account_balance
Investment manager · 13F filer · SEC CIK 872080
Braun Stacey Associates Inc
Reported value$3.48Bas of Sep 30, 2026
Positions114 11 new, 10 sold out
Top 10 weight36.6%NVDA alone is 8%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.7%Added +5%
AAPLApple Inc.
6.5%
MSFTMicrosoft Corp
5.6%Added +12%
GOOGLAlphabet Inc.
3.4%Added +4%
AMZNAmazon.com Inc
3.2%
MUMicron Technology Inc
2.7%Trimmed −9%
METAMeta Platforms, Inc.
2.0%Trimmed −6%
LITELumentum Holdings Inc.
2.0%Trimmed −3%
STXSeagate Technology Holdings PLC
1.8%New
XOMExxonMobil Holdings Corp
1.7%
AVGOBroadcom Inc.
1.7%−18%
JPMJPMorgan Chase & Co
1.7%
NVDANVIDIA Corp
7.7%Added +5%
AAPLApple Inc.
6.5%
MSFTMicrosoft Corp
5.6%+12%
GOOGLAlphabet Inc.
3.4%+4%
AMZNAmazon.com Inc
3.2%
MUMicron Technology Inc
2.7%
META2.0%LITE2.0%STX1.8%XOM1.7%AVGOJPM1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.7% Added +5%AAPL Apple Inc. 6.5% HeldMSFT Microsoft Corp 5.6% Added +12%GOOGL Alphabet Inc. 3.4% Added +4%AMZN Amazon.com Inc 3.2% HeldMU Micron Technology Inc 2.7% Trimmed −9%META Meta Platforms, Inc. 2.0% Trimmed −6%LITE Lumentum Holdings Inc. 2.0% Trimmed −3%STX Seagate Technology Holdings PLC 1.8% NewXOM ExxonMobil Holdings Corp 1.7% HeldAVGO Broadcom Inc. 1.7% Trimmed −18%JPM JPMorgan Chase & Co 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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