Bragg Financial Advisors, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1327055
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.7B
Holdings
363
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bragg Financial Advisors, Inc disclosed 363 positions worth $3.7B in its Form 13F-HR for Q2 2026, led by $AMAT (APPLIED MATERIALS INC /DE) at 2.8% of the equity portfolio, followed by $AAPL and $SNX. During the quarter the fund opened 12 new positions and exited 11 — including a new stake in $VNT and a full exit from $CSGS. The portfolio is most concentrated in Technology (30.1% 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
Concentrating
$AMAT2.8% weight
Held 10 quarters
$AAPL2.3% weight
Held 10 quarters
$SNX2.0% weight
Held 10 quarters
VANGUARD INDEX FDS - SM CP
1.9% weight
Held 10 quarters
$MSFT1.7% weight
Held 10 quarters
$UGI8 quarters accumulating
$ARW8 quarters accumulating
$RLI8 quarters accumulating
$SFBS8 quarters accumulating
$NJR8 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 72.3#157
Quality
$104.0M143,808 sh - 76.4#84
Quality
$87.0M300,663 sh - 58.4#1,015
Quality
$73.5M274,794 sh VANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$70.6M290,690 sh- 79.8
Quality
$64.8M173,801 sh - 78.2
Quality
$63.1M178,691 sh - 73.7
Quality
$60.6M237,059 sh - 48.3
Quality
$59.8M1,732,179 sh - 55.7
Quality
$57.3M268,624 sh - 79.8
Quality
$53.7M92,512 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| APPLIED MATERIALS INC /DE$AMAT | 72.3#157 | $104.0M | 143,808 |
| Apple Inc.$AAPL | 76.4#84 | $87.0M | 300,663 |
| TD SYNNEX CORP$SNX | 58.4#1,015 | $73.5M | 274,794 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $70.6M | 290,690 |
| MICROSOFT CORP$MSFT | 79.8 | $64.8M | 173,801 |
 Alphabet Inc.$GOOGL | 78.2 | $63.1M | 178,691 |
 CORNING INC /NY$GLW | 73.7 | $60.6M | 237,059 |
| UGI CORP /PA/$UGI | 48.3 | $59.8M | 1,732,179 |
| ARROW ELECTRONICS, INC.$ARW | 55.7 | $57.3M | 268,624 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $53.7M | 92,512 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bragg Financial Advisors, Inc's 363 positions.
Showing top 10 of 363 holdings.
Sector Allocation
Technology
$1.1B
Other
$611.1M
Financials
$538.6M
Industrials
$430.5M
Consumer Discretionary
$335.6M
Healthcare
$141.8M
Materials
$126.3M
Consumer Staples
$124.8M
Full Holdings — Bragg Financial Advisors, Inc (Q2 2026)
All 363 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 | $AMAT | APPLIED MATERIALS INC /DE | $104.0M | 2.8% | -3% | 72.3 |
| 2 | $AAPL | Apple Inc. | $87.0M | 2.3% | -0% | 76.4 |
| 3 | $SNX | TD SYNNEX CORP | $73.5M | 2.0% | -13% | 58.4 |
| 4 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $70.6M | 1.9% | -2% | — |
| 5 | $MSFT | MICROSOFT CORP | $64.8M | 1.7% | +2% | 79.8 |
| 6 | $GOOGL | Alphabet Inc. | $63.1M | 1.7% | -1% | 78.2 |
| 7 | $GLW | CORNING INC /NY | $60.6M | 1.6% | -6% | 73.7 |
| 8 | $UGI | UGI CORP /PA/ | $59.8M | 1.6% | +31% | 48.3 |
| 9 | $ARW | ARROW ELECTRONICS, INC. | $57.3M | 1.5% | +0% | 55.7 |
| 10 | $AMD | ADVANCED MICRO DEVICES INC | $53.7M | 1.4% | -6% | 79.8 |
| 11 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $51.2M | 1.4% | +1% | — |
| 12 |  $VSH | VISHAY INTERTECHNOLOGY INC | $50.4M | 1.4% | -50% | 48.8 |
| 13 | $RLI | RLI CORP | $50.1M | 1.3% | +5% | 74.5 |
| 14 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $45.9M | 1.2% | +0% | — |
| 15 | $SFBS | ServisFirst Bancshares, Inc. | $45.1M | 1.2% | +18% | 69.1 |
| 16 | $NJR | NEW JERSEY RESOURCES CORP | $45.0M | 1.2% | +7% | 69.5 |
| 17 |  $JBTM | JBT MAREL Corp | $45.0M | 1.2% | +46% | 64.3 |
