAC INC | $14.8M | 0.5% | -0% | — |
| 83 |  $DCO | DUCOMMUN INC /DE/ | $14.8M | 0.5% | +0% | 38.4 |
| 84 |  $UNP | UNION PACIFIC CORP | $14.7M | 0.5% | +3% | 74 |
| 85 |  $DIS | Walt Disney Co | $14.6M | 0.5% | +5% | 68.9 |
| 86 |  $AMP | AMERIPRISE FINANCIAL INC | $14.5M | 0.5% | -1% | 70.2 |
| 87 |  $PG | PROCTER & GAMBLE Co | $14.5M | 0.5% | +2% | 72.9 |
| 88 |  $BKNG | Booking Holdings Inc. | $14.2M | 0.5% | +3% | 55.3 |
| 89 |  $SO | SOUTHERN CO | $14.1M | 0.5% | +1% | 65.1 |
| 90 | — | VANGUARD SCOTTSDALE FDS | $14.0M | 0.4% | -2% | — |
| 91 |  $RJF | RAYMOND JAMES FINANCIAL INC | $14.0M | 0.4% | +4% | 63.8 |
| 92 | $GOOG | Alphabet Inc. | $13.9M | 0.4% | -1% | 80.2 |
| 93 |  $COP | CONOCOPHILLIPS | $13.7M | 0.4% | +4% | 74.8 |
| 94 |  $LLY | ELI LILLY & Co | $13.0M | 0.4% | +6% | 89.3 |
| 95 |  $DHR | DANAHER CORP /DE/ | $13.0M | 0.4% | +2% | 63.9 |
| 96 |  $SHEL | Shell plc | $12.5M | 0.4% | +3% | — |
| 97 |  $ACN | Accenture plc | $12.0M | 0.4% | +5% | — |
| 98 |  $QCOM | QUALCOMM INC/DE | $11.9M | 0.4% | -2% | 81.9 |
| 99 |  $TSLA | Tesla, Inc. | $11.9M | 0.4% | +3% | 50.1 |
| 100 |  $ABT | ABBOTT LABORATORIES | $11.8M | 0.4% | +3% | 67 |
| 101 | — | AMERICAN CENTY ETF TR | $11.5M | 0.4% | +34% | — |
| 102 |  $BLK | BlackRock, Inc. | $11.4M | 0.4% | +4% | 70.3 |
| 103 |  $PEP | PEPSICO INC | $11.2M | 0.3% | +4% | 62.7 |
| 104 |  $TMUS | T-Mobile US, Inc. | $11.2M | 0.3% | +16% | 72.7 |
| 105 | — | ISHARES TR | $10.3M | 0.3% | +1% | — |
| 106 |  $PLD | Prologis, Inc. | $10.1M | 0.3% | +2% | 67.5 |
| 107 |  $BX | Blackstone Inc. | $9.7M | 0.3% | +12% | 68 |
| 108 |  $CRM | Salesforce, Inc. | $9.6M | 0.3% | +7% | 75.2 |
| 109 |  $RIO | RIO TINTO PLC | $9.6M | 0.3% | +0% | — |
| 110 |  $CCZ | COMCAST CORP | $9.5M | 0.3% | +10% | 70.4 |
| 111 |  $DE | DEERE & CO | $9.5M | 0.3% | +9% | 57.4 |
| 112 |  $NEE | NEXTERA ENERGY INC | $9.3M | 0.3% | +3% | 71.7 |
| 113 |  $UNH | UNITEDHEALTH GROUP INC | $9.0M | 0.3% | +6% | 66.8 |
| 114 |  $NTB | Bank of N.T. Butterfield & Son Ltd | $8.2M | 0.3% | NEW | — |
| 115 |  $ADBE | ADOBE INC. | $7.9M | 0.3% | +8% | 80.4 |
| 116 |  $TXN | TEXAS INSTRUMENTS INC | $7.7M | 0.2% | -4% | 70.4 |
| 117 |  $GGG | GRACO INC | $7.7M | 0.2% | -0% | 67.2 |
| 118 |  $PFE | PFIZER INC | $7.7M | 0.2% | -4% | 69 |
| 119 | — | ISHARES TR | $7.6M | 0.2% | +7% | — |
| 120 |  $SPY | SPDR S&P 500 ETF TRUST | $7.4M | 0.2% | +0% | — |
| 121 |  $LOW | LOWES COMPANIES INC | $7.3M | 0.2% | -1% | 63.5 |
| 122 |  $SYK | STRYKER CORP | $7.3M | 0.2% | +6% | 69.8 |
| 123 |  $CVX | CHEVRON CORP | $7.2M | 0.2% | -1% | 54.7 |
| 124 |  $EQIX | EQUINIX INC | $7.2M | 0.2% | +4% | 61.4 |
