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The Analysis of BRAUN STACEY ASSOCIATES INC's Holdings & P&L

Currently, BRAUN STACEY ASSOCIATES INC holds 112 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in MRK (+246.0K shares, valued at $29.6M), TDY (+27.4K shares, valued at $16.6M), R (+59.5K shares, valued at $12.2M); decreased their positions in LITE (-16.9K shares, valued at $11.9M), MU (-29.9K shares, valued at $10.1M), WDC (-35.9K shares, valued at $9.7M); initiated new positions in MRK (+246.0K shares, valued at $29.6M), TDY (+27.4K shares, valued at $16.6M), R (+59.5K shares, valued at $12.2M).

1M P&L

+48.8M+1.44%

3M P&L

+219.2M+6.80%

HY P&L

+451.4M+15.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors337.3M

11.2%

2Internet Content & Information198.6M

6.6%

3Consumer Electronics165.6M

5.5%

Top Industries by Stock Count

1N/A13 stocks

11.8%

2Drug Manufacturers - General5 stocks

4.5%

3Semiconductors5 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.1M shares0.16%2026-03-312026-04-22

AAPL APPLE INC652.5K shares0.03%2026-03-312026-04-22

MSFT MICROSOFT CORP341.3K shares0.47%2026-03-312026-04-22

AMZN AMAZON.COM INC448.1K shares-0.33%2026-03-312026-04-22

GOOGL ALPHABET INC CAP STOCK CL A317.1K shares1.53%2026-03-312026-04-22

AVGO BROADCOM INC228.8K shares-3.38%2026-03-312026-04-22

LITE LUMENTUM HOLDINGS INC91.8K shares-15.55%2026-03-312026-04-22

XOM EXXON MOBILE CORP379.6K shares-0.66%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC CL A106.3K shares-3.19%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO CL A241.1K shares-6.37%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP207.5K shares-14.74%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO178.2K shares-2.24%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC143.1K shares-17.28%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC206.3K shares-4.66%2026-03-312026-04-22

GOOG ALPHABET INC CAP STOCK CL C162.4K shares0.15%2026-03-312026-04-22

WELL WELLTOWER INC222.1K shares-0.93%2026-03-312026-04-22

Sponsored

PWR QUANTA SERVICES INC74.0K shares-3.88%2026-03-312026-04-22

TJX TJX COS INC241.2K shares-0.36%2026-03-312026-04-22

LLY ELI LILLY & CO41.6K shares-0.51%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON153.1K shares2.88%2026-03-312026-04-22

RTX RTX CORPORATION191.0K shares0.01%2026-03-312026-04-22

ETR ENTERGY CORP313.8K shares-0.87%2026-03-312026-04-22

LRCX LAM RESEARCH CORP NEW160.8K shares-1.57%2026-03-312026-04-22

BRK.B BERKSHIRE HATHAWAY INC CL B NE71.6K shares-1.60%2026-03-312026-04-22

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TRV TRAVELERS COMPANIES INC116.4K shares-0.65%2026-03-312026-04-22

CME CME GROUP INC111.8K shares7.25%2026-03-312026-04-22

GEV GE VERNOVA INC37.7K shares-2.93%2026-03-312026-04-22

EVR EVERCORE INC CLASS A108.0K shares-2.19%2026-03-312026-04-22

MCK MCKESSON CORP35.8K shares-0.38%2026-03-312026-04-22

DGX QUEST DIAGNOSTICS INC156.8K shares1.94%2026-03-312026-04-22

WFC WELLS FARGO CO386.0K shares-2.06%2026-03-312026-04-22

NDAQ NASDAQ INC361.0K shares-3.90%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED CL A61.2K shares-0.45%2026-03-312026-04-22

APP APPLOVIN CORP CL A75.4K shares-13.07%2026-03-312026-04-22

ASND ASCENDIS PHARMA AS SP ADR131.0K shares9.99%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC35.2K shares2.98%2026-03-312026-04-22