| 18 |  $AVGO | Broadcom Inc. | $44.7M | 1.2% | +2% | 84.5 |
| 19 |  $CSCO | CISCO SYSTEMS, INC. | $39.9M | 1.1% | -3% | 70.3 |
| 20 | — | VANGUARD INDEX FDS - GROWTH ETF | $39.6M | 1.1% | +502% | — |
| 21 |  $OSK | OSHKOSH CORP | $39.5M | 1.1% | -0% | 45.2 |
| 22 |  $CNO | CNO Financial Group, Inc. | $39.5M | 1.1% | +6% | 54 |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK F | $38.2M | 1.0% | +2% | — |
| 24 |  $LFUS | LITTELFUSE INC /DE | $37.4M | 1.0% | -18% | 51.6 |
| 25 |  $NVDA | NVIDIA CORP | $36.9M | 1.0% | +12% | 85.9 |
| 26 |  $AX | Axos Financial, Inc. | $36.7M | 1.0% | +6% | 60.3 |
| 27 |  $DORM | Dorman Products, Inc. | $36.3M | 1.0% | +10% | 58.8 |
| 28 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $36.0M | 1.0% | +2% | — |
| 29 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $36.0M | 1.0% | +4% | — |
| 30 | — | VANGUARD INDEX FDS - VALUE ETF | $35.8M | 1.0% | +1% | — |
| 31 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $35.6M | 0.9% | +8% | — |
| 32 |  $VNT | Vontier Corp | $35.5M | 0.9% | NEW | 56.8 |
| 33 |  $IMKTA | INGLES MARKETS INC | $34.4M | 0.9% | +2% | 47.9 |
| 34 |  $META | Meta Platforms, Inc. | $34.2M | 0.9% | +9% | 79.6 |
| 35 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $33.5M | 0.9% | -0% | 50.2 |
| 36 |  $AMZN | AMAZON COM INC | $33.4M | 0.9% | +1% | 68.7 |
| 37 |  $PVH | PVH CORP. /DE/ | $33.2M | 0.9% | +7% | 48.4 |
| 38 |  $JPM | JPMORGAN CHASE & CO | $33.2M | 0.9% | +2% | 70.7 |
| 39 |  $NNI | NELNET INC | $33.1M | 0.9% | +10% | 65.3 |
| 40 |  $FAF | First American Financial Corp | $31.5M | 0.8% | +3% | 72.6 |
| 41 |  $TEX | TEREX CORP | $31.0M | 0.8% | -1% | 58.6 |
| 42 |  $SCHL | SCHOLASTIC CORP | $30.9M | 0.8% | -0% | 46.2 |
| 43 |  $MDU | MDU RESOURCES GROUP INC | $30.8M | 0.8% | -0% | 49.1 |
| 44 |  $IDCC | InterDigital, Inc. | $30.7M | 0.8% | -2% | 65 |
| 45 |  $AXP | AMERICAN EXPRESS CO | $30.5M | 0.8% | -0% | 69.4 |
| 46 |  $SYNA | SYNAPTICS Inc | $29.8M | 0.8% | -33% | 36.6 |
| 47 |  $ETN | Eaton Corp plc | $29.5M | 0.8% | +1% | — |
| 48 |  $MTG | MGIC INVESTMENT CORP | $28.9M | 0.8% | +0% | 56.6 |
| 49 |  $AGCO | AGCO CORP /DE | $28.8M | 0.8% | +0% | 51.8 |
| 50 |  $ORCL | ORACLE CORP | $28.7M | 0.8% | +1% | 66.2 |
| 51 |  $SFM | Sprouts Farmers Market, Inc. | $28.6M | 0.8% | +16% | 64.8 |
| 52 |  $PLUS | EPLUS INC | $26.0M | 0.7% | +1% | 49.9 |
| 53 |  $LEVI | LEVI STRAUSS & CO | $25.6M | 0.7% | +9% | 63.4 |
| 54 |  $AAP | ADVANCE AUTO PARTS INC | $25.6M | 0.7% | +10% | 38.6 |
| 55 |  $GIII | G III APPAREL GROUP LTD /DE/ | $25.6M | 0.7% | +3% | — |
| 56 |  $ASML | ASML HOLDING NV | $25.4M | 0.7% | -2% | — |
| 57 |  $UPBD | UPBOUND GROUP, INC. | $25.2M | 0.7% | +6% | 60.6 |
| 58 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $24.5M | 0.7% | +9% | — |
| 59 |  $DAR | DARLING INGREDIENTS INC. | $24.4M | 0.7% | +25% | 63.5 |
| 60 |  $WMT | Walmart Inc. | $24.0M | 0.6% | -3% | 60.2 |
| 61 |  $HMN | HORACE MANN EDUCATORS CORP /DE/ | $23.5M | 0.6% | -0% | 60.4 |
| 62 |  $DCO | DUCOMMUN INC /DE/ | $22.4M | 0.6% | -0% | 34.1 |
| 63 |  $JNJ | JOHNSON & JOHNSON | $22.1M | 0.6% | -2% | 69 |
| 64 |  $NTB | Bank of N.T. Butterfield & Son Ltd | $22.1M | 0.6% | +138% | — |
| 65 |  $RTX | RTX Corp | $21.6M | 0.6% | +0% | 73.2 |
| 66 |  $GE | GENERAL ELECTRIC CO | $20.7M | 0.6% | +2% | 73.8 |
| 67 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $20.2M | 0.5% | +4% | 70 |
| 68 |  $RY | ROYAL BANK OF CANADA | $20.2M | 0.5% | -1% | 74.8 |
| 69 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $19.9M | 0.5% | +6% | — |