| 125 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.2M | 0.2% | +4% | 63.7 |
| 126 |  $KO | COCA COLA CO | $6.8M | 0.2% | -2% | 74 |
| 127 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.6M | 0.2% | -0% | 64.5 |
| 128 |  $SBUX | STARBUCKS CORP | $6.4M | 0.2% | -5% | 54.6 |
| 129 |  $NFLX | NETFLIX INC | $6.3M | 0.2% | +23% | 86.7 |
| 130 |  $NKE | NIKE, Inc. | $5.9M | 0.2% | +23% | 53.4 |
| 131 |  $PANW | Palo Alto Networks Inc | $5.2M | 0.2% | +10% | 66.5 |
| 132 |  $CSW | CSW INDUSTRIALS, INC. | $5.2M | 0.2% | -0% | 64.1 |
| 133 |  $FSBC | FIVE STAR BANCORP | $5.2M | 0.2% | +33% | — |
| 134 |  $APD | Air Products & Chemicals, Inc. | $5.1M | 0.2% | -23% | 41.2 |
| 135 | — | DIMENSIONAL ETF TRUST | $5.1M | 0.2% | -5% | — |
| 136 |  $GEV | GE Vernova Inc. | $5.0M | 0.2% | -3% | 70.1 |
| 137 |  $LIN | LINDE PLC | $5.0M | 0.2% | +66% | — |
| 138 |  $DUK | Duke Energy CORP | $4.8M | 0.1% | -1% | 64 |
| 139 |  $ECG | Everus Construction Group, Inc. | $4.6M | 0.1% | -74% | 67 |
| 140 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.3M | 0.1% | +0% | 64.5 |
| 141 |  $BXP | BXP, Inc. | $4.3M | 0.1% | +9% | 50.9 |
| 142 |  $CEG | Constellation Energy Corp | $4.2M | 0.1% | +11% | 62.5 |
| 143 |  $PFH | PRUDENTIAL FINANCIAL INC | $4.1M | 0.1% | -29% | 58.6 |
| 144 |  $CAT | CATERPILLAR INC | $4.0M | 0.1% | -2% | 67.8 |
| 145 | $HSY | HERSHEY CO | $4.0M | 0.1% | +3% | 59.4 |
| 146 |  $FISV | FISERV INC | $4.0M | 0.1% | +23% | 67.4 |
| 147 |  $SHW | SHERWIN WILLIAMS CO | $4.0M | 0.1% | +83% | 65.3 |
| 148 |  $PYPL | PayPal Holdings, Inc. | $3.9M | 0.1% | +6% | 70.5 |
| 149 |  $TFC | TRUIST FINANCIAL CORP | $3.9M | 0.1% | -1% | — |
| 150 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $3.9M | 0.1% | +1% | 46.3 |
| 151 | — | SPDR SERIES TRUST | $3.8M | 0.1% | +100% | — |
| 152 |  $CNXC | Concentrix Corp | $3.8M | 0.1% | +0% | 49.1 |
| 153 |  $VLO | VALERO ENERGY CORP/TX | $3.7M | 0.1% | -0% | 51.4 |
| 154 | — | VANGUARD INDEX FDS | $3.7M | 0.1% | -1% | — |
| 155 | — | VANGUARD SCOTTSDALE FDS | $3.6M | 0.1% | -2% | — |
| 156 | — | ISHARES TR | $3.5M | 0.1% | +1% | — |
| 157 |  $NOW | ServiceNow, Inc. | $3.5M | 0.1% | +16% | 76 |
| 158 |  $__PARK_1390777 | Bank of New York Mellon Corp | $3.4M | 0.1% | -2% | 36.7 |
| 159 | — | VANGUARD INDEX FDS | $3.4M | 0.1% | -5% | — |
| 160 | — | VANGUARD INDEX FDS | $3.4M | 0.1% | -0% | — |
| 161 |  $GD | GENERAL DYNAMICS CORP | $3.2M | 0.1% | +0% | 73 |
| 162 |  $FSTR | FOSTER L B CO | $3.2M | 0.1% | +0% | 35.2 |
| 163 | — | VANGUARD SCOTTSDALE FDS | $3.1M | 0.1% | -3% | — |