MRK MERCK & CO INC246.0K sharesnew addition2026-03-312026-04-22

CAT CATERPILLAR INC38.8K shares5.21%2026-03-312026-04-22

AZO AUTOZONE INC8.0K shares-1.02%2026-03-312026-04-22

KO COCA-COLA CO349.4K shares2.46%2026-03-312026-04-22

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TMUS T-MOBILE US INC125.9K shares3.15%2026-03-312026-04-22

MMM 3M CO181.6K shares-0.34%2026-03-312026-04-22

EQT EQT CORP414.3K shares0.88%2026-03-312026-04-22

WEC WEC ENERGY GROUP INC227.3K shares0.31%2026-03-312026-04-22

CSCO CISCO SYSTEMS INC336.7K shares0.44%2026-03-312026-04-22

QXO QXO INC NEW1.3M shares2.89%2026-03-312026-04-22

TKO TKO GROUP HOLDINGS INC CL A128.6K shares1.25%2026-03-312026-04-22

COP CONOCOPHILLIPS190.3K shares10.58%2026-03-312026-04-22

Sponsored

BAC BANK OF AMERICA CORP512.5K shares0.19%2026-03-312026-04-22

SN SHARKNINJA INC229.6K shares8.55%2026-03-312026-04-22

APH AMPHENOL CORP CL A190.0K shares-8.96%2026-03-312026-04-22

NUE NUCOR CORP139.9K shares-0.93%2026-03-312026-04-22

FWONK LIBERTY MEDIA CORP LBTY ONE S276.5K shares5.35%2026-03-312026-04-22

NFLX NETFLIX INC240.1K shares5.15%2026-03-312026-04-22

EHC ENCOMPASS HEALTH CORP236.0K shares6.09%2026-03-312026-04-22

CELH CELSIUS HOLDINGS INC NEW643.5K shares8.17%2026-03-312026-04-22

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDING242.4K shares-0.60%2026-03-312026-04-22

COST COSTCO WHOLESALE CORP22.6K shares0.64%2026-03-312026-04-22

TXRH TEXAS ROADHOUSE INC133.9K shares3.12%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO72.1K shares-0.19%2026-03-312026-04-22

ACGL ARCH CAPITAL GROUP LTD226.6K shares-0.19%2026-03-312026-04-22

LTH LIFE TIME GROUP HOLDINGS INC C806.5K shares-0.28%2026-03-312026-04-22

OLLI OLLIES BARGAIN OUTLET HOLDINGS229.1K shares-1.93%2026-03-312026-04-22

AEE AMEREN CORP189.2K shares0.25%2026-03-312026-04-22

Sponsored

PG PROCTER AND GAMBLE CO140.7K shares5.22%2026-03-312026-04-22

HD HOME DEPOT INC61.6K shares4.39%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO235.9K shares5.40%2026-03-312026-04-22

POST POST HOLDINGS INC200.4K shares5.56%2026-03-312026-04-22

VOO VANGUARD S&P 500 ETF33.1K shares-1.81%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC117.1K shares-3.94%2026-03-312026-04-22