| 70 |  $TJX | TJX COMPANIES INC /DE/ | $19.9M | 0.5% | +1% | 68.7 |
| 71 |  $MCD | MCDONALDS CORP | $19.2M | 0.5% | +2% | 69 |
| 72 |  $HD | HOME DEPOT, INC. | $18.9M | 0.5% | +2% | 60.3 |
| 73 |  $SAIC | Science Applications International Corp | $18.5M | 0.5% | -0% | 56.7 |
| 74 |  $ABBV | AbbVie Inc. | $18.5M | 0.5% | -1% | 72.6 |
| 75 |  $FN | Fabrinet | $18.3M | 0.5% | -44% | 62.8 |
| 76 |  $AMGN | AMGEN INC | $18.3M | 0.5% | -1% | 79.2 |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $18.2M | 0.5% | +1% | 66.2 |
| 78 |  $PGR | PROGRESSIVE CORP/OH/ | $18.1M | 0.5% | +5% | 80.1 |
| 79 |  $TT | Trane Technologies plc | $18.1M | 0.5% | +3% | — |
| 80 |  $LLY | ELI LILLY & Co | $17.9M | 0.5% | +6% | 87.5 |
| 81 |  $GOOG | Alphabet Inc. | $17.2M | 0.5% | -1% | 78.2 |
| 82 | — | PEOPLE INC - COM NEW | $17.0M | 0.5% | -0% | — |
| 83 |  $UNP | UNION PACIFIC CORP | $16.8M | 0.5% | +2% | 69.7 |
| 84 |  $XOM.R34088 | EXXON MOBIL CORP | $16.6M | 0.4% | -5% | 57.9 |
| 85 |  $MA | Mastercard Inc | $16.4M | 0.4% | +2% | 85.1 |
| 86 |  $MRK | Merck & Co., Inc. | $16.2M | 0.4% | -5% | 59.9 |
| 87 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000VAL | $16.1M | 0.4% | -2% | — |
| 88 |  $BKNG | Booking Holdings Inc. | $15.9M | 0.4% | +2551% | 58.5 |
| 89 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $15.2M | 0.4% | +17% | — |
| 90 |  $DIS | Walt Disney Co | $15.2M | 0.4% | +4% | 60.1 |
| 91 |  $PG | PROCTER & GAMBLE Co | $15.1M | 0.4% | +3% | 64.6 |
| 92 |  $RJF | RAYMOND JAMES FINANCIAL INC | $15.0M | 0.4% | +2% | 66.3 |
| 93 |  $AMP | AMERIPRISE FINANCIAL INC | $14.8M | 0.4% | -1% | 68.7 |
| 94 |  $SO | SOUTHERN CO | $14.2M | 0.4% | +1% | 62 |
| 95 |  $TSLA | Tesla, Inc. | $14.0M | 0.4% | +4% | 53.9 |
| 96 |  $UNH | UNITEDHEALTH GROUP INC | $13.7M | 0.4% | -0% | 62.7 |
| 97 |  $DHR | DANAHER CORP /DE/ | $13.2M | 0.3% | +2% | 64.8 |
| 98 |  $UTL | UNITIL CORP | $12.8M | 0.3% | NEW | 54.5 |
| 99 |  $BLK | BlackRock, Inc. | $11.8M | 0.3% | +4% | 70 |
| 100 |  $DE | DEERE & CO | $11.6M | 0.3% | +8% | 55.4 |
| 101 |  $PANW | Palo Alto Networks Inc | $11.5M | 0.3% | +4% | 65.5 |
| 102 |  $TXN | TEXAS INSTRUMENTS INC | $11.3M | 0.3% | -4% | 73.4 |
| 103 |  $COP | CONOCOPHILLIPS | $11.3M | 0.3% | +4% | 70.2 |
| 104 |  $SHEL | Shell plc | $10.8M | 0.3% | +3% | — |
| 105 | — | ISHARES TR - NATIONAL MUN ETF | $10.8M | 0.3% | +3% | — |
| 106 |  $ABT | ABBOTT LABORATORIES | $10.6M | 0.3% | +1% | 65.5 |
| 107 |  $BX | Blackstone Inc. | $10.5M | 0.3% | +6% | 74.4 |
| 108 |  $TMUS | T-Mobile US, Inc. | $10.4M | 0.3% | +17% | 69.1 |
| 109 |  $PLD | Prologis, Inc. | $10.1M | 0.3% | -3% | 68.3 |
| 110 |  $RIO | RIO TINTO PLC | $9.5M | 0.3% | -2% | — |
| 111 |  $NEE | NEXTERA ENERGY INC | $9.1M | 0.2% | +4% | 64.6 |
| 112 |  $CCZ | COMCAST CORP | $9.1M | 0.2% | +11% | 59.5 |
| 113 |  $PEP | PEPSICO INC | $8.8M | 0.2% | -10% | 63.4 |
| 114 | — | ISHARES TR - SHRT NAT MUN ETF | $8.6M | 0.2% | +12% | — |
| 115 |  $SPY | SPDR S&P 500 ETF TRUST | $8.6M | 0.2% | +1% | — |
| 116 |  $CRM | Salesforce, Inc. | $7.9M | 0.2% | -2% | 77 |
| 117 |  $HON | HONEYWELL INTERNATIONAL INC | $7.8M | 0.2% | -49% | 65 |
| 118 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.7M | 0.2% | +5% | 65.1 |
| 119 |  $HONA | Honeywell Aerospace Inc. | $7.7M | 0.2% | NEW | — |
| 120 |  $EQIX | EQUINIX INC | $7.5M | 0.2% | -2% | 59 |
| 121 |  $SYK | STRYKER CORP | $7.4M | 0.2% | +7% | 72.1 |
| 122 |  $KLAC | KLA CORP | $7.4M | 0.2% | +9742% | 78.6 |
| 123 |  $ACN | Accenture plc | $7.4M | 0.2% | -2% | — |
| 124 |  $SBUX | STARBUCKS CORP | $7.1M | 0.2% | -3% | 58.2 |