| 164 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3.0M | 0.1% | +48% | 72.9 |
| 165 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.1% | +3% | 68.4 |
| 166 |  $PSA | Public Storage | $2.9M | 0.1% | +392% | 73.9 |
| 167 | — | ISHARES TR | $2.6M | 0.1% | +0% | — |
| 168 | — | SELECT SECTOR SPDR TR | $2.6M | 0.1% | +1% | — |
| 169 |  $GWW | W.W. GRAINGER, INC. | $2.6M | 0.1% | -4% | 69.5 |
| 170 | — | SPDR SERIES TRUST | $2.6M | 0.1% | -0% | — |
| 171 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.5M | 0.1% | -50% | 69.8 |
| 172 | — | ISHARES TR | $2.4M | 0.1% | +17% | — |
| 173 | — | VANGUARD SCOTTSDALE FDS | $2.3M | 0.1% | +11% | — |
| 174 | — | VANGUARD INDEX FDS | $2.3M | 0.1% | +9% | — |
| 175 |  $ATI | ATI INC | $2.3M | 0.1% | +0% | 64.5 |
| 176 | $META | Meta Platforms, Inc. | $2.3M | 0.1% | -4% | 80.9 |
| 177 | — | VANGUARD WORLD FD | $2.3M | 0.1% | -1% | — |
| 178 | — | VANGUARD INDEX FDS | $2.3M | 0.1% | +6% | — |
| 179 | — | VANGUARD TAX-MANAGED FDS | $2.2M | 0.1% | +28% | — |
| 180 | — | SELECT SECTOR SPDR TR | $2.2M | 0.1% | +1% | — |
| 181 | — | ISHARES TR | $2.1M | 0.1% | -0% | — |
| 182 |  $BDX | BECTON DICKINSON & CO | $2.1M | 0.1% | -6% | 50.7 |
| 183 |  $ZTS | Zoetis Inc. | $2.1M | 0.1% | +267% | 72.6 |
| 184 |  $DRI | DARDEN RESTAURANTS INC | $2.0M | 0.1% | -6% | 68.6 |
| 185 | — | ISHARES TR | $2.0M | 0.1% | +7% | — |
| 186 |  $LOB | Live Oak Bancshares, Inc. | $2.0M | 0.1% | +0% | — |
| 187 |  $EXC | EXELON CORP | $2.0M | 0.1% | -7% | 63.9 |
| 188 |  $PWR | QUANTA SERVICES, INC. | $1.9M | 0.1% | -33% | 62.6 |
| 189 |  $IR | Ingersoll Rand Inc. | $1.9M | 0.1% | -3% | 55.4 |
| 190 |  $TROW | PRICE T ROWE GROUP INC | $1.9M | 0.1% | -6% | 75.8 |
| 191 |  $PSX | Phillips 66 | $1.9M | 0.1% | -1% | 47.6 |
| 192 |  $FLO | FLOWERS FOODS INC | $1.8M | 0.1% | -1% | 57.2 |
| 193 | — | VANGUARD SPECIALIZED FUNDS | $1.8M | 0.1% | -8% | — |
| 194 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.8M | 0.1% | -4% | 70.1 |
| 195 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.1% | +0% | — |
| 196 | — | VANGUARD CHARLOTTE FDS | $1.7M | 0.1% | -0% | — |
| 197 |  $IVZ | Invesco Ltd. | $1.6M | 0.1% | +0% | — |
| 198 | — | VANGUARD SCOTTSDALE FDS | $1.5M | 0.1% | +0% | — |
| 199 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.1% | +0% | — |
| 200 | — | VANGUARD WORLD FD | $1.4M | 0.0% | -3% | — |
| 201 | — | VANGUARD ADMIRAL FDS INC | $1.4M | 0.0% | +0% | — |
| 202 |  $ELV | Elevance Health, Inc. | $1.3M | 0.0% | +0% | 59.4 |
| 203 | — | ISHARES TR | $1.3M | 0.0% | +0% | — |
| 204 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.0% | +4% | — |
| 205 |  $INTC | INTEL CORP | $1.3M | 0.0% | -1% | 41.5 |