TECK TECK RESOURCES LTD CL B355.3K shares-0.45%2026-03-312026-04-22

ABBV ABBVIE INC84.3K shares1.78%2026-03-312026-04-22

Sponsored

URBN URBAN OUTFITTERS INC265.4K shares3.15%2026-03-312026-04-22

TDY TELEDYNE TECHNOLOGIES INC27.4K sharesnew addition2026-03-312026-04-22

LIN LINDE PLC33.0K shares7.15%2026-03-312026-04-22

VICI VICI PROPERTIES INC577.0K shares-0.62%2026-03-312026-04-22

LDOS LEIDOS HOLDINGS INC99.5K shares-19.12%2026-03-312026-04-22

BLK BLACKROCK INC14.9K shares-33.22%2026-03-312026-04-22

R RYDER SYSTEMS INC59.5K sharesnew addition2026-03-312026-04-22

IQV IQVIA HOLDINGS INC69.6K sharesnew addition2026-03-312026-04-22

Sponsored

CRNX CRINETICS PHARMACEUTICALS INC324.8K sharesnew addition2026-03-312026-04-22

PODD INSULET CORP51.9K shares-7.14%2026-03-312026-04-22

ANET ARISTA NETWORKS INC77.0K shares-11.09%2026-03-312026-04-22

PFGC PERFORMANCE FOOD GROUP CO102.4K shares-20.65%2026-03-312026-04-22

VRSN VERISIGN INC33.3K shares-33.55%2026-03-312026-04-22

GTLS CHART INDUSTRIES INC34.5K shares-41.20%2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP105.3K shares-59.03%2026-03-312026-04-22

SPY SPDR S&P 500 ETF TRUST5.8K shares-2.82%2026-03-312026-04-22

Sponsored

MCD MCDONALDS CORP11.5K shares0.00%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO8.9K shares0.00%2026-03-312026-04-22

ITRI ITRON INC28.8K shares-57.36%2026-03-312026-04-22

VANGUARD INDEX FUNDS 500 INDEX VANGUARD INDEX FUNDS 500 INDEX3.4K shares24.20%2026-03-312026-04-22

AMGN AMGEN INC4.5K shares-6.25%2026-03-312026-04-22

EXE EXPAND ENERGY CORPORATION13.6K shares0.00%2026-03-312026-04-22

IBM INTL BUSINESS MACHINES5.6K shares0.00%2026-03-312026-04-22

V VISA INC CL A4.5K shares0.00%2026-03-312026-04-22

Sponsored

QSR RESTAURANT BRANDS INTL INC16.3K shares-0.15%2026-03-312026-04-22

MDY SPDR S&P MIDCAP 400 ETF TRUST1.9K shares20.79%2026-03-312026-04-22

ATO ATMOS ENERGY CORP5.1K shares0.00%2026-03-312026-04-22

RSP INVESCO S&P 500 EQUAL WEIGHT E3.3K shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRUMENTS INC2.7K shares0.00%2026-03-312026-04-22

XLF FINANCIAL SELECT SECTOR SPDR F10.2K shares-2.05%2026-03-312026-04-22

IWD ISHARES RUSSELL 1000 VALUE ETF2.0K shares78.96%2026-03-312026-04-22

IWF ISHARES RUSSELL 1000 GROWTH ET750 shares-6.02%2026-03-312026-04-22

Sponsored

VONV VANGUARD RUSSELL 1000 VALUE ET3.2K shares-21.85%2026-03-312026-04-22

XLU UTILITIES SELECT SECTOR SPDR F6.3K shares0.00%2026-03-312026-04-22

XLK TECHNOLOGY SELECT SECTOR SPDR2.0K shares-44.50%2026-03-312026-04-22

VANGUARD INDEX FUNDS GROWTH IN VANGUARD INDEX FUNDS GROWTH IN1.2K shares-22.97%2026-03-312026-04-22

TRGP TARGA RESOURCES CORP1.0K shares-51.22%2026-03-312026-04-22

VTI VANGUARD TOTAL STOCK MARKET ET707 shares-2.75%2026-03-312026-04-22

XLY CONSUMER DISCRETIONARY SELECT2.0K shares1.02%2026-03-312026-04-22

SCHD SCHWAB US DIVIDEND EQUITY ETF6.6K sharesnew addition2026-03-312026-04-22

Sponsored

NVDA

NVIDIA CORPORATION

0.16%

Shares1.1M

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.03%

Shares652.5K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.47%

Shares341.3K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON.COM INC

-0.33%

Shares448.1K

Event2026-03-31

Filed2026-04-22

GOOGL

ALPHABET INC CAP STOCK CL A

1.53%

Shares317.1K

Event2026-03-31

Filed2026-04-22

AVGO

BROADCOM INC

-3.38%

Shares228.8K

Event2026-03-31

Filed2026-04-22

LITE

LUMENTUM HOLDINGS INC

-15.55%

Shares91.8K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBILE CORP

-0.66%

Shares379.6K

Event2026-03-31

Filed2026-04-22