| 125 |  $GGG | GRACO INC | $6.9M | 0.2% | -0% | 63.4 |
| 126 |  $LOW | LOWES COMPANIES INC | $6.7M | 0.2% | -2% | 60.8 |
| 127 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.7M | 0.2% | -2% | 73.8 |
| 128 |  $FSBC | FIVE STAR BANCORP | $6.7M | 0.2% | +0% | 62 |
| 129 |  $ADBE | ADOBE INC. | $6.6M | 0.2% | -0% | 77.6 |
| 130 |  $GEV | GE Vernova Inc. | $6.6M | 0.2% | -3% | 81.1 |
| 131 |  $PFE | PFIZER INC | $6.5M | 0.2% | -1% | 62 |
| 132 |  $QCOM | QUALCOMM INC/DE | $6.3M | 0.2% | -63% | 70.5 |
| 133 |  $CAT | CATERPILLAR INC | $6.0M | 0.2% | +0% | 66.5 |
| 134 |  $LIN | LINDE PLC | $6.0M | 0.2% | +14% | — |
| 135 |  $ECG | Everus Construction Group, Inc. | $5.9M | 0.2% | -7% | 66.3 |
| 136 |  $BXP | BXP, Inc. | $5.7M | 0.1% | +5% | 59.2 |
| 137 |  $CVX | CHEVRON CORP | $5.6M | 0.1% | -2% | 62.8 |
| 138 |  $NKE | NIKE, Inc. | $5.6M | 0.1% | +21% | 49.3 |
| 139 |  $CSW | CSW INDUSTRIALS, INC. | $5.5M | 0.1% | -0% | 61.8 |
| 140 |  $APH | AMPHENOL CORP /DE/ | $5.5M | 0.1% | +1220% | 79.3 |
| 141 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $5.4M | 0.1% | -5% | — |
| 142 |  $PSA | Public Storage | $5.3M | 0.1% | +58% | 69.1 |
| 143 |  $NFLX | NETFLIX INC | $5.3M | 0.1% | +13% | 78.8 |
| 144 |  $SHW | SHERWIN WILLIAMS CO | $5.2M | 0.1% | +20% | 61.3 |
| 145 |  $FSTR | FOSTER L B CO | $5.1M | 0.1% | -0% | 45.7 |
| 146 |  $APD | Air Products & Chemicals, Inc. | $4.6M | 0.1% | -12% | 46.4 |
| 147 |  $DUK | Duke Energy CORP | $4.5M | 0.1% | -3% | 56.4 |
| 148 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.5M | 0.1% | +0% | 73.8 |
| 149 |  $FISV | FISERV INC | $4.4M | 0.1% | +26% | 60.7 |
| 150 |  $BNY | Bank of New York Mellon Corp | $4.1M | 0.1% | -1% | 74.1 |
| 151 |  $CEG | Constellation Energy Corp | $4.1M | 0.1% | +12% | 59.4 |
| 152 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.1M | 0.1% | -2% | — |
| 153 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $4.1M | 0.1% | -1% | 49 |
| 154 |  $INTC | INTEL CORP | $4.0M | 0.1% | -1% | 45.6 |
| 155 |  $PFH | PRUDENTIAL FINANCIAL INC | $3.9M | 0.1% | -14% | 58.7 |
| 156 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3.9M | 0.1% | +23% | 65.1 |
| 157 |  $CNXC | Concentrix Corp | $3.9M | 0.1% | +27% | 44.1 |
| 158 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.9M | 0.1% | -0% | — |
| 159 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $3.8M | 0.1% | +0% | — |
| 160 |  $TFC | TRUIST FINANCIAL CORP | $3.8M | 0.1% | -9% | 76.4 |
| 161 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.8M | 0.1% | -4% | — |
| 162 |  $PLTR | Palantir Technologies Inc. | $3.8M | 0.1% | +2081% | 84.6 |
| 163 | — | ISHARES TR - TIPS BD ETF | $3.7M | 0.1% | +7% | — |
| 164 |  $VLO | VALERO ENERGY CORP/TX | $3.7M | 0.1% | -5% | 57.8 |
| 165 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $3.7M | 0.1% | +4% | — |
| 166 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.5M | 0.1% | -6% | — |
| 167 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.5M | 0.1% | +1% | 67.6 |
| 168 |  $NOW | ServiceNow, Inc. | $3.5M | 0.1% | +5% | 72.9 |
| 169 |  $PYPL | PayPal Holdings, Inc. | $3.5M | 0.1% | -7% | 64.1 |
| 170 |  $KO | COCA COLA CO | $3.4M | 0.1% | -53% | 69.5 |
| 171 |  $HSY | HERSHEY CO | $3.3M | 0.1% | -1% | 65.7 |
| 172 |  $GD | GENERAL DYNAMICS CORP | $3.3M | 0.1% | -1% | 68.7 |
| 173 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $3.2M | 0.1% | +23% | — |
| 174 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $3.2M | 0.1% | +4% | — |
| 175 |  $ATI | ATI INC | $3.2M | 0.1% | +0% | 63.1 |
| 176 | — | VANGUARD WORLD FD - INF TECH ETF | $3.1M | 0.1% | +692% | — |