| 206 |  $CL | COLGATE PALMOLIVE CO | $1.2M | 0.0% | -5% | 72.4 |
| 207 |  $COKE | Coca-Cola Consolidated, Inc. | $1.2M | 0.0% | -6% | 65.1 |
| 208 | — | ISHARES TR | $1.2M | 0.0% | +0% | — |
| 209 | — | ISHARES TR | $1.2M | 0.0% | +0% | — |
| 210 | — | ISHARES TR | $1.2M | 0.0% | +0% | — |
| 211 |  $V | VISA INC. | $1.1M | 0.0% | +4% | 83.5 |
| 212 | — | VANGUARD WORLD FD | $1.1M | 0.0% | +4% | — |
| 213 |  $STT | STATE STREET CORP | $1.1M | 0.0% | -4% | 61.5 |
| 214 | — | ISHARES TR | $1.1M | 0.0% | -3% | — |
| 215 | — | SPDR SERIES TRUST | $1.1M | 0.0% | +0% | — |
| 216 | — | ISHARES TR | $1.1M | 0.0% | -1% | — |
| 217 | — | VANGUARD INDEX FDS | $1.0M | 0.0% | -1% | — |
| 218 | — | ISHARES TR | $1.0M | 0.0% | +2% | — |
| 219 |  $AFL | AFLAC INC | $1.0M | 0.0% | -0% | 60.3 |
| 220 |  $MMM | 3M CO | $1.0M | 0.0% | -0% | 60.7 |
| 221 | — | ISHARES TR | $1.0M | 0.0% | +4% | — |
| 222 |  $DD | DuPont de Nemours, Inc. | $995,028 | 0.0% | -4% | 31.1 |
| 223 |  $CNC | CENTENE CORP | $982,200 | 0.0% | +0% | 52.7 |
| 224 |  $PPG | PPG INDUSTRIES INC | $954,973 | 0.0% | -58% | 57.1 |
| 225 |  $WFC | WELLS FARGO & COMPANY/MN | $949,632 | 0.0% | -3% | — |
| 226 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $944,579 | 0.0% | +1% | 65.9 |
| 227 |  $VZ | VERIZON COMMUNICATIONS INC | $921,263 | 0.0% | -27% | 71.6 |
| 228 |  $DECK | DECKERS OUTDOOR CORP | $904,914 | 0.0% | -74% | 83.2 |
| 229 |  $ADP | AUTOMATIC DATA PROCESSING INC | $901,307 | 0.0% | -4% | 77.9 |
| 230 |  $BALL | BALL Corp | $862,947 | 0.0% | +8% | 54.2 |
| 231 | — | ISHARES TR | $845,420 | 0.0% | -1% | — |
| 232 |  $Q | Qnity Electronics, Inc. | $843,198 | 0.0% | -27% | — |
| 233 |  $VSEC | VSE CORP | $807,304 | 0.0% | -88% | 56.4 |
| 234 | — | SPDR SERIES TRUST | $801,385 | 0.0% | +180% | — |
| 235 |  $YUM | YUM BRANDS INC | $780,510 | 0.0% | +0% | 71.7 |
| 236 | — | ISHARES TR | $779,460 | 0.0% | +0% | — |
| 237 |  $ALLE | Allegion plc | $755,944 | 0.0% | -5% | — |
| 238 | — | ISHARES TR | $743,573 | 0.0% | +0% | — |
| 239 |  $NU | Nu Holdings Ltd. | $737,137 | 0.0% | +6% | — |
| 240 |  $SCHW | SCHWAB CHARLES CORP | $734,454 | 0.0% | -0% | 77.2 |
| 241 | — | ISHARES TR | $733,990 | 0.0% | -0% | — |
| 242 |  $T | AT&T INC. | $726,368 | 0.0% | -1% | 71.9 |
| 243 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $719,744 | 0.0% | -2% | — |
| 244 |  $SYY | SYSCO CORP | $699,819 | 0.0% | -2% | 58.4 |
| 245 |  $GIS | GENERAL MILLS INC | $692,255 | 0.0% | -3% | 64.1 |
| 246 |  $MDLZ | Mondelez International, Inc. | $691,508 | 0.0% | -0% | 53.9 |
| 247 | — | VANGUARD WORLD FD | $673,995 | 0.0% | +0% | — |