| 177 |  $GWW | W.W. GRAINGER, INC. | $3.0M | 0.1% | -5% | 61.8 |
| 178 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW | $3.0M | 0.1% | +2% | — |
| 179 | — | ISHARES TR - U.S. TECH ETF | $2.9M | 0.1% | -1% | — |
| 180 | — | ISHARES TR - S&P MC 400VL ETF | $2.9M | 0.1% | -1% | — |
| 181 | — | ISHARES TR - CORE S&P500 ETF | $2.8M | 0.1% | -1% | — |
| 182 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.7M | 0.1% | +3% | — |
| 183 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.6M | 0.1% | +296% | — |
| 184 |  $PWR | QUANTA SERVICES, INC. | $2.6M | 0.1% | +1% | 72.1 |
| 185 |  $LOB | Live Oak Bancshares, Inc. | $2.4M | 0.1% | +0% | 59.1 |
| 186 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.4M | 0.1% | -3% | — |
| 187 | $META | Meta Platforms, Inc. | $2.3M | 0.1% | +3% | 79.6 |
| 188 |  $TROW | PRICE T ROWE GROUP INC | $2.2M | 0.1% | -8% | 69 |
| 189 | — | ISHARES TR - BROAD USD HIGH | $2.2M | 0.1% | +9% | — |
| 190 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $2.1M | 0.1% | -1% | — |
| 191 |  $DRI | DARDEN RESTAURANTS INC | $2.1M | 0.1% | -2% | 64.1 |
| 192 |  $GS | GOLDMAN SACHS GROUP INC | $2.1M | 0.1% | +0% | 73.5 |
| 193 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.0M | 0.1% | -2% | — |
| 194 |  $IR | Ingersoll Rand Inc. | $1.9M | 0.1% | -1% | 64.4 |
| 195 |  $CNC | CENTENE CORP | $1.9M | 0.1% | +0% | 58.2 |
| 196 |  $UBER | Uber Technologies, Inc | $1.9M | 0.1% | NEW | 73.5 |
| 197 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $1.8M | 0.1% | +0% | — |
| 198 |  $IVZ | Invesco Ltd. | $1.8M | 0.1% | -2% | — |
| 199 |  $FLO | FLOWERS FOODS INC | $1.8M | 0.1% | +0% | 53.1 |
| 200 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.8M | 0.1% | +3% | — |
| 201 |  $ELV | Elevance Health, Inc. | $1.7M | 0.1% | +0% | 59 |
| 202 |  $EXC | EXELON CORP | $1.7M | 0.1% | -6% | 59.6 |
| 203 |  $PSX | Phillips 66 | $1.7M | 0.1% | -1% | 57.8 |
| 204 |  $BDX | BECTON DICKINSON & CO | $1.7M | 0.1% | -15% | 59 |
| 205 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.6M | 0.0% | +0% | — |
| 206 |  $ZTS | Zoetis Inc. | $1.6M | 0.0% | +27% | 68.6 |
| 207 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $1.6M | 0.0% | +4% | — |
| 208 |  $DELL | Dell Technologies Inc. | $1.5M | 0.0% | +3% | 71.2 |
| 209 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.5M | 0.0% | -9% | 70.4 |
| 210 | — | ISHARES TR - RUS 2000 GRW ETF | $1.5M | 0.0% | +0% | — |
| 211 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.5M | 0.0% | NEW | — |
| 212 |  $MU | MICRON TECHNOLOGY INC | $1.5M | 0.0% | +8% | 86.2 |
| 213 | — | ISHARES TR - SP SMCP600VL ETF | $1.5M | 0.0% | -1% | — |
| 214 | — | ISHARES TR - S&P SML 600 GWT | $1.5M | 0.0% | -0% | — |
| 215 | — | ISHARES TR - RUSSELL 2000 ETF | $1.4M | 0.0% | +9% | — |
| 216 | — | ISHARES TR - S&P MC 400GR ETF | $1.4M | 0.0% | -0% | — |
| 217 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.4M | 0.0% | -11% | — |
| 218 | — | PIMCO ETF TR - INTER MUN BD ACT | $1.3M | 0.0% | +112% | — |
| 219 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.3M | 0.0% | -8% | — |
| 220 |  $CL | COLGATE PALMOLIVE CO | $1.3M | 0.0% | -4% | 61.3 |
| 221 | — | VANGUARD WORLD FD - ESG US STK ETF | $1.3M | 0.0% | -3% | — |
| 222 | — | ISHARES TR - CORE S&P SCP ETF | $1.3M | 0.0% | +0% | — |
| 223 |  $V | VISA INC. | $1.3M | 0.0% | -3% | 82.9 |
| 224 |  $STT | STATE STREET CORP | $1.2M | 0.0% | +0% | 71.5 |
| 225 | — | SPDR SERIES TRUST - ST STR SP500FF | $1.2M | 0.0% | -3% | — |
| 226 |  $COKE | Coca-Cola Consolidated, Inc. | $1.2M | 0.0% | -4% | 63.4 |
| 227 | — | ISHARES TR - ESG AWARE MSCI | $1.2M | 0.0% | -4% | — |
| 228 |  $MMM | 3M CO | $1.1M | 0.0% | -1% | 64.9 |
| 229 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.1M | 0.0% | NEW | — |
| 230 |  $AFL | AFLAC INC | $1.1M | 0.0% | +0% | 61.3 |
| 231 | — | ISHARES TR - ESG AW MSCI EAFE | $1.1M | 0.0% | -2% | — |
| 232 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.0M | 0.0% | -2% | 61.7 |
| 233 |  $Q | Qnity Electronics, Inc. | $1.0M | 0.0% | -12% | 68.4 |
| 234 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $981,589 | 0.0% | -11% | — |
| 235 |  $WFC | WELLS FARGO & COMPANY/MN | $966,437 | 0.0% | -2% | 61.8 |
| 236 |  $ADP | AUTOMATIC DATA PROCESSING INC | $964,105 | 0.0% | -3% | 69.8 |
| 237 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $960,060 | 0.0% | +19% | — |
| 238 |  $DD | DuPont de Nemours, Inc. | $946,089 | 0.0% | -68% | 47 |
| 239 | — | ISHARES TR - RUS MID CAP ETF | $908,375 | 0.0% | +9% | — |
| 240 | — | ISHARES TR - MSCI EAFE ETF | $898,770 | 0.0% | -1% | — |
| 241 |  $BALL | BALL Corp | $881,962 | 0.0% | -3% | 61.1 |
| 242 |  $CARR | CARRIER GLOBAL Corp | $868,391 | 0.0% | +0% | 56.6 |
| 243 |  $VZ | VERIZON COMMUNICATIONS INC | $849,503 | 0.0% | +9% | 65.8 |
| 244 | — | ISHARES TR - CORE S&P MCP ETF | $849,059 | 0.0% | +0% | — |
| 245 |  $NU | Nu Holdings Ltd. | $829,647 | 0.0% | -3% | — |
| 246 |  $ADI | ANALOG DEVICES INC | $823,731 | 0.0% | +1% | 79.2 |
| 247 |  $YUM | YUM BRANDS INC | $802,498 | 0.0% | +0% | 73.7 |
| 248 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $770,196 | 0.0% | +11% | — |
| 249 |  $SYY | SYSCO CORP | $768,017 | 0.0% | -6% | 54.7 |
| 250 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $728,300 | 0.0% | -21% | — |
| 251 | — | ISHARES TR - RUS MD CP GR ETF | $726,780 | 0.0% | +0% | — |
| 252 | — | ISHARES TR - RUS 1000 GRW ETF | $720,683 | 0.0% | +218% | — |
| 253 | — | ISHARES TR - RUS MDCP VAL ETF | $720,455 | 0.0% | +0% | — |
| 254 |  $ALLE | Allegion plc | $719,731 | 0.0% | -2% | — |
| 255 |  $DECK | DECKERS OUTDOOR CORP | $710,321 | 0.0% | -21% | 70 |
| 256 |  $SCHW | SCHWAB CHARLES CORP | $709,280 | 0.0% | -2% | 79.4 |
| 257 |  $MDLZ | Mondelez International, Inc. | $692,345 | 0.0% | -0% | 56.4 |
| 258 | — | SPDR SERIES TRUST - ST INTER BD ETF | $687,202 | 0.0% | +2% | — |
| 259 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $684,868 | 0.0% | -3% | — |
| 260 |  $BA | BOEING CO | $683,180 | 0.0% | -3% | 61.6 |
| 261 |  $D | DOMINION ENERGY, INC | $678,170 | 0.0% | +11% | 69.9 |
| 262 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $672,418 | 0.0% | -3% | — |
| 263 |  $FTV | Fortive Corp | $665,637 | 0.0% | +4% | 57 |
| 264 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $662,549 | 0.0% | +8% | — |
| 265 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $652,457 | 0.0% | +0% | — |
| 266 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $642,618 | 0.0% | +21% | — |
| 267 |  $MTZ | MASTEC INC | $632,828 | 0.0% | -10% | 58.8 |
| 268 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $630,972 | 0.0% | +0% | — |
| 269 |  $GIS | GENERAL MILLS INC | $629,324 | 0.0% | -3% | 50.7 |
| 270 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $627,556 | 0.0% | +0% | — |
| 271 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $610,265 | 0.0% | +0% | — |
| 272 | — | ISHARES TR - 0-3 MTH TREASURY | $605,430 | 0.0% | -1% | — |
| 273 | — | ISHARES TR - MSCI ACWI EX US | $604,542 | 0.0% | +0% | — |
| 274 | — | VANGUARD WORLD FD - CONSUM STP ETF | $595,745 | 0.0% | -12% | — |
| 275 |  $PPG | PPG INDUSTRIES INC | $588,863 | 0.0% | -46% | 59.1 |