| 248 | — | SPDR SERIES TRUST | $673,182 | 0.0% | +22% | — |
| 249 | — | AMERICAN CENTY ETF TR | $669,762 | 0.0% | +9% | — |
| 250 |  $CARR | CARRIER GLOBAL Corp | $665,303 | 0.0% | -3% | 61.5 |
| 251 | — | SCHWAB STRATEGIC TR | $655,165 | 0.0% | +23% | — |
| 252 |  $ADI | ANALOG DEVICES INC | $654,414 | 0.0% | +3% | 76.2 |
| 253 | — | SELECT SECTOR SPDR TR | $652,623 | 0.0% | +4% | — |
| 254 | — | VANGUARD WHITEHALL FDS | $648,975 | 0.0% | -4% | — |
| 255 |  $BA | BOEING CO | $648,042 | 0.0% | +1% | 51.8 |
| 256 | — | ISHARES TR | $637,904 | 0.0% | +1% | — |
| 257 | — | ISHARES TR | $635,988 | 0.0% | +0% | — |
| 258 | — | PIMCO ETF TR | $625,550 | 0.0% | +19% | — |
| 259 | — | VANGUARD SCOTTSDALE FDS | $619,471 | 0.0% | +3% | — |
| 260 | — | ISHARES TR | $613,221 | 0.0% | +83% | — |
| 261 |  $FTV | Fortive Corp | $581,878 | 0.0% | -4% | 55.9 |
| 262 | — | VANGUARD WORLD FD | $561,996 | 0.0% | -0% | — |
| 263 |  $DELL | Dell Technologies Inc. | $561,664 | 0.0% | +0% | 76 |
| 264 | — | VANGUARD SCOTTSDALE FDS | $557,982 | 0.0% | +14% | — |
| 265 |  $D | DOMINION ENERGY, INC | $551,749 | 0.0% | -9% | 74.9 |
| 266 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $550,305 | 0.0% | -1% | — |
| 267 | — | VANGUARD WORLD FD | $549,667 | 0.0% | +0% | — |
| 268 | — | ISHARES TR | $543,858 | 0.0% | +0% | — |
| 269 |  $MTZ | MASTEC INC | $540,845 | 0.0% | -2% | 59.7 |
| 270 | — | SPDR SERIES TRUST | $532,748 | 0.0% | +11% | — |
| 271 | — | VANGUARD WORLD FD | $520,889 | 0.0% | +0% | — |
| 272 |  $ITW | ILLINOIS TOOL WORKS INC | $517,197 | 0.0% | +2% | 71.2 |
| 273 | — | SELECT SECTOR SPDR TR | $515,628 | 0.0% | +0% | — |
| 274 | — | VANGUARD INTL EQUITY INDEX F | $515,526 | 0.0% | +0% | — |
| 275 |  $QRVO | Qorvo, Inc. | $514,556 | 0.0% | -95% | 64.3 |
| 276 | — | SELECT SECTOR SPDR TR | $513,978 | 0.0% | -3% | — |
| 277 | — | SPDR SERIES TRUST | $496,035 | 0.0% | +1% | — |
| 278 | — | VANGUARD ADMIRAL FDS INC | $490,452 | 0.0% | +15% | — |
| 279 | — | ISHARES TR | $488,152 | 0.0% | +0% | — |
| 280 | — | VANGUARD WORLD FD | $475,356 | 0.0% | +0% | — |
| 281 |  $BE | Bloom Energy Corp | $474,215 | 0.0% | -53% | 54.4 |
| 282 |  $ENB | ENBRIDGE INC | $470,434 | 0.0% | -4% | — |
| 283 | — | INVESCO EXCHANGE TRADED FD T | $465,810 | 0.0% | -4% | — |
| 284 |  $WAT | WATERS CORP /DE/ | $460,697 | 0.0% | NEW | 69.9 |
| 285 | — | SCHWAB STRATEGIC TR | $460,378 | 0.0% | +1% | — |
| 286 | — | VANGUARD WORLD FD | $450,139 | 0.0% | -1% | — |
| 287 |  $FITB | FIFTH THIRD BANCORP | $449,780 | 0.0% | +1% | — |
| 288 |  $IAU | ISHARES GOLD TRUST | $447,853 | 0.0% | +15% | — |