| 276 |  $CRWD | CrowdStrike Holdings, Inc. | $582,276 | 0.0% | -14% | 67.7 |
| 277 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $573,205 | 0.0% | +3% | — |
| 278 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $569,041 | 0.0% | -12% | — |
| 279 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $560,768 | 0.0% | -1% | — |
| 280 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $547,862 | 0.0% | NEW | — |
| 281 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $543,805 | 0.0% | +447% | — |
| 282 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $535,500 | 0.0% | -9% | — |
| 283 | — | VANGUARD WORLD FD - COMM SRVC ETF | $532,828 | 0.0% | +0% | — |
| 284 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $525,112 | 0.0% | +0% | — |
| 285 |  $T | AT&T INC. | $523,525 | 0.0% | +1% | 65.7 |
| 286 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $521,199 | 0.0% | -7% | — |
| 287 |  $FITB | FIFTH THIRD BANCORP | $520,352 | 0.0% | -5% | 63.2 |
| 288 | $STT | STATE STREET CORP | $512,812 | 0.0% | +0% | 71.5 |
| 289 |  $PNFP | Pinnacle Financial Partners, Inc. | $510,352 | 0.0% | +0% | 54.5 |
| 290 |  $ENB | ENBRIDGE INC | $509,950 | 0.0% | +8% | 66.7 |
| 291 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $505,879 | 0.0% | +2% | — |
| 292 |  $VSEC | VSE CORP | $499,958 | 0.0% | -50% | 56.5 |
| 293 |  $MS | MORGAN STANLEY | $491,663 | 0.0% | -3% | 75.8 |
| 294 | — | ISHARES TR - PFD AND INCM SEC | $490,889 | 0.0% | +0% | — |
| 295 |  $ITW | ILLINOIS TOOL WORKS INC | $488,469 | 0.0% | -9% | 63.6 |
| 296 |  $MFC | MANULIFE FINANCIAL CORP | $462,777 | 0.0% | -2% | — |
| 297 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $457,743 | 0.0% | -0% | — |
| 298 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $456,109 | 0.0% | +67% | — |
| 299 | — | VANGUARD WORLD FD - FINANCIALS ETF | $445,335 | 0.0% | -9% | — |
| 300 | — | ISHARES TR - ESG AWRE USD ETF | $445,179 | 0.0% | +6% | — |
| 301 |  $WAT | WATERS CORP /DE/ | $444,423 | 0.0% | -23% | 60.4 |
| 302 |  $WT | WisdomTree, Inc. | $438,333 | 0.0% | +0% | 59.9 |
| 303 |  $SPG | SIMON PROPERTY GROUP INC. | $434,552 | 0.0% | -15% | 76.7 |
| 304 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $433,936 | 0.0% | -8% | — |
| 305 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $419,773 | 0.0% | +29% | — |
| 306 | — | ISHARES TR - EAFE GRWTH ETF | $414,444 | 0.0% | +0% | — |
| 307 |  $MET | METLIFE INC | $413,743 | 0.0% | -3% | 56.2 |
| 308 |  $COF | CAPITAL ONE FINANCIAL CORP | $413,679 | 0.0% | +0% | 62.4 |
| 309 | — | VANGUARD WORLD FD - ESG US CORP BD | $401,288 | 0.0% | +6% | — |
| 310 |  $WM | WASTE MANAGEMENT INC | $399,847 | 0.0% | -1% | 67.6 |
| 311 | — | NUSHARES ETF TR - NUVEEN ESG MIDVL | $393,542 | 0.0% | +0% | — |
| 312 |  $IAU | ISHARES GOLD TRUST | $382,987 | 0.0% | -0% | — |
| 313 |  $NSC | NORFOLK SOUTHERN CORP | $379,396 | 0.0% | +0% | 63.2 |
| 314 |  $GPC | GENUINE PARTS CO | $376,947 | 0.0% | -14% | 52.7 |
| 315 |  $PM | Philip Morris International Inc. | $372,494 | 0.0% | -4% | 75.9 |
| 316 |  $GLD | SPDR GOLD TRUST | $370,591 | 0.0% | +0% | — |
| 317 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $368,112 | 0.0% | -2% | — |
| 318 |  $MPC | Marathon Petroleum Corp | $363,563 | 0.0% | +0% | 61 |
| 319 | — | ISHARES INC - CORE MSCI EMKT | $360,437 | 0.0% | +11% | — |
| 320 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $356,629 | 0.0% | +0% | — |
| 321 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $355,510 | 0.0% | -3% | — |
| 322 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $350,618 | 0.0% | +0% | 73.7 |
| 323 |  $VLTO | Veralto Corp | $343,990 | 0.0% | -0% | 65.5 |
| 324 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $341,617 | 0.0% | +0% | — |
| 325 |  $AMT | AMERICAN TOWER CORP /MA/ | $338,263 | 0.0% | -86% | 66.3 |
| 326 |  $CTVA | Corteva, Inc. | $333,594 | 0.0% | -7% | 47.2 |
| 327 | — | VANGUARD WORLD FD - ENERGY ETF | $322,930 | 0.0% | -1% | — |
| 328 |  $SOLS | Solstice Advanced Materials Inc. | $321,264 | 0.0% | -31% | 61.6 |
| 329 | — | ISHARES TR - CORE MSCI EAFE | $314,791 | 0.0% | +12% | — |
| 330 |  $SSB | SouthState Bank Corp | $314,286 | 0.0% | +0% | 77 |
| 331 |  $NUE | NUCOR CORP | $308,064 | 0.0% | -12% | 61.7 |
| 332 |  $DAL | DELTA AIR LINES, INC. | $303,834 | 0.0% | +0% | 57.5 |
| 333 |  $CW | CURTISS WRIGHT CORP | $303,104 | 0.0% | +0% | 69.5 |
| 334 | — | NUSHARES ETF TR - NUVEEN ESG MIDCP | $301,765 | 0.0% | +0% | — |
| 335 |  $EW | Edwards Lifesciences Corp | $299,242 | 0.0% | -3% | 69.4 |
| 336 |  $TRV | TRAVELERS COMPANIES, INC. | $297,108 | 0.0% | -1% | 75.9 |
| 337 | — | ISHARES TR - S&P 500 GRWT ETF | $287,438 | 0.0% | +0% | — |
| 338 |  $CAH | CARDINAL HEALTH INC | $285,785 | 0.0% | +0% | 62.4 |
| 339 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $281,665 | 0.0% | +9% | — |
| 340 | — | ISHARES TR - ESG AWR US AGRGT | $280,525 | 0.0% | +5% | — |
| 341 | — | VANGUARD WORLD FD - MATERIALS ETF | $275,464 | 0.0% | -10% | — |
| 342 |  $CB | Chubb Ltd | $270,889 | 0.0% | -10% | — |
| 343 |  $VMC | Vulcan Materials CO | $270,525 | 0.0% | -2% | 63.5 |
| 344 |  $LRCX | LAM RESEARCH CORP | $270,398 | 0.0% | NEW | 79.4 |
| 345 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $258,115 | 0.0% | +4% | — |
| 346 |  $EFX | EQUIFAX INC | $253,318 | 0.0% | -1% | 64.8 |
| 347 | — | SPDR SERIES TRUST - ST STR SP BIOT | $252,567 | 0.0% | NEW | — |
| 348 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $252,321 | 0.0% | -11% | — |
| 349 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $251,474 | 0.0% | -6% | — |
| 350 | — | ISHARES TR - ESG AWR MSCI USA | $250,416 | 0.0% | -14% | — |
| 351 |  $FDUS | FIDUS INVESTMENT Corp | $248,120 | 0.0% | +0% | — |
| 352 |  $FDX | FEDEX CORP | $241,481 | 0.0% | +0% | 60.3 |
| 353 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $232,199 | 0.0% | +0% | — |
| 354 |  $MCK | MCKESSON CORP | $231,214 | 0.0% | +0% | 63.4 |
| 355 | — | ISHARES TR - ISHARES BIOTECH | $231,081 | 0.0% | +0% | — |
| 356 |  $LMT | LOCKHEED MARTIN CORP | $230,276 | 0.0% | -18% | 65.6 |
| 357 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $229,673 | 0.0% | +0% | — |
| 358 |  $DLTR | DOLLAR TREE, INC. | $227,991 | 0.0% | +0% | 68 |
| 359 | — | ISHARES TR - 1 3 YR TREAS BD | $224,653 | 0.0% | -1% | — |
| 360 |  $USB | US BANCORP \DE\ | $215,055 | 0.0% | NEW | 65.3 |
| 361 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $206,779 | 0.0% | NEW | — |
| 362 |  $IDXX | IDEXX LABORATORIES INC /DE | $201,101 | 0.0% | -1% | 73.8 |
| 363 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $200,595 | 0.0% | NEW | — |
New Positions (12)
$VNT Vontier Corp$35.5M$UTL UNITIL CORP$12.8M$HONA Honeywell Aerospace Inc.$7.7M$UBER Uber Technologies, Inc$1.9M FIDELITY COVINGTON TRUST - ENHANCED LARGE$1.5M
DIMENSIONAL ETF TRUST - INTERNATNAL VAL$1.1M
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT$547,862
$LRCX LAM RESEARCH CORP$270,398 SPDR SERIES TRUST - ST STR SP BIOT$252,567
$USB US BANCORP \DE\$215,055 VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX$206,779
SCHWAB STRATEGIC TR - FUNDAMENTAL US L$200,595
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