| 289 | — | SELECT SECTOR SPDR TR | $439,626 | 0.0% | +5% | — |
| 290 | $STT | STATE STREET CORP | $439,017 | 0.0% | NEW | 61.5 |
| 291 |  $PNFP | Pinnacle Financial Partners, Inc. | $435,783 | 0.0% | -1% | — |
| 292 |  $GLD | SPDR GOLD TRUST | $432,872 | 0.0% | -5% | — |
| 293 |  $SPG | SIMON PROPERTY GROUP INC. | $424,729 | 0.0% | -3% | 76.9 |
| 294 | — | ISHARES TR | $421,384 | 0.0% | -4% | — |
| 295 |  $WM | WASTE MANAGEMENT INC | $417,069 | 0.0% | +15% | 70.7 |
| 296 |  $MU | MICRON TECHNOLOGY INC | $403,719 | 0.0% | +0% | 88.4 |
| 297 |  $MFC | MANULIFE FINANCIAL CORP | $401,907 | 0.0% | +0% | — |
| 298 |  $SOLS | Solstice Advanced Materials Inc. | $397,784 | 0.0% | -48% | — |
| 299 |  $MS | MORGAN STANLEY | $397,766 | 0.0% | +3% | — |
| 300 |  $GPC | GENUINE PARTS CO | $390,747 | 0.0% | +0% | 54.2 |
| 301 |  $WT | WisdomTree, Inc. | $388,801 | 0.0% | +0% | 62.9 |
| 302 | — | VANGUARD WORLD FD | $379,305 | 0.0% | +2% | — |
| 303 |  $COF | CAPITAL ONE FINANCIAL CORP | $376,171 | 0.0% | -5% | 71 |
| 304 | — | VANGUARD WORLD FD | $374,632 | 0.0% | +7% | — |
| 305 | — | ISHARES TR | $370,974 | 0.0% | +0% | — |
| 306 |  $KLAC | KLA CORP | $368,103 | 0.0% | NEW | 84.4 |
| 307 |  $MET | METLIFE INC | $357,349 | 0.0% | +4% | 73.9 |
| 308 |  $PM | Philip Morris International Inc. | $355,978 | 0.0% | +0% | 80.5 |
| 309 |  $CTVA | Corteva, Inc. | $354,847 | 0.0% | +0% | 48.4 |
| 310 | — | NUSHARES ETF TR | $350,830 | 0.0% | +5% | — |
| 311 |  $CRWD | CrowdStrike Holdings, Inc. | $348,246 | 0.0% | +1% | 55 |
| 312 |  $MPC | Marathon Petroleum Corp | $347,224 | 0.0% | +2% | 50.7 |
| 313 |  $NSC | NORFOLK SOUTHERN CORP | $346,122 | 0.0% | +0% | 70.8 |
| 314 |  $VLTO | Veralto Corp | $344,308 | 0.0% | -6% | 74.4 |
| 315 |  $LMT | LOCKHEED MARTIN CORP | $333,624 | 0.0% | -3% | 65 |
| 316 | — | VANGUARD MALVERN FDS | $323,726 | 0.0% | +6% | — |
| 317 | — | VANGUARD ADMIRAL FDS INC | $318,447 | 0.0% | +0% | — |
| 318 | — | SCHWAB STRATEGIC TR | $312,473 | 0.0% | -9% | — |
| 319 | — | VANGUARD INTL EQUITY INDEX F | $306,333 | 0.0% | +0% | — |
| 320 | — | SPDR SERIES TRUST | $305,706 | 0.0% | +7% | — |
| 321 | — | VANGUARD WORLD FD | $302,407 | 0.0% | -2% | — |
| 322 |  $APH | AMPHENOL CORP /DE/ | $297,176 | 0.0% | NEW | 80.5 |
| 323 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $296,321 | 0.0% | -4% | 70.9 |
| 324 |  $SSB | SouthState Bank Corp | $291,068 | 0.0% | +0% | — |
| 325 |  $EFX | EQUIFAX INC | $290,453 | 0.0% | +0% | 69.4 |
| 326 |  $CB | Chubb Ltd | $288,774 | 0.0% | +2% | — |
| 327 | — | SELECT SECTOR SPDR TR | $285,105 | 0.0% | +1% | — |
| 328 |  $FDX | FEDEX CORP | $274,680 | 0.0% | -5% | 60.3 |
| 329 |  $EW | Edwards Lifesciences Corp | $273,314 | 0.0% | +1% | 67.6 |
| 330 | — | ISHARES INC | $273,211 | 0.0% | NEW | — |
| 331 |  $CW | CURTISS WRIGHT CORP | $272,448 | 0.0% | +0% | 70.7 |
| 332 | — | ISHARES TR | $267,279 | 0.0% | -0% | — |
| 333 | — | DIMENSIONAL ETF TRUST | $266,911 | 0.0% | -59% | — |
| 334 |  $NUE | NUCOR CORP | $266,502 | 0.0% | -5% | 58.9 |
| 335 |  $TRV | TRAVELERS COMPANIES, INC. | $264,846 | 0.0% | -8% | 71.5 |
| 336 |  $MCK | MCKESSON CORP | $264,801 | 0.0% | +5% | 63.7 |
| 337 | — | ISHARES TR | $264,020 | 0.0% | +27% | — |
| 338 | — | NUSHARES ETF TR | $263,981 | 0.0% | +20% | — |
| 339 |  $SPGI | S&P Global Inc. | $263,286 | 0.0% | +22% | 79.4 |
| 340 |  $VMC | Vulcan Materials CO | $254,601 | 0.0% | -1% | 66.6 |
| 341 |  $CAH | CARDINAL HEALTH INC | $254,206 | 0.0% | +0% | 58.6 |
| 342 | — | ISHARES TR | $252,294 | 0.0% | +18% | — |
| 343 |  $INTU | INTUIT INC. | $242,566 | 0.0% | +0% | 82 |
| 344 | — | ISHARES TR | $242,235 | 0.0% | +0% | — |
| 345 | — | ISHARES TR | $236,400 | 0.0% | -37% | — |
| 346 | — | SPDR SERIES TRUST | $231,686 | 0.0% | -94% | — |
| 347 |  $YUMC | Yum China Holdings, Inc. | $229,266 | 0.0% | +0% | 65.2 |
| 348 | — | AMERICAN CENTY ETF TR | $228,767 | 0.0% | -54% | — |
| 349 | — | ISHARES TR | $228,141 | 0.0% | +0% | — |
| 350 |  $BF-A | BROWN FORMAN CORP | $227,887 | 0.0% | -16% | 65.1 |
| 351 |  $FDUS | FIDUS INVESTMENT Corp | $226,652 | 0.0% | +0% | — |
| 352 | — | DIMENSIONAL ETF TRUST | $225,847 | 0.0% | -78% | — |
| 353 |  $PLTR | Palantir Technologies Inc. | $218,835 | 0.0% | NEW | 85.8 |
| 354 | — | VANGUARD INDEX FDS | $216,090 | 0.0% | -92% | — |
| 355 |  $IDXX | IDEXX LABORATORIES INC /DE | $215,766 | 0.0% | +1% | 73.6 |
| 356 |  $DAL | DELTA AIR LINES, INC. | $215,662 | 0.0% | +1% | 64.4 |
| 357 | — | VANGUARD INTL EQUITY INDEX F | $213,824 | 0.0% | +0% | — |
| 358 |  $EMR | EMERSON ELECTRIC CO | $208,715 | 0.0% | +0% | 65.9 |
| 359 |  $ICE | Intercontinental Exchange, Inc. | $208,239 | 0.0% | NEW | 73.8 |
| 360 |  $DLTR | DOLLAR TREE, INC. | $206,427 | 0.0% | +1% | 53.2 |
| 361 | — | ISHARES TR | $205,153 | 0.0% | +0% | — |
| 362 | — | DIMENSIONAL ETF TRUST | $200,587 | 0.0% | -91% | — |
New Positions (10)
$FAF First American Financial Corp$26.9M$TEX TEREX CORP$25.4M$DORM Dorman Products, Inc.$25.3M$NTB Bank of N.T. Butterfield & Son Ltd$8.2M$WAT WATERS CORP /DE/$460,697$KLAC KLA CORP$368,103$APH AMPHENOL CORP /DE/$297,176 ISHARES INC$273,211
$PLTR Palantir Technologies Inc.$218,835$ICE Intercontinental Exchange, Inc.$208,239
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